Trackinsight is a French

financial technology Financial technology (abbreviated as fintech) refers to the application of innovative technologies to products and services in the financial industry. This broad term encompasses a wide array of technological advancements in financial services, ...

company headquartered in Biot. The company offers global

Exchange-traded Fund An exchange-traded fund (ETF) is a type of investment fund that is also an exchange-traded product, i.e., it is traded on stock exchanges. ETFs own financial assets such as stocks, bonds, currencies, debts, futures contracts, and/or comm ...

(ETF) data and selection services for professional investors, advisors, institutions and ETF industry participants. , the firm operates in 6 different countries with 30 employees.

History

Trackinsight started in 2014 by late Jean-René Giraud, co-founder and board member of Koris International. The platform spun off from Koris International on October 17, 2016, when Trackinsight raised €2,500,000 from NewAlpha Asset Management and Aviva Group. Trackinsight CEO Jean-René Giraud died on June 16, 2022. In 2024,

Kepler Cheuvreux Kepler Cheuvreux is an independent European financial services company providing research, execution, advisory, and asset management services. History 1997: origins Kepler Capital Markets was founded in 1997 under the name Julius Baer Broke ...

, an independent European financial services firm, acquired a majority stake in Trackinsight, becoming the company's principal shareholder.

Products and Services

Trackinsight’s core business focuses on providing ETF data, due diligence reports, portfolio analytics tools, enterprise solutions, and advisory services. It also offers free access to a global ETF screener, comparison tool, personal watchlists, and dedicated channels for thematic, ESG, and

fixed income Fixed income refers to any type of investment under which the borrower or issuer is obliged to make payments of a fixed amount on a fixed schedule. For example, the borrower may have to pay interest at a fixed rate once a year and repay the pr ...

investing.

Global View

Trackinsight’s Global View is flagship data offering that covers over 7,000 ETFs listed worldwide. North American clients can access Global View from Trackinsight’s distribution partner,

Nasdaq The Nasdaq Stock Market (; National Association of Securities Dealers Automated Quotations) is an American stock exchange based in New York City. It is the most active stock trading venue in the U.S. by volume, and ranked second on the list ...

Global ETF Survey

Trackinsight releases an annual global survey with professional investors highlighting activity in the ETF space. The Global ETF Survey 2021 supported by

IHS Markit Accuris is an information services provider. History IHS Information Handling Services (IHS) "was founded in 1959 as Information Handling Services to provide information for aerospace engineers through microfilm databases". It subsequently gre ...

and J.P. Morgan Asset Management polled 373 professional investors from 18 countries who oversee a total of $347 billion in ETF assets and more than half having over 40% of their total portfolio invested in ETFs.

ESG Investing Platform

In January 2021, Trackinsight launched an ESG investing platform, called the ESG Observatory. The ESG investing platform was developed in partnership with independent ESG verifier Conser, and with support from the SDG Investors Partnership of the

United Nations Conference on Trade and Development UN Trade and Development (UNCTAD) is an intergovernmental organization within the United Nations Secretariat that promotes the interests of developing countries in world trade. It was established in 1964 by the United Nations General Assembl ...

. The platform’s features include key ESG investment trends, comparison of the different ESG strategies offered by ETF issuers and measurement of which funds are contributing most towards meeting the United Nations Sustainable Development Goals.

Thematic Investing Platform

On October 22, 2021, Trackinsight launched a new classification system for thematic ETFs with support from Legal & General Investment Management and ROBO Global.

Fixed Income Investing Platform

In February 2022, by collaborating with

iShares iShares is a collection of exchange-traded funds (ETFs) and index mutual funds managed by BlackRock, which acquired the brand and business from Barclays in 2009. The first iShares ETFs were known as World Equity Benchmark Shares (WEBS) but hav ...

and Jane Street, Trackinsight launched the Fixed Income Investing hub to build a comprehensive research and analysis portal dedicated to

investing.

Technology Services

Trackinsight provides tools, data and analytics for institutions in the ETF industry.

Notes and references

{{DEFAULTSORT:TrackInsight Financial services companies established in 2014 French companies established in 2014 Online financial services companies of France