Research and data insights for the financial sector
I turn proprietary data and original research into insights that help financial professionals understand markets, identify trends and make better decisions.
Selected white papers
These samples are representative of my past work building and cleaning proprietary datasets, distilling them into key takeaways and shaping them into content for both editorial teams and external clients.
Project
9fin Private Credit Review and League Tables
Led the revamp of 9fin’s quarterly private credit report and expansion of data submissions from industry participants.
Produced in partnership with Commonwealth Financial Network, this study is based on a survey of financial advisors on how they spend their typical day, using the results to showcase the advantages of partnering with a broker-dealer network like Commonwealth.
Project
Financial Advisor Time Use Study
Part of a quarterly series surveying financial professionals’ market outlook, this edition showcases the opportunities for advisors in helping clients navigate alternative investments, sponsored by asset manager CAIS.
Project
Investment Spotlight: Alternatives
Part of a quarterly series surveying financial professionals’ market outlook, this edition showcases the opportunities for advisors in adding annuities to portfolios, sponsored by Transamerica.
Project
Investment Spotlight: Annuities
Additional media
InvestmentNews
9fin Podcast
InvestmentNews
InvestmentNews