Institutional Overview

These are a few publications I managed on the institutional side, from the design, animation of charts, static chart and video production, infographic/data viz and amplification/distribution.

INSURANCE SURVEY 2023

The twelfth annual Insurance Survey by Goldman Sachs Insurance Asset Management incorporates the views of 343 Chief Investment Officers (CIOs) and Chief Financial Officers (CFOs) representing over $13 trillion in global balance sheet assets, which accounts for approximately half of the global insurance industry.

Retirement Survey & Insights Report 2023

The third annual Retirement Survey & Insights Report incorporates the views of 5,261 working and retired Americans to discover what financial obstacles individuals need to overcome on their retirement saving journey and identify lessons employers can apply to better prepare their employees for retirement.

Retirement Mindset Matters

Leveraging data from the Retirement Survey & Insights Report 2023, and in collaboration with behavioral economists, Syntoniq, this supplemental report looks to uncover the behavioral factors that can influence individuals’ long-term savings tendencies.