Investment Management Survey Dashboard
An interactive dashboard visualising 20 years of investment management industry survey data with an AI chat layer for querying trends across asset classes, firm types, and market share.
Outcome
Deployed internally at The Investment Association to support industry research and advocacy work.
Live Demo
2004
3.2£tn
2023
11.4£tn
Change
+256%
The Challenge
The Investment Association publishes an annual Investment Management Survey covering AUM, asset allocation, firm count, and passive vs active trends across the UK investment industry. The data existed but was locked in static spreadsheets and PDFs, making it difficult for policy staff to identify trends, compare years, or answer ad hoc questions quickly.
How It Was Built
Built a full-stack dashboard ingesting 20 years of historical IMS data into a PostgreSQL database, with a Next.js frontend using Recharts for interactive visualisation. Multiple chart types (line, bar, donut) allow switching between metrics with animated transitions. An AI chat layer powered by OpenAI with retrieval-augmented context over the structured dataset allows policy staff to query the data in natural language and receive cited, data-grounded answers.
The Result
Deployed internally at The Investment Association. Policy staff can now instantly visualise any trend, compare metrics across years, and get natural-language summaries of changes. The tool is used to support advocacy work, press briefings, and regulatory submissions.