{
  "docId": "019dd923-5ca1-7489-b635-2c022fadbfa7",
  "docSlug": "fd952aedeca416cc",
  "documentTitle": "Investor Perspectives Q1 2023",
  "authorId": "BCG",
  "authorName": "BCG",
  "documentKindSlug": "consulting-deck",
  "documentKindLabel": "Consulting deck",
  "sourceTypeSlug": "strategy_consulting",
  "sourceTypeLabel": "Strategy consulting",
  "presentationDate": null,
  "orientation": "landscape",
  "aspectRatio": 1.681,
  "pageNumber": 2,
  "pageCount": 27,
  "prevPage": 1,
  "nextPage": 3,
  "slideType": "appendix_methodology",
  "function": "summarize",
  "density": "overcrowded",
  "nDataPoints": 4,
  "notes": "This slide serves as a methodology disclosure for the survey data presented in the deck.",
  "elementsJson": [
    "headline_text",
    "paragraph",
    "bullet_list"
  ],
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019dd923-5ca1-7489-b635-2c022fadbfa7/2",
  "deckHref": "/decks/019dd923-5ca1-7489-b635-2c022fadbfa7",
  "deckJsonHref": "/decks/019dd923-5ca1-7489-b635-2c022fadbfa7.json",
  "deckAnchorHref": "/decks/019dd923-5ca1-7489-b635-2c022fadbfa7#slide-2",
  "components": [
    {
      "bbox": null,
      "kind": "callout",
      "text": "BCG is conducting this pulse check to help corporate executives and boards of directors understand investors’ perspectives in this rapidly changing environment.",
      "attrs": null,
      "subkind": null,
      "toolName": "Visual emphasis",
      "toolSlug": "visual-emphasis",
      "confidence": null,
      "componentId": "019dd951-b48a-77cd-a34a-8ed00c1e6be1",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.12,
        "w": 0.55,
        "x": 0.39,
        "y": 0.235
      },
      "kind": "list",
      "text": "About 93% of the participants in this survey overlap with the respondents in the previous survey, which was conducted October 7–11, 2022. Across the three most recent surveys, the overlap in respondents is 87%.",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "b038b537-e2b6-4e6f-a6db-1647950e0ae7",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.15,
        "w": 0.55,
        "x": 0.39,
        "y": 0.405
      },
      "kind": "list",
      "text": "They represent investment firms that have more than $5 trillion in combined assets under management. Roughly 96% are portfolio managers and senior analysts. They cover a broad spectrum of investor and investment styles.",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "d076a700-eceb-4d6d-96b4-81882ad93f41",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.15,
        "w": 0.55,
        "x": 0.39,
        "y": 0.575
      },
      "kind": "list",
      "text": "1. Investors' views of and expectations for the US economy and stock market, and their views on key risks and opportunities in the current environment. 2. Investors' perspectives on important decisions and priorities that corporate executives and boards of directors are considering and making.",
      "attrs": null,
      "subkind": "numbered",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "a9340e9c-654d-4f74-bd24-4e3d04baba92",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "metric",
      "text": "Assets under management: $5 trillion",
      "attrs": null,
      "subkind": "primary",
      "toolName": "Quantification",
      "toolSlug": "quantification",
      "confidence": null,
      "componentId": "019dd951-b48a-77cd-a34a-91df5b86bf2e",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.35,
        "w": 0.32,
        "x": 0.04,
        "y": 0.22
      },
      "kind": "paragraph",
      "text": "BCG surveyed leading investors February 13–22, 2023, to understand their perspectives on the US economy, the US stock market, and the critical decisions and actions that senior executives and boards of directors are considering and making. This is BCG’s 22nd investor pulse check since the start of the COVID-19 pandemic. The initial pulse check was conducted March 20–22, 2020.",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "be33a103-78b6-4e97-8dd8-251d6900cfe7",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.02,
        "w": 0.3,
        "x": 0.04,
        "y": 0.945
      },
      "kind": "source-note",
      "text": "Source: BCG's investor pulse checks, March 2020 through February 2023; n = 150 for each survey.",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "09a48ca1-e7b0-49a2-a88c-7431beeae0a8",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.04,
        "w": 0.45,
        "x": 0.04,
        "y": 0.06
      },
      "kind": "title",
      "text": "BCG Investor Perspectives Series | Q1 2023",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "5dfae591-71ef-4c5d-9773-63d385c89d31",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [
    {
      "metricRaw": "Assets under management",
      "numberRaw": "$5 trillion",
      "numberKind": "money",
      "actionTitle": null,
      "calloutText": "BCG is conducting this pulse check to help corporate executives and boards of directors understand investors’ perspectives in this rapidly changing environment.",
      "numberScale": "t",
      "numberValue": 5,
      "metricFamily": "market_size",
      "numberCurrency": "$"
    }
  ],
  "tools": [
    {
      "name": "SCQA Framework",
      "slug": "scqa-framework",
      "agent": "Architect",
      "layer": "block",
      "matchId": "019dd95a-13ee-7068-978c-fdca69837941",
      "evidence": "Situation (BCG surveyed leading investors), complication (changing env), question setup.",
      "confidence": 70
    },
    {
      "name": "Chunking",
      "slug": "chunking",
      "agent": "Architect",
      "layer": "loop",
      "matchId": "019dd95a-13ee-7068-978d-02c2503c9de3",
      "evidence": "Content chunked: about respondents, two key topics, methodology notes.",
      "confidence": 78
    },
    {
      "name": "Concrete Language",
      "slug": "concrete-language",
      "agent": "Storyteller",
      "layer": "slide",
      "matchId": "019dd95a-13ee-7068-978d-04521d864af5",
      "evidence": "Specifics: '$5 trillion AUM', 'n=150', 'February 13-22, 2023'.",
      "confidence": 80
    }
  ],
  "frameworks": [],
  "arcBeats": [
    {
      "to": 9,
      "from": 2,
      "beatId": "019dd95a-0702-74a3-87dd-1fd03382466d",
      "arcName": "The Triple Take",
      "arcSlug": "triple-take",
      "beatName": "The Facts (What)",
      "beatSlug": "triple-take-the-facts-what",
      "evidence": "Pulse-check survey results: macro risks, capital allocation, growth-to-value shift.",
      "position": 1,
      "confidence": 82,
      "parentBeatName": "Setup",
      "parentBeatSlug": "setup"
    },
    {
      "to": 2,
      "from": 1,
      "beatId": "019dd95a-0702-74a3-87dd-2bb2e6c64aab",
      "arcName": "The Consultant's Gambit",
      "arcSlug": "consultants-gambit",
      "beatName": "Situation & Context",
      "beatSlug": "consultants-gambit-situation-context",
      "evidence": "BCG survey context, $5T AUM, n=150 respondents framed.",
      "position": 1,
      "confidence": 60,
      "parentBeatName": "Setup",
      "parentBeatSlug": "setup"
    }
  ],
  "loops": [],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}