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Task force preview: new dashboard lets members explore survey responses and trends

Asset and Investment Review Task Force · November 6, 2025
AI-Generated Content: All content on this page was generated by AI to highlight key points from the meeting. For complete details and context, we recommend watching the full video. so we can fix them.

Summary

Consultants and staff demonstrated a dashboard that displays survey responses by entity and question, keyword stems and frequency charts, and cleaned nested datasets to support the task force’s analysis of rising reserve balances.

Consultants demonstrated a new dashboard that allows members to select an entity or pivot by question to see automated textual analysis and frequency charts for survey responses. The presentation showed an example view for school districts (75 responses) and flagged features that will allow the task force to filter by government type and survey question.

The presenter said structured datasets exist behind the UI and that the team is cleaning nested responses for historical analysis. Members asked whether the dashboard could support preparing the study’s analytic scenarios and requested access; the presenters agreed to provide the datasets and to add friction‑parameter controls for scenario testing.