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Asset Management

Drive growth with the right data, insights and technology

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Transform your operations, strengthen client relationships and uncover new opportunities with solutions and services specifically for asset managers.

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Mutual Funds and ETF ProvidersGlobal FundsGlobal Investment ManagersHedge FundsInstitutional InvestorsPrivate Debt
CLO ManagersAlternative ManagersFund Administrators and Prime BrokersRetirement Services Providers

White Paper
US & European Fund Fee Trends; Exploring a Decade of Transformation
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AdvisorTarget
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Retail Investor Analytics
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Your destination for trends in financial services. Subscribe to receive updates.
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Consumer Duty: Reshaping retail investing
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Numerix Podcast: Technology that is Captivating the Finance Industry
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Asset Managers Navigating the Next Wave: How Tech and AI are Reshaping Buy-Side Strategies
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Broadridge Named a Leader in Digital Experience Platforms for Asset and Wealth Management Products by Everest Group
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U.S. Advisor-Sold Asset Management: This Time It’s Personal
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Future of Operations: Scaling Alternative Assets
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Digital Transformation in Asset Management 2023
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2023 Digital Transformation & Next-Gen Technology Study and CX & Communications Survey
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Tailored Shareholder Reports
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The New Competitive Calculus: Winning With Data-Driven Strategy
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Unravelling the Complexity of Value for Fund Boards
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Retail Distribution Strategies
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ESG and Sustainable Investment Outlook
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Retooling the Investment Management Industry’s Performance Yardstick for New Realities
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The Future of Marketing and Regulatory Communications
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2020 CX and Communications Trends for Financial Services
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ESG and Impact Investing
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Asset Management Regulatory Insights
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Broadridge Asset Management Solutions
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Retirement 2020
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Mutual Funds and ETF Providers

Manage your operations more efficiently, stay compliant with changing regulations and understand the competitive landscape for funds and ETF's.

Maximize investor communications

Engage and educate customers with relevant, multi-channel communications that help you improve relationships with less cost and complexity.
see solutions

Access unique distribution insights

Harness the power of data to gain deeper insight into the marketplace, better understand the competition and identify the best sales opportunities.
see solutions

Maximize marketing communications

Create more dynamic investor experiences while reducing costs and streamlining processes for all your targeted marketing communications.
see solutions

Drive a successful proxy outcome.

We help fund providers gain the proxy votes they need using multi-channel communications, tabulation and reporting capabilities.
see solutions

Simplify financial and regulatory reporting.

Stay focused on your core business while meeting your regulatory requirements.
see solutions

Enhance and simplify portfolio management:

Streamline key portfolio management processes—including trading, data management and reporting—for improved operational efficiency.
see solutions

Global Funds

Manage your operations more efficiently, stay compliant with changing regulations and understand the competitive landscape for global funds.

Access unique distribution insights

Harness the power of data to gain deeper insight into the marketplace, better understand the competition and identify the best sales opportunities.
see solutions

Enhance and simplify portfolio management

Streamline key portfolio management processes—including trading, data management and reporting—for improved operational efficiency.
see solutions

Simplify financial and regulatory reporting

Stay focused on your core business while meeting your regulatory requirements.
see solutions

Global Investment Managers

We help you drive transformational change in your operating model and manage risk in a competitive global marketplace.

Enhance and simplify portfolio management()

Streamline key portfolio management processes—including trading, data management and reporting—for improved operational efficiency.
see solutions

Manage risk and optimize operational efficiency:

Streamline your operations and risk controls, so you can focus on what matters: maximizing investment returns, managing risk and growing your business.
see solutions

Hedge Funds

Technology for public and private assets.

Integrated order, portfolio and risk management

Generate alpha, reduce operational risks, control costs, streamline compliance and reporting, and meet evolving business needs with our scalable solution.
see solutions

Institutional Investors

Optimize and scale your operations, meet compliance requirements and fulfill fiduciary duties with our flexible investment operations platform.

Enhance and simplify portfolio management.

Streamline key portfolio management processes—including trading, data management and reporting—for improved operational efficiency.
see solutions

Manage operational risk.

Keep pace with regulatory and operational changes to better navigate risk across your investment enterprise. We help you minimize the cost of compliance and scale efficiently with an integrated investment operations platform.
see solutions

Engage investors effectively

Enrich investor engagement with relevant and targeted communications delivered across multiple channels. Our automated communications solutions help you stand out in a competitive marketplace.
see solutions

Private Debt

Portfolio management, operational automation and risk mitigation to support increasing capital allocation in private debt.

Manage risk and optimize operational efficiency

Streamline your operations and controls to maximize investment returns, manage risk, and grow your business.
see solutions

CLO Managers

Portfolio management, operational automation and risk mitigation to support increasing capital allocation in CLOs.

Enhance and simplify portfolio management

Reduce vendor risks and costs by moving to our award-winning CLO portfolio platform.
see solutions

Manage risk and optimize operational efficiency

Streamline your operations and controls to maximize investment returns, manage risk, and grow your business.
see solutions

Alternative Managers

Transform your operating model to efficiently raise capital and generate Alpha.

Enhance and simplify portfolio management--

Streamline key portfolio management processes—including trading, data management and reporting—for improved operational efficiency.
see solutions

Manage risk and optimize operational efficiency--

Our portfolio and order management, trading, reporting and analytics solutions help streamline your back office operations and risk controls.
see solutions

Fund Administrators and Prime Brokers

Our services help fund administrators and prime brokers scale their operations, achieve greater efficiency, stay compliant and communicate with investors.

Support operational control and scalability

Gain greater control of your operations to better manage risk, control costs and grow your business with our investment operations platform.
see solutions

Adapt to growing investment complexity and regulatory burden

Keep pace with an ever-changing regulatory environment with our technology and expertise.
see solutions

Retirement Services Providers

We help retirement firms cost-effectively engage with participants, advisors and plan providers. Our suite of mutual fund trading, advisor targeting, data and analytics solutions simplifies operations and drives growth.

Equip advisors to grow their business

Tailor your business to the communication needs of advisors with actionable insight from a broad range of market, investment and client information.
see solutions

Maximize participant and plan sponsor engagement

Deliver more engaging, timely and relevant participant communications through our flexible, multi-channel communications platform.
see solutions

Simplify trust and custody services

Automate and optimize trust and custody services from an experienced, independent custodian.
see solutions

Simplify regulatory and compliance reporting:

Adapt to regulatory changes, monitor risk and achieve greater visibility into your operations with our regulatory reporting and communications solutions.
see solutions
Video

Broadridge Asset Management Solutions

The future holds amazing opportunities for those equipped to adapt to changing investor preferences, regulatory needs and low returns. See how asset managers can unlock greater potential and engage customers in new ways.

View icon View Transcript

The future holds amazing opportunities – for those who can embrace this changing world of investor preferences – regulatory needs – and low returns.

How will asset managers unlock greater potential and engage customers in new ways?

It starts with re-thinking the way you operate – by opening your mind to the possibilities of technology – by focusing on your core strengths and investment strategies – then choosing the right partners for everything else.

What if you could create operational alpha – to manage risk – and to lower your costs?

What if you could streamline your middle and back office leveraging a single, operational technology platform that manages everything from portfolio management to reconciliation and billing?

Or service your clients the way they want, when they want – using the latest digital cloud communications and predictive analytics?

Asset Managers rely on our technology and expertise to help them scale so they can confidently adapt to changing market conditions in the future.

Everything we do is for one purpose – to help you adapt and be ready. Ready for next.

Asset Management

Powering the world's leading investors

90%
Mutual fund assets that flow through our platforms.
225
Asset Managers use our portfolio and order management solutions.
55M
Retirement plan participants receive our communications.

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