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Global Funds

Simplify financial and regulatory reporting

Contact Us

Meet evolving global fund requirements with one transformative, digital platform. Our client-centric services support and build your brand with expanded efficiencies and reduced risks across data, regulatory and digital channels.

Included Products

Assessment of Value & Board Reporting

Essential Support for the FCA's Consumer Duty and Assessment of Value Ruling, and ESMA Cost and Charges disclosure requirements.
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Distributor Feedback service

Simplify and streamline your reporting requirements for Consumer Duty.
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European ESG Reporting and Disclosures

Comprehensive support for all aspects of the composition, maintenance and distribution of the European ESG Templates (EETs).
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Global Fund Data and Document Dissemination

The asset management industry’s gateway to an established data and regulatory distribution network.
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Data API

Our API lets you instantly access and distribute a universe of high-quality fund data.
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UCITS KIID and EMT Production and Distribution

Comprehensive KIID and EMT outsourcing solution providing proactive management, cost-effective processes and rigorous evidential control systems.
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PRIIPs KID and EPT Production and Distribution

End-to-end service for PRIIPs KIDs and EPTs, including production, storage, translation, filing and distribution.
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MiFID II Cost and Charges

Extensive experience in the production, management and distribution of MiFID II templates, including cost and charges calculations.
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Solvency II Reporting

Solvency II reporting solution covers all aspects of the process, from data management to composition and distribution.
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Financial Report Preparation and Filing

End-to-end management of your financial reports help you gain economies of scale in quality, speed and reliability.
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Translation and Language Services

Experienced in-house translators help you meet your global fund and financial information translation needs.
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Digital Solutions

Providing investors with the latest fund data in an engaging and interactive way is vital in today’s market.
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Factsheet Production and Distribution

Produce and distribute branded Factsheets, as PDFs or digitally interactive web pages, with ease and efficiency.
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Video

Broadridge Fund Communication Solutions

Providing a global digital platform that supports data, documents and regulatory reporting needs.

A Strategic Approach to Reporting
Article

A Strategic Approach to Reporting

Reaping strategic data benefits from mandatory cross-asset trade reporting projects.
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Global Funds

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Mutual funds and ETF providers rely on our data, technology and expertise to help them manage operations more efficiently, stay compliant with changing regulations and understand the competitive landscape.
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