Data, Analytics & Intelligence

Gain the visibility into global investor-segment, asset-class, and regulatory trend data required for regulatory compliance, effective resource allocation, and accelerated growth at scale.

Access actionable, industry-leading insight

Unparalleled Coverage
Track over $100 trillion in global retail and institutional assets to uncover global asset management market, distribution, product, and competitive dynamics.
Sophisticated Tools
Use customizable dashboards to facilitate AI-driven predictive analytics, advisor-market scoring and segmentation, commission calculations, and more.
Investor Intelligence
Grow market share and AUM with insights into the holdings of 40+ million retail investors. Uncover key trends and opportunities using the industry’s largest direct-measured dataset.
ESG Data & Reporting
Apply detailed ESG benchmarking and analytics tools to compare disclosures, ratings, rankings, shareholder proposals, and sustainability performance against peers.
Regulatory Reporting Data
Leverage technology and expertise to streamline your regulatory reporting - with greater control, transparency, and agility to regulatory change.

Featured solutions

Market Intelligence​
Distribution Intelligence​
Investor Intelligence​
ESG Data & Reporting​
Global Fund Data and Document Dissemination
Regulatory Trade & Transaction Reporting
Data Management
Investor Insights
AdvisorTarget

Uncover opportunities that others miss with exclusive data

40+ million
Retail investors’ holdings and demographics contained in one pioneering dataset
$100T+
In retail and institutional assets tracked
$1.3T
In ESG funds and ETFs tracked globally
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2024 FORTUNE® World’s Most Admired Companies

10x winner of membership in FORTUNE® magazine annual list of the World’s Most Admired Companies in the financial data services category 

See what keeps us on the list
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U.S. Investor Study 2024

Discover key trends and demographics surfaced by our share ownership data from tens of millions of retail investors with holdings invested through financial intermediaries.

Explore the data and takeaways

What's next for your business?

We want to hear more about what you need to improve your business and drive transformative innovation, efficiency, and growth.
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