Market Intelligence for Asset Managers

Make confident decisions with a comprehensive view of the asset management landscape. Analyze every element of demand, performance, and compliance on our integrated platform.

Analyze trends. Optimize prices. Achieve compliance.

Market sizing and demand forecasting
  • Track $100T+ in retail and institutional assets
  • Evaluate assets, flows, and revenue pools across key segments
  • Leverage machine learning for 3-year asset, flow, and revenue forecasts
  • Customize by market, channel, vehicle, category, and other economic indicators
Global pricing intelligence
  • Access 80K+ negotiated fees for ~100K funds and ETFs
  • Benchmark pricing against competitors
  • Examine fee sensitivity and its impact on AUM
Fund buyer sentiment analysis
  • Capture perceptions of leading global fund sectors
  • Analyze buyer behavior and preferences in 18 countries
  • Build qualitative KPIs and tailor products around evolving needs
Regulatory reporting and compliance
  • Simplify 15(c) board reporting
  • Support Value for Money assessments across jurisdictions
  • Gain independent peer group analysis and qualitative insights
  • Strengthen compliance against evolving regulations

Assess every opportunity in retail and institutional markets

Leverage extensive coverage and advanced analytics to make confident decisions around growth and compliance.

Access comprehensive market sizing and predictive analytics, combining extensive data tracking of retail and institutional assets with advanced forecasting capabilities.

Explore Global Intelligence with Demand Forecasting

Get intuitive pricing intelligence, regulatory compliance support, and value assessment tools that enable data-driven pricing strategies and adherence to evolving requirements.

Explore Pricing and Value Analytic Solutions

Capture and analyze perceptions of leading fund selectors globally. Understand fund buyer behavior, benchmark client experience, and track competitor performance.

Explore Fund Brand Focus Intelligence
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Broadridge Distribution Insight Portal

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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.
Want to speak with a specialist?
+1 800 353 0103 (option 3) North America
+617 4356 9934 APAC Australia
+852 3004 3094 APAC Hong Kong
+65 3135 1278 APAC Singapore