Close

The right insights, right now

Access the latest news, analysis and trends impacting your business.

Explore our insights by topic:

About Broadridge

Global Intelligence

Optimize asset management strategies with AI-driven analytics. Access comprehensive product, competitive, and distribution intelligence on $100T+ of global assets.

Total Market Coverage

Create more precise predictions

Examine integrated retail and institutional assets under management — standardized by country, sector, vehicle, and distribution channel, and powered by AI-driven data collection, preparation, and quality assurance. 

Create more precise predictions

Examine integrated retail and institutional assets under management — standardized by country, sector, vehicle, and distribution channel, and powered by AI-driven data collection, preparation, and quality assurance. 

Demand Forecasting

Look beyond the horizon

Predict potential shifts in demand with three-year views of assets, flow, fees, and revenues using robust AI and machine learning models.  

Look beyond the horizon

Predict potential shifts in demand with three-year views of assets, flow, fees, and revenues using robust AI and machine learning models.  

Competitive Intelligence

Know how you compare

Benchmark your market share, rankings, and product attributes among select peer groups within a unparalleled $100T global retail and institutional assets universe. 

Know how you compare

Benchmark your market share, rankings, and product attributes among select peer groups within a unparalleled $100T global retail and institutional assets universe. 

Product Analytics

Gain a comprehensive view

We harmonize retail, institutional and global datasets while retaining default regional and market-specific taxonomies, empowering product teams with prioritization, analytics and frameworks.

Gain a comprehensive view

We harmonize retail, institutional and global datasets while retaining default regional and market-specific taxonomies, empowering product teams with prioritization, analytics and frameworks.

Distribution Strategy

Enhance strategic initiatives

Harness unique distribution-channel data to measure specific trends and opportunities across retail and institutional channels, named sub-advised fund sponsors, and investment consultants.

Enhance strategic initiatives

Harness unique distribution-channel data to measure specific trends and opportunities across retail and institutional channels, named sub-advised fund sponsors, and investment consultants.

Pricing Strategy

Optimize your pricing strategy

Optimize your pricing strategy with comprehensive fee and expense data across global markets, enabling competitive benchmarking and insights into pricing trends. 

Optimize your pricing strategy

Optimize your pricing strategy with comprehensive fee and expense data across global markets, enabling competitive benchmarking and insights into pricing trends. 

Scenario Planning

Prepare for everything

Utilize consensus outlooks from leading institutions and researchers on GDP growth, interest rates, inflation, performance, and more to model scenarios that go beyond the simple bull and bear case set of heuristics. Access demand scenarios with help from a virtual chatbot and dashboard analytics. 

Prepare for everything

Utilize consensus outlooks from leading institutions and researchers on GDP growth, interest rates, inflation, performance, and more to model scenarios that go beyond the simple bull and bear case set of heuristics. Access demand scenarios with help from a virtual chatbot and dashboard analytics. 

Uncover market opportunities. Understand distribution and demand.

Multi-dimensional market segmentation

  • 80+ detailed product strategy segments
  • 30+ global country segments
  • 6 vehicles collectively representing the total asset management market
  • 9 demand metrics
  • Thousands of predictive features

Integrated proprietary, third-party, and consortium data

  • Essential analytics and insights for global asset managers
  • Retail and institutional consortia from 100+ managers
  • True negotiated fees of 100k+ institutional agreements
  • Thousands of annual interviews with leading fund buyers and US advisors

AI-powered Global Demand Model

  • Detailed tracking of $100T+ in public and private assets
  • AI-driven predictive models
  • Three-year forward-looking views of flows, revenues, and more
  • Visual analytics and workflow features, purpose-built for strategic intelligence

Global pricing intelligence

  • Comprehensive fee and expense data across global investment management products
  • Competitive benchmarking of pricing strategies
  • Real-time Insights into pricing trends and market dynamics