U.S. Intermediary-Sold Fund Distribution Review – Q1’2014

Broadridge Insights

U.S. Intermediary-Sold Fund Distribution Review – Q1’2014

A quarterly assessment of the intermediary-sold marketplace showing mutual fund and ETF growth and demand trends by channel.

Overview

This quarterly report series from Strategic Insight highlights mutual fund and ETF distribution trends by channel. It is based on the new intermediary-sold fund distribution data transparency contained in Simfund Pro, 7.0. The data encompass asset and net flow information (updated monthly) for roughly $7 trillion of open-end stock and bond mutual fund and exchange-traded fund (ETF) assets across 900+ distributors and nine distribution channels.

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