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15(c) Board Reporting

Streamline your 15(c) reporting

Give your board directors customized and accurate reporting so they can meet their fiduciary duty. Broadridge data provides deep insights into competitors for more representative peer groups and expertise on fund industry trends so you can better position your funds to support fee increases.

A strategic 15(c) Board Reporting solution

Gain fund performance, portfolio and expense data for board reports that meet regulatory and compliance requirements. Custom peer groups help you see opportunities to boost margins and maximize growth.

Gain Deep Data Fund Coverage

Apply Morningstar and Lipper Data

Get Peer Group Consulting

Compare Product Lineup Evaluations

Apply Subadvisor Analysis

Automate and Scale Board Reports

Combine customization with unrivaled expertise for better board reports

Our consulting teams apply Morningstar, Lipper and proprietary Broadridge data for deep fund expense, performance and portfolio coverage and for customized peer groups. We then apply those insights to identify fund industry trends to allow for more in-depth and professional-grade board reports.

Learn More About Broadridge’s 15(c) Board Reporting Solution

See how to turn your 15 (c) reporting into a strategic asset

Our proprietary reporting solution makes it simple to identify, weigh, test and monitor key fund factors to optimize funds and create professional-grade board reports.