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About Broadridge

Fact Sheet

Global Market Intelligence

An integrated analytics solution for the asset management market tracking Institutional and Retail investment products globally.

Global Market Intelligence, offers asset managers an unparalleled view of investment products in Institutional and Retail via a unique methodology that segments data by market share, asset flows, product, and more.

By combining our three unrivaled data sets – FundFile for the global fund marketplace, SalesWatch for the cross-border market and Money in Motion the leading dataset for analysing the global institutional market – Global Market Intelligence delivers an unparalleled view of separate accounts, domestic funds, cross-border funds, and ETFs.

Whether you need to predict institutional demand or understand changing investor behaviours, Global Market Intelligence is designed to facilitate deep analysis of the competitive landscape.

 

Greater Insights For Better Decisions

  • Leading industry consortium with broadest coverage
  • Identify new markets and opportunities faster and easier
  • Quickly see changing market share dynamics and understand fund expenses and performance
  • Discover and analyse trends, including in-country and cross-border fund market growth dynamics
  • Get a granular view of flows to pinpoint growth
  • Access research and information on Institutional and Retail Investment Products globally
  • Utilise leading-edge, customisable visualisation tools
  • Understand the competitive landscape by market, channel and product

The Integrated Data and Analytics Platform

FUNDFILE

Foremost source of global fund data, tracking over 80,000 funds

  • Unique identification and tracking of the cross-border fund market, the world’s second-largest fund market
  • Multiple data feeds from licensed and public data sources, cross-checked by rigorous automated processes and teams of multilingual, multinational research analysts
  • Multi-source aggregation – Morningstar, Lipper, Broadridge, and more
  • Powerful data analytics and visualisation platform

MONEY IN MOTION

Money in Motion the leading dataset for analysing the global institutional market

  • Track institutional asset flows. Gain unprecedented insight into institutional asset flows based on reliable and robust consortium data
  • Track $22T of assets, covering every market in every region
  • Take advantage of our collective intelligence methodology, which delivers essential asset, flow and revenue data at a unique level of detail
  • Get a true picture of market share and share of flows.
  • Analyse data by channel to identify and predict institutional demand for product styles

Global Market Intelligence

SALESWATCH

Delivering transparency in the cross-border fund market

  • The leading dataset for analysing the global Cross-border fund market, covering over 70% of the market with a unique consortium model
  • Enables unique geographical disaggregation of the cross-border market, revealing product preferences by fund market
  • Allows geographical, asset class, and sector analysis of cross-border assets and flows and your relative positioning
  • Delivers the largest, most comprehensive view of cross-border players, giving visibility of the most assets and flows in the marketplace
  • Pinpoints your true opportunity by using gross sales metrics to measure the actual value of assets changing hands
  • Provides benchmarking capabilities, with the ability to measure the evolution of your asset share and flow share versus your competitors

ENABLING POWERFUL INSIGHTS

  • Run competitor analyses, scorecards, and fund range comparisons
  • Map the product innovation landscape for new trends and benchmarking
  • Employ strategic product life cycle management
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