Unmatched insights with Broadridge Investor PulseSM

Analyze data from actual holdings of nearly 50 million 
U.S. retail investors and dive deeper into the investment 
landscape with Broadridge's newly launched Investor Pulse insights tool.


Our interactive tool offers a dynamic and user-friendly way 
to explore a rich, monthly updated dataset and uncover actionable insights for informed decision-making.
Explore Broadridge Investor Pulse
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Introducing Broadridge Investor Pulse

Spot emerging trends

Identify key shifts, themes, and opportunities to refine your strategies.

Make data-driven decisions

Benchmark performance, target investor personas, and identify client acquisition opportunities.

Tailor marketing efforts

Segment investors based on various criteria, enhance product development.

The source of U.S. retail investment behavior

This groundbreaking tool leverages the power of Broadridge’s proprietary data to analyze billions of datapoints from tens of millions of retail investor households’ taxable accounts and IRAs.

Nearly 50 million
Directly sourced investment holdings of nearly 50 million investors (aggregated).
Data-led
Appended demographics at the investor and household level results in billions of datapoints to analyze.
90%+ visibility
Visibility provided into distribution of 95% of all ETF assets and 90% of all long-term mutual fund assets sold through financial intermediaries.

Key data themes and trend information

Broadridge Investor Pulse provides key themes that highlight a dynamic and evolving investment landscape shaped by generational shifts, changing preferences, and a growing demand for self-directed solutions.

1. Democratization of Investing

Younger generations (Gen-Z, Millennials, and Gen-X) are entering the market and growing their share of assets, while less educated investors are also increasingly participating.

2. Women investors

Women represent a smaller proportion of the market by percentage and total assets but have higher median assets. They tend to start investing later in life, with an older average age.

3. Self-service investing

The shift toward discount channels and self-directed accounts continues to grow, with individual equities becoming more popular.

4. Advice channels vs. discount channels

Assets are moving from traditional advice-based channels to discount brokerage platforms, reflecting a broader trend toward self-service.

5. Product proliferation

Investor portfolios are becoming more diversified, holding an increasing number of products. However, mutual funds—especially active ones—are declining in favor of ETFs and equities.

6. High-net-worth investors

Despite the influx of younger and less educated investors, high-net-worth (HNW) investors continue to control an increasing share of total assets.

Explore Broadridge Investor Pulse
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Empower your strategy 
with data-driven insights

Our dataset updates monthly, so you have the most relevant and timely investment trends at your fingertips. Explore dynamic data views that keep you engaged and aligned with the ever-changing market.

Get the answers to the most asked questions mapped to regularly updated, real data

How have investment trends by gender shifted since the pandemic?
Which product type now holds the top asset share position in investors’ portfolios?
How prevalent is it for advisory clients to also maintain a self-directed relationship?
How does the generational profile of my practice compare to the industry?
How does the amount of my investment assets stack up versus my peers
Explore Broadridge Investor Pulse

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