Advancing Financial Literacy and Empowering Retail Investors Across Europe
Broadridge is pleased to announce a new €15,000 research grant to support an independent project that expands understanding of financial literacy and retail investor empowerment in Europe.
This initiative directly responds to the European Union’s Savings and Investments Union (SIU) and the European Commission’s Financial Literacy Strategy, which call for stronger evidence‑based research to improve financial education and engagement among retail investors.
Through this grant, Broadridge seeks to encourage research that can:
• Generate new insights or data on financial literacy and retail investor behaviour in Europe
• Identify policy or industry interventions that enhance financial literacy outcomes
• Strengthen understanding of retail investor needs, barriers, or decision making processes
• Develop innovative tools or frameworks for education and empowerment
The selected project will receive a grant of €15,000, which may be used for research expenses such as:
• Data acquisition
• Research assistance
• Survey or fieldwork
• Dissemination activities
Recipients will be expected to deliver:
• A written research paper or report completed by end-August 2026.
• A short presentation of findings to Broadridge and invited stakeholders
Expressions of Interest are due by Friday, 30 January.
EOIs (maximum one page) should include:
1. Abstract of the proposed research
2. Key research needs
3. Description of how the funding will be used
Please send your submission to Emma.Medcalf@Broadridge.com with the subject line: Financial Literacy Research Grant — Expression of Interest
All EOIs will be reviewed by a panel of Broadridge staff and external experts from Highland Global Advisors.
A shortlist of candidates will be invited for follow‑up discussions.
The final project will be selected in February, with research commencing shortly thereafter and expected to conclude no later than August 2026
Download the full Terms of Reference document here for complete details.