Investor Intelligence

Discover new ways to expand your funds’ market share.

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Growing AUM starts with knowing your investors better

Use actionable investor data to identify gaps, see opportunities and target with precision.

Benchmark against your peers

Use actionable investor data to identify gaps, see opportunities and target with precision.

Identify new asset classes and use cases for your funds

Apply next-level market segmentation and analytics to uncover new opportunities and competitive advantages.

Zero in on market opportunities

Gain deep insight into investor product needs

Segment investors by 13 distinct life stages, geography and Morningstar categories.

Deepen your advisor relationships

Help wholesalers improve advisor engagement with rich profiles of your investor base and use cases for your funds.

Optimize your direct-to-consumer marketing

Identify and target investors who could be using your funds to meet their investment goals.

Leverage a turnkey, single-platform solution

Investor Intelligence provides the perspectives you need to capture greater market share for your funds

Gain the freshest insights available
Prioritize investors best aligned with your funds
Align the right product message to the right investor

Confidently target investors with market segmentation data only Broadridge can provide

Direct measured from tens of millions of investor accounts
Drawn from 800 industry contributing data sources
Continuously updated for optimal timeliness
Infused with lifestyle demographic insights
Reflecting a wide range of securities owned

What's next for your business?

We want to hear more about what you need to improve your business and drive transformative innovation, efficiency, and growth.

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