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Asset Management

Drive growth with the right data, insights and technology

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Transform your operations, strengthen client relationships and uncover new opportunities with solutions and services specifically for asset managers.

U.S. Investors: The Big Shift
Infographic
U.S. Investors: The Big Shift
Insights on the U.S. Investor
Report
Insights on the U.S. Investor
Future of Operations: Changing the Nature of Work
White Paper
Future of Operations: Changing the Nature of Work
Retooling the Investment Management Industry’s Performance Yardstick for New Realities
White Paper
Retooling the Investment Management Industry’s Performance Yardstick for New Realities
The Spirit of Innovation
Video
The Spirit of Innovation
The Future of Marketing and Regulatory Communications
Report
The Future of Marketing and Regulatory Communications
ETF Outlook 2020
Report
ETF Outlook 2020
Model portfolios and the future of distribution
White Paper
Model portfolios and the future of distribution
2020 CX and Communications Trends for Financial Services
Infographic
2020 CX and Communications Trends for Financial Services
ESG and Impact Investing
Article
ESG and Impact Investing
Next-Generation Proxy Voting Strategies for Asset Managers
White Paper
Next-Generation Proxy Voting Strategies for Asset Managers
Emerging Technology in the APAC Region
Podcast
Emerging Technology in the APAC Region
Asset Management Regulatory Insights
Resource
Asset Management Regulatory Insights
Asset Management Solutions
Video
Broadridge Asset Management Solutions
Retirement 2020
White Paper
Retirement 2020
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Institutional Investors

Optimize and scale your operations, meet compliance requirements and fulfill fiduciary duties with our flexible investment operations platform.

Enhance and simplify portfolio management.

Streamline key portfolio management processes—including trading, data management and reporting—for improved operational efficiency.
see solutions

Manage operational risk.

Keep pace with regulatory and operational changes to better navigate risk across your investment enterprise. We help you minimize the cost of compliance and scale efficiently with an integrated investment operations platform.
see solutions

Drive profitability with automated revenue and expense management.

Improve controls and reduce costs with our expense management and fee validation platform.
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Engage investors effectively

Enrich investor engagement with relevant and targeted communications delivered across multiple channels. Our automated communications solutions help you stand out in a competitive marketplace.
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Mutual Funds and ETF Providers

Manage your operations more efficiently, stay compliant with changing regulations and understand the competitive landscape for funds and ETF's.

Drive profitability with automated revenue and expense management:

Bring efficiency, transparency and control to your accounting and billing processes with an integrated platform for managing and validating fees and expenses.
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Access unique distribution insights

Harness the power of data to gain deeper insight into the marketplace, better understand the competition and identify the best sales opportunities.
see solutions

Maximize marketing communications

Create more dynamic investor experiences while reducing costs and streamlining processes for all your targeted marketing communications.
see solutions

Drive a successful proxy outcome.

We help fund providers gain the proxy votes they need using multi-channel communications, tabulation and reporting capabilities.
see solutions

Simplify financial and regulatory reporting.

Stay focused on your core business while meeting tax and regulatory requirements.
see solutions

Enhance and simplify portfolio management:

Streamline key portfolio management processes—including trading, data management and reporting—for improved operational efficiency.
see solutions

Retirement Services Providers

We help retirement firms cost-effectively engage with participants, advisors and plan providers. Our suite of mutual fund trading, advisor targeting, data and analytics solutions simplifies operations and drives growth.

Optimize trade processing

We offer retirement plan providers maximum flexibility and investment choice on an open architecture mutual fund and ETF trading platform with access to more than 25,000 funds.
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Simplify regulatory and compliance reporting:

Adapt to regulatory changes, monitor risk and achieve greater visibility into your operations with our regulatory reporting and communications solutions.
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Maximize participant and plan sponsor engagement

Deliver more engaging, timely and relevant participant communications through our flexible, multi-channel communications platform.
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Equip advisors to grow their business

Tailor your business to the communication needs of advisors with actionable insight from a broad range of market, investment and client information.
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Global Investment Managers

We help you drive transformational change in your operating model and manage risk in a competitive global marketplace.

Enhance and simplify portfolio management()

Streamline key portfolio management processes—including trading, data management and reporting—for improved operational efficiency.
see solutions

Manage risk and optimize operational efficiency:

Streamline your operations and risk controls, so you can focus on what matters: maximizing investment returns, managing risk and growing your business.
see solutions

Drive profitability with automated revenue and expense management[]

Drive profitability and gain operational advantage with our expense management and fee validation platform.
see solutions

Alternative Managers

Transform your operating model to efficiently raise capital and generate Alpha.

Enhance and simplify portfolio management--

Streamline key portfolio management processes—including trading, data management and reporting—for improved operational efficiency.
see solutions

Manage risk and optimize operational efficiency--

Our portfolio and order management, trading, reporting and analytics solutions help streamline your back office operations and risk controls.
see solutions

Fund Administrators and Prime Brokers

Our services help fund administrators and prime brokers scale their operations, achieve greater efficiency, stay compliant and communicate with investors.

Support operational control and scalability

Gain greater control of your operations to better manage risk, control costs and grow your business with our investment operations platform.
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Adapt to growing investment complexity and regulatory burden

Keep pace with an ever-changing regulatory environment with our technology and expertise.
see solutions
Video

Broadridge Asset Management Solutions

The future holds amazing opportunities for those equipped to adapt to changing investor preferences, regulatory needs and low returns. See how asset managers can unlock greater potential and engage customers in new ways.

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The future holds amazing opportunities – for those who can embrace this changing world of investor preferences – regulatory needs – and low returns.

How will asset managers unlock greater potential and engage customers in new ways?

It starts with re-thinking the way you operate – by opening your mind to the possibilities of technology – by focusing on your core strengths and investment strategies – then choosing the right partners for everything else.

What if you could create operational alpha – to manage risk – and to lower your costs?

What if you could streamline your middle and back office leveraging a single, operational technology platform that manages everything from portfolio management to reconciliation and billing?

Or service your clients the way they want, when they want – using the latest digital cloud communications and predictive analytics?

Asset Managers rely on our technology and expertise to help them scale so they can confidently adapt to changing market conditions in the future.

Everything we do is for one purpose – to help you adapt and be ready. Ready for next.

Asset Management

Powering the world's leading investors

90%
Mutual fund assets that flow through our platforms.
225
Asset Managers use our portfolio and order management solutions.
55M
Retirement plan participants receive our communications.
“The Broadridge suite allows us to communicate across systems and streamline workflows across six geographies.”
Yao-Chye Chiang
Chief Operating Officer, Clearwater Capital Partners
Case Study

Improved Prospecting, Greater Efficiencies

Discover how Broadridge’s Opportunity Hunter enabled a New York-based mutual fund company to help the salesforce hone its asset gathering strategy by targeting the best prospects for their fund family.
read more
Photo: Telecom sales rep meets with a new customer, demonstrating electronic communications capabilities Photo: Telecom sales rep meets with a new customer, demonstrating electronic communications capabilities

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