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Global Funds

Simplify financial and regulatory reporting

Contact Us

Meet evolving global fund requirements with one transformative, digital platform. Our client-centric services support and build your brand with expanded efficiencies and reduced risks across data, regulatory and digital channels.

Included Products

Distributor Feedback service

Simplify and streamline your reporting requirements for Consumer Duty.
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European ESG Reporting and Disclosures

Comprehensive support for all aspects of the composition, maintenance and distribution of the European ESG Templates (EETs).
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Global Fund Data and Document Dissemination

The asset management industry’s gateway to an established data and regulatory distribution network.
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Data API

Our API lets you instantly access and distribute a universe of high-quality fund data.
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UCITS KIID and EMT Production and Distribution

Comprehensive KIID and EMT outsourcing solution providing proactive management, cost-effective processes and rigorous evidential control systems.
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PRIIPs KID and EPT Production and Distribution

End-to-end service for PRIIPs KIDs and EPTs, including production, storage, translation, filing and distribution.
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MiFID II Cost and Charges

Extensive experience in the production, management and distribution of MiFID II templates, including cost and charges calculations.
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Solvency II Reporting

Solvency II reporting solution covers all aspects of the process, from data management to composition and distribution.
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Financial Report Preparation and Filing

End-to-end management of your financial reports help you gain economies of scale in quality, speed and reliability.
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Translation and Language Services

Experienced in-house translators help you meet your global fund and financial information translation needs.
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Digital Solutions

Providing investors with the latest fund data in an engaging and interactive way is vital in today’s market.
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Factsheet Production and Distribution

Produce and distribute branded Factsheets, as PDFs or digitally interactive web pages, with ease and efficiency.
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Assessment of Value service

Essential Support for the FCA's Consumer Duty and Assessment of Value Rules, and ESMA Cost and Charges disclosure requirements.
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Video

Broadridge Fund Communication Solutions

Providing a global digital platform that supports data, documents and regulatory reporting needs.

A Strategic Approach to Reporting
Article

A Strategic Approach to Reporting

Reaping strategic data benefits from mandatory cross-asset trade reporting projects.
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Global Funds

Explore our targeted solutions

Mutual funds and ETF providers rely on our data, technology and expertise to help them manage operations more efficiently, stay compliant with changing regulations and understand the competitive landscape.
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