Mutual Funds and ETF Providers

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Gain the deep insights you need to grow revenue, manage risk and control costs related to distribution drawn from our exclusive $10 trillion of direct-sourced asset data.


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Funds tracked globally.
Data files tracked monthly.

Fund Distribution IntelligenceTM

Unique insights into long-term mutual fund and ETF distribution trends by channel.

Trust assets include both personal trust and some retirement business where the trust company is trustee.

Data Source: Access Data, a Broadridge Company

Latest Distribution Insights

In the first six months of 2017, advisors from independent broker dealers and wirehouse firms added net new assets of $150 billion and $40 billion, respectively into institutionally priced actively managed funds. The majority of these positive flows were the result of conversions out of load funds (share class A, B and C), which decreased by $122 billion and $37 billion from independent and wirehouse broker dealers, respectively.

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