Mutual Funds and ETF Providers

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Unparalleled perspective into the size, shape and dynamics of global asset management. Answering questions core to asset managers with analytics powered by unique quantitative and qualitative datasets and insight services curated by a team of industry experts.

Included Products

Advisor Targeting

Opportunity Hunter is a sales and marketing tool.

Distribution 360

Distribution guides to European and Asia-Pacific distribution opportunities.

Global Market Intelligence

Analytics tool and database with global trends, assets, flows, and opportunities for the mutual fund and ETF industries.

Institutional Market Intelligence

Gain actionable insight into the market and your business.

Market Analytics

Analytics platform of fund and ETF data for all retail and institutional third-party distribution channels for asset managers.

Sales and Asset Reporting

Database and reporting tools for the fund industry, including data on RIAs and IBDs.

Success Optimizer for Funds

Gain deeper insights into the five key drivers of fund success.

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Advisor Scoring in Opportunity Hunter

Enabling distribution professionals using the most comprehensive data in the industry.

How We Can Help

Leverage our data to explore markets

$70T

Global assets tracked.

$15T

Intermediary held funds and ETFs.

80K

Portfolios.

Insights on the U.S. Investor

Insights on the U.S. Investor

Advisor Scoring in Opportunity Hunter

Advisor Scoring in Opportunity Hunter

Driving Distribution Forward

Driving Distribution Forward

Deepen Advisor Relationships

Deepen Advisor Relationships

The Retail Distribution Playbook

The Retail Distribution Playbook

Gaining a Distribution Edge in APAC – The World’s Fastest-Growing Region

Gaining a Distribution Edge in APAC – The World’s Fastest-Growing Region

The Impact of 2020 on Advice—and Advisors

The Impact of 2020 on Advice—and Advisors

Distribution Insight Platform

Distribution Insight Platform

The Future of Advice

The Future of Advice

How Asset Managers Can Strengthen Advisor Resources

How Asset Managers Can Strengthen Advisor Resources

Study: ETFs Poised to Surpass Actively Managed Mutual Funds

Study: ETFs Poised to Surpass Actively Managed Mutual Funds

ETF Outlook 2020

ETF Outlook 2020

Get a Complete Picture of Model Portfolio Holdings

Get a Complete Picture of Model Portfolio Holdings

Measuring ETF Market Share and Model Portfolios in the U.S.

Measuring ETF Market Share and Model Portfolios in the U.S.

The Popularity of Models is Heavily Driven by ETFs

The Popularity of Models is Heavily Driven by ETFs

Intermediary Compliance Manager

Intermediary Compliance Manager

Distribution Insight Trends

Distribution Insight Trends

Model portfolios and the future of distribution

Model portfolios and the future of distribution

The Rise of Model Portfolios

The Rise of Model Portfolios

Distribution Insight Fact Sheet

Distribution Insight Fact Sheet

Money In Motion

Money In Motion

Emerging Market Debt a Directors Guide

Emerging Market Debt: A Directors Guide

FundFlash Reports

FundFlash Reports

Asset Management Solutions

Broadridge Asset Management Solutions

Global Market Intelligence

Global Market Intelligence

Precise RIA Data Drove Higher Sales

Precise RIA Data Drives Higher Sales

Improved Prospecting Greater Efficiencies

Improved Prospecting, Greater Efficiencies

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