Broadridge stands ready to help you navigate what’s next. Our highest priorities are keeping our associates safe and ensuring our ability to serve our clients. Read more.

15(c) Board Reporting

Accurate and objective fund analysis for mutual fund directors

Provide fund directors with the highest standard of 15(c) board reporting so they have the information they need to fulfill their responsibilities and stay compliant. This includes expense and performance data based on fund peer groups, ensure the most accurate view of your funds.

Reports based on
best-in-class benchmarking

Broadridge 15(c) Board Reporting leverages updated data, hand-selected comparison groups and proven methodology to provide accurate and objective fee reporting.

Institutional-Quality Data

Hand-Selected Comparison Groups

Fully Transparent Methodology

Decision-Making Tools

Timely Board Communications

Quality reports start with the right data

Quality reports start with the right data

Broadridge has partnered with leading industry data sources to provide clients with data that is sourced directly from firms and updated on a continual basis for the most accurate fund comparisons.

Video

Board Reporting Made Simple

Learn how Broadridge's 15(c) reporting helps boards save time and stay current with fee and performance reviews.

How We Can Help

A long history of 15(c) reporting expertise and guidance

90%

Mutual fund assets flow through our platform.

29

Years delivering 15(c) solutions.

95%

ETF assets.

Webinar: Ratings in the Fund Boardroom

Webinar: Ratings in the Fund Boardroom

What Portfolio Driven Distribution Means for Fund Directors

What Portfolio Driven Distribution Means for Fund Directors

Mutual Funds: Lower Expenses and a Competitive Landscape

Mutual Funds: Lower Expenses and a Competitive Landscape

Exploring Fund Industry Concentration

Exploring Fund Industry Concentration

Clean Shares: What directors need to know

Clean Shares: What Directors Need to Know

Securities Lending: Reduce Operational Complexities and Maximize Yield

Securities Lending: Reduce Operational Complexities and Maximize Yield

Inform Intelligent Pricing with Investment Pricing Insights

Inform Intelligent Pricing with Investment Pricing Insights

Expand Your Perspective with 15(c) Qualitative Insights

Expand Your Perspective with 15(c) Qualitative Insights

15(c) Lipper Classifications and Morningstar Categories

15(c) Lipper Classifications and Morningstar Categories

Smart Beta Benchmarking: a Statistical Perspective

Smart Beta Benchmarking: a Statistical Perspective

Money Market Reform and Rising Rates

Money Market Reform and Rising Rates

Active vs. Passive Fund Analysis

Active vs. Passive Fund Analysis

Emerging Market Debt a Directors Guide

Emerging Market Debt: A Directors Guide

Photo: Telecom sales rep meets with a new customer, demonstrating electronic communications capabilities

Let’s talk about
what’s next for you

Our representatives and specialists are ready with the solutions you need to advance your business.

REQUEST INFORMATION