Close

The right insights, right now

Access the latest news, analysis and trends impacting your business.

About Broadridge

Additional Broadridge resources:

View our Contact Us page for additional information.

15(c) Board Reporting

Streamline your 15(c) reporting

Give your board directors customized and accurate reporting so they can meet their fiduciary duty. Broadridge data provides deep insights into competitors for more representative peer groups and expertise on fund industry trends so you can better position your funds to support fee increases.

A strategic 15(c) Board Reporting solution

Gain fund performance, portfolio and expense data for board reports that meet regulatory and compliance requirements. Custom peer groups help you see opportunities to boost margins and maximize growth.

icon product feature
Gain Deep Data Fund Coverage
icon product feature
Apply Morningstar and Lipper Data
icon product feature
Get Peer Group Consulting
icon product feature
Compare Product Lineup Evaluations
icon product feature
Apply Subadvisor Analysis
icon product feature
Automate and Scale Board Reports

Learn More About Broadridge’s 15(c) Board Reporting Solution

See how to turn your 15 (c) reporting into a strategic asset

Our proprietary reporting solution makes it simple to identify, weigh, test and monitor key fund factors to optimize funds and create professional-grade board reports.

  1. Rapid deployment
  • Full client support
  • Fast and easy implementation
  1. Proprietary insights across the fund universe
  • Open- and Closed-End Funds
  • Variable Annuities
  • ETFs
  • Interval funds
  • Hedge Fund of Funds

  1. Easily access fund insights and identify trends
  • Easy-to-use dashboards
  • Fund findings at your fingertips
  • Forward-looking analytics
  1. Customized “what-if” fund scenarios
  • Assess the impact of various channel, pricing and other options
Video

Board reporting made simple – and strategic

See how Broadridge’s 15(c) reporting helps your board save time and stay current with fee and performance reviews to meet regulatory and compliance requirements to grow your business.

How We Can Help

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

90%
Mutual fund assets flow through our platform.
29
Years of delivering 15(c) solutions.
95%
ETF assets.
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

Let’s talk about
what’s next for you

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