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About Broadridge

Dynamic Fund Board Reporting

Streamline 15(c) oversight with updated expense, performance and portfolio data and analysis.

Unique “what-if” tool for fund analytics

Easily compare different fee structures and assess their impact on fund performance and peer comparisons.

See the Latest Expense, Performance and Portfolio Data and Analysis

Leverage our curated comparison groups and/or the full fund universe for more informed, independent decision making. Interactive charts include hyperlinks to next level of detail.

Deep Dive into Targeted Funds

Use charts configured to your requirements to further refine analyses and better understand rankings. Analyze performance by time period and risk metrics.

Get Fast and Accurate Visibility with Unrivaled Data and Analytics

Leverage our curated comparison groups and/or the full fund universe for more informed, independent decision making

Dynamic Fund Board Reporting simplifies board oversight:

  • Interactive charts include hyperlinks to next level of detail.
  • Generate “On the Record” report of rankings prior to proposed changes.
  • Calculate fee and breakpoint changes to allow most recent month-end and/or filing period analysis.
  • New ranking/deviation from median.
  • Investor savings/revenue decrease.
Accurate and up-to-date fund costs for informed board decision making. Charts are configured to your needs to refine analyses and better understand rankings.
Accurate and up-to-date fund costs for informed board decision making. Charts are configured to your needs to refine analyses and better understand rankings.
Discover how Dynamic Fund Board Reporting can improve your 15(c) oversight.

Discover how Dynamic Fund Board Reporting can improve your 15(c) oversight.

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