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Driving Distribution Forward

Four essential actions to accelerate sales and drive growth.

As distribution trends evolve, effective use of data-driven technology and processes will enable asset managers to capitalize on opportunities to drive growth. Four actions can future-proof your distribution strategy. These recommendations are sourced from our latest report, The Retail Distribution Playbook.

Action 1   |   Capitalize on fee-based business

More advisors are shifting to fee-based business at an accelerated pace and seeking products that complement a fee-based strategy. Prioritize product diversity, flexibility and accessibility to better align your offerings with the needs of your ideal advisors.

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Action 2   |   Align product offerings with model portfolios

More advisors are relying on models to manage assets. Effective promotion of your investment solutions requires aligning with model portfolios and identifying advisors who are conducting model business and which type they are using.

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Action 3   |   Expand ETF and Separately Managed Account (SMA) product offerings

Plan your expansion into SMAs or ETFs with confidence. A competitive product development strategy requires a thorough understanding of market trends and opportunities.

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Action 4   |   Refine your focus on ESG

Impact investing is surging. Prepare for the growing demand and add value for advisors by optimizing your product mix for ESG and communicating your sustainable investing strategy more aggressively.

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Ready to accelerate distribution?
Let’s work together.

Broadridge is uniquely positioned to see what’s coming. We’re equipped with the data, technology and digital expertise to deliver transformative solutions.

Download our latest white paper, The Retail Distribution Playbook, for deeper insights. This paper delivers unique, data-driven insights and outlines the seven actions that distribution leaders can take now to build a more profitable future.

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