Global quarterly trends report

Discover the latest fund flow trends, asset allocation shifts, ETF momentum, fixed income demand, and institutional investment patterns shaping asset management.

Download the report

Why download the report?

See where global and APAC fund flows are heading, which product structures are gaining momentum, and where the biggest strategic opportunities are emerging for asset managers. This report brings together Broadridge’s proprietary data and analytics to help you assess market direction, investor demand, and channel growth across key segments.

  • See where flows are going across regions, channels, and asset classes
  • Understand the continued rise of ETFs and passive strategies
  • Track shifting demand in fixed income products and exposures
  • Identify APAC-specific growth opportunities in retail/wealth, insurance, pensions, and institutional channels
  • Benchmark key themes such as alternatives, active ETFs, partnerships, and regulatory change

Key findings

6.8%
Broadridge projects global third-party asset management revenue pool to grow at 7% p.a. through 2028
80%
More than 80% of passive ETF AUM are managed by the largest 10 managers by passive ETF AUM
38%
Fixed income and private credit are expected to capture ~38% of net new flows over the next three years

Download the report

See where global and APAC fund flows are heading, which product structures are gaining
momentum, and where the biggest strategic opportunities are emerging for asset managers.

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