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Distribution Insight

Authoritative data and analysis on global assets and fund flows.

Welcome to the source of independent authoritative data and analysis on global mutual fund and ETF markets. Broadridge’s data comprises the most complete sales and asset data collection in the industry. This intelligence provides firms with critical insight into distribution, product development and sales and marketing to make strategic decisions, effectively allocate resources and accelerate growth.

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The Future of Advisor Prospecting
Article
The Future of Advisor Prospecting
Appealing to the Millennial Investor
Infographic
Appealing to the Millennial Investor
The Point Podcast - Episode 5
Podcast
The Point Podcast - Active ETFs: The Next Frontier
Radar U.S.
Fact Sheet
Radar U.S.
Building a Better Marketing Engine for Asset Management
Report
Building a Better Marketing Engine for Asset Management
Explore Retail Distribution Strategies
Resource
Explore Retail Distribution Strategies
The Point Podcast - Episode 4
Podcast
The Point Podcast - Truths versus Misconceptions on Generational Differences: How to Improve Client Engagement
Success Optimizer for Mutual Funds and ETFs
Resource
Success Optimizer for Mutual Funds and ETFs
The Individual Investor Explained
Podcast
The Individual Investor Explained
Moving in the Right Direction: Private Debt Growth in APAC
Article
Moving in the Right Direction: Private Debt Growth in APAC
Global Market Intelligence: Visualizing a year of change
White Paper
Global Market Intelligence: Visualizing a year of change
Measuring the Value of Business Intelligence for Asset Managers
Report
Measuring the Value of Business Intelligence for Asset Managers
The Evolving Advice Business Model
Report
The Evolving Advice Business Model
Insights on the U.S. Investor
Report
Insights on the U.S. Investor
Advisor Scoring in Opportunity Hunter
Video
Advisor Scoring in Opportunity Hunter
Driving Distribution Forward
Infographic
Driving Distribution Forward
Deepen Advisor Relationships
Infographic
Deepen Advisor Relationships
The Retail Distribution Playbook
Report
The Retail Distribution Playbook
Accelerate your ETF strategy
Infographic
Accelerate Your ETF Strategy
Fund Distribution Insight
Video
Funds are on the move. Is your firm ready? Broadridge Distribution Insight puts insights and answers at your fingertips—all on an easy-to-use platform.
Market Intelligence on ESG Investing
Article
Global Market Intelligence (GMI) on ESG Investing
Opportunity Hunter
Resource
Opportunity Hunter
Market Analytics
Fact Sheet
Market Analytics
FBF Intelligence
Article
FBF Intelligence
Advisor Prospects
Resource
Advisor Prospects
Advisor Scoring for Opportunity Hunter
Resource
Advisor Scoring for Opportunity Hunter
Sales Analytics
Resource
Sales Analytics
ETF Resource Center
Article
ETF Resource Center
Three Asset Management Trends Gaining Momentum
Infographic
Three Asset Management Trends Gaining Momentum
ESG: Transforming Asset Management and Fund Distribution
White Paper
ESG: Transforming Asset Management and Fund Distribution
Webinar: ESG Transforming Fund Distribution
Webinar
Webinar: ESG Transforming Fund Distribution
The Impact of 2020 on Advice—and Advisors
Report
The Impact of 2020 on Advice—and Advisors
Distribution Insight Platform
Resource
Distribution Insight Platform
Distribution Insight Podcasts
Podcast
Distribution Insight Podcasts
Webinar: Ratings in the Fund Boardroom
Webinar
Webinar: Ratings in the Fund Boardroom
The Future of Advice
Report
The Future of Advice
How Asset Managers Can Strengthen Advisor Resources
Article
How Asset Managers Can Strengthen Advisor Resources
Study: ETFs Poised to Surpass Actively Managed Mutual Funds
Article
Study: ETFs Poised to Surpass Actively Managed Mutual Funds
ETF Outlook 2020
Report
ETF Outlook 2020
What Portfolio Driven Distribution Means for Fund Directors
Report
What Portfolio Driven Distribution Means for Fund Directors
Get a Complete Picture of Model Portfolio Holdings
Infographic
Get a Complete Picture of Model Portfolio Holdings
Measuring ETF Market Share and Model Portfolios in the U.S.
Video
Measuring ETF Market Share and Model Portfolios in the U.S.
The Popularity of Models is Heavily Driven by ETFs
Infographic
The Popularity of Models is Heavily Driven by ETFs
regulatory-compliance
Resource
Navigate a complex regulatory landscape
It Takes More Than Size to Succeed in China
Report
It Takes More Than Size to Succeed in China
Distribution Insight Trends
Video
Distribution Insight Trends
The Dawn of Active Nontransparent ETFs
Report
The Dawn of Active Nontransparent ETFs
Model portfolios and the future of distribution
White Paper
Model portfolios and the future of distribution
Asian Fund Distribution Intelligence
Report
FundFlash – Asia
FundFlash Europe
Report
FundFlash Europe
European Data Digest 2019
White Paper
European Data Digest 2019
Limited Traction for Top-100 Funds Over Three Regions
Report
Limited Traction for Top-100 Funds Over Three Regions
Institutional Snapshot - UK
Resource
Institutional Snapshot - UK
Institutional Snapshot - Europe
Resource
Institutional Snapshot - Europe
The Rise of Model Portfolios
Article
The Rise of Model Portfolios
Exploring Fund Industry Concentration
White Paper
Exploring Fund Industry Concentration
ESG and Impact Investing
Article
ESG and Impact Investing
Not-for-Profits Look to Emerging Market and Global Equities
Report
Not-for-Profits Look to Emerging Market and Global Equities
U.S. Fund Distribution Intelligence Snapshot
Report
FundFlash U.S.
Asian Fund Distribution Intelligence
Report
FundFlash – Asia
Institutional Usage of North America ETFs
Report
Institutional Usage of North America ETFs
Insight Creates Opportunity
Article
Insight Creates Opportunity
Institutional Usage of North American ETFs Surpasses $1T
Resource
Institutional Usage of North American ETFs Surpasses $1T
Distribution Insight Heat Map
Resource
Distribution Insight Heat Map
Data and the Search for Deeper Relationships
White Paper
Data and the Search for Deeper Relationships
Mid-Year Retail Flows Review
Report
Mid-Year Retail Flows Review
Smart Beta Growing Unevenly Across Channels
Resource
Smart Beta Growing Unevenly Across Channels
Private Banks Take Up New Funds Faster than RIAs
Article
Private Banks Take Up New Funds Faster than RIAs
Little-Known Interval Funds See a Surge in Popularity
Report
Little-Known Interval Funds See a Surge in Popularity
European Fund Distribution Intelligence
Report
Insight of the Week - Europe
APAC Fund Distribution Intelligence
Report
Insight of the Week - APAC
Your Source for Retail and Institutional Assets Globally
Video
Your Source for Retail and Institutional Assets Globally
Distribution Insight Fact Sheet
Resource
Distribution Insight Fact Sheet
RIAs Strengthen Hold on U.S. Mutual Fund and ETF Flows
Report
RIAs Strengthen Hold on U.S. Mutual Fund and ETF Flows
New 2018 European Fund Market Report
Report
New 2018 European Fund Market Report
Opportunity Hunter - Retirement
Fact Sheet
Opportunity Hunter - Retirement
European Multi Asset AUM
Report
European Multi-Asset AUM Will Reach €1.7 Trillion by 2020
Precise RIA Data Drove Higher Sales
Case Study
Precise RIA Data Drives Higher Sales
Improved Prospecting Greater Efficiencies
Case Study
Improved Prospecting, Greater Efficiencies
Navigating the World of ESG Investing
Webinar
Navigating the World of ESG Investing
Global Market Intelligence
Video
Global Market Intelligence
Advisor Targeting - Opportunity Hunter
Video
Advisor Targeting - Opportunity Hunter
Institutional Shares Flourishing in the Retail Channel
Infographic
Institutional Shares Flourishing in the Retail Channel
Money in Motion Brochure
Resource
Money in Motion Brochure
ETFs in Review: Global Coverage, Deeper Insight
Infographic
ETFs in Review: Global Coverage, Deeper Insight
Mapping Institutional Assets Globally
Resource
Mapping Institutional Assets Globally
Money Market Reform and Rising Rates
White Paper
Money Market Reform and Rising Rates
Active vs. Passive Fund Analysis
White Paper
Active vs. Passive Fund Analysis
Data Digest: European Fund Market 2017 Edition
Report
Data Digest: European Fund Market 2017 Edition
Active Managers Offer Institutional Funds to Reduce Fees
Infographic
Active Managers Offer Institutional Funds to Reduce Fees


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