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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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Case Study
Asset Manager Harnesses Timely Market Share Data To Enable Sales
Article
Quarterly Regulatory Update August 2023
Resource
Fund Brand 50 2023: What You Need to Know
Article
How did a Volatile 2022 Shake-Up the Global Fund Market?
White Paper
Investor Trends
White Paper
U.S. Advisor-Sold Asset Management: This Time It’s Personal
Article
Quarterly Regulatory Update May 2023
eBook
Asset Management Perspectives
Article
Unboxing SFDR in 2023
White Paper
The New Competitive Calculus: Winning With Data-Driven Strategy
Podcast
The Competitive Edge in Asset Management: An Interview with Ben Phillips
Video
Meet Your ESG Reporting Requirements
Podcast
The Competitive Edge in Asset Management: An Interview with Ben Phillips
Article
The New Retail Distribution Playbook
Article
Reclaiming Foreign Dividend Taxes
Article
Is ESG Investing Reaching a Tipping Point?
Article
Understanding the New Mass Market of Investors
White Paper
Asset Management in China: Keeping Options Open
Article
Uncovering the Product Preferences of Today’s Advisors
Resource
Multi-State Tax Solutions
Resource
The Future of Advisor Engagement
Resource
Investor Intelligence for Asset Managers
Podcast
The Point Podcast - The Future of Marketing in a Post-Pandemic World
White Paper
ESG and Sustainable Investment Outlook
Resource
Distribution Insight Advisory Solutions
White Paper
From Price to Worth: Redefining Value Metrics for Asset Managers
Resource
Distribution Insights Solutions Overview
Resource
Distribution Insight Dashboards
White Paper
Keeping Up With Institutions in a Race to Net Zero
Article
The Future of Advisor Prospecting
Article
Appealing to the Millennial Investor
Podcast
The Point Podcast - Active ETFs: The Next Frontier
Fact Sheet
Radar U.S.
Report
Building a Better Marketing Engine for Asset Management
Podcast
The Point Podcast - Truths versus Misconceptions on Generational Differences: How to Improve Client Engagement
Resource
Success Optimizer for Mutual Funds and ETFs
Podcast
The Individual Investor Explained
White Paper
Global Market Intelligence: Visualizing a Year of Change
Report
Measuring the Value of Business Intelligence for Asset Managers
Report
The Evolving Advice Business Model
Report
Insights on the U.S. Investor
Infographic
Driving Distribution Forward
Infographic
Deepen Advisor Relationships
Report
The Retail Distribution Playbook
Infographic
Accelerate Your ETF Strategy
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.
Article
Global Market Intelligence (GMI) on ESG Investing
Resource
Opportunity Hunter
Fact Sheet
Market Analytics
Article
FBF Intelligence
Resource
Advisor Prospects
Resource
Advisor Scoring for Opportunity Hunter
Resource
Sales Analytics
Article
ETF Resource Center
Infographic
Three Asset Management Trends Gaining Momentum
White Paper
ESG: Transforming Asset Management and Fund Distribution
Webinar
Webinar: ESG Transforming Fund Distribution
Report
The Impact of 2020 on Advice—and Advisors
Resource
Distribution Insight Platform
Podcast
Distribution Insight Podcasts
Webinar
Webinar: Ratings in the Fund Boardroom
Report
The Future of Advice
Article
How Asset Managers Can Strengthen Advisor Resources
Article
Study: ETFs Poised to Surpass Actively Managed Mutual Funds
Report
ETF Outlook 2020
Report
What Portfolio Driven Distribution Means for Fund Directors
Infographic
Get a Complete Picture of Model Portfolio Holdings
Video
Measuring ETF Market Share and Model Portfolios in the U.S.
Infographic
The Popularity of Models is Heavily Driven by ETFs
Resource
Navigate a complex regulatory landscape
Report
It Takes More Than Size to Succeed in China
Video
Distribution Insight Trends
Report
The Dawn of Active Nontransparent ETFs
White Paper
Model portfolios and the future of distribution
Report
FundFlash – Asia
Report
FundFlash Europe
White Paper
European Data Digest 2019
Report
Limited Traction for Top-100 Funds Over Three Regions
Resource
Institutional Snapshot - UK
Resource
Institutional Snapshot - Europe
Article
The Rise of Model Portfolios
White Paper
Exploring Fund Industry Concentration
Article
ESG and Impact Investing
Report
Not-for-Profits Look to Emerging Market and Global Equities
Report
FundFlash U.S.
Report
FundFlash – Asia
Report
Institutional Usage of North America ETFs
Article
Insight Creates Opportunity
Resource
Institutional Usage of North American ETFs Surpasses $1T
Resource
Distribution Insight Heat Map
White Paper
Data and the Search for Deeper Relationships
Report
Mid-Year Retail Flows Review
Resource
Smart Beta Growing Unevenly Across Channels
Article
Private Banks Take Up New Funds Faster than RIAs
Report
Little-Known Interval Funds See a Surge in Popularity
Report
Insight of the Week - Europe
Report
Insight of the Week - APAC
Video
Your Source for Retail and Institutional Assets Globally
Resource
Distribution Insight Fact Sheet
Report
RIAs Strengthen Hold on U.S. Mutual Fund and ETF Flows
Report
New 2018 European Fund Market Report
Fact Sheet
Opportunity Hunter - Retirement
Report
European Multi-Asset AUM Will Reach €1.7 Trillion by 2020
Case Study
Precise RIA Data Drives Higher Sales
Case Study
Improved Prospecting, Greater Efficiencies
Webinar
Navigating the World of ESG Investing
Video
Global Market Intelligence
Video
Advisor Targeting - Opportunity Hunter
Infographic
Institutional Shares Flourishing in the Retail Channel
Resource
Money in Motion Brochure
Infographic
ETFs in Review: Global Coverage, Deeper Insight
Resource
Mapping Institutional Assets Globally
White Paper
Money Market Reform and Rising Rates
White Paper
Active vs. Passive Fund Analysis
Report
Data Digest: European Fund Market 2017 Edition
Infographic
Active Managers Offer Institutional Funds to Reduce Fees


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