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Investor Trends

Your resource for comprehensive, evidence-based insight into U.S. investors.

Gain unparalleled perspective into investor holdings, channels, demographics and preferences.

Fueled by unmatched data access and a unique industry vantage, these Broadridge studies and surveys deliver the relevant research and analysis asset managers, wealth firms and advisors require.  

New in 2022: Download the latest U.S. Investor Study

Discover salient shifts in U.S. investor assets. Uncover opportunities for your firm. This study draws on de-identified data covering roughly one-third of all U.S. households. This detailed study explores:

  • The impact of market growth across demographics
  • The accelerating democratization of investing
  • Shifts in product ownership and the growth of ETFs
  • Changes across channels and geographies

Have questions? Contact Broadridge today. We’ll help you put these findings to work.

Download the latest U.S. Investor Study eBook

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Want to speak with a sales representative?

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+1 800 353 0103North America
+442075513000EMEA
+65 6438 1144APAC