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.