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

New: Download the latest U.S. Investor Study

Discover shifts in U.S. investor assets. Uncover opportunities for your firm. This study draws on de-identified data covering a vast portion of U.S. investing households* and explores three big investor trends:

• The democratization of the mass market
• The next wave of investors
• Decline in active mutual fund use

^{*The study covers data from roughly 90% of all U.S. households who invest in mutual funds, equities, and exchange-traded funds (ETFs) sold through financial intermediaries.}

Fueled by unmatched data and a unique industry vantage, Broadridge delivers the relevant research and analysis asset managers, wealth firms and advisors require.  

Have questions? Want to dig deeper into the data? Contact Broadridge today. We’ll help you put these findings to work.