Every asset manager wants to grow market share.

Investor Intelligence shows you how.

For the first time, you can view your funds from the perspective of who is buying —and zero in on the most effective way to attract new investors.

Broadridge has broken down the data for hundreds of millions of investor accounts—adding life stage, economics and insight into the household investment mix.

Start with peer benchmarking. Instantly see what type of investors are choosing your funds vs. your competitors’. 

Investor Intelligence categorizes clients and prospects into one of 13 investor personas – providing insights into real-world behaviors and product preferences. We then combine these profiles with Morningstar categories and the Broadridge wealth score, which estimates total liquid investable assets – so you’ll know how to market to each segment.

With our Market Share data insights, you can quickly identify gaps, drill down into opportunities, and target your direct-to-consumer marketing with precision.

Best of all, you can tailor these insights when you speak with advisors. See how investors in the advisor’s market are using your products…and then profile investors to demonstrate your advantage. It’s a great way to boost engagement—and grow AUM.

See what actionable data can do for you with Investor Intelligence.

Only from Broadridge.