GLOBAL MARKET INTELLIGENCE

Global Market IntelligenceUnparalleled fund data coverage to drive more powerful analytics and insight

With Global Market Intelligence from Broadridge, asset managers have the distribution data combined with a powerful fund market analytics platform to navigate the challenges of volatile investment markets, unprecedented regulatory change, and transformational shifts in investors’ product preferences.

By seamlessly combining our two unrivaled data sets — FundFile for the global fund marketplace, and SalesWatch for a deep dive into the cross-border market — Global Market Intelligence delivers an unparalleled view of domestic funds, cross-border funds and ETFs. With one central source, finding, viewing and understanding trends and opportunities is easier than ever, empowering asset managers to make better decisions on product development, marketing and sales.

Access gold-standard quality data

Leading industry consortium with broadest coverage

Identify new markets and opportunities faster and easier

Quickly see changing market share dynamics and understand fund expenses and performance

Discover and analyse trends, including in-country and cross-border fund market growth dynamics

Get a granular view of flows to pinpoint growth

Access monthly research and information on funds and fund companies

Utilise leading-edge, customisable visualisation tools

Understand the competitive landscape by market and product

Greater Insights for Better Decisions

FundFile

FundFile

SalesWatchThe key to navigating global fund markets Delivering transparency in the cross-border fund market

The FundFile advantage

• Foremost source of global fund data, tracking over 80,000 funds

• Unique identification and tracking of the cross-border fund market, the world’s second largest fund market

• Multiple data feeds from licensed and public data sources, cross checked by rigorous automated processes and teams of multi-lingual, multi-national research analysts

• Multi source aggregation — Morningstar, Lipper, Broadridge and more

• Powerful data analytics and visualisation platform

Enabling powerful insights

• Run competitor analyses, scorecards, and fund range comparisons

• Map the product innovation landscape for new trends and benchmarking

• Employ strategic product lifecycle management

The SalesWatch advantage

• Enables unique geographical disaggregation of the cross-border market, revealing product preferences by fund market

• Allows geographical, asset class and sector analysis of cross border assets and flows and your relative positioning

• Delivers the largest, most comprehensive view of cross-border players, giving visibility of the most assets and flows in the marketplace

• Pinpoints your true opportunity by using gross sales metrics to measure the actual value of assets changing hands

• Empowers you with a powerful data analytics and visualisation platform

• Provides benchmarking capabilities, with the ability to measure the evolution of your asset share and flow share versus your competitors

Global Market Intelligence helps you make more strategic decisions, more effectively allocate your company’s resources, and most importantly, be more responsive to your customers’ needs, all through the combined power of FundFile and SalesWatch.

• One-stop analysis for seamlessly integrating SalesWatch and FundFile

• Customizable — add your company’s corporate branding, colours, and fonts

• Effortless distribution throughout your organisation through email and online dashboards

Global Market Intelligence

FundFile SalesWatchGlobalMarket

Inelligence

GLOBAL MARKET INTELLIGENCE

broadridge.com

Broadridge: a global leader in investor solutionsWith more than 50 years of financial services experience, coverage in 70 countries, and £1.7 billion in annual revenue, Broadridge sets the industry standard for post-trade processing. We process over £3.2 trillion in securities daily through our end-to-end suite of best-in-breed solutions. Our 98% client retention rate over the past three years is a testament to the dedication of our highly experienced associates.

Global Market Intelligence reflects our expertise and understanding of markets worldwide, and of the evolving needs of asset managers. To learn more, and to schedule a free demo of Global Marketing Intelligence, visit URL.com today.

Client Services GMI.ClientServices@broadridge.com

Jérôme Couteur Product Manager, FundFile jerome.couteur@broadridge.com

Barbara Ferraresi Product Manager, SalesWatch barbara.ferraresi@broadridge.com

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