15(c) Board Reporting For Mutual Funds and ETF ProvidersBroadridge
Give your board directors customized and accurate reporting so they can meet their fiduciary duty. Broadridge data provides deep insights into competitors for more representative peer groups and expertise on fund industry trends so you can better position your funds to support fee increases.
Vendor
Broadridge
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Product details
A strategic 15(c) Board Reporting solution
Gain fund performance, portfolio and expense data for board reports that meet regulatory and compliance requirements. Custom peer groups help you see opportunities to boost margins and maximize growth.
- Gain Deep Data Fund Coverage
- Apply Morningstar and Lipper Data
- Get Peer Group Consulting
- Compare Product Lineup Evaluations
- Apply Subadvisor Analysis
- Automate and Scale Board Reports
Features
- **Combine customization with unrivaled expertise for better board reports: **Our consulting teams apply Morningstar, Lipper and proprietary Broadridge data for deep fund expense, performance and portfolio coverage and for customized peer groups. We then apply those insights to identify fund industry trends to allow for more in-depth and professional-grade board reports.
- **Quality reports start with the right data: **Broadridge has partnered with leading industry data sources to provide clients with data that is sourced directly from firms and updated on a continual basis for the most accurate fund comparisons.