Broadridge Unveils Investor Pulse with First-of-Its-Kind Return Analysis
Slice of Finance Team
Mar 17, 2025
Key Highlights:
- Broadridge Investor Pulse provides deep insights into U.S. retail investor behavior, analyzing nearly 50 million taxable and IRA accounts.
- New feature: First-ever large-scale analysis of individual investor rates of return, segmented by age, gender, education, and region.
- Q4 2024 Results:
- Median investor return of 0.7% vs. 2.4% for S&P 500 and -3.1% for Bloomberg Aggregate Bond Index.
- Male investors (1.0%) outperformed female investors (0.4%), driven by higher equity allocations.
- Active mutual fund owners underperformed due to lower individual stock exposure.
- DIY investing continues to grow—24.1% of all assets now self-directed, with younger generations leading the shift.
- Demographic insights available with enhanced filtering for customized peer group analysis.
Source: PR Newswire
Quotes
“ "Broadridge is committed to democratizing and digitizing investing. The new Investor Pulse site, with its personal rates of return, provides an unprecedented level of insight into investment behavior." ”
Dan Cwenar, Head of Data and Analytics at Broadridge
Why This Matters:
Broadridge’s Investor Pulse is revolutionizing market transparency by offering unparalleled access to U.S. retail investor behavior. The introduction of personal rates of return provides a new benchmark for financial professionals to optimize strategies and enhance client outcomes. With DIY investing on the rise, this tool is invaluable for advisors, policymakers, and investors seeking data-driven decision-making in an evolving financial landscape.
