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Broadridge Unveils Investor Pulse with First-of-Its-Kind Return Analysis

Author

Slice of Finance Team
17 Mar

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

Notable Quote:

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"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.