Broadridge Financial Solutions, Inc. · NYSE:BR
Broadridge Financial Solutions — Investor Presentation (2024)
19 slides from Broadridge Financial Solutions's investor presentation, Dec 16, 2024
Slide 1: Broadridge U.S. Investor Pulse Study 2024
Broadridge U.S. Investor Pulse Study 2024 (Data through June 30) SELECTED PAGES INVESTOR INSIGHTS YOU NEED TO KNOW NOW
Slide 2: About this study
Introduction Broadridge U.S. Investor Pulse Study 2024 - June Index of Exhibits About this study This study was created by Broadridge’s Data Center of Excellence. To create this pioneering study, Broadridge analyzed and de-identified share- ownership data derived from our proprietary business proces
Slide 3: Report Organization
Introduction Broadridge U.S. Investor Pulse Study 2024 - June Index of Exhibits Report Organization This Investor Study analyzes 11 demographic variables. For easy reference, they are Wealth Segments carried throughout the Study in the same order. Commonly accepted cohorts segmenting investors by we
Slide 4: Table of contents
Introduction Broadridge U.S. Investor Pulse Study 2024 - June Index of Exhibits Table of contents SECTION PAGES Report Organization 2 Table of Contents 3 Index of Exhibits 4-5 Key Themes & Highlights 7-8 MythBuster 9 MAIN CHAPTERS Usage – Headcount of owners 10 Asset Ownership – Portfolio share 17 P
Slide 5: Index of Exhibits
Introduction Broadridge U.S. Investor Pulse Study 2024 - June Index of Exhibits Index of Exhibits Usage/Headcount Exhibit 2.09 % of Asset Ownership by Persona 22 Exhibits 4.03-4.03A by Gender 34 Exhibit 1.01 % of Account Owners by Wealth 11 Exhibit 2.10 % of Asset Ownership by Asset Class 23 Exhibit
Slide 6: Index of Exhibits
Introduction Broadridge U.S. Investor Pulse Study 2024 - June Index of Exhibits Index of Exhibits Asset Share Ownership by Product Type (cont’d) Exhibits 5.04-5.04A by Product 48 Personal Rate of Return Exhibits 5.05-5.05A by Advice 49 Exhibits 7.00, 7.00A by All Investors 70 Exhibits 5.06-5.06A by
Slide 7: Overview
Overview Overview Chapter Highlights, MythBuster 6
Slide 8: Key Themes and Highlights
Overview Broadridge U.S. Investor Pulse Study 2024 - June Index of Exhibits Key Themes and Highlights • Democratization – A steady stream of younger and less educated investors entered the market. • Women & Investing – Women investors had higher median assets ($55.7k) vs. men Headcount of the younge
Slide 9: Highlights
Overview Broadridge U.S. Investor Pulse Study 2024 - June Index of Exhibits Highlights Chapter BROAD HIGHLIGHTS KEY EXHIBITS THEME (Clickable) 4. AUM Self-directed, As of June 2024, asset share by Self-Directed investors increased across all generational cohorts except for the Silent Generation, 4.0
Slide 10: MythBuster: Discount brokerages mostly attract investors who are much younger
Overview Broadridge U.S. Investor Pulse Study 2024 - June Index of Exhibits MythBuster: Discount brokerages mostly attract investors who are much younger MEDIAN AGE BY ADVICE CHANNEL (SHOWN LATER AS EXHIBIT 6.05) On the contrary. Self-directed investors who use online discount brokerage platforms ar
Slide 11: Usage
Usage Usage Measures headcount of owners by either individual investor or household expressed as a percentage of total investors 10
Slide 12: Asset Ownership
Asset Ownership Asset Ownership Measures portfolio asset share expressed as a percentage 11
Slide 13: Products Owned
Products Owned Products Owned Measures number of investment products owned 12
Slide 14: Asset Ownership by Advice Channel
Asset Ownership by Advice Asset Ownership by Advice Channel Measures asset share ownership by advice type, defined as Advice (RIA, WH, BD channels) vs self-directed (Discount channel) 13
Slide 15: Asset Ownership by Product
Asset Ownership by Product Asset Ownership by Product Measures asset share ownership by product type, defined as mutual fund, ETF, U.S. Equities 14
Slide 16: Portfolio Metrics
Portfolio Metrics Portfolio Metrics Measures median age and median assets 15
Slide 17: Personal Rate of Return
Personal Rate of Return Personal Rate of Return Measures investors’ asset-weighted total return based on the change in asset positions (cusips). This metric does not account for intra-month activity. 16
Slide 18: Contact andrew.guillette@broadridge.com to receive the full 90-page Investor Study
To Learn More Broadridge U.S. Investor Pulse Study 2024 - June Index of Exhibits Disclosure Contact Broadridge’s U.S. Investor Pulse Study is for informational purposes only and does not constitute investment advice or an offer to sell or the andrew.guillette@broadridge.com to solicitation of an off
Slide 19: Connect with us
Broadridge’ Connect with us Visit us at Broadridge.com or call +1 415-805-9772 to find out how we can help. Let’s talk Stay connected to the latest insights Hf OX ©2024 Broadridge Financial Solutions, inc. All Rights Reserved. Broadridge and the Broadridge logo are registered trademarks of Broadridg
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