Broadridge Financial Solutions, Inc. · NYSE:BR
Broadridge Financial Solutions — Conference Presentation (December 2017)
9 slides from Broadridge Financial Solutions's conference presentation, December 2017
Slide 1: Contextualizing cross-border fund success
Contextualizing cross-border fund success Stephanie Clarke Senior Vice President Global Market Intelligence Broadridge Financial Solutions
Slide 2: Mapping the Global Market for ETFs and Mutual Funds
Mapping the Global Market for ETFs and Mutual Funds $37T 4% Total Assets Average organic growth Sep 2017 Jan 2007-Sep 2017 Cross $5.4T Border $21T 1% $5.8T 3% 7% $0.3T 9% $3.5T 11% $1.0T 9% Source: Broadridge Global Market Intelligence
Slide 3: A decade of cross border flows
A decade of cross border flows Cross Border Fund Market: ETFs and MFs $2.1T Flows since 2007 2006 2017 AUM: 481 AUM: 342 306 296 286 $5T $2T 250 187 82 43 59 -187 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 7% Organic Growth Source: Broadridge Global Market Intelligence, excluding cash an
Slide 4: Cross border demand strong across active and passive
Cross border demand strong across active and passive Global Cross Border Organic Growth AUM AUM CAGR $17.6T $30.9T $2.3T $4.8T Cross Global Border 5% 5% 7% 14% 4% 13% 5% ETFs 17% 19% 13% Index 9% 9% MFs 88% 91% Active 82% 2% 6% 73% MFs Total 4% 7% 2007 2017 Sep 2007 2017 Sep Source: Broadridge Globa
Slide 5: The global appeal of cross border funds
The global appeal of cross border funds $4.5T 5.5% Total Assets Average organic growth Sep 2017 Jan 2007-Sep 2017 78% 4% 15% 1% 2% % of cross border AUM in region Source: Broadridge Global Market Intelligence
Slide 6: And openness to cross border fund distribution in open markets
And openness to cross border fund distribution in open markets Propensity to Flows $B Top 3 markets propensity to invest cross border 2017 to Nov invest in cross border 9% 40% 34 272 177 Europe 51% 3% 25% 22 52 Asia 72% Cross Border Domestic Round trip Source: Broadridge Global Market Intelligence
Slide 7: Taking Stock of Active Cross Border Funds
Taking Stock of Active Cross Border Funds 8,562 $4.1T 93 firms 925 funds Funds Assets With AUM over $5B With AUM over $1B Largest Active Cross Border Funds Top Active Cross Border AUM $B Groups, AUM $B 1 PIMCO GIS Income Fund Bnd Gl Curr 70 BlackRock 206 2 Bridgewater Pure Alpha Strategy 18% Volatil
Slide 8: Active X-Border Flow steaming ahead in 2017
Active X-Border Flow steaming ahead in 2017 $378B $903B 283 funds 506 firms Total net flows Sum of funds in in Sold more than With positive active flow $0.5B flow Top Selling Active Cross Top Selling Active Cross Border Funds Border Groups 2017 YTD November $B Flows ‘17 YTD Nov $B 1 PIMCO GIS Income
Slide 9: Q&A
Q&A
Broadridge Financial Solutions — Conference Presentation (December 2017) on 6ix