Transforming US investor activity into a digital proposition

Broadridge sought to enhance the way investors, asset managers, press and industry professionals engage with their annual Investor Trends Report. Traditionally delivered as a static document, the report provides highly valuable insight into investor behaviour, preferences, and market trends with the United States. To maximise its impact, Broadridge partnered with Studiomade to transform this report into an interactive digital tool that allows users to absorb and interrogate data dynamically.

Our teams collaborated together to help conceive, design and visualise a user-friendly, data-rich digital experience that brings the Investor Trends Report to life, not just once a year but for regular engagement and reference. Our proposition empowers users to engage with data in meaningful ways, featuring dynamic visualisations such as interactive charts and graphs that illustrate investor trends over time. Customisable filtering allows users to refine insight based on specific investment sectors, geographies, and investor profiles, while benchmarking tools provide comparative analysis across different demographics and market segments. Personalised insights tailor content recommendations to individual user preferences, ensuring a more relevant experience.

Asset managers, wealth managers, and advisors can now leverage this powerful tool to enable real-time trend identification, helping them uncover shifts, themes, and emerging opportunities. It supports strategic decision-making across product development and business lines while enhancing client engagement through insightful educational content. Additionally, its seamless integration into proprietary datasets enhances internal analytics, ensuring a more data-driven approach to portfolio and business growth.

The intuitive, interactive nature of the tool has driven increased engagement from key audience groups, making complex data more accessible and actionable. Users can now extract insights that directly influence product development and market strategies, leading to better-informed decision-making. By delivering a cutting-edge investor insights experience, Broadridge has strengthened its position as an industry thought-leader and innovator in US investor behaviour analysis.

For more details, visit: Broadridge Investor Trends Report