Broadridge

About The Fund

Broadridge Financial Solutions, Inc. is a leading provider of investor communications, technology-driven solutions, and data and intelligence data services for wealth management, asset management, and capital markets firms. They aim to drive operational excellence, manage risk, accelerate growth and deliver real value to their clients. As an industry leader and preferred partner for financial institutions and corporate issuers globally, Broadridge leverages their unique position working with institutions and regulators to identify industry trends, best practices, and insights. Their forward-looking approach prepares clients to address the disruptive trends of digitization of communications; mutualization of capabilities; and rapidly evolving data and analytics, often referred to as Big Data. Broadridge's offerings cater to various financial services areas such as asset management, institutional investors, mutual funds and ETF providers, retirement services, global investment managers, alternative managers, fund administrators, prime brokers, CLO managers, private debt, capital markets, banking, consumer finance, insurance, retail banking, and wealth management. Integral to their services are solutions for trade processing, portfolio management, regulatory reporting, shareholder engagement, and risk management optimization, among others. Their aim is to provide flexible, innovative platform solutions that support the operations of over 5,000 brands, process daily trades exceeding USD 10 trillion globally, and offer visibility into a significant portion of ETF and mutual fund assets. Broadridge operates worldwide with substantial market presence in locations such as New York, London, Singapore, Toronto, Tokyo, and Frankfurt, maintaining local expertise with a global perspective.