Global Fintech leader Broadridge Financial Solutions, Inc.  has released its latest Investor Pulse update via its new interactive, publicly available tool, providing critical insight into U.S. individual investor habits to enable asset managers, advisors, policy professionals and investors to deepen their understanding of the national investment landscape. A new feature of Broadridge’s Investor Pulse includes the addition of the first-of-its-kind large scale analysis of individual investor rates of return.

Broadridge’s Investor Pulse analyzes the taxable and IRA accounts of nearly 50 million U.S. investors and is the definitive source of U.S. retail investment behavior. Its newly created Investor Pulse site, updated monthly, is a dynamic tool for financial professionals and individual investors that unlocks the ability to access and analyze critical trends shaping the investment marketplace.

"Broadridge is committed to helping democratize and digitize investing and the interactive Investor Pulse site, coupled with the introduction of personal rates of return, provides an unprecedented level of detail and accessibility, empowering financial professionals with the most comprehensive and actionable insights into investment behavior,” said Dan Cwenar, Head of Broadridge Data and Analytics. “These advancements not only help professionals and individual investors make more informed decisions but also allow them to refine their strategies with a deeper understanding of the evolving financial landscape. We are excited to continue leading the way in providing the most granular and valuable investor data available."

Demographic filtering by region, age, gender, education level, and more empowers users to delve deeper into investor subsegments with unprecedented precision and create custom peer groups on the fly. This new functionality enables advisors and investors to examine and benchmark against a highly specific cohort.