Broadridge Tailored Shareholder Report Solution Wins Nicsa NOVA Innovation in Operations Award
Broadridge Financial Solutions has won the 2024 NOVA 'Innovation in Operations' award from Nicsa for its Tailored Shareholder Reports (TSR) solution. The solution addresses the SEC's TSR ruling implemented in July 2024.
Since implementation, Broadridge's solution has served 342 fund companies, processing over 14,000 CUSIPs, delivering more than 140 million emails, and executing approximately 57 million mailings. The end-to-end solution provides composition, iXBRL tagging, SEC-compliant layered web hosting, and comprehensive SEC filings.
The solution offers personalized communication for fund investors, combining TSRs specifically for investors' held funds and share classes. It includes robust workflow and approval capabilities for effective regulatory reporting oversight, helping investors better understand their mutual fund and ETF investments.
Broadridge Financial Solutions ha vinto il premio 'Innovazione nelle Operazioni' NOVA 2024 da Nicsa per la sua soluzione di Rapporti Personalizzati per Azionisti (TSR). Questa soluzione affronta la direttiva TSR della SEC implementata a luglio 2024.
Dalla sua implementazione, la soluzione di Broadridge ha servito 342 società di fondi, elaborando oltre 14.000 CUSIP, consegnando più di 140 milioni di email e gestendo circa 57 milioni di invii postali. La soluzione end-to-end offre composizione, tagging iXBRL, hosting web a livelli conforme alla SEC e dichiarazioni complete per la SEC.
La soluzione offre comunicazioni personalizzate per gli investitori di fondi, combinando i TSR specificamente per i fondi e le classi di azioni detenuti dagli investitori. Include capacità robuste di flusso di lavoro e approvazione per un'efficace supervisione della reportistica regolamentare, aiutando gli investitori a comprendere meglio i loro investimenti in fondi comuni e ETF.
Broadridge Financial Solutions ha ganado el premio NOVA 2024 'Innovación en Operaciones' de Nicsa por su solución de Informes Personalizados para Accionistas (TSR). La solución aborda la normativa TSR de la SEC implementada en julio de 2024.
Desde su implementación, la solución de Broadridge ha atendido a 342 compañías de fondos, procesando más de 14,000 CUSIPs, entregando más de 140 millones de correos electrónicos y realizando aproximadamente 57 millones de envíos postales. La solución de extremo a extremo proporciona composición, etiquetado iXBRL, alojamiento web en capas conforme a la SEC y declaraciones exhaustivas para la SEC.
La solución ofrece comunicación personalizada para los inversionistas de fondos, combinando los TSR específicamente para los fondos y clases de acciones que poseen los inversionistas. Incluye capacidades robustas de flujo de trabajo y aprobación para una supervisión efectiva de los informes regulatorios, ayudando a los inversionistas a entender mejor sus inversiones en fondos mutuos y ETF.
브로드리지 파이낸셜 솔루션은 Nicsa로부터 2024 NOVA '운영 혁신' 상을 수상했습니다. 이는 맞춤형 주주 보고서 (TSR) 솔루션 덕분입니다. 이 솔루션은 2024년 7월에 시행된 SEC의 TSR 규정을 해결합니다.
도입 이후 브로드리지의 솔루션은 342개의 펀드 회사에 서비스를 제공하며, 14,000개의 CUSIP를 처리하고, 1억 4천만 개 이상의 이메일을 발송하며, 약 5천 7백만 개의 우편 발송을 처리했습니다. 이 완전한 솔루션은 구성, iXBRL 태깅, SEC 규정을 준수하는 레이어드 웹 호스팅 및 포괄적인 SEC 파일링을 제공합니다.
이 솔루션은 펀드 투자자를 위한 개인화된 커뮤니케이션을 제공하며, 투자자가 보유한 펀드 및 주식 클래스에 맞춰 TSR을 결합합니다. 효과적인 규제 보고 감독을 위한 견고한 워크플로 및 승인 기능을 포함하고 있어, 투자자들이 자신의 뮤추얼 펀드 및 ETF 투자에 대해 더 잘 이해하도록 돕습니다.
Broadridge Financial Solutions a remporté le prix 'Innovation dans les Opérations' NOVA 2024 de Nicsa pour sa solution de Rapports Personnalisés aux Actionnaires (TSR). Cette solution répond à la réglementation TSR de la SEC mise en œuvre en juillet 2024.
Depuis sa mise en œuvre, la solution de Broadridge a servi 342 sociétés de fonds, traité plus de 14 000 CUSIP, envoyé plus de 140 millions d'e-mails et exécuté environ 57 millions d'envois postaux. La solution de bout en bout fournit de la composition, du tagging iXBRL, de l'hébergement web conforme à la SEC et des dépôts complets auprès de la SEC.
La solution offre une communication personnalisée pour les investisseurs de fonds, combinant les TSR spécifiquement pour les fonds et classes d'actions détenus par les investisseurs. Elle comprend des capacités robustes de flux de travail et d'approbation pour une supervision efficace des rapports réglementaires, aidant les investisseurs à mieux comprendre leurs investissements dans des fonds communs de placement et des ETF.
Broadridge Financial Solutions hat den NOVA 2024 Preis für 'Innovation in Operations' von Nicsa für seine maßgeschneiderte Aktionärsberichte (TSR) Lösung gewonnen. Die Lösung behandelt die TSR-Regelung der SEC, die im Juli 2024 umgesetzt wurde.
Seit der Implementierung hat die Broadridge-Lösung 342 Fondsgesellschaften bedient, über 14.000 CUSIPs verarbeitet, mehr als 140 Millionen E-Mails versendet und etwa 57 Millionen Postsendungen ausgeführt. Die End-to-End-Lösung bietet Komposition, iXBRL-Tagging, SEC-konformes gestuftes Webhosting und umfassende SEC-Einreichungen.
Die Lösung bietet personalisierte Kommunikation für Fondsinvestoren, indem sie TSRs speziell für die von Investoren gehaltenen Fonds und Anteilsklassen kombiniert. Sie umfasst robuste Workflow- und Genehmigungsfunktionen für eine effektive Überwachung der regulatorischen Berichterstattung, die den Investoren hilft, ihre Investitionen in Investmentfonds und ETFs besser zu verstehen.
- None.
- None.
"Since the Tailored Shareholder Reports rule took effect in July 2024, Broadridge's solution has empowered 342 fund companies by processing more than 14,000 CUSIPs, delivering more than 140 million emails and executing approximately 57 million mailings," said Jane Kirkland, Head of Mutual Fund Regulatory Communications at Broadridge. "This industry recognition underscores Broadridge's commitment to being the trusted and transformative partner for shareholder communications."
Broadridge's end-to-end solution for funds and fund administrators offers composition, iXBRL tagging, SEC-compliant layered web hosting, and comprehensive SEC filings, along with a personalized communication experience for fund investors that efficiently combines and delivers TSRs just for the funds and share classes investors hold within their accounts.
Far more than a simple redesign, the SEC's requirements demanded intricate summarized disclosures aimed at helping individual investors better understand and manage their mutual fund and ETF investments with greater clarity and transparency. In addition, Broadridge's solution facilitated effective oversight of the regulatory reporting process by incorporating robust workflow and approval capabilities
About Broadridge
Broadridge Financial Solutions (NYSE: BR), is a global technology leader with the trusted expertise and transformative technology to help clients and the financial services industry operate, innovate, and grow. We power investing, governance, and communications for our clients – driving operational resiliency, elevating business performance, and transforming investor experiences.
Our technology and operations platforms process and generate over 7 billion communications per year and underpin the daily trading of more than
About Nicsa
Nicsa is a not-for-profit trade association striving to connect all facets of the global asset and wealth management industry in order to develop, share, and advance leading practices. For over sixty years, Nicsa has promoted a collaborative environment where members come together to help strategically address the industry's most vital issues.
Broadridge Contacts:
Investors:
Edings Thibault
Head of Investor Relations, Broadridge
broadridgeir@broadridge.com
Media:
Gregg Rosenberg
Global Head of Corporate Communications
Gregg.Rosenberg@broadridge.com
View original content to download multimedia:https://www.prnewswire.com/news-releases/broadridge-tailored-shareholder-report-solution-wins-nicsa-nova-innovation-in-operations-award-302321201.html
SOURCE Broadridge Financial Solutions, Inc.
FAQ
What award did Broadridge (BR) win for its TSR solution in 2024?
How many fund companies has Broadridge's TSR solution served since July 2024?
What are the key features of Broadridge's TSR solution?
How many emails and mailings has Broadridge's TSR solution processed?
