Broadridge: BlackRock Regains Top Spot in the U.S. in Broadridge's Fund Brand 50 2025 Report

U.S. fund selectors value 'Solidity' and 'Client-oriented thinking' above all other attributes when it comes to partnering with asset managers NEW YORK , March 25, 2025 /PRNewswire/ -- The latest edition of Broadridge's Fund Brand 50 (FB50), an annual research study by global Fintech leader Broadridge Financial Solutions, Inc. (NYSE: BR) was released today, highlighting the world's best-performing third-party asset management brands. The report reveals that a strong, respected, and trustworthy brand was the prime differentiator in a crowded marketplace for asset management firms, as fund selectors looked for well-known offerings and guaranteed returns from major global brands. "The top three brands have maintained their position as the leaders for five years running, but this year, we've had a shake-up at the very top. BlackRock edged out Vanguard, driven by shifts in the preferences of fund selectors," said Jeff Tjornehoj , Senior Director, Fund Insights, Broadridge. "A strong brand is a valuable asset in fund management that contributes to the success and longevity of the business. By investing in and nurturing their brands, companies create a competitive advantage that sets them apart in a crowded and highly competitive marketplace." The independent study measures and ranks asset managers' relative brand attractiveness based on fund selector perceptions: taking into account 10 brand attributes to reveal the top U.S. and global brands. This is the latest study from Broadridge's Data and Analytics business and highlights the depth and breadth of the firm's global market insights. Top-10 U.S. Asset Management Brands Rank Fund Group Change 1 BlackRock + 1 2 Vanguard - 1 3 Capital Group 0 4 JPMorgan AM 0 5 Fidelity 0 6 First Trust + 4 7 PIMCO - 1 8 Franklin Templeton 0 9 Dimensional Fund Advisors 0 10 T. Rowe Price + 1 Key insights Valued attributes Additional findings from this year's study include: A webinar is scheduled for April 1 st at 2:00pm BST | 9:00am EST | 9:00pm CST to reveal the top asset management brands in each region. Registration is available to all at https://event.on24.com/wcc/r/4856337/C31EF5B7BB12C227237FC751069B4526 and is now open. About the research The Broadridge Fund Brand 50 report is an annual study monitoring the influence of brand on third-party fund selection. The study is based on intensive interviews in Europe , APAC, and the US with more than 1,200 of the most significant fund selectors and gatekeepers - the key decision makers who choose which funds and groups are added to a distributor's buy list. Interviewees name their top-three suppliers across the following 10 brand attributes. - Solidity - Client-oriented thinking - Appealing investment strategy - Experts in what they do - Knowledge of the market where they operate - Thinks and acts globally - Stability of investment management team - Keeping best informed - Innovation/adaptation to market change - Social responsibility/sustainability These answers, as well as commentary from other preference questions, are collated using statistical analysis and transformed into a 'Total Brand Score', on which groups are ranked. Asset managers, consultants, and other industry stakeholders interested in receiving the in-depth Broadridge Fund Brand 50 analysis can make their request via the Fund Brand 50 information page . 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 $10 trillion of securities globally. A certified Great Place to Work®, Broadridge is part of the S&P 500® Index, employing over 14,000 associates in 21 countries. For more information about us, please visit www.broadridge.com Media Contact: Caroline Wolf Prosek Partners cwolf@prosek.com View original content to download multimedia: https://www.prnewswire.com/news-releases/blackrock-regains-top-spot-in-the-us-in-broadridges-fund-brand-50-2025-report-302410299.html SOURCE Broadridge Financial Solutions, Inc.