Broadridge, Schwab Team on Mutual Fund Analytics Portal

A view of the Golden Gate Bridge in San Francisco
Charles Schwab is based in San Francisco

The portal lets mutual funds better understand how assets are generated and examine sales figures to see which advisors are excelling, how they rank against the market and other funds, and where they are gaining traction and adding clients, says Doug Hanson, vice president overseeing third-party mutual fund platforms at Charles Schwab.

"Omnibus processing has become the preferred means for intermediaries to hold fund positions, but it comes with an inherent lack of transparency into distribution

To continue reading...

You need to sign in to use this feature. If you don’t have a WatersTechnology account, please register for a trial.

Sign in
You are currently on corporate access.

To use this feature you will need an individual account. If you have one already please sign in.

Sign in.

Alternatively you can request an indvidual account here: