Proxy statements that drive shareholder engagement

Experience seamless, turn-key, expert-supported proxy statement solutions - from advisory services, strategy, design and print to annual meeting services and more.​

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Reimagine your proxy. Over 500 examples of innovative proxy disclosures.

Experience a seamless proxy process through an expert-guided, consultative approach paired with modern digital proxy statement solutions—empowering you to engage shareholders with clarity and impact. From precise financial proxy statement preparation and dynamic design to comprehensive compliance management, our tailored solutions elevate your shareholder communications, helping you stay one step ahead.

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Thoughtfully-designed shareholder materials

Proxy Strategy
Disclosure Management, EDGAR Filing & Expertise
Design & Editing Services
Annual Meeting Services
Production & Distribution

Proxy Strategy

Lean on our expert Corporate Governance team to review your proxy and shareholder materials for optimized shareholder engagement, maximizing efficiency throughout the year leading to your annual meeting.

Disclosure Management, EDGAR Filing & Expertise

Streamline financial reporting with our purpose-built public proxy statement software, ActiveDisclosure. Pair expert service with modern technology to ensure your proxy-related filings are compliant, efficient, and positioned to drive shareholder engagement.

Design & Editing Services

Leverage expert-led writing and editing services at every stage of your compliance efforts — from IPO to public, from board engagement to ESG services. Our proxy statement design process is data-driven, resulting in documents that are aesthetically pleasing as well as informative.

Annual Meeting Services

DFIN streamlines your annual or special meetings with project management and coordination of all meeting-related activities, including:

  • Broker search capabilities
  • Real-time online vote results
  • Final tabulation
  • Inspector-of-election services
  • Virtual, in-person or hybrid shareholder meetings
  • SEC (Form 8-K) filing tabulation results

Production & Distribution

Custom branded shareholder documents – available in print or interactive digital formats – professionally managed and assembled by a team of experts for global distribution.

Dfin active disclosure

Accelerate your proxy reporting with ActiveDisclosure

Design engaging proxy statements with on-demand and automated workflow using DFIN's industry-leading reporting solution.

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Continue building your perfect tech stack

Financial Reporting

Take the complexities out of regulatory reporting. Seamless integration, simple onboarding, Microsoft Office compatibility and all the tools you need for fast, secure filings.

Take the complexities out of regulatory reporting. Seamless integration, simple onboarding, Microsoft Office compatibility and all the tools you need for fast, secure filings.

ESG Reporting

Financial reporting software integrated with a network of top global tech partners that provides an end-to-end ESG ecosystem. Navigate evolving regulations, simplify the complexity of reporting, and ensure accurate, audit-ready ESG disclosures to deliver superior results for stakeholders.

Financial reporting software integrated with a network of top global tech partners that provides an end-to-end ESG ecosystem. Navigate evolving regulations, simplify the complexity of reporting, and ensure accurate, audit-ready ESG disclosures to deliver superior results for stakeholders.

Virtual Data Room

Safeguard and share your most sensitive documents with all your shareholders. Easy-to-use, secure software includes privacy scans, contract analytics and multi-file redaction for full transparency and regulatory compliance.

Safeguard and share your most sensitive documents with all your shareholders. Easy-to-use, secure software includes privacy scans, contract analytics and multi-file redaction for full transparency and regulatory compliance.

Product Spotlight Proxy

Did you know your proxy could also help you...

  • Identify, understand and avoid risks
  • Create communication strategies
  • Put the spotlight on corporate strengths
  • Make data-driven decisions about content
  • Create custom designs for compelling storytelling
  • Tap into industry trends and best practices
 

Elevate your shareholder communications design

Our proxy statement design experts can help you amplify your company story and define what sets your company apart.

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Proxy

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Annual Report

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Sustainability Report

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Investor Communications

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IR Website Services

Proxy Guide Webinar

webinar

Navigating DFIN’s Guide to Effective Proxies - 13th Edition

Join us as we unveil the 13th Edition Guide to Effective Proxies. The Guide is a searchable catalog of innovative and best practice proxy disclosures, drawn from the public filings of DFIN’s blue-chip client base. It is the most comprehensive and widely used resource of its kind.

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