Proxy for Fund Companies
Turn your proxy around quickly and effectively with an expertly guided, start-to-finish solution.
Everything you need to provide an enhanced investor experience. All from a single source.
Focus on the critical steps for success:
- Discovery, planning and implementation.
- Print and mail management.
- Solicitation/call center.
- Tabulation services.
- Shareholder meeting/post-meeting review.
- Expert support for mutual funds, variable annuities, REITs and other alternative investments.
What you need, when you need it
A dedicated campaign and relationship manager at your side throughout guarantees a seamless process and compelling communications.
Save time and costs
Expertly trained inbound and outbound agents handle solicitation and proxy event questions.
Everything in one place
A single customizable, intuitive platform creates a full-service, end-to-end solution.
Explore our proxy resources
DFIN gives you a one-stop-shop solution unlike anything else on the market.
We’ve partnered with Mediant to give you the ultimate digital dashboard and cloud hosting.
Discover the faster, more strategic way to proxy.
call +1 800 823 5304