Proxy for Fund Companies

Turn your proxy around quickly and effectively with an expertly guided, start-to-finish solution.

Businesswoman using phone and laptop

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.

Businesspeople in a meeting

Save time and costs

Expertly trained inbound and outbound agents handle solicitation and proxy event questions.

Businesswoman on phone

Everything in one place

A single customizable, intuitive platform creates a full-service, end-to-end solution.

Businessman viewing proxy solutions on his laptop

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.

or