Proxy for Fund Companies
Turn your proxy around quickly and effectively with an expertly guided, start-to-finish solution.
What is a proxy campaign?
A proxy is an agent who can legally act on another party's behalf. In this context, the proxy is casting a vote on behalf of a shareholder. Proxies are commonly used when there is a shareholder vote during an annual meeting and a shareholder is unable to attend. He or she may either vote by mail or designate a proxy to cast the vote.
Funds typically want proxies to vote according to their priorities, but this doesn't always happen. In a proxy battle or proxy campaign, proxies may unite and vote against the company's wishes. Most commonly, this happens when shareholders try to vote out board members or managers. The rogue proxies want to control the fund's direction.
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.
What you need, when you need it
A dedicated campaign and relationship manager at your side throughout guarantees a seamless process and compelling communications.
Discover the faster, more strategic way to proxy.
call +1 800 823 5304