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.
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.