Proxy for Investment Companies
Turn your proxy around quickly and effectively with an expertly guided, start-to-finish solution.
Everything you need for funding proxy management. All from a single source.
What is proxy for
investment companies?
Also known as financial proxy advisers, these companies assist with mutual fund proxy or variable annuity proxy services so that shareholders can submit a vote while absent. The proxy adviser can increase transparency during shareholder meetings for:
Mutual funds
Variable annuities
REITs
Other alternative investments
VIP Proxy Monitor - Full-service management of proxy events as they happen
VIP Proxy Monitor has been created specifically for insurance firms with variable life and variable annuity products. As firms seek to give their participants more choices and diversity in their fund offerings, managing the status of proxy events for each fund can be a complex, time-consuming task. As a designated service provider, DFIN can manage this process on your firm’s behalf, providing a turnkey solution for you and a seamless experience for your fund participants.
Focus on the critical elements 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.
Discover the faster, more strategic way to proxy.
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call +1 800 823 5304