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
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:
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.
What you need, when you need it
A dedicated campaign and relationship manager at your side throughout guarantees a seamless process and compelling communications.
DFIN and Mediant: The Perfect Partnership to Power Your Fund Proxies
We offer the industry’s only single-source solution for start-to-finish fund proxy services. Our clients have access to leading-edge technology and an established global distribution network backed by a team of dedicated experts. The result? A powerful solution that engages your shareholders and simplifies your fund proxy management.