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Proxy for Investment Companies

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

Everything you need for shareholder 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


Other alternative investments

VIP Proxy Monitor - Full-service management of global 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 investment company 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.

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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.

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.

A partnership you can rely on

We’ve partnered with Mediant to give you the ultimate digital dashboard and cloud hosting providing a one-stop shop solution unlike anything else on the market.

Discover the faster, more strategic way to proxy.