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Reimagine your proxy. Over 500 examples of innovative proxy disclosures.

Our expert-supported, consultative approach and digital proxy statement solutions help streamline the proxy process and deliver a more effective shareholder communication. Our capabilities when it comes to financial proxy statement preparation, design and overall compliance management means you can have the ideal solution for your needs.

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Yield superior results with value-driven, intelligently-designed shareholder materials

Proxy Strategy
Disclosure Management, EDGAR Filing & Expertise
Design & Editing Services
Annual Meeting Services
Production & Distribution

Proxy Strategy

Lean on our expert Corporate Governance team to review your proxy and shareholder materials, create efficiencies to optimize your shareholder engagement throughout the year, especially during your annual meeting. 

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Disclosure Management, EDGAR Filing & Expertise

Streamline financial reporting with our purpose-built public proxy statement software, ActiveDisclosure and ensure your proxy-related filings are compliant; even rely on DFIN’s expert service professionals to produce your SEC filings.

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Design & Editing Services

Utilize our expert-led writing and editing services at every stage of your compliance efforts — from IPO to public, from board engagement to ESG services. Our proxy statement design process is data-driven, resulting in documents that are aesthetically pleasing as well as informative.

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Annual Meeting Services

DFIN streamlines your annual or special meeting with
project management and coordination of all meeting-related activities, including:

  • Broker search capabilities
  • Real-time online vote results
  • Final tabulation
  • Inspector-of-election services 
  • Virtual, in-person or hybrid shareholder meetings
  • SEC (Form 8-K) filing tabulation results
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Production & Distribution

Personalized, customized & branded shareholder documents in either a printed or digital interactive proxy reporting format and handled by our experienced staff and globally distributed.

Product Spotlight Proxy

Did you know your proxy could help you do this?

  • Identify, understand and avoid risks
  • Create communication strategies
  • Put the spotlight on corporate strengths
  • Make data-driven decisions about content
  • Create custom designs for compelling storytelling
  • Tap into industry trends and best practices

Elevate your shareholder communications design

Our proxy statement design experts can help you amplify your company story and define what sets your company apart.

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Proxy

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Annual Report

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Sustainability Report

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Investor Communications

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IR Website Services

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Get in touch with us to talk affordable proxy solutions​

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Financial Reporting

Take the complexities out of regulatory reporting. Seamless integration, simple onboarding, Microsoft Office compatibility and all the tools you need for fast, secure filings.

ESG 
Reporting

Financial reporting software integrated with a network of top global tech partners that provides an end-to-end ESG ecosystem. Navigate evolving regulations, simplify the complexity of reporting, and ensure accurate, audit-ready ESG disclosures to deliver superior results for stakeholders.

Virtual Data Room

Safeguard and share your most sensitive documents with all your shareholders. Easy-to-use, secure software includes privacy scans, contract analytics and multi-file redaction for full transparency and regulatory compliance.

More findings, right this way

Video Podcast

Proxy Statements, Boards’ Cybersecurity and AI Oversight, and Navigating Anti-ESG Rhetoric

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Article

Preparing for Proxy Season 2025 Report featuring DFIN Commentary

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Resources

Universal Proxy Rules in Contested Director Elections: A Guide for Shareholders

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Case Study

How We're Helping a Global Manufacturer Support its Sustainability Initiatives

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Resources

How to Create a Board Skills Matrix for Proxy Statements

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Resources

Optimizing Shareholder Communication & Engagement

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Case Study

How We Helped a Medical Technology Company Collaborate on Proxy Statements

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Resources

What Is a Proxy Statement?

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Blog

Transform Your Proxy Statement with Effective Design

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Audio Podcast

Proxy Statements: Addressing Boards’ AI and Cybersecurity Oversight and Looking to 2025

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Blog

Insights Unleashed: CFOs on Growth, Technology, and M&A in 2025

Craig Clay
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Guide

Guide to Effective Proxies

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Video Podcast

Webinar Replay: Navigating DFIN’s Guide to Effective Proxies - 12th Edition

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Report

Equilar Releases Its “2024 Cybersecurity Disclosure Trends” Report featuring DFIN Commentary

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Case Study

How We Helped a Lifestyle Brands Company Modernize its Proxy Statements

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White Paper

Meeting the Data Demands of Looming ESG Disclosure Rules: Ten Takeaways

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Video Podcast

Webinar Replay: An Early Look at the 2024 Proxy Season

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Guide

Annual Meeting Handbook - 2024 Edition

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Guide

Proxy Season Field Guide - 11th Edition

Proxy Season Field Guide 11th Edition -  Card
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Video Podcast

Webinar Replay: Corporate Governance Outlook: The Top Issues of 2024

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