Annual report containing key metrics on shareholder communications processing, technology utilization and cost savings to corporate issuers.
Broadridge’s 2013 Proxy Season Statistics Report covers proxies mailed between March 1, 2013 and June 14 2013, and shows that a record 62% of all physical mailings were eliminated as a result of Broadridge technologies for householding, e-delivery, and managed account processing. Additionally, shareholder utilization of Broadridge-enabled technologies is increasing across the proxy process:
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In addition to its annual statistical report, Broadridge, in collaboration with PwC’s Center for Board Governance, produces ProxyPulse – providing data and insights on shareholder voting trends and results as the proxy season unfolds.
Steve Brown, Managing Director of Global Outsourcing at Broadridge, provides an overview on the cost of regulations in the brokerage industry and the focus it can draw away from a firm's core business objective.
“Traditional” e-delivery has limitations that digital mail can solve for including the ability for increased tracking.
Money Management Executive's panel of speakers sharing best practices in tracking payments to mutual fund distributers. Companies often lose money in this complex process so solving this need is urgent.
Tim Slavin, SVP of Defined Contribution at Broadridge, notes the importance for 401(k) plan sponsors to communicate to its participants across channels including through social media.
J.Michael Hopkins, President of Fixed Income and Risk Management for Broadridge, discusses the evolution of market operating standards from back-office to metrics-driven. Hopkins explains the trend towards external benchmarking, key performance indicators, and the role of the global environment.
Distribution channel trends ETF and fund manufacturers must know.