ProxyEdge®
The Complete Electronic Proxy Management System for All of Your Voting and Record Keeping Needs There are increasing requirements for advisors and managers to comply with regulations regarding their proxy voting procedures and record keeping.
ProxyEdge is the internet tool that helps you to achieve compliance and streamline voting with just a few clicks of your mouse.
ProxyEdge allows you to manage, track, reconcile and report your proxy voting to help you satisfy requirements through electronic delivery of ballots, online voting, and reporting and record keeping.
Broadridge provides secure proxy information through an automated electronic interface based on share positions provided directly to ADP by your custodian bank/broker.
ProxyDisclosureSM
The Complete Solution for Vote Reporting & Auditing for Investment Companies, Pension Funds and Plan Sponsors
Benefits
Affordability - Pay an annual rate for the level of service you need, regardless of the frequency of access or the volume of reports.
Efficiency - Reduces the need to obtain vote history from various sources and standardizes reporting across multiple markets.
Convenience - Log on from any internet-connected computer, 24/7, using your confidential user ID and password. Access user-defined information when required.
Accuracy - Provides an independent audit of voting activity performed by third parties.
Features
Aggregation of Votes - Broadridge's proxy disclosure services provide fund specific and/or account level voting records, including votes cast by multiple underlying investment advisors or other third party entities, and across multiple custodians.
Reporting - The reporting feature is appropriate for pension funds, plan sponsors and investment companies, including those that use third-parties to execute voting. Reports can be run on demand and for user-defined periods.
- multiple export format options
- report customization
- account details available for vote auditing
Policy Maintenance - Fund voting policies and guidelines can be maintained online, and can also be made available on a fund-branded website for disclosure to shareholders.
Web Disclosure - Broadridge can create a fund-branded website for disclosure of both fund voting activity and voting policies and guidelines. The site will enable investment companies and funds to offer their underlying shareholders/investors direct access to proxy voting information in an environment seamless to their proprietary website.
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