Proxy Tabulation Services

Proxy Tabulation Services

Broadridge delivers comprehensive services to both complex-wide and standard mutual fund proxy campaigns, providing vote tabulation and project management in support of annual shareholder and special meetings. We provide expertise in all facets of investor communications, including the following specialties:

  • Comprehensive data aggregation and knowledge of unique voting rules and thresholds for the annuity portion of a campaign (APS)
  • Servicing large ETFs and fund families with retirement plan assets
  • Vote tabulation for the 401(k) population of any proxy campaign and tender offer acceptance count
  • Auto-scan of ballots/VIFs, touchtone voting, live-call vote acceptance and online vote reports
  • Accurate vote history through ProxyDisclosure, which reports on the fund level, regardless of method or provider of vote execution—comprehensive reconciliation of voteable positions, backed by our ISO-9001-certified vote audit process

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