Broadridge Financial Solutions, Inc. (NYSE: BR) today announced Daniel Jarman has joined the company as Vice President, Custom Policy, EMEA. In this new role, Jarman will be responsible for the data, analysis, and implementation of custom proxy voting guidelines in EMEA for global and local institutional investors. Daniel will report to Lucas Swertloff, Global Head of Custom Policy
“Daniel’s deep expertise in stewardship, governance research, and responsible investment makes him an outstanding addition to our team,” said Lucas Swertloff, Global Head of Custom Policy at Broadridge. “As institutional investors increasingly seek flexible, impartial, and data-driven policy solutions, Daniel’s experience will help us further strengthen our custom policy offering and deliver greater value through ProxyEdge.”
Jarman brings more than 20 years of responsible investment experience to the role. He joins from the Pension Protection Fund (PPF), where he served as Stewardship Manager implementing stewardship strategy across a multi-billion-pound portfolio, with responsibility for proxy voting policy, ESG integration, and representation on a range of external investor working groups. He earlier held senior roles at BMO Global Asset Management/Columbia Threadneedle and Institutional Shareholder Services (ISS).
“I’m excited to join Broadridge at a time of significant change in the stewardship and proxy voting landscape as institutional investors are increasingly looking for greater transparency, better data, and the ability to implement policies that genuinely reflect their own values and obligations,” said Jarman. “Broadridge’s investment in ProxyEdge, Custom Policy Engine and broader stewardship capabilities represents exactly the kind of independent, data-driven solution the market needs. I’m looking forward to working with clients across EMEA to help them take greater ownership of their stewardship programmes.”
Jarman’s appointment builds on Broadridge’s continued investment in its Institutional Governance business, which brings together ProxyEdge®, Custom Policy Engine, Proxy Disclosure, Pass-Through Voting, and Shares Management Solution into an integrated suite for stewardship teams at asset managers, asset owners, and wealth managers.