Institutional Proxy Voting Services
Take full control of proxy voting
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Automate new account set ups, including bulk entries
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Establish rules to streamline and strengthen procedures
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Oversee, track, and tabulate all votes in one dashboard
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Empower fund investors with pass-through voting
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Create and deliver instructions using custom templates
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Earn more AUM from vote-focused asset managers
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Integrate internal, third-party, and EDGAR-sourced data
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Monitor trends across your peers
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Set alerts for key meetings, markets, accounts, and more
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Leverage self-service tools for SEC, 8-K, and N-PX filings
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Implement procedural rules and guidelines
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Create custom reports by category, date range, and more
Add insight and efficiency to your entire process
Automated campaign efficiency
Simplify governance on a consolidated platform with automated account setups, integrated recommendations, custom rule and reporting, and more.
Power to every shareholder
Extend voting rights to individual fund investors, expanding shareholder democracy and serving asset owners focused on voting practices.
Custom guidelines and analysis
Receive extensive data and analytics that incorporate proxy research, voting history, and more for a unique vantage point on potential improvements.
Simplified regulatory solutions
Meet expanded SEC requirements with a complete reporting and N-PX filing solution comprised of user-friendly self-service tools.
What's next for your business?
Institutional Proxy Voting FAQs
Broadridge provides institutional investors with a scalable proxy voting platform, ProxyEdge, that streamlines vote management, aggregation, and reporting across global holdings.
Broadridge’s institutional proxy solutions enable hedge funds and asset managers to automate voting workflows, ensure compliance, and integrate with custodians and data providers.
Yes. Broadridge’s platform can manage complex voting scenarios, including multiple representatives per organization and eligibility verification for voting members.
Broadridge assists with regulatory filings such as Form N-PX and 13F, providing accurate data aggregation and reporting tools.
Yes. Broadridge offers a secure online proxy voting platform that allows institutions to manage, track, and submit votes efficiently across global markets.
Pass-through voting enables asset managers to give proxy voting rights in portfolio companies directly to investors. With Broadridge’s institutional solution, votes are split proportionally based on each investor’s holdings in the fund. Investors then cast votes for the underlying portfolio companies using the same proxy voting platform and workflow they already use for other investments.