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Case Study

Engaging Shareholders with a Customized Proxy Approach

How one mutual fund company executed a more effective, cost-efficient proxy campaign with the help of Broadridge.

casestudy customizedproxyapproach

It can be challenging for mutual fund companies to reach their shareholders effectively when launching a proxy vote campaign. In the following case study, a mutual fund leader set out to strengthen their shareholder communications while keeping costs down.

The objective was to communicate more effectively with shareholders and achieve positive results in all their upcoming proxy votes, including a trustee election.

For Broadridge, the central challenge was using data-driven insights to create customized communications for delivery via mail, on the web and through e-delivery, all at an appealing cost.

Find out how they did it and what results were achieved.