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Broadridge Proxy Policies and Insights

Improve proxy voting efficiency and effectiveness

Maximize shareholder value, foster good governance and engage investors effectively through proxy voting. Proxy Policies and Insights streamlines and automates the voting process and provides a single dashboard for comprehensive, flexible data and analytics.

Uphold your values with every vote

Proxy Policies and Insights is a robust but user-friendly web-based solution that simplifies the otherwise complex and time-consuming proxy voting process by letting you efficiently execute votes consistent with your proxy policy guidelines.

Customize Guidelines

Automate Research

Simplify Governance

Control and manage the proxy process—on your terms

Proxy Policies and Insights simplifies governance by automating cumbersome administrative tasks and providing an interface to customize voting guidelines and conduct analysis and reporting.

Four Ways to Use Proxy Policies and Insights

Automate Proxy Voting

Meet proxy voting objectives simply, easily and cost-effectively

Access standard voting instructions on management and shareholder proposals
Pick a template that matches your proxy policy
Get data-driven guidelines in ProxyEdge before voting

Modify Policy Rules

Simplify voting and modify rules as needed

Execute votes and build policy rules using your own template and guidelines
Modify policy rules with our support
Vote in ProxyEdge

Total Custom Policy Control and Research

Greater control and convenience, plus more information and insight

Create custom policy rules that match your institution's proxy policy
View voting trends and analytics from previous proxy seasons
Vote in ProxyEdge

Review Analytics for Greater Insights

If research is your only need, we can help automate it

Review relevant data on every meeting and proposal from prior voting seasons
Create custom searches for a deeper dive into the data
Share insights and analytics with team members
Present reports to management

See Product Specifications

Video

Simplify the Entire Proxy Process When You Integrate Research with ProxyEdge

Our purpose-built platform makes it easy to manage, track, execute and report every vote on a single platform. Plus, integrated research and recommendations provides unmatched flexibility and control.

How We Can Help

Trusted by global leading asset managers

#1

Provider of U.S. beneficial proxy and prospectus.

50

Years of proxy voting service experience.

90%

Of public companies rely on Broadridge for their proxy services.

5 Steps to Streamlined Proxy Voting

Share Management Solution

SEC Proxy Guidance Information Sheet

ProxyEdge: Simplify Proxy Voting From Start to Finish

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