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

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

An Introduction to Proxy Policies and Insights

Facilitate proxy voting with robust tools to customize guidelines, automate research and simplify governance.

How We Can Help

Trusted by global leading asset managers

Provider of U.S. beneficial proxy and prospectus.
Years of proxy voting service experience.
Of public companies rely on Broadridge for their proxy services.
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