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Proxy Services

Engage cost-effectively with shareholders in proxy campaigns

Broadridge manages the end-to-end fund shareholder voting process across all distribution channels—from project management, mailing and solicitation to voting tabulation. Our access to more than 800 banks and brokers, as well as historical voting data, enables you to execute targeted, cost-effective campaigns that promote engagement and loyalty.

Engage fund shareholders the way they prefer

Broadridge's unparalleled data on fund shareholder proxy voting behavior enables us to tailor communications to maximize shareholder engagement and response, saving you time and money.

Call Center
Proxy E-Delivery
Customized Print Mailings
Enhanced Packaging
ProxyVote.com
Targeted Reminder Communications
Video

ProxyVoteTM Shareholder Voting Solution

Broadridge's industry-leading proxy voting solution improves the fund shareholder voting process through its intuitive interface, helping institutional investors engage investors more effectively.

How We Can Help

Let our team help you achieve your goals

25%
Average increase in accounts voted using enhanced packaging.
50
Years of proxy voting service experience.
300
Years of collective experience managing mutual fund campaigns.
Photo: Telecom sales rep meets with a new customer, demonstrating electronic communications capabilities Photo: Telecom sales rep meets with a new customer, demonstrating electronic communications capabilities

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