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Instantly customize reports by proposal category (including detailed ESG categories) and date range via on-demand audit history, to keep proxy votes aligned with policy, instructions and management recommendations. Plus, use Broadridge ProxyDisclosure® to easily meet all SEC disclosure requirements.
Simply submit account registration requests directly to your custodian through ProxyEdge. Select a single account or use bulk templates to upload multiple accounts at once—up to 2500. The escalation feature minimizes delays.
Share Management Solution, through ProxyEdge, combines the power of lending and proxy data. It gives users the ability to see upcoming record dates of any public company, globally, and incorporates the materiality score of each meeting.
Get unmatched insight and analysis based on EDGAR sourced historical data with Broadridge Proxy Policies and Insights. Identify and benchmark your policies and ESG objectives against key industry trends with inputs from SEC DEF14A, 8-K and N-PX filings.
Flag key meetings, markets, accounts or proposals with advanced custom alerts. Easily add new custodial banks and brokers via automated account setup.
Whether you need basic functionality or full access to independent research, our system is designed to minimize effort and maximize value.
Proxy Disclosure simplifies vote-history reporting for all paper, digital or third-party proxies, taking the complexity out of compliance.
|Integrated Recommendation & Guideline Providers||Markets Covered|
|Proxy, Policies and Insights (Shareholder Value Model)||Global coverage|
|Proxy, Policy and Insights (MSCI ESG Model)||Global coverage|
|As You Sow||Global coverage|
|Australian Council of Superannuation Investors Limited (ACSI)||Australia|
|European Corporate Governance Service (ECGS)||Europe|
|Glass, Lewis & Co.||Global|
|InGovern Research Services||India|
|IWP Capital, LLC||Global coverage|
|Nordic Investor Services||Sweden, Norway, Finland, Denmark|
|Sustainalytics ESG Overlay||Global coverage|
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