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Proxy Policies and Insights

Independent data and research to execute
smarter governance

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Foster confidence in every proxy decision with easy access to proprietary analytics and unique industry insight. Our streamlined solution delivers the actionable intelligence you need to perform due diligence, satisfy SEC requirements and conduct oversight of third-party advisory firms.

Ensure every vote reflects
your values

Enrich research and analysis with EDGAR-sourced data. We consolidate input from SEC DEF14A, 8-K and N-PX filings, enabling you to identify and benchmark your policies against key industry trends.

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Put Independent Insight at Your Fingertips

Because Broadridge distributes and processes 99% of all proxies, we offer a unique, independent view of the entire industry.

Four Ways to Use Proxy Policies and Insights

Make Proxy Voting Intelligent

Meet your fund's voting objectives and vote with minimal effort

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

Modify Policy Rules When Necessary

Simplify voting and modify rules as needed

  • Execute votes and build policy rules using your own template and guidelines
  • Modify policy rules as necessary 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
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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

Tap into the world’s largest proxy voting network

#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
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5 Steps to Streamlined Proxy Voting
ProxyEdge: Simplify proxy voting from start to finish
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ProxyEdge: Simplify Proxy Voting From Start to Finish
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Enhance and simplify portfolio management

Use our complete suite to simplify and enhance data management, accounting, reporting and securities voting.
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Proxy Policies and Insights
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