Proxy Policies and Insights

Independent data and research to execute
smarter governance

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.

Simplify Workflow

Streamline Setup

Customize Guidelines

Automate Research

Analyze Trends

Control and manage the proxy process—on your terms

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

See product specifications

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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

Provider of U.S. beneficial proxy and prospectus.

Years of proxy voting service experience.

90%

Of public companies rely on Broadridge for their proxy services.

Resource

ProxyEdge: Simplify Proxy Voting From Start to Finish

Report

2018 Proxy Season Review

Resource

Is Your Firm Ready for Proxy Season?

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Let’s talk about
what’s next for you

Our representatives and specialists are ready with the solutions you need to advance your business.

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