Amid this period of ongoing change, with the potential for continued market volatility, Broadridge stands ready to help you navigate what’s next. Our highest priorities are keeping our associates safe and ensuring our ability to serve our clients. View resources.

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

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

Video

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

Ensure that Every Vote Reflects Your Values

Resource

Five Must-Have Capabilities that Simplify Proxy Voting

Resource

ProxyEdge: Simplify Proxy Voting From Start to Finish

Photo: Telecom sales rep meets with a new customer, demonstrating electronic communications capabilities

Let’s talk about
what’s next for you

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

REQUEST INFORMATION

22c-2 Compliance

Advisor Resource Center

Advisor Websites

Annual Compliance

Asset Servicing

Bank Debt and Loan Trading

Beneficial Proxy Services

Billing and Expense Management

Capital Markets Disclosures

Cash Management

Collateral Management

Connectivity

Consumer Preference and Profile Management

Continuing Education

Credit and Market Risk

Data Management and Archival

Data Management, Analytics and Reporting

Derivatives Trade Processing

Digital Delivery

Digital Experience Management

Direct Marketing

Document Composition

EDGARForms

Enhanced Packaging

Enhanced Proxy Design

Equity Trade Processing

ESG Advisory Services

Expense Management and Fee Validation

Expense Management business process outsourcing

Financial Reporting

Fixed Income Trade Processing

Foreign Exchange Trade Processing

Global Securities Class Action Services

Global SWIFT Services

Intelligent Prospecting

Intraday Risk Monitoring

Investment Accounting

Managed Services, Hosting and Integration

Newsletters

Operational Risk Management

Performance and Attribution

Performance Dashboards and Operational Reports

Portfolio and Order Management

Portfolio Securities Voting

Post Trade and Regulatory Compliance

Pricing and Valuation

Print Delivery and Postal Optimization

Print Marketing

Private Fund Compliance Reporting

Proxy Services

ProxyVote

Rapid Onboarding

Reconciliation

Reconciliation Managed Services

Reference Data Management

Registered Proxy Services

Regulatory Communications

Revenue Management and Fee Billing

Sales and Asset Reporting

Securities Finance

Seminars

Shareholder Data Services

Sponsored Name Placement

Stock Transfer

Tax Services

Vdr

Virtual Shareholder Meeting

Wealth Insight Services

Segment Title

Solution Title

The right insights, right now

About Broadridge

How can we help?

Talk to us

Thank You for reaching our sales rep

Proxy Policies and Insights

Independent data and research to executesmarter governance

Ensure every vote reflectsyour 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.

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

Independent data and research to execute
smarter governance

Ensure every vote reflects
your values