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

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 Compliance22c-2 Compliance

Advisor Resource CenterAdvisor Resource Center

Advisor WebsitesAdvisor Websites

Annual ComplianceAnnual Compliance

Asset ServicingAsset Servicing

Bank Debt and Loan TradingBank Debt and Loan Trading

Beneficial Proxy ServicesBeneficial Proxy Services

Billing and Expense ManagementBilling and Expense Management

Capital Markets DisclosuresCapital Markets Disclosures

Cash ManagementCash Management

Collateral ManagementCollateral Management

Compliance and Regulatory Accounting Managed ServicesCompliance and Regulatory Accounting Managed Services

ConnectivityConnectivity

Consumer Preference and Profile ManagementConsumer Preference and Profile Management

Continuing EducationContinuing Education

Credit and Market RiskCredit and Market Risk

Data Management and ArchivalData Management and Archival

Data Management, Analytics and ReportingData Management, Analytics and Reporting

Derivatives Trade ProcessingDerivatives Trade Processing

Digital DeliveryDigital Delivery

Digital Experience ManagementDigital Experience Management

Direct MarketingDirect Marketing

Document CompositionDocument Composition

EDGARFormsEDGARForms

Enhanced PackagingEnhanced Packaging

Enhanced Proxy DesignEnhanced Proxy Design

Equity Trade ProcessingEquity Trade Processing

Expense Management and Fee ValidationExpense Management and Fee Validation

Expense Management Managed ServicesExpense Management Managed Services

Financial ReportingFinancial Reporting

Fixed Income Trade ProcessingFixed Income Trade Processing

Foreign Exchange Trade ProcessingForeign Exchange Trade Processing

Global Securities Class Action ServicesGlobal Securities Class Action Services

Global SWIFT ServicesGlobal SWIFT Services

Intelligent ProspectingIntelligent Prospecting

Intraday Risk MonitoringIntraday Risk Monitoring

Investment AccountingInvestment Accounting

Managed Reference Data ServiceManaged Reference Data Service

Managed Services, Hosting and IntegrationManaged Services, Hosting and Integration

Mobile AppMobile App

NewslettersNewsletters

Operational Risk ManagementOperational Risk Management

Performance and AttributionPerformance and Attribution

Performance Dashboards and Operational ReportsPerformance Dashboards and Operational Reports

Portfolio and Order ManagementPortfolio and Order Management

Portfolio Securities VotingPortfolio Securities Voting

Post Trade and Regulatory CompliancePost Trade and Regulatory Compliance

Post Trade Control SolutionsPost Trade Control Solutions

Post Trade Processing Managed ServicesPost Trade Processing Managed Services

Pricing and ValuationPricing and Valuation

Print Delivery and Postal OptimizationPrint Delivery and Postal Optimization

Print MarketingPrint Marketing

Proxy ServicesProxy Services

ProxyVoteProxyVote

Rapid OnboardingRapid Onboarding

ReconciliationReconciliation

Reconciliation Managed ServicesReconciliation Managed Services

Reference Data ManagementReference Data Management

Registered Proxy ServicesRegistered Proxy Services

Regulatory CommunicationsRegulatory Communications

Revenue Management and Fee BillingRevenue Management and Fee Billing

Sales and Asset ReportingSales and Asset Reporting

Securities FinanceSecurities Finance

SeminarsSeminars

Shareholder Data ServicesShareholder Data Services

SmartRoomSmartRoom

Sponsored Name PlacementSponsored Name Placement

Stock TransferStock Transfer

Tax ServicesTax Services

Virtual Shareholder MeetingVirtual Shareholder Meeting

Wealth Insight ServicesWealth Insight Services

The right insights, right now

How can we help?

Become a Broadridge partner

Thank You

Talk to us

Thank You