Proxy Policies and Insights

Bring greater insight and efficiency to proxy voting

Cast proxy votes that maximize shareholder value and foster good governance. Our flexible solution simplifies the voting process by combining comprehensive data, analytics and automation in a single efficient interface.

Ensure that every vote reflects your values

Proxy Policies and Insights is a user-friendly web tool that simplifies the proxy voting process by helping you quickly execute votes that align with your proxy policy guidelines.

Customize Guidelines

Automate Research

Simplify Governance

Control and manage the proxy process—on your terms

One interface helps you create and customize voting guidelines, conduct analysis and reporting, and simplify governance by automating administrative tasks.

Four Ways to Use Proxy Policies and Insights

Automate Proxy Voting

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

An Introduction to Proxy Policies and Insights

Facilitate proxy voting with robust tools to customize guidelines, automate research and simplify governance.

How We Can Help

A resource for the world's largest asset managers

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.

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Proxy Policies and Insights

Bring greater insight and efficiency to proxy voting

Ensure that every vote reflects your values

Proxy Policies and Insights is a user-friendly web tool that simplifies the proxy voting process by helping you quickly execute votes that align with your proxy policy guidelines.

Control and manage the proxy process—on your terms

One interface helps you create and customize voting guidelines, conduct analysis and reporting, and simplify governance by automating administrative tasks.

Four Ways to Use Proxy Policies and Insights