Issuer Proxy
Achieve efficient proxy processes, effective shareholder engagement, and well-attended shareholder meetings with market-leading proxy services for issuers.
Discover your proxy advantage
Enriched shareholder data
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Gain a comprehensive understanding of investor behaviors and preferences
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Facilitate compelling shareholder engagement
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Predict meeting outcomes with greater accuracy
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Obtain domestic and cross-border shareholder insight
Targeted communication and distribution strategies
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Identify cost-efficient delivery options
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Keep shareholders well informed
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Tailor distribution using propensity to vote, sociodemographic data, and advanced analytics
Comprehensive shareholder meeting planning and execution
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Prepare proxy and ballots, documentation, and SEC filing
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Optimize channel selection: virtual, in-person, or hybrid
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Ensure stable, secure, engaging events
Proxy voting oversight, tabulation, and reporting services
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Access real-time vote monitoring
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Gain visibility into progress toward quorum and vote goals
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Receive rapid, accurate meeting results
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Provide timely reporting to issuers
Specialized issuer proxy services
Simplify every stage of shareholder meeting planning, preparation, and execution.
Determine your best path to success
Select distribution channels and tailor materials based on shareholder insights.
Inform and engage shareholders
Augment required compliance distribution with compelling strategic messaging.
Leverage proven practices
Gain efficiency and boost outcomes with streamlined processes and expert support.
Rely on a single source
Consolidate issuer proxy activities end-to-end with the leader in proxy services.
Choose pioneering proxy innovation
What's next for your business?
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improve your business and drive transformative innovation,
efficiency, and growth.
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