Fund Proxy for the Modern Era

A lively discussion on how the industry can come together to address shareholder engagement issues and drive fund proxy process change.

In recent years, a fund’s ability to attain the shareholder votes needed to hold special and annual shareholder meetings has become more difficult. The difficulty in obtaining votes is largely due to shareholder apathy and regulatory changes including: retail and institutional shareholder engagement, the use of discretionary voting, and restrictions in how shareholders can be communicated with. So what’s the solution?

Listen to our panel of experts discuss how proxy service providers, regulators, and asset managers can come together to address these issues and drive change.

This session does a deep dive on fund proxy campaigns, including:

  • Current proxy voting landscape and trends
  • Asset manager challenges and paths to successful proxy campaign execution
  • The Investment Company Institute’s perspective
  • Outside counsel views
  • Industry alignment for smart regulatory reform

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