Omni-Channel Strategy for Alternative Investments Proxy Solicitation

The growth of alternatives as an investment tool has only heightened the importance of retail investors.

Educating shareholders on all-things-proxy has become a theme across all investments…but active participation is a necessity in the alt space. 

How you connect with investors during a proxy has never been more important or more challenging. 

Some think the only solution is volume and repetition. But Broadridge clients know better. Working together, we’ve created an incubator that combines creativity and science – so issuers can deliver a high-touch experience that gets the vote.

We call this a marketing-centered, omni-channel perspective.

Every shareholder base is different, so our strategies start with data. Because we distribute over a billion shareholder communications each year, our engine is built for scale and precision.

You’re facing must-win votes—and you need to break through the clutter. It’s not enough to say, “your vote is important”. Investors are asking “why.” They want to know how your proposals benefit them. So your outreach needs to tell a story.

Think digital. Thoughtful branded emails, delivered at specific times of day can work hard to increase response.

Where are your shareholders? They are on their phone—and you need to create a seamless experience that makes it easy to view materials and vote.

It’s not one of the other. Many shareholders are still waiting for a paper ballot – while at the other end – you’ll need to text someone who never answers their phone.

Social media and digital advertising have emerged as the leading tool for shareholder outreach. But no matter what comes next, you need to connect with shareholders where they are.

Change is constant, and so is the need for innovation. See what you can achieve with a marketing-centered, omni-channel perspective.