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Plan Your Next Mutual Fund Proxy with Data-Driven Technologies - Episode 2

Find out how leading mutual funds employ sophisticated analytics, targeting and vote forecasting to achieve their proxy goals.

In this second episode of our five-part replay series, the panelists discuss how data analytics help mutual funds optimize resources to execute more effective proxy campaigns.

Mutual funds face unique challenges when it comes to proxy vote campaigns. A recent Broadridge webinar examined ways that new technologies can help mutual funds plan, drive, capture and process the vote.

Webinar panel:

  • Michael Collins, Vice President and General Manager of Mutual Fund Proxy Solutions, Broadridge  
  • Elizabeth Maiellano, Vice President of Product Management, Broadridge
  • Michael Koehler, Director of Investor Relations, Phillips Edison