Prepare for shareholder meetings

Rely on us to handle all or any part of the proxy voting process for you, accurately and effectively. We support you with all of the following:

Conduct a vote projection

It’s important to understand your shareholder base and their voting patterns. We use detail from your own voted files and disclosures by your largest investors, to monitor and track how your investors vote globally.
Analyze your draft agenda

Our governance experts review your meeting agenda to determine the risk of proxy advisory firms recommending against any items. We highlight potential issues, help you iron them out and offer advice on proxy advisory firm policies and best practices.
Engage proxy advisory firms

We have strong, long standing relationships with proxy advisory firms. We’ll contact them directly to make sure they have the information they need to make their recommendations.
Get real time vote reports

During any live shareholder engagement program we closely monitor your votes daily using integrated vote tracking platforms. You get actionable, real time vote reports.
Identify institutional investors

We help you identify and understand your largest institutional shareholders as well as provide you with insights into their voting intentions.
Understand your shareholders

We'll help you understand who your shareholders are and which shareholders are likely to make the most significant impact on your vote. By profiling your shareholder base, we help you understand potential voting patterns.