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
  • Gain a comprehensive understanding of investor behaviors and preferences
  • Facilitate compelling shareholder engagement
  • Predict meeting outcomes with greater accuracy
  • Obtain domestic and cross-border shareholder insight
Targeted communication and distribution strategies
  • Identify cost-efficient delivery options
  • Keep shareholders well informed
  • Tailor distribution using propensity to vote, sociodemographic data, and advanced analytics
Comprehensive shareholder meeting planning and execution
  • Prepare proxy and ballots, documentation, and SEC filing
  • Optimize channel selection: virtual, in-person, or hybrid
  • Ensure stable, secure, engaging events
Proxy voting oversight, tabulation, and reporting services
  • Access real-time vote monitoring
  • Gain visibility into progress toward quorum and vote goals
  • Receive rapid, accurate meeting results
  • 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.

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Choose pioneering proxy innovation

7 billion
Communications processed annually
2,400+
Virtual shareholder meetings held in the US, with 60,000 + shareholders participants
12,000+
Virtual shareholder meetings since inception
5,500+
Public U.S. companies served
Client portal

The client portal is an intuitive tool that brings all your critical information into one place, helping you simplify processes and automate tasks.

What's next for your business?

We want to hear more about what you need to improve your business and drive transformative innovation, efficiency, and growth.
Want to speak with a specialist?