2026 Proxy Design Handbook

Well-Designed Reporting Drives Voting Outcomes

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Drive best-in-class design with this must‑have digital tool for sharper, more compelling proxy statements. Regardless of your strategic goals, there are some basic design tactics becoming table stakes in the industry. At a minimum, it’s a good idea to ensure these are part of your toolkit:

  • Summarize key points
    It’s surprising how much even a bulleted list can help you accomplish. Don’t make the reader do too much work. Keep it simple, with key takeaways for each section.
  • Visualize key information
    Bullets are good but tables and charts are even better. This goes back to the same principle: Make your message easy to interpret and understand.
  • Humanize your board
    On the following pages we share concrete ways to showcase board strengths—and diversity. But also, what you can do to make the board more human and relatable.
2026 Proxy Design Handbook

Explore design strategies for a more effective proxy.

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The Broadridge Global Demand Model tracks >$100T in public and private assets to deliver 10 years of historical and three years of forecasted assets, flows and revenues, equipping industry leaders with the intelligence to capture opportunities, manage risks, and make confident strategic decisions.

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