Our product
Voting in segregated mandates
Give institutional clients oversight — and the option to vote directly — without adding operational burden. Tumelo's ProxySphere platform automates pre-disclosure, client voting, reporting and audit trails for segregated-mandate stewardship.
The problem
Segregated mandate clients want more voice, and stewardship teams are stuck in email workflows.
Institutional clients increasingly expect transparency into how their shares are voted. Often they want to review your intended vote, and sometimes they want to vote themselves on high-priority meetings.
Historically this has been handled manually:
- Managers email pre-vote intentions
- Clients reply with preferences
- Stewardship teams re-key votes by hand
- Audit trails live across messy email threads
It’s slow, difficult to scale, and introduces operational and compliance risk.
The solution
ProxySphere automates the entire segregated mandate voting process.
Voting in segregated mandates is now fully supported on Tumelo’s institutional platform. We modernise the client oversight workflow while keeping stewardship teams firmly in control.
What ProxySphere enables
A modern, compliant experience for clients — with minimal lift for your team.
With ProxySphere, asset managers can:
- Pre-disclose voting intentions to segregated mandate clients
- Allow clients to vote directly on meetings where they have a specific view
- Enable client watchlists of priority companies they want to vote at
- Provide a full reporting suite across meetings, decisions, and outcomes
- Maintain a complete audit record for compliance and governance needs
- Receive notifications when a client votes differently to the manager view
Everything happens in one governed system — no manual chasing, no re-keying, no fragmented evidence.
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Use cases
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Built for real segregated mandate stewardship scenarios.
- High-touch institutional clients who want to review intended votes
- Values-driven clients who vote selectively on priority companies
- Clients with internal committees needing clear reporting and traceability
- Managers supporting many segregated relationships who need oversight at scale
The product is live
Ready to modernise segregated mandate voting?
Book a demo and we’ll walk through a live client workflow — from pre-disclosure, to client voting, to audit reporting.
Contact us
Speak to one of our team
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