Fund managers

Win and retain clients by empowering them to vote

Win and retain institutional and retail clients with disparate stewardship policies in pooled funds with our Expression of Wish infrastructure. Ensure alignment, attract diverse clients, adhere to regulatory requirements, and build a market-leading reputation.

Our technology helps fund managers to:

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    Maximise alignment

    Build stronger, long-lasting relationships

    Investors are actively choosing products that give them a say on issues that matter to them. By allowing your clients to vote on upcoming AGM proposals through an Expression of Wish, you can avoid having to take a controversial stance on issues, and ensure you are always representing their best interests.

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    Maintain a market-leading reputation

    Use insights to win and retain clients

    In an increasingly competitive market, offer your clients technology-led solutions that keep you connected. Choose to share your intentions ahead of the vote AND capture their Expression of Wish, enabling you to consider their views, prepare for meetings, build trust and continually reinforcing their decision to invest with you.

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    Adopt time-saving technology

    Focus your time on growing AUM

    Tumelo is a technology-led organisation, and our products take the manual work out of data aggregation and regulatory reporting. Our easy-to-implement technology frees your team to focus on managing investments, optimising fund performance and growing AUM.