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.
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.
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.
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.