Institutional investors

Have your say on shareholder meetings and generate regulatory reports quickly

Tumelo enables you to take back control of your investments. It gives you the ability to vote in pooled funds via Expression of Wish alongside the information you need to meet stewardship-reporting requirements in our easy-to-use Stewardship Platform.

Our technology helps institutional investors to:

  • Image of a megaphone to represent shareholder voices.

    Take control

    Activate your shareholder voice in pooled funds

    Gain complete visibility of upcoming AGMs, access proposal details, and where provided, see how your fund manager intends to vote. Once you’ve reviewed the information, you can choose to vote for, against, or abstain using the latest Expression of Wish functionality in Tumelo’s easy-to-use platform.

  • Image of a stack of paper policies that meet a high standard.

    Get independent advice

    Choose vote policies that align with your business

    Get access to independent advice from a range of vote-policy providers and receive voting recommendations at scale. Select vote policies that align with your values and investment goals, and always stay in control.

  • Image of a stopwatch, saving time equals saving money.

    Collate regulatory data fast

    Save time creating regulatory reports

    With increasing focus on the stewardship code and regulatory requirements, we provide all the data and functionality you need to complete your PLSA implementation statement, prepare for trustee meetings and more. The Stewardship Platform makes reporting a breeze, giving you more time to focus on other fiduciary duties.

  • Image of a person connecting with other people.

    Ensure accountability

    Build stronger relationships

    Greater transparency and open communication help you to hold fund managers to account. Quickly compare fund managers’ voting records to enable focused discussions regarding stewardship responsibilities and alignment with your voting policies.

  • See how Tumelo’s plug & play platform works with your existing digital offering

  • Build Tumelo’s powerful APIs into your investment platform for a native customer experience