For fund managers

Powerful voting technology to offer your clients

Our technology allows your pooled-fund or ETF clients to vote their shares in proportion to the AUM they have invested. Create products that are more tailored to your clients’ voting preferences.

Why pass-through voting?

Implementing pass-through voting enables fund managers to continue offering a low-cost, operationally efficient pooled fund while providing the additional voting control that clients demand.

Meet upcoming regulation

Meet upcoming regulation

from the DWP, UK Stewardship code, PLSA or INDEX act efficiently. Enable your investors to align their voting across their whole portfolio.

A more flexible product

Offer a more flexible product

where investors can choose their voting independently of their allocations.

A clock, ticking.

Save time and money

by letting investors vote in a pooled fund without needing a segregated mandate.

Enabled your investors to align their voting

Enabled your investors to align their voting

across their whole portfolio.

Pass-through voting

Using our pass-through-voting product, both institutional and retail investors can vote on proposals at companies they hold through pooled funds or ETFs. They can vote directly, select a voting policy, or delegate votes to their fund manager.

Key features:

  • Beneficial-owner-first verification.
  • Intuitive, modern interface.
  • Proposal-theme filtering.
  • Voting policy agnostic.
  • No vote goes un-voted.
Tumelo pass-through voting product for Fund Managers to provide to institutional and retail investors with desktop and mobile app

Benefits for fund managers

Why choose Tumelo’s product?

Our pass-through voting product strives to offer significant value to everyone involved in the voting process. Here is how the product can benefit you as a fund manager. To see the pass-through voting features designed to engage your client, visit the product page.

No votes go un-voted
No votes go un-voted

The fund manager votes on 100% of their vote capital. Tumelo only splits the vote where underlying investors have cast contrarian votes. If an investor doesn’t vote, their vote capital remains with the fund manager.

No changes to voting processes
No changes to voting processes

You do not need to change your current voting process. Tumelo tabulates votes of investors and updates the fund manager’s vote directly at the proxy intermediary

Retail & institutional coverage
Retail & institutional coverage

Tumelo caters for institutional and retail investors, so you can Treat Customers Fairly (TCF) with one solution.

Voting policy agnostic
Voting policy agnostic

Tumelo works with any proxy advisor, so your clients can keep pre-existing policies.

Diversification of suppliers
Diversification of suppliers

Tumelo specialises in voting, which means fund managers retain their other suppliers, continuing as normal but adopting Tumelo as their PTV supplier, thus reducing supplier risk.

Simple, transparent per-fund pricing model
Simple, transparent per-fund pricing model

Tumelo doesn't have a complex charging structure with hidden fees. We charge a simple, clear fee for each fund that accepts PTV, reducing the fee with scale.

See how one of Europe's largest fund managers is using our product

Read the case study
Press
LGIM and Tumelo pass-through voting case study-3

Contact us
Speak to one of our team

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Charlie Barlow

Global Head of Sales
LinkedIn 

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William Goodwin

Head of US Sales
LinkedIn 
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