Powerful voting technology that wins you clients

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Our products: voting and reports

Having an investor-voting offering is becoming a must-have. And we've got options for you: choose between pass-through voting or expression of wish.

Reach all your unit holders as we take care of solving omnibus custodian issues.

Give your pooled products voting flexibility like your segregated mandates.

Offer voting on all fund structures while still meeting your fiduciary duty.

Pass-through voting

If you're looking for a solution that allows you to give your investors the vote, pass-through voting allows your institutional investors to easily submit their vote instructions to you. Tumelo takes care of aggregating votes from all your institutional investors and submitting the resulting vote to the proxy intermediary.

Key features

  • “Beneficial-owner-first” verification
  • All fund and investor types
  • Easy web platform
  • Vote policies and rationale
  • Vote submission and override
Pass-through voting technology. Visual of a vote card from the Tumelo platform
Visual example of expression of wish on a shareholder proposal. A Tumelo product for Fund Managers

Expression of wish

If you want to stay in control of the vote but you're keen to engage with your clients on a more regular basis by capturing vote preferences ahead of upcoming AGMs, then expression of wish is the voting product for you.

Key features

  • Reach all your unit holders
  • All fund and investor types
  • Simple-to-use web platform
  • Vote policies and rationale
  • Vote submission

Reporting

Whether your clients are using expression of wish or pass-through voting, Tumelo pulls your clients' vote-preferences data into one, easy-to-use report. Review client vote data, and comments on an ongoing basis to help you address areas of misalignment, spot changes in trends, identify account growth opportunities, refine your investment strategy and plan for upcoming client meetings.

Key features

  • Easy-to-use web platform
  • Quarterly reports
Vote alignment reporting with Tumelo's Stewardship platform for Fund Managers.
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By working together, Fidelity and Tumelo have been able to take this one step further by creating a bespoke Stewardship Hub, giving trustees the ability to interact with the stewardship approaches of their fund managers and ensuring the prioritisation of member outcomes.

Kim Nash

Independent Chair of Trustees, Fidelity Master Trust

user exploring tumelo products

Explore our products for:

Investment consultants

Download our white paper or book a demo for more information on pass-through voting.

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