Improve voting alignment and 
boost reporting

Have your say on AGM proposals via pass-through voting or expression of wish. Get the essential data for your stewardship-reporting work all from one platform.

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Our products: voting and reports

Our products are built to make regulatory work easy. Use our bespoke voting technology to gain greater control over stewardship, and leverage our reporting tool to fulfil your legal duties.
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Align voting across your portfolio

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Exceed regulatory requirements

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Pass-through voting

Our market-leading technology enables institutional investors in pooled funds to cast a single vote at a specific meeting, which is then applied across multiple fund managers and funds that are accepting pass-through voting.

Key features:

  • Vote submission
  • Voting policies
  • Company's proxy documentation
  • Override proxy-advisor vote recommendations

Expression of wish

Our expression-of-wish product allows investors to proactively communicate voting preferences to their fund managers.

With the ability to see how fund managers have voted, expression of wish encourages better communication and accountability between asset owner and manager.

  • Vote-preference submission
  • Voting policies
  • Intuitive filtering
  • Company's proxy documentation
  • Override proxy-advisor vote recommendations
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Vote reporting

Reporting

Consolidate and analyse your fund's voting behaviour with our reporting solution. Built with regulatory compliance in mind, investors can export vote data to be used in reports such as PLSA Implementation Statements and more.

Key features:

  • Vote data from leading fund managers
  • Advanced filtering and search
  • Define significant vote criteria
  • Fund manager vote results and rationale
  • Export vote data and reports
  • Surface voting misalignment

Our flexible product suite for institutional investors

Click on the links to find out more
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Pass-through voting

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Expression of wish

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Vote reporting

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

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