Our product
Pass-through voting
Our innovative voting infrastructure enables institutional and retail investors in pooled funds and ETFs to vote their shares.
Product features
Full voting flexibility
Tumelo enables investors to have total flexibility on how they vote, and how often.
Investors can use a voting policy, or vote on individual proposals at companies to which they have greatest exposure, or on topics that align most closely with their strategy and values. Investors can even do a combination of both; overriding their policy on individual proposals if they wish.
Policy agnostic
Designed for versatility, investors can select a voting policy from leading proxy advisors and receive recommendations.
Institutional investors who already vote on segregated mandates can now apply their voting policy across their pooled funds as well.
Tumelo can ingest voting recommendations from any provider, via any method (API, SFTP etc), ensuring investors have the best information to make informed decisions.
No vote goes unvoted
Our system ensures that the fund manager always votes on 100% of their vote capital. Tumelo only splits the vote where underlying investors want to cast contrarian votes to the fund manager.
If an investor chooses not to vote, their vote capital is not lost; it remains with their fund manager, meaning no vote goes unvoted.
Retail and institutional
We support institutional, wholesale and retail investors by sourcing investor information from custodians, platforms and brokers. Our method avoids the need for fund managers to provide individual investor details.
This streamlined process not only ensures operational efficiency, but also aligns with 'Treating Clients Fairly' (TCF) regulations by maximising access for all investors.
Modern intuitive interface
Tumelo enables a simple, intuitive voting process with a user-friendly digital platform, bringing efficiency to the voting experience.
Via our platform, investors have access to all proposals as soon as they become available, and detailed reports on the votes placed and AGM results for any of their funds' portfolio companies.
Personalised alerts
For Institutional investors that choose to vote manually or wish to be kept well informed, Tumelo can provide personalised, timely alerts on pivotal voting matters, equipping you with the latest insights and data.