For Taft Hartley investors 

Empowering trustees with voting choice 

 

Taft-Hartley plans can now ensure they have a consistent, transparent voice in corporate governance. Tumelo’s technology enables trustees to fulfil their stewardship priorities across all investment vehicles, ensuring every share reflects the values and long-term priorities of the workers it represents.

 

Why voting choice matters for
Taft Hartley plans


Taft-Hartley funds have a proud history of leadership in shareholder democracy. Since the Department of Labor confirmed that proxy votes are plan assets, trustees have treated stewardship as a fiduciary responsibility — not an afterthought.

Without voting choice, however, trustees’ priorities risk dilution in commingled funds. With Tumelo and SEI’s Vote Choice solution, plans can ensure their voice is heard, consistently and at scale.

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Proxy voting isn’t just oversight — it’s value creation. When we improve governance and accountability through the ballot, that’s delivering long-term value for our members.
Brandon Rees

Deputy Director of Corporations and Capital Markets, AFL-CIO

Our product:

The Tumelo ProxySphere Product with manual voting shares upcoming AGM meetings, this image shows upcoming meetings a user could interact with.

Tumelo ProxySphere

Tumelo ProxySphere technology allows Taft-Hartley pension and welfare funds to cast shareholder votes in proportion to their holdings within pooled funds and ETFs. Our collaboration with SEI Investments brings this capability to life for U.S. institutional investors.


Key features:

  • Vote submission.
  • Choice of Taft-Hartley-aligned voting policies.
  • Company's proxy documentation.
  • Override proxy-advisor vote recommendations.
  • Intuitive, modern interface.

Learn more


How SEI Investments and Tumelo  
enable customised stewardship

SEI’s Vote Choice programme, powered by Tumelo’s ProxySphere technology, gives institutional clients the ability to apply a single, customised policy across their entire equity portfolio — from day one.

This structure means even funds invested with multiple boutique managers can exercise consistent, principle-aligned votes across all their holdings.

"Our clients don’t always want to weigh every proxy, but they do want a policy that reflects their principles. Vote Choice makes that possible — immediately, and at scale."

 

Jana Holt
Global Head of Stewardship, SEI Investments

 

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Technology that amplifies your collective voice

Tumelo’s ProxySphere ensures that each vote cast reflects your members’ shared priorities. Trustees can align stewardship across every investment, avoiding contradictory or cancelling votes.

“We’ve seen a 175% increase in asset owners on the platform and 200% growth in ballots cast. The demand for choice is accelerating,” says Will Goodwin, Tumelo's Co-founder. 

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Seeing the first Taft-Hartley plans cast votes through SEI’s Vote Choice solution represents meaningful progress in giving asset owners a voice that reflects their distinct investment principles.

Georgia Stewart

CEO, Tumelo

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

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William Goodwin

Head of Sales
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