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Mutual Funds and ETF Providers

Drive a successful proxy outcome

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Help ensure your proxy campaigns are completed on time, on budget and with the results you expect. We will guide you through every step of the process.

Included Products

Proxy Services

Broadridge manages the mutual fund proxy voting process from end-to-end across all distribution channels.
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Video

Simplify the Complex

Mutual fund proxies aren't getting any easier, but you still need to get the vote. Michael Collins, Vice President and General Manager, Broadridge Mutual Fund Proxy Solutions, explains how Broadridge can help you navigate through the process in a more efficient and cost-effective manner.

Webinar
Fund Proxy for the Modern Era webinar
White Paper
Mutual Fund Proxy for the Modern Era
Article
Counting on Institutional Agent Votes
Article
The Text is What’s Next for Shareholder Voting
Article
Are Virtual Shareholder Meetings Right for Your Fund?
Article
Preparing for the Discretionary Voting Gap
Article
It’s Time to Tap Into Mobile Voting
Resource
Empower Shareholders and Improve Outcomes with ProxyVote
Resource
Variable Portfolio Proxy Campaigns
Infographic
Top Five Reasons to Adopt Digital Proxy Communications
Infographic
Next-generation Proxy Voting
Article
How Discretionary Voting Can Help You Achieve Quorum and Save Money
Article
Top Five Reasons to use Digital Proxy Communications
Case Study
A Proactive Approach to Garnering Shareholder Support for Controversial Issues
Article
Don’t Let Broker Non-Votes Hold You Back
Case Study
Engaging Shareholders with a Customized Proxy Approach
Article
Vote Integrity: The One Vote, One Share Dynamic
Fact Sheet
Boost Voting With Improved Packaging
Resource
Create an Instant Impact with Your Next Proxy Distribution
Video
Broadridge Asset Management Solutions
Case Study
Enabling Complex, Large-Scale Mutual Fund Proxy Campaigns
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Mutual Funds and ETF Providers

Solutions for asset managers

Mutual funds and ETF providers rely on our data, technology and expertise to help them manage risk, service clients and identify business growth opportunities.
Enhance and simplify portfolio management
Access unique distribution insights
Maximize marketing communications
Drive a successful proxy outcome
See More Solutions