GPD Process

Delivering for Custodian Banks and Their Institutional Investor Clients

GPD takes a complex, multi-participant environment and provides a single, turnkey solution to managing proxy distribution for custodian banks, as well as an integrated proxy research and voting solution for their institutional investor clients.

Each step in this process is managed according to specific objectives and a continuous process improvement culture ensures the highest accuracy and quality, combining core proxy processing capabilities with value-added governance and local market expertise.

- Meeting ID & Materials Procurement
  - Proactive, timely identification of meetings and procurement of shareholder meeting materials for over 35,000 US and Non-US shareholder meetings annually in 125 markets
- Voting Entitlements & Holdings Information
  - Client holdings data received daily, ensuring prompt notification of share position, meeting detail changes and related corporate actions throughout the voting period. Local market voting expertise helps ensure adherence to shareblocking, PoA, share re-registration and other market dynamics
- Meeting & Ballot Processing
  - Consolidated client-specific ballots for all account positions, with proxy ballots distributed to institutional investor clients by Votex, SWIFT, fax or email within 48 hours of public disclosure
- Vote Execution through Votex and Governance Analytics®
  - Single, integrated platform for corporate governance research and proxy voting, compatible with RiskMetrics’ compliance solutions. Full user customization to create and save searches, develop “target” lists, or view only certain meetings, companies or countries
- Recordkeeping & Reporting
  - Detailed query and report generation capabilities for automated and scheduled reports, which meets or exceed worldwide requirements for regulatory compliance and reporting