Vote Disclosure Services

A turnkey solution for meeting proxy vote disclosure requirements

Vote Disclosure Services provide an outsourced solution to help investment companies in the U.S. and Canada cost-effectively achieve compliance with regulatory mandates regarding disclosure of voting policies, practices and performance. The service also provides a turnkey solution for investors in other global markets, where disclosure is becoming a best practice for transparency.

Vote Disclosure Services help you meet compliance responsibilities and achieve voting transparency while providing superior service to your clients.

We make your proxy voting policy and record accessible to all appropriate stakeholders via a seamless link from your web site to a private-label web page hosted by RiskMetrics Group. Your clients can easily view the proxy voting activity for each equity fund portfolio in your complex, along with the firm's proxy voting policies and procedures. We also collect, report and record data for all applicable regulatory filings, such as the SEC form N-PX in the United States.

Benefits & Features of Vote Disclosure Services

Please contact us for more information on Vote Disclosure Services.