michael.pendergrass
Acronym
Broadridge ProxyEdge Voting Platform
Product ID
ProxyEdge-Voting-Platform
Description

Institutional Proxy Voting Platform

Images
Image
Proxy_1
Details
  • Easily add third party research reports, Broadridge data-driven research, analytics and reporting, and much more, including direct access to subscription-based research reports and vote recommendations from industry experts.
  • Unmatched analysis based on EDGAR sourced historical data with Broadridge's Proxy Policies and Insights. Benchmark your policies against key industry trends. Confidently meet your fund's ESG objectives by leveraging the insights of leading providers like MSCI, Sustainalytics, and As You Sow.
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Proxy_2
Details
  • Instantly customize reports by proposal category (including detailed ESG categories) and date range via on-demand audit history, to keep proxy votes aligned with policy instructions and management recommendations.
Features

Institutional Proxy Voting Platform:

  • Customize and execute vote instructions using third-party research
  • Flag key meetings, markets, accounts or proposals with custom alerts
  • Easily add new custodial brokers via automated account setup features
Vendors
Broadridge Financial Solutions, Inc.
Management Style
Discount - Yes
Schwab Products
SIT Provider
Section
Other
Practice Management
Ad Hoc Tags
DoubleClick Tags

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