VOTE PREFERENCE

Policy, Voting, and Scale at Every Point of Need

Flexible solutions for asset managers to offer voting options for their clients

Many asset managers face increasing pressure from their underlying clients to participate in the proxy voting process, even when their portfolio is sub-advised or in a pooled vehicle.

 

Designed to provide choice, ISS Vote Preference is a flexible way for asset managers to create and manage their own offering leveraging innovative technology. ISS Vote Preference solves for long-standing market limitations by capturing and executing the vote intentions of underlying shareholders. Further, ISS offers asset managers additional collaboration tools depending upon the individual needs of their Vote Preference programs.

vote-preference-infographic

OFFER INVESTOR VOICE INTO THE VOTING PROCESS

BENEFITS OF ISS VOTE PREFERENCE

POLICY OPTIONS
Offer multiple ISS policies including Benchmark, Sustainability, Taft Hartley, SRI, Public Fund, Board Aligned, Faith-Based.
SIMPLIFY THE COMPLEX
Capture and execute split votes in a subadvised or pooled fund.
CUSTOMIZED VOTE MANAGEMENT
Selectively send relevant meeting information to clients and accept vote intention.
MITIGATE RISK
Maintain an audit trail for reporting and transparency.

ISS VOTE PREFERENCE HIGHLIGHTS

INNOVATIVE TECHNOLOGY

flexible-vp

Flexible Vote Preference strategies for separately managed and pooled products leveraging ISS tools; ProxyExchange, API, and/or ISS Communicator.

iss-votepref

ISS’ Vote Preference holdings solution allows asset managers to easily automate their underlying clients’ share percentage for display and vote execution.

easily-apply

Easily apply off-the-shelf or custom voting policies with ISS vote aggregation and split vote management capabilities.

full-audit

A full audit trail of communications and vote history ensures accurate and timely recordkeeping and reporting.

COLLABORATION & EXECUTION

iss-communicator

ISS Communicator and mobile friendly interface provides access to all portfolio meetings or meetings of particular interest.

automated-emails

Automated e-mails provide seamless notification so clients can review and send back full or partial agenda votes, suggestions, and rationale, in a secure fashion.

be-confident

Be confident that ISS Vote Preference tools and settings allow asset managers to determine the options for underlying clients in the voting process.

Reimagine Your Proxy Voting Experience

Start typing and press Enter to search