Proxy Voting Services– Viewpoint®
Leverage our proxy voting services to meet your fast-changing and increasingly complex voting, reporting, and communication needs. Our proxy voting platform, Viewpoint, offers the most flexible and user-friendly interface on the market.
The tools and experience you need to vote with confidence
Glass Lewis brings decades of expertise to the proxy voting and governance process to give you a fast, flexible, and transparent end-to-end solution. We combine industry-leading research, ESG expertise, and engagement management with intuitive software to streamline your proxy voting from ballot reconciliation to post-season reporting and everything in between.
With Viewpoint, you can strengthen your team’s stewardship resources, simplify proxy voting, and ensure compliance. Select from a range of thematic voting policies or create a fully customized policy to align with your approach to governance. See how our proxy voting services, Viewpoint, accommodates and elevates your current proxy voting workflow and tools.
Improve your proxy process
Viewpoint’s simple but powerful tools can be custom tailored to your workflow to improve collaboration and efficiency whether you’re casting votes or managing your engagement program.
Understand your
data
Always have easy access to the data that matters most to you.
Plus, our customized reporting features support your external compliance requirements and internal communications.
Efficiently communicate
Collaborate with your Glass Lewis team or internal stakeholders while never leaving the platform. Track vote related notes and embedded comments directly in Viewpoint.
Maintain
compliance
Key user actions are time-stamped, logged, clearly displayed and easily reportable and account and voting information in Viewpoint are quickly accessible to support compliance requirements.
Upgrade your proxy voting experience
Don’t settle for anything less than a first-class experience. Viewpoint is a streamlined, user-friendly interface that lets you quickly view, review, vote, and report on your portfolio.
Thoughtful, detailed features to save you time during proxy season
Viewpoint’s web-based proxy voting software is intuitive, responsive, and scalable — it can grow as your needs grow. Our agile development process enables us to continuously enhance the system based on your feedback, without you experiencing any downtime. It’s compatible with all major browsers and incorporates best practice security protocols.
Workflow and Automation
Use customized filters to identify the meetings or prior vote decisions most important to you, pre-assign meetings across your team, and easily prioritize and share information. Save your filters to view later and setup email alerts to be notified of the latest updates and data in real time.
Watch Lists
Are there controversial companies that require extra time to review? Use Watch Lists to easily track high priority companies, proposals that require additional resources, and any other items that you want to keep your eye on.
Data and Reporting
Extract your data at any time for reporting and historical analysis. We document every step of the proxy voting chain – and make the data easy to share with your clients, customers, and regulators. Pre-defined reports are available for easy review or access customized data feeds all of which have a variety of exporting options from CSV to report-ready downloads delivered via FTP or email.
Collaborate and Share
Viewpoint’s “share meeting” feature lets you send a meeting out to people that don’t have access to Viewpoint, giving them temporary access to comment, instruct, or vote. Use Comments to message your Glass Lewis team or people within your organization to easily collaborate right in Viewpoint, so you can see all communications, comments, notes directly connected to your agendas and proposals.
Dashboard
Use Dashboards to visualize the data from your Workflow grid. Instead of viewing your upcoming meetings in an Excel-style view, get a different perspective into your portfolio through the lens of charts and graphs. Quickly see what’s been done, your upcoming meetings and what status your meetings are currently in.
Leverage our global expertise
Explore a variety of solutions to help meet your proxy voting and ESG needs.
Streamline your proxy voting experience
All your stewardship needs in one place
We’ve got everything you need to confidently manage your investments, from proxy research and voting to share recall, and all the little details in between.
ESG Controversy Alert
Have the confidence of never missing the most material meetings and votes. Our Controversy Alert highlights potential material ESG risks identified at annual shareholder meetings across the globe.
Active Ownership Engagement
Leverage the over 1,500 engagement meetings that Glass Lewis’ holds annually across 100+ markets globally to advance your stewardship activities.
Proxy Paper Reports
Our Proxy Paper research reports feature case-by-case, independent analysis of all the proposals contained in tens of thousands of shareholder meetings across 100+ markets worldwide.