REPORTING & VOTING DISCLOSURE SERVICES
Reporting options designed to thoroughly accommodate investor voting disclosure needs, including access to proxy voting decisions and data.
Our end-to-end solution for your disclosure requirements
As a result of increased scrutiny of corporate governance activities, institutional investors need disclosure reporting options to address a variety of demands from clients, regulators, and other stakeholders. Our reporting options are designed to accommodate investor voting disclosure needs through our web hosting services, which allow you to customize the look and feel of your site for seamless integration with your existing corporate website and facilitate an automatic feed of proxy voting data.
Reliable and Efficient Regulatory Report Preparation
For investment funds in North America subject to Form N-PX (U.S.) or NI 81-106 (Canada), our solution enables you to remain compliant with disclosure requirements. Our Form N-PX Resource Center will equip you with the information necessary to ensure that you adhere to the new SEC reporting standards for proxy voting. Your voting history is stored and available for review at any time on our Viewpoint platform, and our client services team performs a final audit at the end of the reporting year to relieve you of that burden. As a result, you receive your information quickly and comprehensively so that you can conduct your review and then submit complete, accurate regulatory filings comfortably ahead of deadline.
Public Disclosure Tailored to Your Needs
Stakeholders will have access to the area we host via a link from your website, and you will have the ability to customize the site to capture your needs. You will be able to decide what information is displayed and choose how it is presented. This tool will provide visitors with the ability to easily navigate between accounts and meetings, view voting decisions at the interval you prefer, and even view your voting rationale.
Transparency and Compliance with Disclosure Best Practice Standards
Our experienced staff helps you navigate changes in reporting and disclosure requirements as instructed by global governing bodies. Our team and disclosure reporting solutions currently support clients in meeting a number of best practice standards, including:
- United Nations Principles of Responsible Investment (UNPRI)
- Australian Government Stronger Super
- FSC Standards No.13 and No.20
- UK Stewardship Code
- Japan Stewardship Code
- Form N-PX
Upgrade your governance program.
All your stewardship needs in one place
We have everything you need to confidently manage your investments, from proxy research and voting to share recall and all the little details required to run a successful governance program.
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.
Viewpoint
Our proxy voting software, Viewpoint, is ready to meet your fast-changing and increasingly complex voting, reporting and communication needs, offering the most flexible and user-friendly interface on the market.
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.
Streamline your proxy voting experience