Strategic campaign planning
We develop tailored solicitation strategies designed to maximize shareholder participation and support for your proposals.
Why Computershare Fund Services
As a trusted industry leader in proxy solution offerings, we partner with asset managers and insurance providers to help navigate routine and highly complex proxy campaigns with confidence.
From strategic planning and shareholder analysis through solicitation, vote tabulation, and reporting, CFS delivers a comprehensive suite of full-service solutions, combining industry expertise, advanced technology, and dedicated support to help clients achieve successful.
Expert proxy solicitation strategies built around your campaign
Whether you're managing a routine annual meeting, a fund reorganization, a product conversion, or other complex shareholder proposals across a range of financial products, our specialists develop tailored strategies designed to increase participation, achieve quorum, and help secure shareholder approval.
Proxy solicitation and shareholder meeting solutions
Comprehensive meeting management
End-to-end support for annual and special meetings, including project planning, timeline management, and coordination of all proxy solicitation activities.
Proxy distribution & vote collection
Efficient distribution of proxy materials across print and digital channels, with streamlined vote collection and processing to maximize shareholder participation.
Shareholder outreach & engagement
Targeted investor communication strategies designed to educate shareholders, encourage voting, and help achieve quorum and voting objectives.
Real-time reporting & strategic insights
Access to ongoing vote tabulation, ownership intelligence, and actionable reporting to monitor progress and support informed decision-making throughout the campaign.
Activist monitoring and reporting
Stay ahead of activist campaigns with ongoing ownership monitoring, risk analytics, and strategic reporting designed to identify potential vulnerabilities and emerging threats.
Virtual shareholder meetings
Deliver a seamless virtual meeting experience with a dynamic, scalable platform that supports regulatory compliance, simplifies participation for shareholders and board members, and offers customizable engagement tools, including interactive dashboards and robust Q&A capabilities.
End-to-end proxy campaign management capabilities
Expert execution
From planning through voting certification, we manage every phase of your campaign with proactive communication and careful project management.
Cost-efficient results
Our targeted outreach strategies and innovative technology help reduce solicitation costs while improving response rates.
Technology designed to increase participation
Increase voting response rates with a streamlined, cost-effective voting experience.
We partner with:
Open end funds - Closed end funds
- ETFs
- Variable annuities
- Insurance products
- Alternative investments
Compliance & fulfillment services
We deliver integrated compliance, fulfillment, and digital communication solutions that help investment companies meet regulatory requirements while enhancing shareholder engagement. Our comprehensive services streamline the delivery, document hosting, and management of critical investor communications across both print and digital channels.
- Compliance mailings
- Prospectus distribution
- Post-sale fulfillment
- Financial printing & EDGAR services
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Let’s talk
Contact us to learn more about our complete proxy solution.