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.
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 Vote Preference strategies for separately managed and pooled products leveraging ISS tools; ProxyExchange, API, and/or ISS Communicator.
ISS’ Vote Preference holdings solution allows asset managers to easily automate their underlying clients’ share percentage for display and vote execution.
Easily apply off-the-shelf or custom voting policies with ISS vote aggregation and split vote management capabilities.
A full audit trail of communications and vote history ensures accurate and timely recordkeeping and reporting.
COLLABORATION & EXECUTION
ISS Communicator and mobile friendly interface provides access to all portfolio meetings or meetings of particular interest.
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.
