Case Study: Mutual Fund Company achieves stronger shareholder engagement with Broadridge proxy services

Engaging Shareholders with a Customized Proxy Approach

Mutual Fund Company turned to Broadridge to improve shareholder communications across more than 100 CUSIPs and nearly 1.7 million positions, while also keeping proxy campaigns cost-effective. The company needed a better way to run two or three proxy solicitations each year and boost support for important votes, including a trustee election.

Broadridge delivered a customized mutual fund proxy services solution that combined shareholder analysis, strategic proxy planning, enhanced print packaging, targeted HTML e-delivery templates, and real-time voting insight. By launching mailings eight weeks before the meeting and tailoring outreach across mail, web, and email, Broadridge helped the fund secure enough votes for the close trustee election, avoiding extra reminder rounds and phone solicitations while improving efficiency and controlling costs.