Proxy for Investment Companies Turn your proxy around quickly and effectively with an expertly guided, start-to-finish solution. Watch video Everything you need for shareholder proxy management. All from a single source. What is proxy for investment companies? Also known as financial proxy advisers, these companies assist with mutual fund proxy or variable annuity proxy services so that shareholders can submit a vote while absent. The proxy adviser can increase transparency during shareholder meetings for: Mutual funds Variable annuities REITs Other alternative investments VIP Proxy Monitor - Full-service management of global proxy events as they happen VIP Proxy Monitor has been created specifically for insurance firms with variable life and variable annuity products. As firms seek to give their participants more choices and diversity in their fund offerings, managing the status of investment company proxy events for each fund can be a complex, time-consuming task. As a designated service provider, DFIN can manage this process on your firm’s behalf, providing a turnkey solution for you and a seamless experience for your fund participants. Download now Focus on the critical elements for success Discovery, planning and implementation Print and mail management Solicitation/call center Tabulation services Shareholder meeting/post-meeting review Expert support for mutual funds, variable annuities, REITs and other alternative investments What you need, when you need it A dedicated campaign and relationship manager at your side throughout guarantees a seamless process and compelling communications. Save time and costs Expertly trained inbound and outbound agents handle solicitation and proxy event questions. Everything in one place A single customisable, intuitive platform creates a full-service, end-to-end solution. A partnership you can rely on We’ve partnered with Mediant to give you the ultimate digital dashboard and cloud hosting providing a one-stop shop solution unlike anything else on the market. FACT SHEET DFIN and Mediant: The Perfect Partnership to Power Your Fund Proxies We offer the industry’s only single-source solution for start-to-finish fund proxy services. Our clients have access to leading-edge technology and an established global distribution network backed by a team of dedicated experts. The result? A powerful solution that engages your shareholders and simplifies your fund proxy management. Download fact sheet Discover the faster, more strategic way to proxy. Talk to an expert or call +44 203 047 6100