Annual & Special Meeting Services

Our comprehensive suite of services supports your mutual fund through all stages of the shareholder meeting process, from pre-record date planning to final vote certification.

Overview

Early proxy planning, and participation among stakeholders are central to the success of your annual and special meetings. As your strategic partner, EQ guides you through all steps of the planning and meeting process and provides you with customized solutions that meet the specific needs of your business.

Our clients rely on us for our high expertise, level of service and dedication to achieving favorable outcomes. Our tenured experts take a proactive, high-touch approach to understanding your meeting objectives and build a customized proxy campaign strategy and results-oriented strategy that helps you understand your ownership and drive favorable outcomes.

ANNUAL & SPECIAL MEETING SERVICES
Key elements of our service offering include:

A proprietary technology platform that supports customizable solutions and allows our clients constant access to their critical data and project reporting
Shareholder demographic analytics
Vote projections
Customized proxy campaign plan and follow-up communications
Vote reporting and analytic tracking to monitor proxy response rates
24/7 Call Center staffed by experienced representatives

Beyond the distribution, solicitation and tracking of proxy materials, we also serve as a strategic advisor to our clients. Through our deep understanding of leading institutional investors and of vote recommendation firms ISS and Glass Lewis, we provide critical insight about projected vote outcomes to our clients.

As a result, our clients look to our team as proxy experts and valued partners in ensuring successful outcomes for their annual and special meetings.

Ready to Get Started?

Connect with our team to learn about EQ’s mutual fund proxy offering and full range of services.

CONTACT US