{"id":65003,"date":"2026-02-10T04:10:03","date_gmt":"2026-02-10T09:10:03","guid":{"rendered":"https:\/\/allianceadvisors.com\/investment-company-and-retail-engagement-compendium\/"},"modified":"2026-02-10T04:10:03","modified_gmt":"2026-02-10T09:10:03","slug":"investment-company-and-retail-engagement-compendium","status":"publish","type":"page","link":"https:\/\/allianceadvisors.com\/es\/investment-company-and-retail-engagement-compendium\/","title":{"rendered":"Investment Company and Retail Engagement Compendium"},"content":{"rendered":"<div class=\"wpb-content-wrapper\">[vc_row css_animation=\u00bbfadeIn\u00bb content_placement=\u00bbmiddle\u00bb column_spacing=\u00bb0px\u00bb disable_element=\u00bbyes\u00bb remove_bottom_col_margin=\u00bbtrue\u00bb css=\u00bb.vc_custom_1771584346793{padding-top: 40px !important;padding-bottom: 40px !important;background-position: center !important;background-repeat: no-repeat !important;background-size: cover !important;}\u00bb wpex_bg_position=\u00bbcenter center\u00bb max_width_custom=\u00bb900px\u00bb][vc_column width=\u00bb1\/2&#8243;]<style>.vcex-image.vcex_69e106265256e .vcex-image-inner{max-width:245px;}<\/style><figure class=\"vcex-image vcex-module wpex-text-center vcex_69e106265256e\"><div class=\"vcex-image-inner wpex-relative wpex-inline-block\"><a href=\"https:\/\/allianceadvisors.com\/es\/\"><img width=\"2228\" height=\"855\" src=\"https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2025\/10\/Alliance-Advisors-logo-2023-colour.png\" class=\"vcex-image-img wpex-align-middle\" alt=\"\" loading=\"lazy\" decoding=\"async\" srcset=\"https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2025\/10\/Alliance-Advisors-logo-2023-colour.png 2228w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2025\/10\/Alliance-Advisors-logo-2023-colour-300x115.png 300w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2025\/10\/Alliance-Advisors-logo-2023-colour-1024x393.png 1024w, 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https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2025\/10\/Alliance-Advisors-logo-2023-colour.png?w=1920 1920w\" sizes=\"auto, (max-width: 980px) 100vw, 980px\" \/><\/a><\/div><\/figure>[\/vc_column][vc_column width=\u00bb1\/2&#8243;]<style>.vcex-image.vcex_69e106265d587 .vcex-image-inner{max-width:260px;}<\/style><figure class=\"vcex-image vcex-module wpex-text-center vcex_69e106265d587\"><div class=\"vcex-image-inner wpex-relative wpex-inline-block\"><a href=\"https:\/\/allianceadvisorsir.com\" target=\"_blank\" rel=\"noopener noreferrer\"><img width=\"1920\" height=\"609\" src=\"https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2024\/10\/Alliance-Advisors-IR-logo-RGB-colour_master.png\" class=\"vcex-image-img wpex-align-middle\" alt=\"Alliance Advisors IR logo\" loading=\"lazy\" decoding=\"async\" srcset=\"https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2024\/10\/Alliance-Advisors-IR-logo-RGB-colour_master.png 1920w, 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span_1_of_2 nr-col col-1\"><figure class=\"vcex-image-grid-entry-figure wpex-last-mb-0 wpex-clr wpex-flex wpex-flex-col wpex-flex-grow wpex-justify-center\"><div class=\"vcex-image-grid-entry-img entry-media wpex-relative wpex-mb-20\"><a href=\"https:\/\/allianceadvisors.com\/\" class=\"vcex-image-grid-entry-link\"><img loading=\"lazy\" class=\"wpex-align-middle\" decoding=\"async\" src=\"https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2025\/10\/Alliance-Advisors-logo-2023-colour-250x96.png\" alt=\"\" srcset=\"https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2025\/10\/Alliance-Advisors-logo-2023-colour.png 2228w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2025\/10\/Alliance-Advisors-logo-2023-colour-300x115.png 300w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2025\/10\/Alliance-Advisors-logo-2023-colour-1024x393.png 1024w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2025\/10\/Alliance-Advisors-logo-2023-colour-768x295.png 768w, 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class=\"vcex-image-grid-entry-figure wpex-last-mb-0 wpex-clr wpex-flex wpex-flex-col wpex-flex-grow wpex-justify-center\"><div class=\"vcex-image-grid-entry-img entry-media wpex-relative wpex-mb-20\"><a href=\"https:\/\/allianceadvisorsir.com\/\" class=\"vcex-image-grid-entry-link\" target=\"_blank\" rel=\"noopener\"><img loading=\"lazy\" class=\"wpex-align-middle\" alt=\"Alliance Advisors IR logo\" decoding=\"async\" src=\"https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2024\/10\/Alliance-Advisors-IR-logo-RGB-colour_master-250x79.png\" srcset=\"https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2024\/10\/Alliance-Advisors-IR-logo-RGB-colour_master.png 1920w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2024\/10\/Alliance-Advisors-IR-logo-RGB-colour_master-300x95.png 300w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2024\/10\/Alliance-Advisors-IR-logo-RGB-colour_master-1024x325.png 1024w, 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full_width=\u00bbstretch_row_content_no_spaces\u00bb content_placement=\u00bbbottom\u00bb column_spacing=\u00bb0px\u00bb remove_bottom_col_margin=\u00bbtrue\u00bb wpex_bg_image_source=\u00bbfeatured\u00bb css=\u00bb.vc_custom_1770723966180{padding-top: 60px !important;background-position: center !important;background-repeat: no-repeat !important;background-size: cover !important;}\u00bb wpex_bg_position=\u00bbcenter right\u00bb visibility=\u00bbhidden-phone\u00bb][vc_column css_animation=\u00bbfadeIn\u00bb css=\u00bb.vc_custom_1737977745231{background-position: center !important;background-repeat: no-repeat !important;background-size: cover !important;}\u00bb wpex_bg_position=\u00bbcenter center\u00bb]<div class=\"vcex-spacing wpex-w-100 wpex-clear\" style=\"height:205px;\"><\/div><style>.vcex-heading.vcex_69e1062669f2e{width:900px;color:#393939;font-size:var(--wpex-text-6xl);font-weight:600;line-height:var(--wpex-leading-tight);}@media (max-width:479px){.vcex-heading.vcex_69e1062669f2e{font-size:30px;}}<\/style><h1 class=\"vcex-heading vcex-heading-plain vcex-module wpex-heading wpex-text-2xl wpex-max-w-100 wpex-mr-auto vc_custom_1736702431839 vcex_69e1062669f2e\"><span class=\"vcex-heading-inner wpex-inline-block\">Alliance Advisors IR logo &#8211; RGB colour_master<\/span><\/h1>[\/vc_column][\/vc_row][vc_row css_animation=\u00bbfadeIn\u00bb full_width=\u00bbstretch_row_content_no_spaces\u00bb content_placement=\u00bbbottom\u00bb column_spacing=\u00bb0px\u00bb remove_bottom_col_margin=\u00bbtrue\u00bb wpex_bg_image_source=\u00bbfeatured\u00bb css=\u00bb.vc_custom_1770717111971{padding-top: 60px !important;background-position: center !important;background-repeat: no-repeat !important;background-size: cover !important;}\u00bb wpex_bg_position=\u00bbcenter left\u00bb visibility=\u00bbvisible-phone\u00bb wpex_bg_overlay=\u00bbdark\u00bb wpex_bg_overlay_opacity=\u00bb25%\u00bb][vc_column css_animation=\u00bbfadeIn\u00bb css=\u00bb.vc_custom_1737977745231{background-position: center !important;background-repeat: no-repeat !important;background-size: cover !important;}\u00bb wpex_bg_position=\u00bbcenter center\u00bb]<div class=\"vcex-spacing wpex-w-100 wpex-clear\" style=\"height:120px;\"><\/div><style>.vcex-heading.vcex_69e106266c5fe{width:900px;color:#393939;font-size:var(--wpex-text-6xl);font-weight:600;line-height:var(--wpex-leading-tight);}@media (max-width:479px){.vcex-heading.vcex_69e106266c5fe{font-size:30px;}}<\/style><h1 class=\"vcex-heading vcex-heading-plain vcex-module wpex-heading wpex-text-2xl wpex-max-w-100 wpex-mr-auto vc_custom_1736702431839 vcex_69e106266c5fe\"><span class=\"vcex-heading-inner wpex-inline-block\">Alliance Advisors IR logo &#8211; RGB colour_master<\/span><\/h1>[\/vc_column][\/vc_row][vc_row full_width=\u00bbstretch_row_content_no_spaces\u00bb column_spacing=\u00bb0px\u00bb css=\u00bb.vc_custom_1736849739735{background-position: center !important;background-repeat: no-repeat !important;background-size: cover !important;}\u00bb][vc_column css_animation=\u00bbfadeIn\u00bb css=\u00bb.vc_custom_1737977787705{background-position: center !important;background-repeat: no-repeat !important;background-size: cover !important;}\u00bb wpex_bg_position=\u00bbcenter center\u00bb][vc_column_text align=\u00bbleft\u00bb css=\u00bb.vc_custom_1736849851582{padding-top: 35px !important;padding-right: 30px !important;padding-bottom: 35px !important;padding-left: 30px !important;background-color: #f5b335 !important;border-color: #f5b335 !important;}\u00bb width=\u00bb900px\u00bb color=\u00bb#393939&#8243; font_weight=\u00bb600&#8243; line_height=\u00bbtight\u00bb font_size=\u00bbd:lg|pp:16px\u00bb][\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column]<div class=\"vcex-spacing wpex-w-100 wpex-clear\" style=\"height:25px;\"><\/div>[\/vc_column][\/vc_row][\/vc_section][vc_row css_animation=\u00bbfadeIn\u00bb full_width=\u00bbstretch_row\u00bb content_placement=\u00bbmiddle\u00bb column_spacing=\u00bb0px\u00bb remove_bottom_col_margin=\u00bbtrue\u00bb css=\u00bb.vc_custom_1738070972287{padding-top: 25px !important;padding-bottom: 25px !important;background-position: center !important;background-repeat: no-repeat !important;background-size: cover !important;}\u00bb wpex_bg_position=\u00bbcenter center\u00bb][vc_column][vc_column_text css=\u00bb.vc_custom_1771329482047{background-position: center !important;background-repeat: no-repeat !important;background-size: cover !important;}\u00bb line_height=\u00bbtight\u00bb text_align=\u00bbcenter\u00bb font_weight=\u00bb500&#8243; font_size=\u00bb17px\u00bb]<a class=\"local-scroll-link;\" href=\"#expert-content\">Content by our Experts<\/a> \/ <a class=\"local-scroll-link;\" href=\"#retail-engagement\">Retail Engagement<\/a> \/ <a class=\"local-scroll-link;\" href=\"#case-study\">Case Study<\/a> \/ <a class=\"local-scroll-link;\" href=\"#sma-team\">Our Experts<\/a> \/ <a class=\"local-scroll-link;\" href=\"#representations\">Representations<\/a> \/ <a class=\"local-scroll-link;\" href=\"#program-highlights\">Program Highlights<\/a> \/ <a class=\"local-scroll-link;\" href=\"https:\/\/allianceadvisors.com\/es\/contacto\/\">Contact Us<\/a>[\/vc_column_text]<div class=\"vcex-module vcex-divider vcex-divider-solid wpex-my-30 vcex-divider-center wpex-mx-auto wpex-block wpex-h-0 wpex-border-b wpex-border-solid wpex-border-main\" style=\"border-color:#3939396e;\"><\/div>[\/vc_column][\/vc_row][vc_row css_animation=\u00bbfadeIn\u00bb full_width=\u00bbstretch_row\u00bb column_spacing=\u00bb60&#8243; remove_bottom_col_margin=\u00bbtrue\u00bb css=\u00bb.vc_custom_1738069759885{padding-bottom: 50px !important;}\u00bb][vc_column][vc_column_text css=\u00bb\u00bb el_class=\u00bbwpex-antialiased\u00bb width=\u00bb900px\u00bb font_size=\u00bblg\u00bb text_align=\u00bbcenter\u00bb]Welcome to Alliance Advisors&#8217; Investment Company and Retail Engagement Compendium. Here, we will provide an expert perspective on recognizing and preparing for issues that can dramatically impact your shareholder vote.[\/vc_column_text][\/vc_column][\/vc_row][vc_row css_animation=\u00bbfadeIn\u00bb full_width=\u00bbstretch_row\u00bb css=\u00bb.vc_custom_1770828586832{padding-top: 50px !important;}\u00bb local_scroll_id=\u00bbexpert-content\u00bb][vc_column css=\u00bb.vc_custom_1738069520043{border-color: #F5B335 !important;}\u00bb]<div class=\"wpex-post-cards wpex-post-cards-blog-list_21 rule-below hide-meta wpex-relative\"><div class=\"wpex-post-cards-inner\"><div class=\"wpex-post-cards-loop wpex-post-cards-grid wpex-grid wpex-grid-cols-1 wpex-gap-40\"><div class=\"wpex-post-cards-entry wpex-flex wpex-flex-col wpex-flex-grow post-64389 type-post cat-230 translation_priority-174 author-466\"><div class=\"wpex-card wpex-card-blog-list_21\"><div class=\"wpex-card-inner wpex-bg-gray-100 wpex-flex wpex-flex-col wpex-flex-grow wpex-md-flex-row\"><div class=\"wpex-card-media wpex-md-w-40 wpex-flex-shrink-0 wpex-self-stretch overlay-parent overlay-parent-1\"><div class=\"wpex-card-thumbnail wpex-relative wpex-w-100 wpex-h-100\"><a href=\"https:\/\/allianceadvisors.com\/es\/how-digital-tools-have-become-the-new-standard-in-mutual-fund-proxy-solicitations\/\"><img width=\"2048\" height=\"2048\" src=\"https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/AdobeStock_1674953188-copy.jpg\" class=\"wpex-align-middle wpex-w-100 wpex-h-100 wpex-object-cover\" alt=\"How Digital Tools Have Become the New Standard in Mutual Fund Proxy Solicitations\" loading=\"lazy\" decoding=\"async\" srcset=\"https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/AdobeStock_1674953188-copy.jpg 2048w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/AdobeStock_1674953188-copy-300x300.jpg 300w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/AdobeStock_1674953188-copy-1024x1024.jpg 1024w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/AdobeStock_1674953188-copy-150x150.jpg 150w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/AdobeStock_1674953188-copy-768x768.jpg 768w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/AdobeStock_1674953188-copy-1536x1536.jpg 1536w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/AdobeStock_1674953188-copy.jpg?w=409 409w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/AdobeStock_1674953188-copy.jpg?w=819 819w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/AdobeStock_1674953188-copy.jpg?w=1228 1228w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/AdobeStock_1674953188-copy.jpg?w=1638 1638w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/AdobeStock_1674953188-copy.jpg?w=1920 1920w\" sizes=\"auto, (max-width: 980px) 100vw, 980px\" \/><\/a><\/div><\/div><div class=\"wpex-card-details wpex-flex wpex-flex-col wpex-flex-grow wpex-p-40 wpex-last-mb-0\"><div class=\"wpex-card-meta wpex-text-3 wpex-flex wpex-flex-wrap wpex-gap-5 wpex-text-xs wpex-mb-15\"><div class=\"wpex-card-date\">febrero 11, 2026<\/div><span>&bull;<\/span><div class=\"wpex-card-estimated-read-time\">13 minute read<\/div><\/div><h2 class=\"wpex-card-title wpex-heading wpex-child-inherit-color wpex-text-2xl wpex-font-normal\"><a href=\"https:\/\/allianceadvisors.com\/es\/how-digital-tools-have-become-the-new-standard-in-mutual-fund-proxy-solicitations\/\">How Digital Tools Have Become the New Standard in Mutual Fund Proxy Solicitations<\/a><\/h2><div class=\"wpex-card-excerpt wpex-last-mb-0 wpex-mt-20 wpex-mb-40\"><p>Every mutual fund\u2014or any company with a retail-heavy shareholder base\u2014faces the same reality: achieving quorum or higher vote thresholds at a shareholder meeting is both difficult and expensive. Mutual fund shareholder demographics are remarkably consistent across fund groups: large numbers of retail investors holding relatively small dollar-value positions, dispersed across intermediaries and account types. Whether a shareholder holds&hellip;<\/p>\n<\/div><div class=\"wpex-card-footer wpex-text-3 wpex-mt-auto wpex-flex wpex-flex-wrap wpex-justify-between wpex-gap-10\"><div class=\"wpex-card-footer__divider wpex-h-1px wpex-w-100 wpex-bg-current wpex-mb-10 wpex-opacity-40\"><\/div><a href=\"https:\/\/allianceadvisors.com\/es\/how-digital-tools-have-become-the-new-standard-in-mutual-fund-proxy-solicitations\/\" class=\"wpex-card-more-link wpex-ml-auto wpex-flex wpex-items-center\"><svg aria-hidden=\"true xmlns=\"http:\/\/www.w3.org\/2000\/svg\" enable-background=\"new 0 0 24 24\" height=\"20px\" viewBox=\"0 0 24 24\" width=\"20px\" fill=\"currentColor\"><g><rect fill=\"none\" height=\"24\" width=\"24\"\/><\/g><g><polygon points=\"6,6 6,8 14.59,8 5,17.59 6.41,19 16,9.41 16,18 18,18 18,6\"\/><\/g><\/svg><span class=\"screen-reader-text\">Leer m\u00e1s about How Digital Tools Have Become the New Standard in Mutual Fund Proxy Solicitations<\/span><\/a><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/div>[\/vc_column][\/vc_row][vc_row css_animation=\u00bbfadeIn\u00bb full_width=\u00bbstretch_row\u00bb css=\u00bb.vc_custom_1758210076965{padding-top: 50px !important;}\u00bb][vc_column css=\u00bb.vc_custom_1738069520043{border-color: #F5B335 !important;}\u00bb]<style>.wpex-post-cards.vcex_69e106268285b .wpex-post-cards-loop :is(.wpex-card-media,.wpex-card-thumbnail) :is(img,iframe,video){aspect-ratio:16\/9;object-fit:cover;}<\/style><div class=\"wpex-post-cards wpex-post-cards-blog_21 rule-below hide-meta vcex_69e106268285b wpex-relative\"><div class=\"wpex-post-cards-inner\"><div class=\"wpex-post-cards-loop wpex-post-cards-grid wpex-grid wpex-grid-cols-2 wpex-pp-grid-cols-1 wpex-gap-40\"><div class=\"wpex-post-cards-entry wpex-flex wpex-flex-col wpex-flex-grow post-57747 type-post cat-230 translation_priority-174 author-708\"><div class=\"wpex-card wpex-card-blog_21\"><div class=\"wpex-card-inner wpex-flex wpex-flex-col wpex-flex-grow wpex-bg-gray-100\"><div class=\"wpex-card-media overlay-parent overlay-parent-1\"><div class=\"wpex-card-thumbnail wpex-relative\"><a href=\"https:\/\/allianceadvisors.com\/es\/the-evolution-of-retail-shareholder-engagement-embracing-a-digital-first-future\/\"><img width=\"2000\" height=\"735\" src=\"https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2025\/05\/AdobeStock_353287860-1.jpg\" class=\"wpex-align-middle\" alt=\"The Evolution of Retail Shareholder Engagement: Embracing a Digital-First Future\" loading=\"lazy\" decoding=\"async\" srcset=\"https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2025\/05\/AdobeStock_353287860-1.jpg 2000w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2025\/05\/AdobeStock_353287860-1-300x110.jpg 300w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2025\/05\/AdobeStock_353287860-1-1024x376.jpg 1024w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2025\/05\/AdobeStock_353287860-1-768x282.jpg 768w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2025\/05\/AdobeStock_353287860-1-1536x564.jpg 1536w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2025\/05\/AdobeStock_353287860-1.jpg?w=400 400w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2025\/05\/AdobeStock_353287860-1.jpg?w=1200 1200w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2025\/05\/AdobeStock_353287860-1.jpg?w=1600 1600w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2025\/05\/AdobeStock_353287860-1.jpg?w=450 450w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2025\/05\/AdobeStock_353287860-1.jpg?w=1920 1920w\" sizes=\"auto, (max-width: 980px) 100vw, 980px\" \/><\/a><\/div><\/div><div class=\"wpex-card-details wpex-flex wpex-flex-col wpex-flex-grow wpex-p-40 wpex-last-mb-0\"><div class=\"wpex-card-meta wpex-text-3 wpex-flex wpex-flex-wrap wpex-gap-5 wpex-text-xs wpex-mb-15\"><div class=\"wpex-card-date\">mayo 14, 2025<\/div><span>&bull;<\/span><div class=\"wpex-card-estimated-read-time\">5 minute read<\/div><\/div><h2 class=\"wpex-card-title wpex-heading wpex-child-inherit-color wpex-text-2xl wpex-font-normal\"><a href=\"https:\/\/allianceadvisors.com\/es\/the-evolution-of-retail-shareholder-engagement-embracing-a-digital-first-future\/\">The Evolution of Retail Shareholder Engagement: Embracing a Digital-First Future<\/a><\/h2><div class=\"wpex-card-excerpt wpex-last-mb-0 wpex-mt-20 wpex-mb-40\"><p>Retail shareholder engagement is undergoing a significant transformation. Once dominated by traditional outreach methods such as phone calls and direct&hellip;<\/p>\n<\/div><div class=\"wpex-card-footer wpex-text-3 wpex-mt-auto wpex-flex wpex-flex-wrap wpex-justify-between wpex-gap-10\"><div class=\"wpex-card-footer__divider wpex-h-1px wpex-w-100 wpex-bg-current wpex-mb-10 wpex-opacity-40\"><\/div><a href=\"https:\/\/allianceadvisors.com\/es\/the-evolution-of-retail-shareholder-engagement-embracing-a-digital-first-future\/\" class=\"wpex-card-more-link wpex-ml-auto wpex-flex wpex-items-center\"><svg aria-hidden=\"true xmlns=\"http:\/\/www.w3.org\/2000\/svg\" enable-background=\"new 0 0 24 24\" height=\"20px\" viewBox=\"0 0 24 24\" width=\"20px\" fill=\"currentColor\"><g><rect fill=\"none\" height=\"24\" width=\"24\"\/><\/g><g><polygon points=\"6,6 6,8 14.59,8 5,17.59 6.41,19 16,9.41 16,18 18,18 18,6\"\/><\/g><\/svg><span class=\"screen-reader-text\">Leer m\u00e1s about The Evolution of Retail Shareholder Engagement: Embracing a Digital-First Future<\/span><\/a><\/div><\/div><\/div><\/div><\/div><div class=\"wpex-post-cards-entry wpex-flex wpex-flex-col wpex-flex-grow post-58461 type-post cat-230 translation_priority-174 author-708\"><div class=\"wpex-card wpex-card-blog_21\"><div class=\"wpex-card-inner wpex-flex wpex-flex-col wpex-flex-grow wpex-bg-gray-100\"><div class=\"wpex-card-media overlay-parent overlay-parent-1\"><div class=\"wpex-card-thumbnail wpex-relative\"><a href=\"https:\/\/allianceadvisors.com\/es\/beyond-the-vote-how-transparency-is-redefining-retail-shareholder-engagement\/\"><img width=\"2000\" height=\"1109\" src=\"https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2025\/06\/AdobeStock_1048193015.jpg\" class=\"wpex-align-middle\" alt=\"Beyond the Vote: How Transparency Is Redefining Retail Shareholder Engagement\" loading=\"lazy\" decoding=\"async\" srcset=\"https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2025\/06\/AdobeStock_1048193015.jpg 2000w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2025\/06\/AdobeStock_1048193015-300x166.jpg 300w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2025\/06\/AdobeStock_1048193015-1024x568.jpg 1024w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2025\/06\/AdobeStock_1048193015-768x426.jpg 768w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2025\/06\/AdobeStock_1048193015-1536x852.jpg 1536w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2025\/06\/AdobeStock_1048193015.jpg?w=400 400w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2025\/06\/AdobeStock_1048193015.jpg?w=1200 1200w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2025\/06\/AdobeStock_1048193015.jpg?w=1600 1600w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2025\/06\/AdobeStock_1048193015.jpg?w=450 450w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2025\/06\/AdobeStock_1048193015.jpg?w=1920 1920w\" sizes=\"auto, (max-width: 980px) 100vw, 980px\" \/><\/a><\/div><\/div><div class=\"wpex-card-details wpex-flex wpex-flex-col wpex-flex-grow wpex-p-40 wpex-last-mb-0\"><div class=\"wpex-card-meta wpex-text-3 wpex-flex wpex-flex-wrap wpex-gap-5 wpex-text-xs wpex-mb-15\"><div class=\"wpex-card-date\">junio 5, 2025<\/div><span>&bull;<\/span><div class=\"wpex-card-estimated-read-time\">5 minute read<\/div><\/div><h2 class=\"wpex-card-title wpex-heading wpex-child-inherit-color wpex-text-2xl wpex-font-normal\"><a href=\"https:\/\/allianceadvisors.com\/es\/beyond-the-vote-how-transparency-is-redefining-retail-shareholder-engagement\/\">Beyond the Vote: How Transparency Is Redefining Retail Shareholder Engagement<\/a><\/h2><div class=\"wpex-card-excerpt wpex-last-mb-0 wpex-mt-20 wpex-mb-40\"><p>Retail shareholder engagement has undergone a fundamental transformation over the past decade. What was once a largely transactional, vote-focused process&hellip;<\/p>\n<\/div><div class=\"wpex-card-footer wpex-text-3 wpex-mt-auto wpex-flex wpex-flex-wrap wpex-justify-between wpex-gap-10\"><div class=\"wpex-card-footer__divider wpex-h-1px wpex-w-100 wpex-bg-current wpex-mb-10 wpex-opacity-40\"><\/div><a href=\"https:\/\/allianceadvisors.com\/es\/beyond-the-vote-how-transparency-is-redefining-retail-shareholder-engagement\/\" class=\"wpex-card-more-link wpex-ml-auto wpex-flex wpex-items-center\"><svg aria-hidden=\"true xmlns=\"http:\/\/www.w3.org\/2000\/svg\" enable-background=\"new 0 0 24 24\" height=\"20px\" viewBox=\"0 0 24 24\" width=\"20px\" fill=\"currentColor\"><g><rect fill=\"none\" height=\"24\" width=\"24\"\/><\/g><g><polygon points=\"6,6 6,8 14.59,8 5,17.59 6.41,19 16,9.41 16,18 18,18 18,6\"\/><\/g><\/svg><span class=\"screen-reader-text\">Leer m\u00e1s about Beyond the Vote: How Transparency Is Redefining Retail Shareholder Engagement<\/span><\/a><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/div>[\/vc_column][\/vc_row][vc_row remove_bottom_col_margin=\u00bbtrue\u00bb][vc_column][vc_separator color=\u00bbcustom\u00bb css=\u00bb.vc_custom_1770816832128{padding-top: 40px !important;padding-bottom: 40px !important;}\u00bb accent_color=\u00bb#969595&#8243;][\/vc_column][\/vc_row][vc_section css_animation=\u00bbfadeIn\u00bb full_width=\u00bbstretch_row\u00bb css=\u00bb.vc_custom_1770815724756{padding-bottom: 60px !important;}\u00bb][vc_row][vc_column css=\u00bb.vc_custom_1738070248118{padding-top: 15px !important;padding-bottom: 15px !important;}\u00bb][vc_column_text css=\u00bb.vc_custom_1770797626675{padding-bottom: 20px !important;background-position: center !important;background-repeat: no-repeat !important;background-size: cover !important;}\u00bb font_size=\u00bb5xl\u00bb line_height=\u00bbtight\u00bb text_align=\u00bbcenter\u00bb font_weight=\u00bb600&#8243;]Who is Alliance Advisors?[\/vc_column_text][vc_column_text css=\u00bb.vc_custom_1770916539412{padding-bottom: 30px !important;}\u00bb text_align=\u00bbcenter\u00bb width=\u00bb900px\u00bb]\n<h3>Alliance Advisors is the leading worldwide provider of shareholder-focused advisory for publicly traded and investment companies.<\/h3>\n<p>In the last twelve months we have completed over 1,400 assignments, worldwide, representing $14 Trillion in stock market capitalization (largest client $400 Billion). Outside North America, we completed 93 transactions across 20 countries representing $600 Billion in market capitalization.[\/vc_column_text][\/vc_column][\/vc_row][vc_row equal_height=\u00bbyes\u00bb remove_bottom_col_margin=\u00bbtrue\u00bb max_width_custom=\u00bb1000px\u00bb][vc_column width=\u00bb1\/2&#8243;][vc_column_text css=\u00bb.vc_custom_1770736496099{padding-top: 30px !important;padding-right: 30px !important;padding-bottom: 30px !important;padding-left: 30px !important;}\u00bb text_align=\u00bbcenter\u00bb wpex_bg_color=\u00bbaccent\u00bb color=\u00bb#ffffff\u00bb font_size=\u00bblg\u00bb font_weight=\u00bb600&#8243;]Mutual Funds &amp; Investment Companies<br \/>\n(2025)[\/vc_column_text][vc_column_text css=\u00bb.vc_custom_1770797747847{padding-top: 30px !important;padding-right: 30px !important;padding-bottom: 30px !important;padding-left: 30px !important;}\u00bb text_align=\u00bbcenter\u00bb wpex_bg_color=\u00bbpalette-63606&#8243; color=\u00bb#ffffff\u00bb font_size=\u00bblg\u00bb font_weight=\u00bb600&#8243;]\n<div class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" class=\"wpa-warning wpa-image-missing-alt aligncenter wp-image-63619\" src=\"https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/handshake-icon-2.png\" alt=\"\" width=\"216\" height=\"192\" data-warning=\"Missing alt text\" srcset=\"https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/handshake-icon-2.png 280w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/handshake-icon-2.png?w=56 56w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/handshake-icon-2.png?w=112 112w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/handshake-icon-2.png?w=168 168w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/handshake-icon-2.png?w=224 224w\" sizes=\"auto, (max-width: 216px) 100vw, 216px\" \/><\/div>\n[\/vc_column_text][vc_column_text css=\u00bb.vc_custom_1770916562927{padding-top: 30px !important;padding-right: 30px !important;padding-bottom: 30px !important;padding-left: 30px !important;}\u00bb text_align=\u00bbcenter\u00bb wpex_bg_color=\u00bbpalette-62329&#8243; color=\u00bbaccent\u00bb font_size=\u00bblg\u00bb]<strong>99<\/strong> campaigns. 200 funds.<br \/>\nRepresenting <strong>$1.5+ Trillon<\/strong> in assets[\/vc_column_text][\/vc_column][vc_column width=\u00bb1\/2&#8243;][vc_column_text css=\u00bb.vc_custom_1770736515079{padding-top: 30px !important;padding-right: 30px !important;padding-bottom: 30px !important;padding-left: 30px !important;}\u00bb text_align=\u00bbcenter\u00bb wpex_bg_color=\u00bbaccent\u00bb color=\u00bb#ffffff\u00bb font_size=\u00bblg\u00bb font_weight=\u00bb600&#8243;]Corporate Issuers<br \/>\n(2025)[\/vc_column_text][vc_column_text css=\u00bb.vc_custom_1770797716918{padding-top: 30px !important;padding-right: 30px !important;padding-bottom: 30px !important;padding-left: 30px !important;}\u00bb text_align=\u00bbcenter\u00bb wpex_bg_color=\u00bbpalette-63606&#8243; color=\u00bb#ffffff\u00bb font_size=\u00bblg\u00bb font_weight=\u00bb600&#8243;]\n<div class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" class=\"wpa-warning wpa-image-missing-alt aligncenter wp-image-63613\" src=\"https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Document-icon.png\" alt=\"\" width=\"180\" height=\"192\" data-warning=\"Missing alt text\" srcset=\"https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Document-icon.png 234w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Document-icon.png?w=93 93w\" sizes=\"auto, (max-width: 180px) 100vw, 180px\" \/><\/div>\n[\/vc_column_text][vc_column_text css=\u00bb.vc_custom_1770917259581{padding-top: 30px !important;padding-right: 30px !important;padding-bottom: 30px !important;padding-left: 30px !important;}\u00bb text_align=\u00bbcenter\u00bb wpex_bg_color=\u00bbpalette-62329&#8243; color=\u00bbaccent\u00bb font_size=\u00bblg\u00bb]<strong>772<\/strong> assignments representing <strong>$7.5 Trillion<\/strong> in market capitalization[\/vc_column_text][\/vc_column][\/vc_row][\/vc_section][vc_section css_animation=\u00bbfadeIn\u00bb full_width=\u00bbstretch_row\u00bb css=\u00bb.vc_custom_1770815716259{padding-bottom: 60px !important;}\u00bb][vc_row equal_height=\u00bbyes\u00bb remove_bottom_col_margin=\u00bbtrue\u00bb max_width_custom=\u00bb1000px\u00bb][vc_column][vc_column_text css=\u00bb.vc_custom_1770741366868{padding-top: 30px !important;padding-right: 30px !important;padding-bottom: 30px !important;padding-left: 30px !important;}\u00bb text_align=\u00bbcenter\u00bb wpex_bg_color=\u00bbaccent\u00bb color=\u00bb#ffffff\u00bb font_size=\u00bblg\u00bb font_weight=\u00bb600&#8243;]Life Cycle of an Investment Company Solicitation[\/vc_column_text][\/vc_column][\/vc_row][vc_row content_placement=\u00bbmiddle\u00bb equal_height=\u00bbyes\u00bb remove_bottom_col_margin=\u00bbtrue\u00bb max_width_custom=\u00bb1000px\u00bb][vc_column][vc_column_text css=\u00bb.vc_custom_1771314676815{padding-top: 30px !important;padding-right: 30px !important;padding-bottom: 30px !important;padding-left: 30px !important;}\u00bb text_align=\u00bbcenter\u00bb wpex_bg_color=\u00bbpalette-63606&#8243; color=\u00bb#ffffff\u00bb font_size=\u00bblg\u00bb font_weight=\u00bb600&#8243;]\n<div class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" class=\"wpa-warning wpa-image-missing-alt aligncenter wp-image-64168\" src=\"https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Life-Cycle-of-an-Investment-Company-Solicitation-2-150x150.png\" alt=\"\" width=\"600\" height=\"582\" data-warning=\"Missing alt text\" srcset=\"https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Life-Cycle-of-an-Investment-Company-Solicitation-2-300x291.png 300w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Life-Cycle-of-an-Investment-Company-Solicitation-2-1024x993.png 1024w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Life-Cycle-of-an-Investment-Company-Solicitation-2-768x745.png 768w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Life-Cycle-of-an-Investment-Company-Solicitation-2-1536x1489.png 1536w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Life-Cycle-of-an-Investment-Company-Solicitation-2-2048x1986.png 2048w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Life-Cycle-of-an-Investment-Company-Solicitation-2.png?w=452 452w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Life-Cycle-of-an-Investment-Company-Solicitation-2.png?w=904 904w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Life-Cycle-of-an-Investment-Company-Solicitation-2.png?w=1357 1357w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Life-Cycle-of-an-Investment-Company-Solicitation-2.png?w=1809 1809w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Life-Cycle-of-an-Investment-Company-Solicitation-2.png 2262w\" sizes=\"auto, (max-width: 600px) 100vw, 600px\" \/><\/div>\n[\/vc_column_text][\/vc_column][\/vc_row][vc_row remove_bottom_col_margin=\u00bbtrue\u00bb][vc_column][vc_separator color=\u00bbcustom\u00bb css=\u00bb.vc_custom_1770816789557{padding-top: 60px !important;}\u00bb accent_color=\u00bb#969595&#8243;][\/vc_column][\/vc_row][\/vc_section][vc_section css_animation=\u00bbfadeIn\u00bb full_width=\u00bbstretch_row\u00bb css=\u00bb.vc_custom_1770815716259{padding-bottom: 60px !important;}\u00bb][vc_row equal_height=\u00bbyes\u00bb max_width_custom=\u00bb1000px\u00bb css=\u00bb.vc_custom_1770820492243{padding-bottom: 40px !important;}\u00bb][vc_column][vc_column_text css=\u00bb.vc_custom_1770819411529{background-position: center !important;background-repeat: no-repeat !important;background-size: cover !important;}\u00bb font_size=\u00bb5xl\u00bb line_height=\u00bbtight\u00bb text_align=\u00bbcenter\u00bb font_weight=\u00bb600&#8243;]Omni-Channel Approach to Retail Engagement[\/vc_column_text][vc_column_text css=\u00bb\u00bb text_align=\u00bbcenter\u00bb width=\u00bb900px\u00bb]\n<h3>It\u2019s no longer as simple as interrupting dinner with a phone call; Issuers need to meet shareholders where they are and in their preferred channel<\/h3>\n[\/vc_column_text]<div class=\"vcex-spacing wpex-w-100 wpex-clear\" style=\"height:25px;\"><\/div>[vc_column_text css=\u00bb\u00bb width=\u00bb900px\u00bb]\n<ul>\n<li>Retail voters continue to favor management so driving their engagement is critical to a successful vote outcome<\/li>\n<li>Leverage all channels and focus on the those that deliver cost effective results<\/li>\n<\/ul>\n[\/vc_column_text][\/vc_column][\/vc_row][vc_row equal_height=\u00bbyes\u00bb remove_bottom_col_margin=\u00bbtrue\u00bb][vc_column width=\u00bb1\/4&#8243;][vc_column_text css=\u00bb.vc_custom_1771241863738{padding-top: 30px !important;padding-right: 30px !important;padding-bottom: 30px !important;padding-left: 30px !important;}\u00bb text_align=\u00bbcenter\u00bb wpex_bg_color=\u00bbpalette-62329&#8243; color=\u00bbaccent\u00bb font_size=\u00bblg\u00bb font_weight=\u00bb600&#8243; el_class=\u00bbmin-125&#8243;]Phone Solicitation &amp; Proxy Lite[\/vc_column_text][vc_column_text css=\u00bb.vc_custom_1771241773586{padding-top: 30px !important;padding-right: 20px !important;padding-bottom: 30px !important;padding-left: 20px !important;}\u00bb text_align=\u00bbcenter\u00bb wpex_bg_color=\u00bb#f1f1f1&#8243; color=\u00bbaccent\u00bb el_class=\u00bbequal-height-content\u00bb]<div class=\"vcex-spacing wpex-w-100 wpex-clear\" style=\"height:15px;\"><\/div>\n<div class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" class=\"wpa-warning wpa-image-missing-alt aligncenter wp-image-63792\" role=\"img\" src=\"https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/headphones-2.svg\" alt=\"\" width=\"90\" height=\"90\" data-warning=\"Missing alt text\" \/><\/div>\n<div class=\"vcex-spacing wpex-w-100 wpex-clear\" style=\"height:15px;\"><\/div>Traditional means of soliciting retail shareholders.<\/p>\n<p>Used in the early stages of a solicitation. Proxy Lite used in the late stages of solicitation utilizes a pre-recorded message asking shareholders to call a toll-free number to vote.[\/vc_column_text][\/vc_column][vc_column width=\u00bb1\/4&#8243;][vc_column_text css=\u00bb.vc_custom_1771241871926{padding-top: 30px !important;padding-right: 30px !important;padding-bottom: 30px !important;padding-left: 30px !important;}\u00bb text_align=\u00bbcenter\u00bb wpex_bg_color=\u00bbpalette-62329&#8243; color=\u00bbaccent\u00bb font_size=\u00bblg\u00bb font_weight=\u00bb600&#8243; el_class=\u00bbmin-125&#8243;]Email[\/vc_column_text][vc_column_text css=\u00bb.vc_custom_1770982536436{padding-top: 30px !important;padding-right: 20px !important;padding-bottom: 30px !important;padding-left: 20px !important;}\u00bb text_align=\u00bbcenter\u00bb wpex_bg_color=\u00bb#f1f1f1&#8243; color=\u00bbaccent\u00bb el_class=\u00bbequal-height-content\u00bb]<div class=\"vcex-spacing wpex-w-100 wpex-clear\" style=\"height:15px;\"><\/div>\n<div class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" class=\"wpa-warning wpa-image-missing-alt aligncenter wp-image-63780\" role=\"img\" src=\"https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/email-2.svg\" alt=\"\" width=\"90\" height=\"90\" data-warning=\"Missing alt text\" \/><\/div>\n<div class=\"vcex-spacing wpex-w-100 wpex-clear\" style=\"height:15px;\"><\/div>Fast and inexpensive way to reach retail shareholders.<\/p>\n<p>Branded and secure way for shareholders to vote with a few clicks.<\/p>\n<p>Another tool to connect with hard to reach shareholders.[\/vc_column_text][\/vc_column][vc_column width=\u00bb1\/4&#8243;][vc_column_text css=\u00bb.vc_custom_1771241881889{padding-top: 30px !important;padding-right: 30px !important;padding-bottom: 30px !important;padding-left: 30px !important;}\u00bb text_align=\u00bbcenter\u00bb wpex_bg_color=\u00bbpalette-62329&#8243; color=\u00bbaccent\u00bb font_size=\u00bblg\u00bb font_weight=\u00bb600&#8243; el_class=\u00bbmin-125&#8243;]Text-to-Vote\u2122[\/vc_column_text][vc_column_text css=\u00bb.vc_custom_1770982726606{padding-top: 30px !important;padding-right: 20px !important;padding-bottom: 30px !important;padding-left: 20px !important;}\u00bb text_align=\u00bbcenter\u00bb wpex_bg_color=\u00bb#f1f1f1&#8243; color=\u00bbaccent\u00bb el_class=\u00bbequal-height-content\u00bb]\n<div class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" class=\"wpa-warning wpa-image-missing-alt aligncenter wp-image-63774\" role=\"img\" src=\"https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/computer-tablet.svg\" alt=\"\" width=\"120\" height=\"120\" data-warning=\"Missing alt text\" \/><\/div>\n<p>Shareholders are sent a concise SMS or MMS text message containing an embedded, secure link that directs them to a voting page.<\/p>\n<p>Easy and fast way for shareholders to vote.[\/vc_column_text][\/vc_column][vc_column width=\u00bb1\/4&#8243;][vc_column_text css=\u00bb.vc_custom_1771241904501{padding-top: 30px !important;padding-right: 30px !important;padding-bottom: 30px !important;padding-left: 30px !important;}\u00bb text_align=\u00bbcenter\u00bb wpex_bg_color=\u00bbpalette-62329&#8243; color=\u00bbaccent\u00bb font_size=\u00bblg\u00bb font_weight=\u00bb600&#8243; el_class=\u00bbmin-125&#8243;]QR Code Mailings[\/vc_column_text][vc_column_text css=\u00bb.vc_custom_1770982793744{padding-top: 30px !important;padding-right: 20px !important;padding-bottom: 30px !important;padding-left: 20px !important;}\u00bb text_align=\u00bbcenter\u00bb wpex_bg_color=\u00bb#f1f1f1&#8243; color=\u00bbaccent\u00bb el_class=\u00bbequal-height-content\u00bb]\n<div class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" class=\"wpa-warning wpa-image-missing-alt aligncenter wp-image-63786\" role=\"img\" src=\"https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/envelope.svg\" alt=\"\" width=\"120\" height=\"120\" data-warning=\"Missing alt text\" \/><\/div>\n<p>Used in strategic stages of a proxy solicitation as returns from the initial mailing and other reminder efforts have slowed.<\/p>\n<p>Reminder mailing options to unreachable shareholders provides an instant way to vote without the need to sign and return a proxy by mail.<\/p>\n<p>Uses a unique <strong>QR Code<\/strong> to make voting quick and easy.[\/vc_column_text][\/vc_column][\/vc_row][vc_row content_placement=\u00bbmiddle\u00bb remove_bottom_col_margin=\u00bbtrue\u00bb css=\u00bb.vc_custom_1770980324596{background-image: url(https:\/\/allianceadvisors.com\/wp-content\/uploads\/2026\/02\/Arrow.png?id=63758) !important;background-position: center !important;background-repeat: no-repeat !important;background-size: contain !important;}\u00bb min_height=\u00bb140px\u00bb visibility=\u00bbhidden-phone\u00bb][vc_column][vc_column_text css=\u00bb.vc_custom_1770819733313{background-position: center !important;background-repeat: no-repeat !important;background-size: contain !important;}\u00bb text_align=\u00bbcenter\u00bb color=\u00bb#ffffff\u00bb font_size=\u00bblg\u00bb font_weight=\u00bb600&#8243;]Effective retail engagement through omni-channel approach[\/vc_column_text][\/vc_column][\/vc_row][\/vc_section][vc_section css_animation=\u00bbfadeIn\u00bb full_width=\u00bbstretch_row\u00bb css=\u00bb.vc_custom_1770815697940{padding-bottom: 60px !important;}\u00bb][vc_row local_scroll_id=\u00bbactivism-overview\u00bb][vc_column css=\u00bb.vc_custom_1738069808867{padding-top: 15px !important;padding-bottom: 15px !important;}\u00bb]<div class=\"vcex-module vcex-divider vcex-divider-solid vcex-divider-center wpex-mx-auto wpex-block wpex-h-0 wpex-border-b wpex-border-solid wpex-border-main\" style=\"border-color:#3939396e;\"><\/div>[\/vc_column][\/vc_row][vc_row][vc_column css=\u00bb.vc_custom_1738070248118{padding-top: 15px !important;padding-bottom: 15px !important;}\u00bb][vc_column_text css=\u00bb.vc_custom_1770726475746{padding-bottom: 40px !important;background-position: center !important;background-repeat: no-repeat !important;background-size: cover !important;}\u00bb font_size=\u00bb5xl\u00bb line_height=\u00bbtight\u00bb text_align=\u00bbcenter\u00bb font_weight=\u00bb600&#8243;]Our capacity speaks volumes[\/vc_column_text][vc_column_text css=\u00bb.vc_custom_1771229589082{padding-bottom: 30px !important;}\u00bb text_align=\u00bbcenter\u00bb width=\u00bb900px\u00bb]The figures below summarizes our retail shareholder engagement activity through 2025 including voting and non-voting campaign production activities:[\/vc_column_text][\/vc_column][\/vc_row][vc_row equal_height=\u00bbyes\u00bb][vc_column css_animation=\u00bbappear\u00bb width=\u00bb1\/5&#8243;]<style>.vcex-milestone.vcex_69e106268e306{background-color:var(--wpex-accent);}.vcex-milestone.vcex_69e106268e306 .vcex-milestone-number{color:var(--wpex-palette-62329-color);font-size:var(--wpex-text-6xl);}.vcex-milestone.vcex_69e106268e306 .vcex-milestone-caption{color:#ffffff;font-size:var(--wpex-text-base);font-weight:600;}<\/style><div class=\"vcex-module vcex-milestone wpex-boxed wpex-text-center wpex-p-30 equal-height-content vcex_69e106268e306\"><div class=\"vcex-milestone-inner wpex-inline-block\"><div class=\"vcex-milestone-desc\"><div class=\"vcex-milestone-number wpex-leading-none wpex-font-semibold\"><span class=\"vcex-milestone-time vcex-countup\" data-options=\"{&quot;startVal&quot;:0,&quot;endVal&quot;:&quot;268&quot;,&quot;duration&quot;:2.5,&quot;decimals&quot;:0,&quot;separator&quot;:&quot;,&quot;,&quot;decimal&quot;:&quot;.&quot;,&quot;animateOnScroll&quot;:true}\" aria-hidden=\"true\"><\/span><span class=\"screen-reader-text\">268<\/span><\/div><div class=\"vcex-milestone-caption wpex-mt-5\">Total Campaigns<\/div><\/div><\/div><\/div>[\/vc_column][vc_column css_animation=\u00bbappear\u00bb width=\u00bb1\/5&#8243; css_animation_delay=\u00bb0.2&#8243;]<style>.vcex-milestone.vcex_69e1062693561{background-color:var(--wpex-accent);}.vcex-milestone.vcex_69e1062693561 .vcex-milestone-number{color:var(--wpex-palette-62329-color);font-size:var(--wpex-text-3xl);}.vcex-milestone.vcex_69e1062693561 .vcex-milestone-caption{color:#ffffff;font-size:var(--wpex-text-base);font-weight:600;}<\/style><div class=\"vcex-module vcex-milestone wpex-boxed wpex-text-center wpex-p-30 equal-height-content vcex_69e1062693561\"><div class=\"vcex-milestone-inner wpex-inline-block\"><div class=\"vcex-milestone-desc\"><div class=\"vcex-milestone-number wpex-leading-none wpex-font-semibold\"><span class=\"vcex-milestone-time vcex-countup\" data-options=\"{&quot;startVal&quot;:1025083,&quot;endVal&quot;:&quot;1025383&quot;,&quot;duration&quot;:2.5,&quot;decimals&quot;:0,&quot;separator&quot;:&quot;,&quot;,&quot;decimal&quot;:&quot;.&quot;,&quot;animateOnScroll&quot;:true}\" aria-hidden=\"true\">1025083<\/span><span class=\"screen-reader-text\">1025383<\/span><\/div><div class=\"vcex-milestone-caption wpex-mt-5\">Live Telephone Connects<\/div><\/div><\/div><\/div>[\/vc_column][vc_column css_animation=\u00bbappear\u00bb width=\u00bb1\/5&#8243; css_animation_delay=\u00bb0.4&#8243;]<style>.vcex-milestone.vcex_69e10626942c8{background-color:var(--wpex-accent);}.vcex-milestone.vcex_69e10626942c8 .vcex-milestone-number{color:var(--wpex-palette-62329-color);font-size:var(--wpex-text-3xl);}.vcex-milestone.vcex_69e10626942c8 .vcex-milestone-caption{color:#ffffff;font-size:var(--wpex-text-base);font-weight:600;}<\/style><div class=\"vcex-module vcex-milestone wpex-boxed wpex-text-center wpex-p-30 equal-height-content vcex_69e10626942c8\"><div class=\"vcex-milestone-inner wpex-inline-block\"><div class=\"vcex-milestone-desc\"><div class=\"vcex-milestone-number wpex-leading-none wpex-font-semibold\"><span class=\"vcex-milestone-time vcex-countup\" data-options=\"{&quot;startVal&quot;:26,&quot;endVal&quot;:&quot;26587203&quot;,&quot;duration&quot;:2.5,&quot;decimals&quot;:0,&quot;separator&quot;:&quot;,&quot;,&quot;decimal&quot;:&quot;.&quot;,&quot;animateOnScroll&quot;:true}\" aria-hidden=\"true\">26,586,903<\/span><span class=\"screen-reader-text\">26587203<\/span><\/div><div class=\"vcex-milestone-caption wpex-mt-5\">Text-to-Vote\u2122 Sent<\/div><\/div><\/div><\/div>[\/vc_column][vc_column css_animation=\u00bbappear\u00bb width=\u00bb1\/5&#8243; css_animation_delay=\u00bb0.6&#8243;]<style>.vcex-milestone.vcex_69e10626957c7{background-color:var(--wpex-accent);}.vcex-milestone.vcex_69e10626957c7 .vcex-milestone-number{color:var(--wpex-palette-62329-color);font-size:var(--wpex-text-3xl);}.vcex-milestone.vcex_69e10626957c7 .vcex-milestone-caption{color:#ffffff;font-size:var(--wpex-text-base);font-weight:600;}<\/style><div class=\"vcex-module vcex-milestone wpex-boxed wpex-text-center wpex-p-30 equal-height-content vcex_69e10626957c7\"><div class=\"vcex-milestone-inner wpex-inline-block\"><div class=\"vcex-milestone-desc\"><div class=\"vcex-milestone-number wpex-leading-none wpex-font-semibold\"><span class=\"vcex-milestone-time vcex-countup\" data-options=\"{&quot;startVal&quot;:17195903,&quot;endVal&quot;:&quot;17196203&quot;,&quot;duration&quot;:2.5,&quot;decimals&quot;:0,&quot;separator&quot;:&quot;,&quot;,&quot;decimal&quot;:&quot;.&quot;,&quot;animateOnScroll&quot;:true}\" aria-hidden=\"true\">17195903<\/span><span class=\"screen-reader-text\">17196203<\/span><\/div><div class=\"vcex-milestone-caption wpex-mt-5\">Branded Emails Sent<\/div><\/div><\/div><\/div>[\/vc_column][vc_column css_animation=\u00bbappear\u00bb width=\u00bb1\/5&#8243; css_animation_delay=\u00bb0.8&#8243;]<style>.vcex-milestone.vcex_69e10626964d7{background-color:var(--wpex-accent);}.vcex-milestone.vcex_69e10626964d7 .vcex-milestone-number{color:var(--wpex-palette-62329-color);font-size:var(--wpex-text-3xl);}.vcex-milestone.vcex_69e10626964d7 .vcex-milestone-caption{color:#ffffff;font-size:var(--wpex-text-base);font-weight:600;}<\/style><div class=\"vcex-module vcex-milestone wpex-boxed wpex-text-center wpex-p-30 equal-height-content vcex_69e10626964d7\"><div class=\"vcex-milestone-inner wpex-inline-block\"><div class=\"vcex-milestone-desc\"><div class=\"vcex-milestone-number wpex-leading-none wpex-font-semibold\"><span class=\"vcex-milestone-time vcex-countup\" data-options=\"{&quot;startVal&quot;:3742972,&quot;endVal&quot;:&quot;3743272&quot;,&quot;duration&quot;:2.5,&quot;decimals&quot;:0,&quot;separator&quot;:&quot;,&quot;,&quot;decimal&quot;:&quot;.&quot;,&quot;animateOnScroll&quot;:true}\" aria-hidden=\"true\">3742972<\/span><span class=\"screen-reader-text\">3743272<\/span><\/div><div class=\"vcex-milestone-caption wpex-mt-5\">QR Code Mailings Sent<\/div><\/div><\/div><\/div>[\/vc_column][\/vc_row][\/vc_section][vc_section css_animation=\u00bbfadeIn\u00bb full_width=\u00bbstretch_row\u00bb wpex_bg_color=\u00bb#f1f1f1&#8243; local_scroll_id=\u00bbcase-study\u00bb][vc_row css=\u00bb.vc_custom_1770829660284{padding-top: 40px !important;}\u00bb][vc_column css=\u00bb.vc_custom_1738070248118{padding-top: 15px !important;padding-bottom: 15px !important;}\u00bb][vc_column_text css=\u00bb.vc_custom_1770826420411{background-position: center !important;background-repeat: no-repeat !important;background-size: cover !important;}\u00bb font_size=\u00bb5xl\u00bb line_height=\u00bbtight\u00bb text_align=\u00bbcenter\u00bb font_weight=\u00bb600&#8243;]Case Study[\/vc_column_text][vc_column_text css=\u00bb.vc_custom_1771245451064{background-position: center !important;background-repeat: no-repeat !important;background-size: cover !important;}\u00bb line_height=\u00bbtight\u00bb text_align=\u00bbcenter\u00bb]\n<h3>Snapshot of a Late-Stage Solicitation<\/h3>\n[\/vc_column_text][\/vc_column][\/vc_row][vc_row equal_height=\u00bbyes\u00bb][vc_column width=\u00bb1\/2&#8243;]<style>.vcex-icon-box.vcex_69e1062699188{background:#ffffff;}.vcex-icon-box.vcex_69e1062699188 .vcex-icon-box-heading{color:var(--wpex-on-accent);font-size:var(--wpex-text-2xl);}.vcex-icon-box.vcex_69e1062699188 .vcex-icon-box-icon{color:var(--wpex-palette-62329-color);background:var(--wpex-accent);width:100%;}.vcex-icon-box.vcex_69e1062699188 .vcex-icon-box-symbol--icon{margin-block-end:30px;}<\/style><div class=\"vcex-module vcex-icon-box vcex-icon-box-two wpex-block wpex-text-center equal-height-content vcex_69e1062699188\"><div class=\"vcex-icon-box-symbol vcex-icon-box-symbol--icon wpex-mb-20\"><div class=\"vcex-icon-box-icon wpex-items-center wpex-justify-center wpex-child-inherit-color wpex-text-center wpex-leading-none wpex-inline-flex wpex-text-1 wpex-p-15\"><span class=\"wpex-flex wpex-icon\" aria-hidden=\"true\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 512 512\"><path d=\"M469.3 19.3l23.4 23.4c25 25 25 65.5 0 90.5l-56.4 56.4L322.3 75.7l56.4-56.4c25-25 65.5-25 90.5 0zM44.9 353.2L299.7 98.3 413.7 212.3 158.8 467.1c-6.7 6.7-15.1 11.6-24.2 14.2l-104 29.7c-8.4 2.4-17.4 .1-23.6-6.1s-8.5-15.2-6.1-23.6l29.7-104c2.6-9.2 7.5-17.5 14.2-24.2zM249.4 103.4L103.4 249.4 16 161.9c-18.7-18.7-18.7-49.1 0-67.9L94.1 16c18.7-18.7 49.1-18.7 67.9 0l19.8 19.8c-.3 .3-.7 .6-1 .9l-64 64c-6.2 6.2-6.2 16.4 0 22.6s16.4 6.2 22.6 0l64-64c.3-.3 .6-.7 .9-1l45.1 45.1zM408.6 262.6l45.1 45.1c-.3 .3-.7 .6-1 .9l-64 64c-6.2 6.2-6.2 16.4 0 22.6s16.4 6.2 22.6 0l64-64c.3-.3 .6-.7 .9-1L496 350.1c18.7 18.7 18.7 49.1 0 67.9L417.9 496c-18.7 18.7-49.1 18.7-67.9 0l-87.4-87.4L408.6 262.6z\"\/><\/svg><\/span><\/div><\/div><div class=\"vcex-icon-box-text\"><h3 class=\"vcex-icon-box-heading wpex-heading wpex-mb-10\">The Brief<\/h3><div class=\"vcex-icon-box-content wpex-last-mb-0 wpex-clr\"><p style=\"text-align: left;padding-left: 40px;padding-right: 40px\"><strong>Vote Needed:<\/strong> 14% of the Outstanding Shares<\/p>\n<p style=\"text-align: left;padding-left: 40px;padding-right: 40px\"><strong>Time remaining:<\/strong> 30 days<\/p>\n<p style=\"text-align: left;padding-left: 40px;padding-right: 40px\"><strong>Conditions:<\/strong> Traditional outbound campaign had run its course and vote momentum had stopped.<strong><div class=\"vcex-spacing wpex-w-100 wpex-clear\" style=\"height:20px;\"><\/div><\/strong><\/p>\n<\/div><\/div><\/div>[\/vc_column][vc_column width=\u00bb1\/2&#8243;]<style>.vcex-icon-box.vcex_69e106269c9bc{background:#ffffff;}.vcex-icon-box.vcex_69e106269c9bc .vcex-icon-box-heading{color:var(--wpex-on-accent);font-size:var(--wpex-text-2xl);}.vcex-icon-box.vcex_69e106269c9bc .vcex-icon-box-icon{color:var(--wpex-palette-62329-color);background:var(--wpex-accent);width:100%;}.vcex-icon-box.vcex_69e106269c9bc .vcex-icon-box-symbol--icon{margin-block-end:30px;}<\/style><div class=\"vcex-module vcex-icon-box vcex-icon-box-two wpex-block wpex-text-center equal-height-content vcex_69e106269c9bc\"><div class=\"vcex-icon-box-symbol vcex-icon-box-symbol--icon wpex-mb-20\"><div class=\"vcex-icon-box-icon wpex-items-center wpex-justify-center wpex-child-inherit-color wpex-text-center wpex-leading-none wpex-inline-flex wpex-text-1 wpex-p-15\"><span class=\"wpex-flex wpex-icon\" aria-hidden=\"true\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 512 512\"><path d=\"M416 208c0 45.9-14.9 88.3-40 122.7L502.6 457.4c12.5 12.5 12.5 32.8 0 45.3s-32.8 12.5-45.3 0L330.7 376c-34.4 25.2-76.8 40-122.7 40C93.1 416 0 322.9 0 208S93.1 0 208 0S416 93.1 416 208zm-312 8l0 64c0 13.3 10.7 24 24 24s24-10.7 24-24l0-64c0-13.3-10.7-24-24-24s-24 10.7-24 24zm80-96l0 160c0 13.3 10.7 24 24 24s24-10.7 24-24l0-160c0-13.3-10.7-24-24-24s-24 10.7-24 24zm80 64l0 96c0 13.3 10.7 24 24 24s24-10.7 24-24l0-96c0-13.3-10.7-24-24-24s-24 10.7-24 24z\"\/><\/svg><\/span><\/div><\/div><div class=\"vcex-icon-box-text\"><h3 class=\"vcex-icon-box-heading wpex-heading wpex-mb-10\">The Outcome<\/h3><div class=\"vcex-icon-box-content wpex-last-mb-0 wpex-clr\"><p style=\"text-align: left;padding-left: 40px;padding-right: 40px\">Majority of the outstanding shares vote requirement was achieved, and proposal was approved by shareholders.<\/p>\n<p style=\"text-align: left;padding-left: 40px;padding-right: 40px\">Chart demonstrates the role digital tools had in delivering the needed votes during the stretch run.<br \/>\n<div class=\"vcex-spacing wpex-w-100 wpex-clear\" style=\"height:20px;\"><\/div>\n<\/div><\/div><\/div>[\/vc_column][\/vc_row][vc_row css_animation=\u00bbfadeIn\u00bb remove_bottom_col_margin=\u00bbtrue\u00bb css=\u00bb.vc_custom_1771270503611{padding-top: 30px !important;padding-right: 30px !important;padding-bottom: 30px !important;padding-left: 30px !important;}\u00bb wpex_bg_color=\u00bb#f1f1f1&#8243;][vc_column width=\u00bb1\/4&#8243;][vc_column_text css=\u00bb\u00bb bottom_margin=\u00bb15px\u00bb text_align=\u00bbcenter\u00bb el_class=\u00bbmin-75&#8243;]\n<h3>Outbound Telephone (Proxy Lite)<\/h3>\n[\/vc_column_text]<figure class=\"vcex-image vcex-module wpb_animate_when_almost_visible wpb_appear appear\"><div class=\"vcex-image-inner wpex-relative wpex-inline-block\"><img width=\"800\" height=\"800\" src=\"https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Pie-charts-2_Outbound.png\" class=\"vcex-image-img wpex-align-middle\" alt=\"\" loading=\"lazy\" decoding=\"async\" srcset=\"https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Pie-charts-2_Outbound.png 800w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Pie-charts-2_Outbound-300x300.png 300w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Pie-charts-2_Outbound-150x150.png 150w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Pie-charts-2_Outbound-768x768.png 768w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Pie-charts-2_Outbound.png?w=480 480w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Pie-charts-2_Outbound.png?w=640 640w\" sizes=\"auto, (max-width: 800px) 100vw, 800px\" \/><\/div><\/figure>[\/vc_column][vc_column width=\u00bb1\/4&#8243;][vc_column_text css=\u00bb\u00bb bottom_margin=\u00bb15px\u00bb text_align=\u00bbcenter\u00bb el_class=\u00bbmin-75&#8243;]\n<h3>Text-to-Vote\u2122<\/h3>\n[\/vc_column_text]<style>.vcex-image.vcex_69e10626a1b8a{animation-delay:0.2s;}<\/style><figure class=\"vcex-image vcex-module wpb_animate_when_almost_visible wpb_appear appear vcex_69e10626a1b8a\"><div class=\"vcex-image-inner wpex-relative wpex-inline-block\"><img width=\"800\" height=\"800\" src=\"https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Pie-charts-2_Text-to-Vote.png\" class=\"vcex-image-img wpex-align-middle\" alt=\"\" loading=\"lazy\" decoding=\"async\" srcset=\"https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Pie-charts-2_Text-to-Vote.png 800w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Pie-charts-2_Text-to-Vote-300x300.png 300w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Pie-charts-2_Text-to-Vote-150x150.png 150w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Pie-charts-2_Text-to-Vote-768x768.png 768w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Pie-charts-2_Text-to-Vote.png?w=480 480w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Pie-charts-2_Text-to-Vote.png?w=640 640w\" sizes=\"auto, (max-width: 800px) 100vw, 800px\" \/><\/div><\/figure>[\/vc_column][vc_column width=\u00bb1\/4&#8243;][vc_column_text css=\u00bb\u00bb bottom_margin=\u00bb15px\u00bb text_align=\u00bbcenter\u00bb el_class=\u00bbmin-75&#8243;]\n<h3>Email Voting<\/h3>\n[\/vc_column_text]<style>.vcex-image.vcex_69e10626a4905{animation-delay:0.4s;}<\/style><figure class=\"vcex-image vcex-module wpb_animate_when_almost_visible wpb_appear appear vcex_69e10626a4905\"><div class=\"vcex-image-inner wpex-relative wpex-inline-block\"><img width=\"800\" height=\"800\" src=\"https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Pie-charts-2_Email.png\" class=\"vcex-image-img wpex-align-middle\" alt=\"\" loading=\"lazy\" decoding=\"async\" srcset=\"https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Pie-charts-2_Email.png 800w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Pie-charts-2_Email-300x300.png 300w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Pie-charts-2_Email-150x150.png 150w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Pie-charts-2_Email-768x768.png 768w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Pie-charts-2_Email.png?w=480 480w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Pie-charts-2_Email.png?w=640 640w\" sizes=\"auto, (max-width: 800px) 100vw, 800px\" \/><\/div><\/figure>[\/vc_column][vc_column width=\u00bb1\/4&#8243;][vc_column_text css=\u00bb\u00bb bottom_margin=\u00bb15px\u00bb text_align=\u00bbcenter\u00bb el_class=\u00bbmin-75&#8243;]\n<h3>QR Code Mailings<\/h3>\n[\/vc_column_text]<style>.vcex-image.vcex_69e10626a71c1{animation-delay:0.6s;}<\/style><figure class=\"vcex-image vcex-module wpb_animate_when_almost_visible wpb_appear appear vcex_69e10626a71c1\"><div class=\"vcex-image-inner wpex-relative wpex-inline-block\"><img width=\"800\" height=\"800\" src=\"https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Pie-charts-2_QR-Code.png\" class=\"vcex-image-img wpex-align-middle\" alt=\"\" loading=\"lazy\" decoding=\"async\" srcset=\"https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Pie-charts-2_QR-Code.png 800w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Pie-charts-2_QR-Code-300x300.png 300w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Pie-charts-2_QR-Code-150x150.png 150w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Pie-charts-2_QR-Code-768x768.png 768w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Pie-charts-2_QR-Code.png?w=480 480w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Pie-charts-2_QR-Code.png?w=640 640w\" sizes=\"auto, (max-width: 800px) 100vw, 800px\" \/><\/div><\/figure>[\/vc_column][\/vc_row][vc_row css_animation=\u00bbfadeIn\u00bb disable_element=\u00bbyes\u00bb remove_bottom_col_margin=\u00bbtrue\u00bb css=\u00bb.vc_custom_1771316734613{padding-top: 30px !important;padding-right: 30px !important;padding-bottom: 30px !important;padding-left: 30px !important;}\u00bb wpex_bg_color=\u00bb#f1f1f1&#8243;][vc_column width=\u00bb1\/4&#8243;][vc_column_text css=\u00bb\u00bb bottom_margin=\u00bb15px\u00bb text_align=\u00bbcenter\u00bb el_class=\u00bbmin-75&#8243;]\n<h3>Outbound Telephone (Proxy Lite)<\/h3>\n[\/vc_column_text][vc_round_chart style=\u00bbcustom\u00bb stroke_width=\u00bb0&#8243; legend=\u00bb\u00bb values=\u00bb%5B%7B%22title%22%3A%22Voted%20in%20Favor%22%2C%22value%22%3A%2299.2%22%2C%22color%22%3A%22orange%22%2C%22custom_color%22%3A%22%23F5B335%22%7D%2C%7B%22title%22%3A%22Shares%20Voted%22%2C%22value%22%3A%2211.1%22%2C%22color%22%3A%22pink%22%2C%22custom_color%22%3A%22%23E1251B%22%7D%2C%7B%22title%22%3A%22Accounts%20Voted%22%2C%22value%22%3A%226.5%22%2C%22color%22%3A%22vista-blue%22%2C%22custom_color%22%3A%22%23393939%22%7D%5D\u00bb animation=\u00bbeaseOutSine\u00bb css=\u00bb\u00bb][\/vc_column][vc_column width=\u00bb1\/4&#8243;][vc_column_text css=\u00bb\u00bb bottom_margin=\u00bb15px\u00bb text_align=\u00bbcenter\u00bb el_class=\u00bbmin-75&#8243;]\n<h3>Text-to-Vote\u2122<\/h3>\n[\/vc_column_text][vc_round_chart style=\u00bbcustom\u00bb stroke_width=\u00bb0&#8243; legend=\u00bb\u00bb values=\u00bb%5B%7B%22title%22%3A%22Voted%20in%20Favor%22%2C%22value%22%3A%2298.2%22%2C%22color%22%3A%22orange%22%2C%22custom_color%22%3A%22%23F5B335%22%7D%2C%7B%22title%22%3A%22Shares%20Voted%22%2C%22value%22%3A%2233.3%22%2C%22color%22%3A%22pink%22%2C%22custom_color%22%3A%22%23E1251B%22%7D%2C%7B%22title%22%3A%22Accounts%20Voted%22%2C%22value%22%3A%2252.9%22%2C%22color%22%3A%22vista-blue%22%2C%22custom_color%22%3A%22%23393939%22%7D%5D\u00bb animation=\u00bbeaseOutSine\u00bb css=\u00bb\u00bb][\/vc_column][vc_column width=\u00bb1\/4&#8243;][vc_column_text css=\u00bb\u00bb bottom_margin=\u00bb15px\u00bb text_align=\u00bbcenter\u00bb el_class=\u00bbmin-75&#8243;]\n<h3>Email Voting<\/h3>\n[\/vc_column_text][vc_round_chart style=\u00bbcustom\u00bb stroke_width=\u00bb0&#8243; legend=\u00bb\u00bb values=\u00bb%5B%7B%22title%22%3A%22Voted%20in%20Favor%22%2C%22value%22%3A%2297.1%22%2C%22color%22%3A%22orange%22%2C%22custom_color%22%3A%22%23F5B335%22%7D%2C%7B%22title%22%3A%22Shares%20Voted%22%2C%22value%22%3A%2237.9%22%2C%22color%22%3A%22pink%22%2C%22custom_color%22%3A%22%23E1251B%22%7D%2C%7B%22title%22%3A%22Accounts%20Voted%22%2C%22value%22%3A%2234.3%22%2C%22color%22%3A%22vista-blue%22%2C%22custom_color%22%3A%22%23393939%22%7D%5D\u00bb animation=\u00bbeaseOutSine\u00bb css=\u00bb\u00bb][\/vc_column][vc_column width=\u00bb1\/4&#8243;][vc_column_text css=\u00bb\u00bb bottom_margin=\u00bb15px\u00bb text_align=\u00bbcenter\u00bb el_class=\u00bbmin-75&#8243;]\n<h3>QR Code Mailings<\/h3>\n[\/vc_column_text][vc_round_chart style=\u00bbcustom\u00bb stroke_width=\u00bb0&#8243; legend=\u00bb\u00bb values=\u00bb%5B%7B%22title%22%3A%22Voted%20in%20Favor%22%2C%22value%22%3A%2297.8%22%2C%22color%22%3A%22orange%22%2C%22custom_color%22%3A%22%23F5B335%22%7D%2C%7B%22title%22%3A%22Shares%20Voted%22%2C%22value%22%3A%2218.2%22%2C%22color%22%3A%22pink%22%2C%22custom_color%22%3A%22%23E1251B%22%7D%2C%7B%22title%22%3A%22Accounts%20Voted%22%2C%22value%22%3A%226.3%22%2C%22color%22%3A%22vista-blue%22%2C%22custom_color%22%3A%22%23393939%22%7D%5D\u00bb animation=\u00bbeaseOutSine\u00bb css=\u00bb\u00bb][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text css=\u00bb\u00bb text_align=\u00bbcenter\u00bb font_size=\u00bblg\u00bb]<span style=\"color: #f5b335;\">\u2587<\/span> % Voted in Favor \u00a0\u00a0\u00a0\u00a0<span style=\"color: #e1251b;\">\u2587<\/span> % Shares Voted \u00a0\u00a0\u00a0\u00a0<span style=\"color: #393939;\">\u2587<\/span> % Accounts Voted[\/vc_column_text][\/vc_column][\/vc_row][vc_row remove_bottom_col_margin=\u00bbtrue\u00bb][vc_column width=\u00bb1\/2&#8243;][vc_column_text css=\u00bb.vc_custom_1771245100528{padding-bottom: 30px !important;}\u00bb width=\u00bb900px\u00bb]No assumptions can be made about rates of response by channel.<\/p>\n<p>Response rates vary dramatically throughout the life of a solicitation and are driven primarily by the shareholder segment being targeted and the stage of the campaign.[\/vc_column_text][\/vc_column][vc_column width=\u00bb1\/2&#8243;][vc_column_text css=\u00bb.vc_custom_1771245057518{padding-bottom: 30px !important;}\u00bb width=\u00bb900px\u00bb]Early in the solicitation cycle, response rates are consistently strong across all outreach channels. However, as a campaign ages, response rates decline sharply due to repeated outreach to the remaining unresponsive, non-voting shareholders.[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column]<div class=\"vcex-spacing wpex-w-100 wpex-clear\" style=\"height:40px;\"><\/div>[\/vc_column][\/vc_row][\/vc_section][vc_section css_animation=\u00bbfadeIn\u00bb local_scroll_id=\u00bbrepresentations\u00bb][vc_row css=\u00bb.vc_custom_1770887136996{padding-top: 40px !important;}\u00bb][vc_column css=\u00bb.vc_custom_1738070248118{padding-top: 15px !important;padding-bottom: 15px !important;}\u00bb][vc_column_text css=\u00bb.vc_custom_1770724878852{background-position: center !important;background-repeat: no-repeat !important;background-size: cover !important;}\u00bb font_size=\u00bb5xl\u00bb line_height=\u00bbtight\u00bb text_align=\u00bbcenter\u00bb font_weight=\u00bb600&#8243;]Investment Company Representations[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column]<div class=\"vcex-image-grid-wrap\"><div class=\"vcex-module vcex-image-grid grid-style-default wpex-row wpex-clr\"><div class=\"id-64002 vcex-image-grid-entry vcex-grid-item wpex-text-center span_1_of_7 span_1_of_6_tl span_1_of_5_tp span_1_of_4_pl span_1_of_2_pp col  wpb_animate_when_almost_visible wpb_fadeIn fadeIn col-1\"><figure class=\"vcex-image-grid-entry-figure wpex-last-mb-0 wpex-clr wpex-flex wpex-flex-col wpex-flex-grow wpex-justify-center\"><div class=\"vcex-image-grid-entry-img entry-media wpex-relative wpex-mb-20\"><img loading=\"lazy\" class=\"wpex-align-middle\" decoding=\"async\" src=\"https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-Neuberger-Berman-130x130.png\" alt=\"\" srcset=\"https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-Neuberger-Berman.png 300w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-Neuberger-Berman-150x150.png 150w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-Neuberger-Berman-130x130.png 130w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-Neuberger-Berman.png?w=60 60w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-Neuberger-Berman.png?w=240 240w\" width=\"130\" height=\"130\"><\/div><\/figure><\/div><div class=\"id-64068 vcex-image-grid-entry vcex-grid-item wpex-text-center span_1_of_7 span_1_of_6_tl span_1_of_5_tp span_1_of_4_pl span_1_of_2_pp col  wpb_animate_when_almost_visible wpb_fadeIn fadeIn col-2\"><figure class=\"vcex-image-grid-entry-figure wpex-last-mb-0 wpex-clr wpex-flex wpex-flex-col wpex-flex-grow wpex-justify-center\"><div class=\"vcex-image-grid-entry-img entry-media wpex-relative wpex-mb-20\"><img loading=\"lazy\" class=\"wpex-align-middle\" decoding=\"async\" src=\"https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-Wells-Fargo-130x130.png\" alt=\"\" srcset=\"https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-Wells-Fargo.png 300w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-Wells-Fargo-150x150.png 150w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-Wells-Fargo-130x130.png 130w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-Wells-Fargo.png?w=60 60w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-Wells-Fargo.png?w=240 240w\" width=\"130\" height=\"130\"><\/div><\/figure><\/div><div class=\"id-64032 vcex-image-grid-entry vcex-grid-item wpex-text-center span_1_of_7 span_1_of_6_tl span_1_of_5_tp span_1_of_4_pl span_1_of_2_pp col  wpb_animate_when_almost_visible wpb_fadeIn fadeIn col-3\"><figure class=\"vcex-image-grid-entry-figure wpex-last-mb-0 wpex-clr wpex-flex wpex-flex-col wpex-flex-grow wpex-justify-center\"><div class=\"vcex-image-grid-entry-img entry-media wpex-relative wpex-mb-20\"><img loading=\"lazy\" class=\"wpex-align-middle\" decoding=\"async\" src=\"https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-SEI-130x130.png\" alt=\"\" srcset=\"https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-SEI.png 300w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-SEI-150x150.png 150w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-SEI-130x130.png 130w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-SEI.png?w=60 60w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-SEI.png?w=240 240w\" width=\"130\" height=\"130\"><\/div><\/figure><\/div><div class=\"id-64050 vcex-image-grid-entry vcex-grid-item wpex-text-center span_1_of_7 span_1_of_6_tl span_1_of_5_tp span_1_of_4_pl span_1_of_2_pp col  wpb_animate_when_almost_visible wpb_fadeIn fadeIn col-4\"><figure class=\"vcex-image-grid-entry-figure wpex-last-mb-0 wpex-clr wpex-flex wpex-flex-col wpex-flex-grow wpex-justify-center\"><div class=\"vcex-image-grid-entry-img entry-media wpex-relative wpex-mb-20\"><img loading=\"lazy\" class=\"wpex-align-middle\" decoding=\"async\" src=\"https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-Touchstone-Investments-130x130.png\" alt=\"\" srcset=\"https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-Touchstone-Investments.png 300w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-Touchstone-Investments-150x150.png 150w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-Touchstone-Investments-130x130.png 130w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-Touchstone-Investments.png?w=60 60w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-Touchstone-Investments.png?w=240 240w\" width=\"130\" height=\"130\"><\/div><\/figure><\/div><div class=\"id-64014 vcex-image-grid-entry vcex-grid-item wpex-text-center span_1_of_7 span_1_of_6_tl span_1_of_5_tp span_1_of_4_pl span_1_of_2_pp col  wpb_animate_when_almost_visible wpb_fadeIn fadeIn col-5\"><figure class=\"vcex-image-grid-entry-figure wpex-last-mb-0 wpex-clr wpex-flex wpex-flex-col wpex-flex-grow wpex-justify-center\"><div class=\"vcex-image-grid-entry-img entry-media wpex-relative wpex-mb-20\"><img loading=\"lazy\" class=\"wpex-align-middle\" decoding=\"async\" src=\"https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-Pacific-Oak-130x130.png\" alt=\"\" srcset=\"https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-Pacific-Oak.png 300w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-Pacific-Oak-150x150.png 150w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-Pacific-Oak-130x130.png 130w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-Pacific-Oak.png?w=60 60w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-Pacific-Oak.png?w=240 240w\" width=\"130\" height=\"130\"><\/div><\/figure><\/div><div class=\"id-64020 vcex-image-grid-entry vcex-grid-item wpex-text-center span_1_of_7 span_1_of_6_tl span_1_of_5_tp span_1_of_4_pl span_1_of_2_pp col  wpb_animate_when_almost_visible wpb_fadeIn fadeIn col-6\"><figure class=\"vcex-image-grid-entry-figure wpex-last-mb-0 wpex-clr wpex-flex wpex-flex-col wpex-flex-grow wpex-justify-center\"><div class=\"vcex-image-grid-entry-img entry-media wpex-relative wpex-mb-20\"><img loading=\"lazy\" class=\"wpex-align-middle\" decoding=\"async\" src=\"https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-PROC-130x130.png\" alt=\"\" srcset=\"https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-PROC.png 300w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-PROC-150x150.png 150w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-PROC-130x130.png 130w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-PROC.png?w=60 60w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-PROC.png?w=240 240w\" width=\"130\" height=\"130\"><\/div><\/figure><\/div><div class=\"id-63912 vcex-image-grid-entry vcex-grid-item wpex-text-center span_1_of_7 span_1_of_6_tl span_1_of_5_tp span_1_of_4_pl span_1_of_2_pp col  wpb_animate_when_almost_visible wpb_fadeIn fadeIn col-7\"><figure class=\"vcex-image-grid-entry-figure wpex-last-mb-0 wpex-clr wpex-flex wpex-flex-col wpex-flex-grow wpex-justify-center\"><div class=\"vcex-image-grid-entry-img entry-media wpex-relative wpex-mb-20\"><img loading=\"lazy\" class=\"wpex-align-middle\" decoding=\"async\" src=\"https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-Cantor-Fitzgerald-130x130.png\" alt=\"\" srcset=\"https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-Cantor-Fitzgerald.png 300w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-Cantor-Fitzgerald-150x150.png 150w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-Cantor-Fitzgerald-130x130.png 130w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-Cantor-Fitzgerald.png?w=60 60w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-Cantor-Fitzgerald.png?w=240 240w\" width=\"130\" height=\"130\"><\/div><\/figure><\/div><div class=\"id-63900 vcex-image-grid-entry vcex-grid-item wpex-text-center span_1_of_7 span_1_of_6_tl span_1_of_5_tp span_1_of_4_pl span_1_of_2_pp col  wpb_animate_when_almost_visible wpb_fadeIn fadeIn col-1\"><figure class=\"vcex-image-grid-entry-figure wpex-last-mb-0 wpex-clr wpex-flex wpex-flex-col wpex-flex-grow wpex-justify-center\"><div class=\"vcex-image-grid-entry-img entry-media wpex-relative wpex-mb-20\"><img loading=\"lazy\" class=\"wpex-align-middle\" decoding=\"async\" src=\"https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-Blackrock-130x130.png\" alt=\"\" srcset=\"https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-Blackrock.png 300w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-Blackrock-150x150.png 150w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-Blackrock-130x130.png 130w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-Blackrock.png?w=60 60w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-Blackrock.png?w=240 240w\" width=\"130\" height=\"130\"><\/div><\/figure><\/div><div class=\"id-64062 vcex-image-grid-entry vcex-grid-item wpex-text-center span_1_of_7 span_1_of_6_tl span_1_of_5_tp span_1_of_4_pl span_1_of_2_pp col  wpb_animate_when_almost_visible wpb_fadeIn fadeIn col-2\"><figure class=\"vcex-image-grid-entry-figure wpex-last-mb-0 wpex-clr wpex-flex wpex-flex-col wpex-flex-grow wpex-justify-center\"><div class=\"vcex-image-grid-entry-img entry-media wpex-relative wpex-mb-20\"><img loading=\"lazy\" class=\"wpex-align-middle\" decoding=\"async\" src=\"https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-Voya-Financial-130x130.png\" alt=\"\" srcset=\"https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-Voya-Financial.png 300w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-Voya-Financial-150x150.png 150w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-Voya-Financial-130x130.png 130w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-Voya-Financial.png?w=60 60w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-Voya-Financial.png?w=240 240w\" width=\"130\" height=\"130\"><\/div><\/figure><\/div><div class=\"id-63954 vcex-image-grid-entry vcex-grid-item wpex-text-center span_1_of_7 span_1_of_6_tl span_1_of_5_tp span_1_of_4_pl span_1_of_2_pp col  wpb_animate_when_almost_visible wpb_fadeIn fadeIn col-3\"><figure class=\"vcex-image-grid-entry-figure wpex-last-mb-0 wpex-clr wpex-flex wpex-flex-col wpex-flex-grow wpex-justify-center\"><div class=\"vcex-image-grid-entry-img entry-media wpex-relative wpex-mb-20\"><img loading=\"lazy\" class=\"wpex-align-middle\" decoding=\"async\" src=\"https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-Greenbacker-130x130.png\" alt=\"\" srcset=\"https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-Greenbacker.png 300w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-Greenbacker-150x150.png 150w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-Greenbacker-130x130.png 130w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-Greenbacker.png?w=60 60w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-Greenbacker.png?w=240 240w\" width=\"130\" height=\"130\"><\/div><\/figure><\/div><div class=\"id-64026 vcex-image-grid-entry vcex-grid-item wpex-text-center span_1_of_7 span_1_of_6_tl span_1_of_5_tp span_1_of_4_pl span_1_of_2_pp col  wpb_animate_when_almost_visible wpb_fadeIn fadeIn col-4\"><figure class=\"vcex-image-grid-entry-figure wpex-last-mb-0 wpex-clr wpex-flex wpex-flex-col wpex-flex-grow wpex-justify-center\"><div class=\"vcex-image-grid-entry-img entry-media wpex-relative wpex-mb-20\"><img loading=\"lazy\" class=\"wpex-align-middle\" decoding=\"async\" src=\"https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-Putnam-Investments-130x130.png\" alt=\"\" srcset=\"https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-Putnam-Investments.png 300w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-Putnam-Investments-150x150.png 150w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-Putnam-Investments-130x130.png 130w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-Putnam-Investments.png?w=60 60w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-Putnam-Investments.png?w=240 240w\" width=\"130\" height=\"130\"><\/div><\/figure><\/div><div class=\"id-64038 vcex-image-grid-entry vcex-grid-item wpex-text-center span_1_of_7 span_1_of_6_tl span_1_of_5_tp span_1_of_4_pl span_1_of_2_pp col  wpb_animate_when_almost_visible wpb_fadeIn fadeIn col-5\"><figure class=\"vcex-image-grid-entry-figure wpex-last-mb-0 wpex-clr wpex-flex wpex-flex-col wpex-flex-grow wpex-justify-center\"><div class=\"vcex-image-grid-entry-img entry-media wpex-relative wpex-mb-20\"><img loading=\"lazy\" class=\"wpex-align-middle\" decoding=\"async\" src=\"https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-Starwood-130x130.png\" alt=\"\" srcset=\"https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-Starwood.png 300w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-Starwood-150x150.png 150w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-Starwood-130x130.png 130w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-Starwood.png?w=60 60w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-Starwood.png?w=240 240w\" width=\"130\" height=\"130\"><\/div><\/figure><\/div><div class=\"id-64008 vcex-image-grid-entry vcex-grid-item wpex-text-center span_1_of_7 span_1_of_6_tl span_1_of_5_tp span_1_of_4_pl span_1_of_2_pp col  wpb_animate_when_almost_visible wpb_fadeIn fadeIn col-6\"><figure class=\"vcex-image-grid-entry-figure wpex-last-mb-0 wpex-clr wpex-flex wpex-flex-col wpex-flex-grow wpex-justify-center\"><div class=\"vcex-image-grid-entry-img entry-media wpex-relative wpex-mb-20\"><img loading=\"lazy\" class=\"wpex-align-middle\" decoding=\"async\" src=\"https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-Oaktree-130x130.png\" alt=\"\" srcset=\"https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-Oaktree.png 300w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-Oaktree-150x150.png 150w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-Oaktree-130x130.png 130w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-Oaktree.png?w=60 60w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-Oaktree.png?w=240 240w\" width=\"130\" height=\"130\"><\/div><\/figure><\/div><div class=\"id-63948 vcex-image-grid-entry vcex-grid-item wpex-text-center span_1_of_7 span_1_of_6_tl span_1_of_5_tp span_1_of_4_pl span_1_of_2_pp col  wpb_animate_when_almost_visible wpb_fadeIn fadeIn col-7\"><figure class=\"vcex-image-grid-entry-figure wpex-last-mb-0 wpex-clr wpex-flex wpex-flex-col wpex-flex-grow wpex-justify-center\"><div class=\"vcex-image-grid-entry-img entry-media wpex-relative wpex-mb-20\"><img loading=\"lazy\" class=\"wpex-align-middle\" decoding=\"async\" src=\"https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-Goldman-Sachs-130x130.png\" alt=\"\" srcset=\"https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-Goldman-Sachs.png 300w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-Goldman-Sachs-150x150.png 150w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-Goldman-Sachs-130x130.png 130w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-Goldman-Sachs.png?w=60 60w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-Goldman-Sachs.png?w=240 240w\" width=\"130\" height=\"130\"><\/div><\/figure><\/div><div class=\"id-63990 vcex-image-grid-entry vcex-grid-item wpex-text-center span_1_of_7 span_1_of_6_tl span_1_of_5_tp span_1_of_4_pl span_1_of_2_pp col  wpb_animate_when_almost_visible wpb_fadeIn fadeIn col-1\"><figure class=\"vcex-image-grid-entry-figure wpex-last-mb-0 wpex-clr wpex-flex wpex-flex-col wpex-flex-grow wpex-justify-center\"><div class=\"vcex-image-grid-entry-img entry-media wpex-relative wpex-mb-20\"><img loading=\"lazy\" class=\"wpex-align-middle\" decoding=\"async\" src=\"https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-Mass-Mutual-130x130.png\" alt=\"\" srcset=\"https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-Mass-Mutual.png 300w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-Mass-Mutual-150x150.png 150w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-Mass-Mutual-130x130.png 130w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-Mass-Mutual.png?w=60 60w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-Mass-Mutual.png?w=240 240w\" width=\"130\" height=\"130\"><\/div><\/figure><\/div><div class=\"id-63972 vcex-image-grid-entry vcex-grid-item wpex-text-center span_1_of_7 span_1_of_6_tl span_1_of_5_tp span_1_of_4_pl span_1_of_2_pp col  wpb_animate_when_almost_visible wpb_fadeIn fadeIn col-2\"><figure class=\"vcex-image-grid-entry-figure wpex-last-mb-0 wpex-clr wpex-flex wpex-flex-col wpex-flex-grow wpex-justify-center\"><div class=\"vcex-image-grid-entry-img entry-media wpex-relative wpex-mb-20\"><img loading=\"lazy\" class=\"wpex-align-middle\" decoding=\"async\" src=\"https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-Janus-Henderson-130x130.png\" alt=\"\" srcset=\"https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-Janus-Henderson.png 300w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-Janus-Henderson-150x150.png 150w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-Janus-Henderson-130x130.png 130w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-Janus-Henderson.png?w=60 60w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-Janus-Henderson.png?w=240 240w\" width=\"130\" height=\"130\"><\/div><\/figure><\/div><div class=\"id-63894 vcex-image-grid-entry vcex-grid-item wpex-text-center span_1_of_7 span_1_of_6_tl span_1_of_5_tp span_1_of_4_pl span_1_of_2_pp col  wpb_animate_when_almost_visible wpb_fadeIn fadeIn col-3\"><figure class=\"vcex-image-grid-entry-figure wpex-last-mb-0 wpex-clr wpex-flex wpex-flex-col wpex-flex-grow wpex-justify-center\"><div class=\"vcex-image-grid-entry-img entry-media wpex-relative wpex-mb-20\"><img loading=\"lazy\" class=\"wpex-align-middle\" decoding=\"async\" src=\"https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-Arctrust-130x130.png\" alt=\"\" srcset=\"https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-Arctrust.png 300w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-Arctrust-150x150.png 150w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-Arctrust-130x130.png 130w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-Arctrust.png?w=60 60w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-Arctrust.png?w=240 240w\" width=\"130\" height=\"130\"><\/div><\/figure><\/div><div class=\"id-63888 vcex-image-grid-entry vcex-grid-item wpex-text-center span_1_of_7 span_1_of_6_tl span_1_of_5_tp span_1_of_4_pl span_1_of_2_pp col  wpb_animate_when_almost_visible wpb_fadeIn fadeIn col-4\"><figure class=\"vcex-image-grid-entry-figure wpex-last-mb-0 wpex-clr wpex-flex wpex-flex-col wpex-flex-grow wpex-justify-center\"><div class=\"vcex-image-grid-entry-img entry-media wpex-relative wpex-mb-20\"><img loading=\"lazy\" class=\"wpex-align-middle\" decoding=\"async\" src=\"https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-American-Century-130x130.png\" alt=\"\" srcset=\"https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-American-Century.png 300w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-American-Century-150x150.png 150w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-American-Century-130x130.png 130w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-American-Century.png?w=60 60w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-American-Century.png?w=240 240w\" width=\"130\" height=\"130\"><\/div><\/figure><\/div><div class=\"id-63924 vcex-image-grid-entry vcex-grid-item wpex-text-center span_1_of_7 span_1_of_6_tl span_1_of_5_tp span_1_of_4_pl span_1_of_2_pp col  wpb_animate_when_almost_visible wpb_fadeIn fadeIn col-5\"><figure 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height=\"130\"><\/div><\/figure><\/div><div class=\"id-64056 vcex-image-grid-entry vcex-grid-item wpex-text-center span_1_of_7 span_1_of_6_tl span_1_of_5_tp span_1_of_4_pl span_1_of_2_pp col  wpb_animate_when_almost_visible wpb_fadeIn fadeIn col-6\"><figure class=\"vcex-image-grid-entry-figure wpex-last-mb-0 wpex-clr wpex-flex wpex-flex-col wpex-flex-grow wpex-justify-center\"><div class=\"vcex-image-grid-entry-img entry-media wpex-relative wpex-mb-20\"><img loading=\"lazy\" class=\"wpex-align-middle\" decoding=\"async\" src=\"https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-VirtusInvestment-Partners-130x130.png\" alt=\"\" srcset=\"https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-VirtusInvestment-Partners.png 300w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-VirtusInvestment-Partners-150x150.png 150w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-VirtusInvestment-Partners-130x130.png 130w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-VirtusInvestment-Partners.png?w=60 60w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-VirtusInvestment-Partners.png?w=240 240w\" width=\"130\" height=\"130\"><\/div><\/figure><\/div><div class=\"id-63930 vcex-image-grid-entry vcex-grid-item wpex-text-center span_1_of_7 span_1_of_6_tl span_1_of_5_tp span_1_of_4_pl span_1_of_2_pp col  wpb_animate_when_almost_visible wpb_fadeIn fadeIn col-7\"><figure class=\"vcex-image-grid-entry-figure wpex-last-mb-0 wpex-clr wpex-flex wpex-flex-col wpex-flex-grow wpex-justify-center\"><div class=\"vcex-image-grid-entry-img entry-media wpex-relative wpex-mb-20\"><img loading=\"lazy\" class=\"wpex-align-middle\" decoding=\"async\" src=\"https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-Double-Line-130x130.png\" alt=\"\" srcset=\"https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-Double-Line.png 300w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-Double-Line-150x150.png 150w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-Double-Line-130x130.png 130w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-Double-Line.png?w=60 60w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-Double-Line.png?w=240 240w\" width=\"130\" height=\"130\"><\/div><\/figure><\/div><div class=\"id-63918 vcex-image-grid-entry vcex-grid-item wpex-text-center span_1_of_7 span_1_of_6_tl span_1_of_5_tp span_1_of_4_pl span_1_of_2_pp col  wpb_animate_when_almost_visible wpb_fadeIn fadeIn col-1\"><figure class=\"vcex-image-grid-entry-figure wpex-last-mb-0 wpex-clr wpex-flex wpex-flex-col wpex-flex-grow wpex-justify-center\"><div class=\"vcex-image-grid-entry-img entry-media wpex-relative wpex-mb-20\"><img loading=\"lazy\" class=\"wpex-align-middle\" decoding=\"async\" src=\"https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-Charles-Schwab-130x130.png\" alt=\"\" srcset=\"https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-Charles-Schwab.png 300w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-Charles-Schwab-150x150.png 150w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-Charles-Schwab-130x130.png 130w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-Charles-Schwab.png?w=60 60w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-Charles-Schwab.png?w=240 240w\" width=\"130\" height=\"130\"><\/div><\/figure><\/div><div class=\"id-63984 vcex-image-grid-entry vcex-grid-item wpex-text-center span_1_of_7 span_1_of_6_tl span_1_of_5_tp span_1_of_4_pl span_1_of_2_pp col  wpb_animate_when_almost_visible wpb_fadeIn fadeIn col-2\"><figure class=\"vcex-image-grid-entry-figure wpex-last-mb-0 wpex-clr wpex-flex wpex-flex-col wpex-flex-grow wpex-justify-center\"><div class=\"vcex-image-grid-entry-img entry-media wpex-relative wpex-mb-20\"><img loading=\"lazy\" class=\"wpex-align-middle\" decoding=\"async\" src=\"https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-Manning-and-Napier-130x130.png\" alt=\"\" srcset=\"https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-Manning-and-Napier.png 300w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-Manning-and-Napier-150x150.png 150w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-Manning-and-Napier-130x130.png 130w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-Manning-and-Napier.png?w=60 60w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-Manning-and-Napier.png?w=240 240w\" width=\"130\" height=\"130\"><\/div><\/figure><\/div><div class=\"id-64044 vcex-image-grid-entry vcex-grid-item wpex-text-center span_1_of_7 span_1_of_6_tl span_1_of_5_tp span_1_of_4_pl span_1_of_2_pp col  wpb_animate_when_almost_visible wpb_fadeIn fadeIn col-3\"><figure class=\"vcex-image-grid-entry-figure wpex-last-mb-0 wpex-clr wpex-flex wpex-flex-col wpex-flex-grow wpex-justify-center\"><div class=\"vcex-image-grid-entry-img entry-media wpex-relative wpex-mb-20\"><img loading=\"lazy\" class=\"wpex-align-middle\" decoding=\"async\" src=\"https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-Strat-Cap-130x130.png\" alt=\"\" srcset=\"https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-Strat-Cap.png 300w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-Strat-Cap-150x150.png 150w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-Strat-Cap-130x130.png 130w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-Strat-Cap.png?w=60 60w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-Strat-Cap.png?w=240 240w\" width=\"130\" height=\"130\"><\/div><\/figure><\/div><div class=\"id-63936 vcex-image-grid-entry vcex-grid-item wpex-text-center span_1_of_7 span_1_of_6_tl span_1_of_5_tp span_1_of_4_pl span_1_of_2_pp col  wpb_animate_when_almost_visible wpb_fadeIn fadeIn col-4\"><figure class=\"vcex-image-grid-entry-figure wpex-last-mb-0 wpex-clr wpex-flex wpex-flex-col wpex-flex-grow wpex-justify-center\"><div class=\"vcex-image-grid-entry-img entry-media wpex-relative wpex-mb-20\"><img loading=\"lazy\" class=\"wpex-align-middle\" decoding=\"async\" src=\"https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-Eaton-Vance-130x130.png\" alt=\"\" srcset=\"https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-Eaton-Vance.png 300w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-Eaton-Vance-150x150.png 150w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-Eaton-Vance-130x130.png 130w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-Eaton-Vance.png?w=60 60w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-Eaton-Vance.png?w=240 240w\" width=\"130\" height=\"130\"><\/div><\/figure><\/div><div class=\"id-63978 vcex-image-grid-entry vcex-grid-item wpex-text-center span_1_of_7 span_1_of_6_tl span_1_of_5_tp span_1_of_4_pl span_1_of_2_pp col  wpb_animate_when_almost_visible wpb_fadeIn fadeIn col-5\"><figure class=\"vcex-image-grid-entry-figure wpex-last-mb-0 wpex-clr wpex-flex wpex-flex-col wpex-flex-grow wpex-justify-center\"><div class=\"vcex-image-grid-entry-img entry-media wpex-relative wpex-mb-20\"><img loading=\"lazy\" class=\"wpex-align-middle\" decoding=\"async\" src=\"https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-John-Hancock-130x130.png\" alt=\"\" srcset=\"https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-John-Hancock.png 300w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-John-Hancock-150x150.png 150w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-John-Hancock-130x130.png 130w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-John-Hancock.png?w=60 60w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-John-Hancock.png?w=240 240w\" width=\"130\" height=\"130\"><\/div><\/figure><\/div><div class=\"id-63966 vcex-image-grid-entry vcex-grid-item wpex-text-center span_1_of_7 span_1_of_6_tl span_1_of_5_tp span_1_of_4_pl span_1_of_2_pp col  wpb_animate_when_almost_visible wpb_fadeIn fadeIn col-6\"><figure class=\"vcex-image-grid-entry-figure wpex-last-mb-0 wpex-clr wpex-flex wpex-flex-col wpex-flex-grow wpex-justify-center\"><div class=\"vcex-image-grid-entry-img entry-media wpex-relative wpex-mb-20\"><img loading=\"lazy\" class=\"wpex-align-middle\" decoding=\"async\" src=\"https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-J-P-Morgan-130x130.png\" alt=\"\" srcset=\"https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-J-P-Morgan.png 300w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-J-P-Morgan-150x150.png 150w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-J-P-Morgan-130x130.png 130w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-J-P-Morgan.png?w=60 60w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-J-P-Morgan.png?w=240 240w\" width=\"130\" height=\"130\"><\/div><\/figure><\/div><div class=\"id-63996 vcex-image-grid-entry vcex-grid-item wpex-text-center span_1_of_7 span_1_of_6_tl span_1_of_5_tp span_1_of_4_pl span_1_of_2_pp col  wpb_animate_when_almost_visible wpb_fadeIn fadeIn col-7\"><figure class=\"vcex-image-grid-entry-figure wpex-last-mb-0 wpex-clr wpex-flex wpex-flex-col wpex-flex-grow wpex-justify-center\"><div class=\"vcex-image-grid-entry-img entry-media wpex-relative wpex-mb-20\"><img loading=\"lazy\" class=\"wpex-align-middle\" decoding=\"async\" src=\"https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-Nationwide-Find-Managers-130x130.png\" alt=\"\" srcset=\"https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-Nationwide-Find-Managers.png 300w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-Nationwide-Find-Managers-150x150.png 150w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-Nationwide-Find-Managers-130x130.png 130w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-Nationwide-Find-Managers.png?w=60 60w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-Nationwide-Find-Managers.png?w=240 240w\" width=\"130\" height=\"130\"><\/div><\/figure><\/div><div class=\"id-63906 vcex-image-grid-entry vcex-grid-item wpex-text-center span_1_of_7 span_1_of_6_tl span_1_of_5_tp span_1_of_4_pl span_1_of_2_pp col  wpb_animate_when_almost_visible wpb_fadeIn fadeIn col-1\"><figure class=\"vcex-image-grid-entry-figure wpex-last-mb-0 wpex-clr wpex-flex wpex-flex-col wpex-flex-grow wpex-justify-center\"><div class=\"vcex-image-grid-entry-img entry-media wpex-relative wpex-mb-20\"><img loading=\"lazy\" class=\"wpex-align-middle\" decoding=\"async\" src=\"https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-Bridgeway-130x130.png\" alt=\"\" srcset=\"https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-Bridgeway.png 300w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-Bridgeway-150x150.png 150w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-Bridgeway-130x130.png 130w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-Bridgeway.png?w=60 60w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-Bridgeway.png?w=240 240w\" width=\"130\" height=\"130\"><\/div><\/figure><\/div><div class=\"id-63960 vcex-image-grid-entry vcex-grid-item wpex-text-center span_1_of_7 span_1_of_6_tl span_1_of_5_tp span_1_of_4_pl span_1_of_2_pp col  wpb_animate_when_almost_visible wpb_fadeIn fadeIn col-2\"><figure class=\"vcex-image-grid-entry-figure wpex-last-mb-0 wpex-clr wpex-flex wpex-flex-col wpex-flex-grow wpex-justify-center\"><div class=\"vcex-image-grid-entry-img entry-media wpex-relative wpex-mb-20\"><img loading=\"lazy\" class=\"wpex-align-middle\" decoding=\"async\" src=\"https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-Invesco-130x130.png\" alt=\"\" srcset=\"https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-Invesco.png 300w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-Invesco-150x150.png 150w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-Invesco-130x130.png 130w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-Invesco.png?w=60 60w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-Invesco.png?w=240 240w\" width=\"130\" height=\"130\"><\/div><\/figure><\/div><div class=\"id-63942 vcex-image-grid-entry vcex-grid-item wpex-text-center span_1_of_7 span_1_of_6_tl span_1_of_5_tp span_1_of_4_pl span_1_of_2_pp col  wpb_animate_when_almost_visible wpb_fadeIn fadeIn col-3\"><figure class=\"vcex-image-grid-entry-figure wpex-last-mb-0 wpex-clr wpex-flex wpex-flex-col wpex-flex-grow wpex-justify-center\"><div class=\"vcex-image-grid-entry-img entry-media wpex-relative wpex-mb-20\"><img loading=\"lazy\" class=\"wpex-align-middle\" decoding=\"async\" src=\"https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-Fidelity-130x130.png\" alt=\"\" srcset=\"https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-Fidelity.png 300w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-Fidelity-150x150.png 150w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-Fidelity-130x130.png 130w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-Fidelity.png?w=60 60w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/Representations-Fidelity.png?w=240 240w\" width=\"130\" height=\"130\"><\/div><\/figure><\/div><\/div><\/div>[\/vc_column][\/vc_row][vc_row][vc_column]<div class=\"vcex-spacing wpex-w-100 wpex-clear\" style=\"height:40px;\"><\/div>[\/vc_column][\/vc_row][\/vc_section][vc_row local_scroll_id=\u00bbactivism-overview\u00bb][vc_column css=\u00bb.vc_custom_1738069808867{padding-top: 15px !important;padding-bottom: 15px !important;}\u00bb]<div class=\"vcex-module vcex-divider vcex-divider-solid vcex-divider-center wpex-mx-auto wpex-block wpex-h-0 wpex-border-b wpex-border-solid wpex-border-main\" style=\"border-color:#3939396e;\"><\/div>[\/vc_column][\/vc_row][vc_row content_placement=\u00bbmiddle\u00bb column_spacing=\u00bb0px\u00bb remove_bottom_col_margin=\u00bbtrue\u00bb css=\u00bb.vc_custom_1738070359778{padding-top: 15px !important;padding-bottom: 15px !important;background-position: center !important;background-repeat: no-repeat !important;background-size: cover !important;}\u00bb wpex_bg_position=\u00bbcenter center\u00bb local_scroll_id=\u00bbsma-team\u00bb][vc_column][vc_column_text css=\u00bb.vc_custom_1770725528768{background-position: center !important;background-repeat: no-repeat !important;background-size: cover !important;}\u00bb font_size=\u00bb5xl\u00bb line_height=\u00bbtight\u00bb text_align=\u00bbcenter\u00bb font_weight=\u00bb600&#8243;]Our Investment Company &amp; Retail Engagement Experts[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column]<div class=\"vcex-spacing wpex-w-100 wpex-clear\"><\/div>[\/vc_column][\/vc_row][vc_section][vc_row css_animation=\u00bbfadeIn\u00bb gap=\u00bb35&#8243; equal_height=\u00bbyes\u00bb][vc_column width=\u00bb1\/3&#8243; wpex_bg_color=\u00bb#f1f1f1&#8243;]<div id=\"staff-postcards\" class=\"wpex-post-cards wpex-post-cards-template_48079 min-460 equal-height-content wpb-animate-in-sequence wpex-relative\"  data-vcex-class=\"Wpex_Post_Cards_Shortcode\" data-vcex-atts=\"{&quot;card_style&quot;:&quot;template_48079&quot;,&quot;css_animation_sequential&quot;:&quot;true&quot;,&quot;el_class&quot;:&quot;min-460 equal-height-content&quot;,&quot;entry_count&quot;:0,&quot;grid_columns&quot;:&quot;1&quot;,&quot;order&quot;:&quot;DESC&quot;,&quot;orderby&quot;:&quot;meta_value_num&quot;,&quot;post_types&quot;:&quot;staff&quot;,&quot;posts_in&quot;:&quot;36530&quot;,&quot;posts_per_page&quot;:&quot;-1&quot;,&quot;running_count&quot;:1,&quot;unique_id&quot;:&quot;staff-postcards&quot;,&quot;nonce&quot;:&quot;52ebd3e858&quot;}\" data-vcex-current-page=\"1\" aria-live=\"polite\" aria-relevant=\"additions removals\" data-vcex-max-pages=\"0\"><div class=\"wpex-post-cards-inner\"><div class=\"wpex-post-cards-loop wpex-post-cards-grid wpex-row wpex-clr\"><div class=\"wpex-post-cards-entry col col-1 span_1_of_1 post-37207 type-staff tag-99 tag-96 cat-194 cat-132 translation_priority-174\"><div class=\"wpex-card wpex-card-template_48079\"><style>.vc_custom_1674459991134{padding-bottom: 18px !important;background-color: #f1f1f1 !important;}.vc_custom_1673962117368{padding-right: 12px !important;padding-left: 12px !important;}.vc_custom_1673962127596{padding-right: 12px !important;padding-left: 12px !important;}.vc_custom_1674066715412{padding-right: 12px !important;padding-left: 12px !important;background-color: #f1f1f1 !important;}<\/style><a href=\"https:\/\/allianceadvisors.com\/es\/staff-member\/robert-s-brennan\/\" aria-label=\"Robert S. Brennan\" class=\"wpex-card-inner wpex-no-underline wpex-inherit-color\"><div class=\"vc_row wpb_row vc_row-fluid vc_custom_1674459991134 vc_row-o-equal-height vc_row-o-content-top vc_row-flex wpex-relative wpex-vc-has-custom-column-spacing wpex-vc-column-spacing-0px wpex-vc_row-has-fill wpex-vc-reset-negative-margin\"><div class=\"wpb_column vc_column_container vc_col-sm-12\"><div class=\"vc_column-inner\"><div class=\"wpb_wrapper\"><figure class=\"vcex-image vcex-module wpex-text-center\"><div class=\"vcex-image-inner wpex-relative wpex-inline-block image-filter-grayscale overlay-parent overlay-parent-plus-hover wpex-overflow-hidden\"><span href=\"https:\/\/allianceadvisors.com\/es\/staff-member\/robert-s-brennan\/\"><img loading=\"lazy\" class=\"vcex-image-img wpex-align-middle\" decoding=\"async\" src=\"https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2023\/07\/rob-Brennan-e1689406215918-220x220.jpg\" alt=\"Robert Brennan\" width=\"220\" height=\"220\">\n<div class=\"overlay-plus-hover overlay-hide theme-overlay wpex-absolute wpex-inset-0 wpex-transition-all wpex-duration-300\" aria-hidden=\"true\">\n\t<span class=\"overlay-bg wpex-flex wpex-items-center wpex-justify-center wpex-bg-black wpex-block wpex-absolute wpex-inset-0 wpex-opacity-60\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" height=\"40\" width=\"40\" stroke=\"#fff\"><path d=\"M-83 26.947h7.225v234.297H-83zM20 0h0v20h20 0-20v20h0V20H0h0 20z\"\/><\/svg><\/span>\n<\/div>\n<\/span><\/div><\/figure><div class=\"vcex-spacing wpex-w-100 wpex-clear\" style=\"height:15px;\"><\/div><style>.vcex-page-title.vcex_69e1062720e80 .vcex-page-title__heading{color:#e1251b;font-size:18px;}<\/style><div class=\"vcex-page-title vcex-module vc_custom_1673962117368 vcex_69e1062720e80\"><h2 class=\"vcex-page-title__heading wpex-heading wpex-text-3xl\"><span class=\"vcex-page-title__text\">Robert S. Brennan<\/span><\/h2><\/div><div class=\"vcex-spacing wpex-w-100 wpex-clear\" style=\"height:5px;\"><\/div><style>.vcex-heading.vcex_69e1062722b52{font-size:16px;}<\/style><h3 class=\"vcex-heading vcex-heading-plain vcex-module wpex-heading wpex-text-2xl vc_custom_1673962127596 vcex_69e1062722b52\"><span class=\"vcex-heading-inner wpex-inline-block\">Chief Operating Officer<\/span><\/h3><div class=\"vcex-post-terms vcex-module padding-12px\"><span href=\"https:\/\/allianceadvisors.com\/staff-tag\/management\/\" class=\"vcex-post-terms__item vcex-post-terms__item--99\">Management<\/span><\/div><div class=\"vcex-spacing wpex-w-100 wpex-clear\" style=\"height:60px;\"><\/div>\n\t<div style=\"font-size:14px;\" class=\"wpb_text_column wpb_content_element vc_custom_1674066715412 wpex-mt-auto\" >\n\t\t<div class=\"wpb_wrapper\">\n\t\t\t<p><span style=\"color: #393939;\">View profile<\/span> <img class=\"alignnone wp-image-29369\" src=\"https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2023\/01\/read-more-padded-2.png?resize=34%2C15\" alt=\"\" width=\"34\" height=\"15\" \/><\/p>\n\n\t\t<\/div>\n\t<\/div>\n<\/div><\/div><\/div><\/div><\/a><\/div><\/div><\/div><\/div><div class=\"vcex-ajax-loader wpex-hidden wpex-absolute wpex-inset-0 wpex-items-center wpex-justify-center\"><span class=\"vcex-ajax-loader__overlay wpex-absolute wpex-inset-0 wpex-surface-1 wpex-opacity-60 wpex-z-10\"><\/span><div class=\"vcex-ajax-loader__icon wpex-relative wpex-z-20\"><svg height=\"30\" width=\"30\" class=\"wpex-animate-spin wpex-opacity-5\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 16 16\" fill=\"currentColor\"><path fill-rule=\"evenodd\" d=\"M8 3a5 5 0 1 0 4.546 2.914.5.5 0 0 1 .908-.417A6 6 0 1 1 8 2z\"\/><path d=\"M8 4.466V.534a.25.25 0 0 1 .41-.192l2.36 1.966c.12.1.12.284 0 .384L8.41 4.658A.25.25 0 0 1 8 4.466\"\/><\/svg><\/div><\/div><\/div>[\/vc_column][vc_column width=\u00bb1\/3&#8243; wpex_bg_color=\u00bb#f1f1f1&#8243;]<div id=\"staff-postcards\" class=\"wpex-post-cards wpex-post-cards-template_48079 equal-height-content min-460 wpb-animate-in-sequence wpex-relative\"  data-vcex-class=\"Wpex_Post_Cards_Shortcode\" data-vcex-atts=\"{&quot;card_style&quot;:&quot;template_48079&quot;,&quot;css_animation_sequential&quot;:&quot;true&quot;,&quot;el_class&quot;:&quot;equal-height-content min-460&quot;,&quot;entry_count&quot;:0,&quot;grid_columns&quot;:&quot;1&quot;,&quot;order&quot;:&quot;DESC&quot;,&quot;orderby&quot;:&quot;meta_value_num&quot;,&quot;post_types&quot;:&quot;staff&quot;,&quot;posts_in&quot;:&quot;50452&quot;,&quot;posts_per_page&quot;:&quot;-1&quot;,&quot;running_count&quot;:1,&quot;unique_id&quot;:&quot;staff-postcards&quot;,&quot;nonce&quot;:&quot;8220087cd6&quot;}\" data-vcex-current-page=\"1\" aria-live=\"polite\" aria-relevant=\"additions removals\" data-vcex-max-pages=\"0\"><div class=\"wpex-post-cards-inner\"><div class=\"wpex-post-cards-loop wpex-post-cards-grid wpex-row wpex-clr\"><div class=\"wpex-post-cards-entry col col-1 span_1_of_1 post-55991 type-staff tag-99 tag-96 cat-134 cat-143 cat-149 cat-419 cat-101 translation_priority-174\"><div class=\"wpex-card wpex-card-template_48079\"><a href=\"https:\/\/allianceadvisors.com\/es\/staff-member\/richard-babineau\/\" aria-label=\"Richard Babineau\" class=\"wpex-card-inner wpex-no-underline wpex-inherit-color\"><div class=\"vc_row wpb_row vc_row-fluid vc_custom_1674459991134 vc_row-o-equal-height vc_row-o-content-top vc_row-flex wpex-relative wpex-vc-has-custom-column-spacing wpex-vc-column-spacing-0px wpex-vc_row-has-fill wpex-vc-reset-negative-margin\"><div class=\"wpb_column vc_column_container vc_col-sm-12\"><div class=\"vc_column-inner\"><div class=\"wpb_wrapper\"><figure class=\"vcex-image vcex-module wpex-text-center\"><div class=\"vcex-image-inner wpex-relative wpex-inline-block image-filter-grayscale overlay-parent overlay-parent-plus-hover wpex-overflow-hidden\"><span href=\"https:\/\/allianceadvisors.com\/es\/staff-member\/richard-babineau\/\"><img loading=\"lazy\" class=\"vcex-image-img wpex-align-middle\" decoding=\"async\" src=\"https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2024\/10\/Rich-Babineau-e1728621761439-220x220.jpg\" alt=\"Rich Babineau\" width=\"220\" height=\"220\">\n<div class=\"overlay-plus-hover overlay-hide theme-overlay wpex-absolute wpex-inset-0 wpex-transition-all wpex-duration-300\" aria-hidden=\"true\">\n\t<span class=\"overlay-bg wpex-flex wpex-items-center wpex-justify-center wpex-bg-black wpex-block wpex-absolute wpex-inset-0 wpex-opacity-60\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" height=\"40\" width=\"40\" stroke=\"#fff\"><path d=\"M-83 26.947h7.225v234.297H-83zM20 0h0v20h20 0-20v20h0V20H0h0 20z\"\/><\/svg><\/span>\n<\/div>\n<\/span><\/div><\/figure><div class=\"vcex-spacing wpex-w-100 wpex-clear\" style=\"height:15px;\"><\/div><style>.vcex-page-title.vcex_69e1062732054 .vcex-page-title__heading{color:#e1251b;font-size:18px;}<\/style><div class=\"vcex-page-title vcex-module vc_custom_1673962117368 vcex_69e1062732054\"><h2 class=\"vcex-page-title__heading wpex-heading wpex-text-3xl\"><span class=\"vcex-page-title__text\">Richard Babineau<\/span><\/h2><\/div><div class=\"vcex-spacing wpex-w-100 wpex-clear\" style=\"height:5px;\"><\/div><style>.vcex-heading.vcex_69e1062733d2a{font-size:16px;}<\/style><h3 class=\"vcex-heading vcex-heading-plain vcex-module wpex-heading wpex-text-2xl vc_custom_1673962127596 vcex_69e1062733d2a\"><span class=\"vcex-heading-inner wpex-inline-block\">Senior Vice President, Head of Fund Solutions<\/span><\/h3><div class=\"vcex-post-terms vcex-module padding-12px\"><span href=\"https:\/\/allianceadvisors.com\/staff-tag\/management\/\" class=\"vcex-post-terms__item vcex-post-terms__item--99\">Management<\/span><\/div><div class=\"vcex-spacing wpex-w-100 wpex-clear\" style=\"height:60px;\"><\/div>\n\t<div style=\"font-size:14px;\" class=\"wpb_text_column wpb_content_element vc_custom_1674066715412 wpex-mt-auto\" >\n\t\t<div class=\"wpb_wrapper\">\n\t\t\t<p><span style=\"color: #393939;\">View profile<\/span> <img class=\"alignnone wp-image-29369\" src=\"https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2023\/01\/read-more-padded-2.png?resize=34%2C15\" alt=\"\" width=\"34\" height=\"15\" \/><\/p>\n\n\t\t<\/div>\n\t<\/div>\n<\/div><\/div><\/div><\/div><\/a><\/div><\/div><\/div><\/div><div class=\"vcex-ajax-loader wpex-hidden wpex-absolute wpex-inset-0 wpex-items-center wpex-justify-center\"><span class=\"vcex-ajax-loader__overlay wpex-absolute wpex-inset-0 wpex-surface-1 wpex-opacity-60 wpex-z-10\"><\/span><div class=\"vcex-ajax-loader__icon wpex-relative wpex-z-20\"><svg height=\"30\" width=\"30\" class=\"wpex-animate-spin wpex-opacity-5\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 16 16\" fill=\"currentColor\"><path fill-rule=\"evenodd\" d=\"M8 3a5 5 0 1 0 4.546 2.914.5.5 0 0 1 .908-.417A6 6 0 1 1 8 2z\"\/><path d=\"M8 4.466V.534a.25.25 0 0 1 .41-.192l2.36 1.966c.12.1.12.284 0 .384L8.41 4.658A.25.25 0 0 1 8 4.466\"\/><\/svg><\/div><\/div><\/div>[\/vc_column][vc_column width=\u00bb1\/3&#8243; wpex_bg_color=\u00bb#f1f1f1&#8243;]<div id=\"staff-postcards\" class=\"wpex-post-cards wpex-post-cards-template_48079 min-460 equal-height-content wpb-animate-in-sequence wpex-relative\"  data-vcex-class=\"Wpex_Post_Cards_Shortcode\" data-vcex-atts=\"{&quot;card_style&quot;:&quot;template_48079&quot;,&quot;css_animation_sequential&quot;:&quot;true&quot;,&quot;el_class&quot;:&quot;min-460 equal-height-content&quot;,&quot;entry_count&quot;:0,&quot;grid_columns&quot;:&quot;1&quot;,&quot;order&quot;:&quot;DESC&quot;,&quot;orderby&quot;:&quot;meta_value_num&quot;,&quot;post_types&quot;:&quot;staff&quot;,&quot;posts_in&quot;:&quot;26167&quot;,&quot;posts_per_page&quot;:&quot;-1&quot;,&quot;running_count&quot;:1,&quot;unique_id&quot;:&quot;staff-postcards&quot;,&quot;nonce&quot;:&quot;30c144bb6f&quot;}\" data-vcex-current-page=\"1\" aria-live=\"polite\" aria-relevant=\"additions removals\" data-vcex-max-pages=\"0\"><div class=\"wpex-post-cards-inner\"><div class=\"wpex-post-cards-loop wpex-post-cards-grid wpex-row wpex-clr\"><div class=\"wpex-post-cards-entry col col-1 span_1_of_1 post-37187 type-staff tag-99 tag-96 cat-101 translation_priority-174\"><div class=\"wpex-card wpex-card-template_48079\"><a href=\"https:\/\/allianceadvisors.com\/es\/staff-member\/abe-borad\/\" aria-label=\"Abe Borad\" class=\"wpex-card-inner wpex-no-underline wpex-inherit-color\"><div class=\"vc_row wpb_row vc_row-fluid vc_custom_1674459991134 vc_row-o-equal-height vc_row-o-content-top vc_row-flex wpex-relative wpex-vc-has-custom-column-spacing wpex-vc-column-spacing-0px wpex-vc_row-has-fill wpex-vc-reset-negative-margin\"><div class=\"wpb_column vc_column_container vc_col-sm-12\"><div class=\"vc_column-inner\"><div class=\"wpb_wrapper\"><figure class=\"vcex-image vcex-module wpex-text-center\"><div class=\"vcex-image-inner wpex-relative wpex-inline-block image-filter-grayscale overlay-parent overlay-parent-plus-hover wpex-overflow-hidden\"><span href=\"https:\/\/allianceadvisors.com\/es\/staff-member\/abe-borad\/\"><img loading=\"lazy\" class=\"vcex-image-img wpex-align-middle\" decoding=\"async\" src=\"https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2022\/07\/Abe-Borad-220x220.jpg\" alt=\"\" srcset=\"https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2022\/07\/Abe-Borad.jpg 450w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2022\/07\/Abe-Borad-300x300.jpg 300w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2022\/07\/Abe-Borad-150x150.jpg 150w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2022\/07\/Abe-Borad-350x350.jpg 350w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2022\/07\/Abe-Borad-230x230.jpg 230w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2022\/07\/Abe-Borad-210x210.jpg 210w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2022\/07\/Abe-Borad-220x220.jpg 220w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2022\/07\/Abe-Borad-290x290.jpg 290w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2022\/07\/Abe-Borad.jpg?w=90 90w\" width=\"220\" height=\"220\">\n<div class=\"overlay-plus-hover overlay-hide theme-overlay wpex-absolute wpex-inset-0 wpex-transition-all wpex-duration-300\" aria-hidden=\"true\">\n\t<span class=\"overlay-bg wpex-flex wpex-items-center wpex-justify-center wpex-bg-black wpex-block wpex-absolute wpex-inset-0 wpex-opacity-60\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" height=\"40\" width=\"40\" stroke=\"#fff\"><path d=\"M-83 26.947h7.225v234.297H-83zM20 0h0v20h20 0-20v20h0V20H0h0 20z\"\/><\/svg><\/span>\n<\/div>\n<\/span><\/div><\/figure><div class=\"vcex-spacing wpex-w-100 wpex-clear\" style=\"height:15px;\"><\/div><style>.vcex-page-title.vcex_69e106273f3ea .vcex-page-title__heading{color:#e1251b;font-size:18px;}<\/style><div class=\"vcex-page-title vcex-module vc_custom_1673962117368 vcex_69e106273f3ea\"><h2 class=\"vcex-page-title__heading wpex-heading wpex-text-3xl\"><span class=\"vcex-page-title__text\">Abe Borad<\/span><\/h2><\/div><div class=\"vcex-spacing wpex-w-100 wpex-clear\" style=\"height:5px;\"><\/div><style>.vcex-heading.vcex_69e1062740154{font-size:16px;}<\/style><h3 class=\"vcex-heading vcex-heading-plain vcex-module wpex-heading wpex-text-2xl vc_custom_1673962127596 vcex_69e1062740154\"><span class=\"vcex-heading-inner wpex-inline-block\">Executive Vice President<\/span><\/h3><div class=\"vcex-post-terms vcex-module padding-12px\"><span href=\"https:\/\/allianceadvisors.com\/staff-tag\/management\/\" class=\"vcex-post-terms__item vcex-post-terms__item--99\">Management<\/span><\/div><div class=\"vcex-spacing wpex-w-100 wpex-clear\" style=\"height:60px;\"><\/div>\n\t<div style=\"font-size:14px;\" class=\"wpb_text_column wpb_content_element vc_custom_1674066715412 wpex-mt-auto\" >\n\t\t<div class=\"wpb_wrapper\">\n\t\t\t<p><span style=\"color: #393939;\">View profile<\/span> <img class=\"alignnone wp-image-29369\" src=\"https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2023\/01\/read-more-padded-2.png?resize=34%2C15\" alt=\"\" width=\"34\" height=\"15\" \/><\/p>\n\n\t\t<\/div>\n\t<\/div>\n<\/div><\/div><\/div><\/div><\/a><\/div><\/div><\/div><\/div><div class=\"vcex-ajax-loader wpex-hidden wpex-absolute wpex-inset-0 wpex-items-center wpex-justify-center\"><span class=\"vcex-ajax-loader__overlay wpex-absolute wpex-inset-0 wpex-surface-1 wpex-opacity-60 wpex-z-10\"><\/span><div class=\"vcex-ajax-loader__icon wpex-relative wpex-z-20\"><svg height=\"30\" width=\"30\" class=\"wpex-animate-spin wpex-opacity-5\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 16 16\" fill=\"currentColor\"><path fill-rule=\"evenodd\" d=\"M8 3a5 5 0 1 0 4.546 2.914.5.5 0 0 1 .908-.417A6 6 0 1 1 8 2z\"\/><path d=\"M8 4.466V.534a.25.25 0 0 1 .41-.192l2.36 1.966c.12.1.12.284 0 .384L8.41 4.658A.25.25 0 0 1 8 4.466\"\/><\/svg><\/div><\/div><\/div>[\/vc_column][\/vc_row][vc_row css_animation=\u00bbfadeIn\u00bb gap=\u00bb35&#8243; equal_height=\u00bbyes\u00bb css=\u00bb.vc_custom_1770893839638{padding-bottom: 40px !important;}\u00bb][vc_column width=\u00bb1\/3&#8243; wpex_bg_color=\u00bb#f1f1f1&#8243;]<div id=\"staff-postcards\" class=\"wpex-post-cards wpex-post-cards-template_48079 min-460 equal-height-content wpb-animate-in-sequence wpex-relative\"  data-vcex-class=\"Wpex_Post_Cards_Shortcode\" data-vcex-atts=\"{&quot;card_style&quot;:&quot;template_48079&quot;,&quot;css_animation_sequential&quot;:&quot;true&quot;,&quot;el_class&quot;:&quot;min-460 equal-height-content&quot;,&quot;entry_count&quot;:0,&quot;grid_columns&quot;:&quot;1&quot;,&quot;order&quot;:&quot;DESC&quot;,&quot;orderby&quot;:&quot;meta_value_num&quot;,&quot;post_types&quot;:&quot;staff&quot;,&quot;posts_in&quot;:&quot;27965&quot;,&quot;posts_per_page&quot;:&quot;-1&quot;,&quot;running_count&quot;:1,&quot;unique_id&quot;:&quot;staff-postcards&quot;,&quot;nonce&quot;:&quot;ea988c9c10&quot;}\" data-vcex-current-page=\"1\" aria-live=\"polite\" aria-relevant=\"additions removals\" data-vcex-max-pages=\"0\"><div class=\"wpex-post-cards-inner\"><div class=\"wpex-post-cards-loop wpex-post-cards-grid wpex-row wpex-clr\"><div class=\"wpex-post-cards-entry col col-1 span_1_of_1 post-37219 type-staff tag-99 tag-96 cat-101 translation_priority-174\"><div class=\"wpex-card wpex-card-template_48079\"><a href=\"https:\/\/allianceadvisors.com\/es\/staff-member\/gina-balderas\/\" aria-label=\"Gina Balderas\" class=\"wpex-card-inner wpex-no-underline wpex-inherit-color\"><div class=\"vc_row wpb_row vc_row-fluid vc_custom_1674459991134 vc_row-o-equal-height vc_row-o-content-top vc_row-flex wpex-relative wpex-vc-has-custom-column-spacing wpex-vc-column-spacing-0px wpex-vc_row-has-fill wpex-vc-reset-negative-margin\"><div class=\"wpb_column vc_column_container vc_col-sm-12\"><div class=\"vc_column-inner\"><div class=\"wpb_wrapper\"><figure class=\"vcex-image vcex-module wpex-text-center\"><div class=\"vcex-image-inner wpex-relative wpex-inline-block image-filter-grayscale overlay-parent overlay-parent-plus-hover wpex-overflow-hidden\"><span href=\"https:\/\/allianceadvisors.com\/es\/staff-member\/gina-balderas\/\"><img loading=\"lazy\" class=\"vcex-image-img wpex-align-middle\" decoding=\"async\" src=\"https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2022\/12\/GinaBalderas450x450-220x220.png\" alt=\"Headshot of Gina Balderas, Senior Vice President Retail Engagement\" srcset=\"https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2022\/12\/GinaBalderas450x450.png 450w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2022\/12\/GinaBalderas450x450-300x300.png 300w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2022\/12\/GinaBalderas450x450-150x150.png 150w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2022\/12\/GinaBalderas450x450-350x350.png 350w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2022\/12\/GinaBalderas450x450-230x230.png 230w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2022\/12\/GinaBalderas450x450-210x210.png 210w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2022\/12\/GinaBalderas450x450-220x220.png 220w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2022\/12\/GinaBalderas450x450-290x290.png 290w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2022\/12\/GinaBalderas450x450.png?w=90 90w\" width=\"220\" height=\"220\">\n<div class=\"overlay-plus-hover overlay-hide theme-overlay wpex-absolute wpex-inset-0 wpex-transition-all wpex-duration-300\" aria-hidden=\"true\">\n\t<span class=\"overlay-bg wpex-flex wpex-items-center wpex-justify-center wpex-bg-black wpex-block wpex-absolute wpex-inset-0 wpex-opacity-60\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" height=\"40\" width=\"40\" stroke=\"#fff\"><path d=\"M-83 26.947h7.225v234.297H-83zM20 0h0v20h20 0-20v20h0V20H0h0 20z\"\/><\/svg><\/span>\n<\/div>\n<\/span><\/div><\/figure><div class=\"vcex-spacing wpex-w-100 wpex-clear\" style=\"height:15px;\"><\/div><style>.vcex-page-title.vcex_69e10627466ac .vcex-page-title__heading{color:#e1251b;font-size:18px;}<\/style><div class=\"vcex-page-title vcex-module vc_custom_1673962117368 vcex_69e10627466ac\"><h2 class=\"vcex-page-title__heading wpex-heading wpex-text-3xl\"><span class=\"vcex-page-title__text\">Gina Balderas<\/span><\/h2><\/div><div class=\"vcex-spacing wpex-w-100 wpex-clear\" style=\"height:5px;\"><\/div><style>.vcex-heading.vcex_69e1062747b29{font-size:16px;}<\/style><h3 class=\"vcex-heading vcex-heading-plain vcex-module wpex-heading wpex-text-2xl vc_custom_1673962127596 vcex_69e1062747b29\"><span class=\"vcex-heading-inner wpex-inline-block\">Senior Vice President Retail Engagement<\/span><\/h3><div class=\"vcex-post-terms vcex-module padding-12px\"><span href=\"https:\/\/allianceadvisors.com\/staff-tag\/management\/\" class=\"vcex-post-terms__item vcex-post-terms__item--99\">Management<\/span><\/div><div class=\"vcex-spacing wpex-w-100 wpex-clear\" style=\"height:60px;\"><\/div>\n\t<div style=\"font-size:14px;\" class=\"wpb_text_column wpb_content_element vc_custom_1674066715412 wpex-mt-auto\" >\n\t\t<div class=\"wpb_wrapper\">\n\t\t\t<p><span style=\"color: #393939;\">View profile<\/span> <img class=\"alignnone wp-image-29369\" src=\"https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2023\/01\/read-more-padded-2.png?resize=34%2C15\" alt=\"\" width=\"34\" height=\"15\" \/><\/p>\n\n\t\t<\/div>\n\t<\/div>\n<\/div><\/div><\/div><\/div><\/a><\/div><\/div><\/div><\/div><div class=\"vcex-ajax-loader wpex-hidden wpex-absolute wpex-inset-0 wpex-items-center wpex-justify-center\"><span class=\"vcex-ajax-loader__overlay wpex-absolute wpex-inset-0 wpex-surface-1 wpex-opacity-60 wpex-z-10\"><\/span><div class=\"vcex-ajax-loader__icon wpex-relative wpex-z-20\"><svg height=\"30\" width=\"30\" class=\"wpex-animate-spin wpex-opacity-5\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 16 16\" fill=\"currentColor\"><path fill-rule=\"evenodd\" d=\"M8 3a5 5 0 1 0 4.546 2.914.5.5 0 0 1 .908-.417A6 6 0 1 1 8 2z\"\/><path d=\"M8 4.466V.534a.25.25 0 0 1 .41-.192l2.36 1.966c.12.1.12.284 0 .384L8.41 4.658A.25.25 0 0 1 8 4.466\"\/><\/svg><\/div><\/div><\/div>[\/vc_column][vc_column width=\u00bb1\/3&#8243; wpex_bg_color=\u00bb#f1f1f1&#8243;]<div id=\"staff-postcards\" class=\"wpex-post-cards wpex-post-cards-template_48079 equal-height-content wpb-animate-in-sequence wpex-relative\"  data-vcex-class=\"Wpex_Post_Cards_Shortcode\" data-vcex-atts=\"{&quot;card_style&quot;:&quot;template_48079&quot;,&quot;css_animation_sequential&quot;:&quot;true&quot;,&quot;el_class&quot;:&quot;equal-height-content&quot;,&quot;entry_count&quot;:0,&quot;grid_columns&quot;:&quot;1&quot;,&quot;post_types&quot;:&quot;staff&quot;,&quot;posts_in&quot;:&quot;54469&quot;,&quot;posts_per_page&quot;:&quot;-1&quot;,&quot;running_count&quot;:1,&quot;unique_id&quot;:&quot;staff-postcards&quot;,&quot;nonce&quot;:&quot;ea02b46737&quot;}\" data-vcex-current-page=\"1\" aria-live=\"polite\" aria-relevant=\"additions removals\" data-vcex-max-pages=\"0\"><div class=\"wpex-post-cards-inner\"><div class=\"wpex-post-cards-loop wpex-post-cards-grid wpex-row wpex-clr\"><div class=\"wpex-post-cards-entry col col-1 span_1_of_1 post-56069 type-staff tag-96 cat-139 cat-686 cat-130 cat-134 cat-135 translation_priority-174\"><div class=\"wpex-card wpex-card-template_48079\"><a href=\"https:\/\/allianceadvisors.com\/es\/staff-member\/michael-hugyo\/\" aria-label=\"Michael Hugyo\" class=\"wpex-card-inner wpex-no-underline wpex-inherit-color\"><div class=\"vc_row wpb_row vc_row-fluid vc_custom_1674459991134 vc_row-o-equal-height vc_row-o-content-top vc_row-flex wpex-relative wpex-vc-has-custom-column-spacing wpex-vc-column-spacing-0px wpex-vc_row-has-fill wpex-vc-reset-negative-margin\"><div class=\"wpb_column vc_column_container vc_col-sm-12\"><div class=\"vc_column-inner\"><div class=\"wpb_wrapper\"><figure class=\"vcex-image vcex-module wpex-text-center\"><div class=\"vcex-image-inner wpex-relative wpex-inline-block image-filter-grayscale overlay-parent overlay-parent-plus-hover wpex-overflow-hidden\"><span href=\"https:\/\/allianceadvisors.com\/es\/staff-member\/michael-hugyo\/\"><img loading=\"lazy\" class=\"vcex-image-img wpex-align-middle\" decoding=\"async\" src=\"https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2025\/01\/MichaelHugyo-2-1-e1744145899487-220x220.jpg\" alt=\"\" width=\"220\" height=\"220\">\n<div class=\"overlay-plus-hover overlay-hide theme-overlay wpex-absolute wpex-inset-0 wpex-transition-all wpex-duration-300\" aria-hidden=\"true\">\n\t<span class=\"overlay-bg wpex-flex wpex-items-center wpex-justify-center wpex-bg-black wpex-block wpex-absolute wpex-inset-0 wpex-opacity-60\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" height=\"40\" width=\"40\" stroke=\"#fff\"><path d=\"M-83 26.947h7.225v234.297H-83zM20 0h0v20h20 0-20v20h0V20H0h0 20z\"\/><\/svg><\/span>\n<\/div>\n<\/span><\/div><\/figure><div class=\"vcex-spacing wpex-w-100 wpex-clear\" style=\"height:15px;\"><\/div><style>.vcex-page-title.vcex_69e106275054d .vcex-page-title__heading{color:#e1251b;font-size:18px;}<\/style><div class=\"vcex-page-title vcex-module vc_custom_1673962117368 vcex_69e106275054d\"><h2 class=\"vcex-page-title__heading wpex-heading wpex-text-3xl\"><span class=\"vcex-page-title__text\">Michael Hugyo<\/span><\/h2><\/div><div class=\"vcex-spacing wpex-w-100 wpex-clear\" style=\"height:5px;\"><\/div><style>.vcex-heading.vcex_69e1062751289{font-size:16px;}<\/style><h3 class=\"vcex-heading vcex-heading-plain vcex-module wpex-heading wpex-text-2xl vc_custom_1673962127596 vcex_69e1062751289\"><span class=\"vcex-heading-inner wpex-inline-block\">Vice President<\/span><\/h3><div class=\"vcex-post-terms vcex-module padding-12px\"><span href=\"https:\/\/allianceadvisors.com\/staff-tag\/us-and-canada\/\" class=\"vcex-post-terms__item vcex-post-terms__item--96\">US &amp; Canada<\/span><\/div><div class=\"vcex-spacing wpex-w-100 wpex-clear\" style=\"height:60px;\"><\/div>\n\t<div style=\"font-size:14px;\" class=\"wpb_text_column wpb_content_element vc_custom_1674066715412 wpex-mt-auto\" >\n\t\t<div class=\"wpb_wrapper\">\n\t\t\t<p><span style=\"color: #393939;\">View profile<\/span> <img class=\"alignnone wp-image-29369\" src=\"https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2023\/01\/read-more-padded-2.png?resize=34%2C15\" alt=\"\" width=\"34\" height=\"15\" \/><\/p>\n\n\t\t<\/div>\n\t<\/div>\n<\/div><\/div><\/div><\/div><\/a><\/div><\/div><\/div><\/div><div class=\"vcex-ajax-loader wpex-hidden wpex-absolute wpex-inset-0 wpex-items-center wpex-justify-center\"><span class=\"vcex-ajax-loader__overlay wpex-absolute wpex-inset-0 wpex-surface-1 wpex-opacity-60 wpex-z-10\"><\/span><div class=\"vcex-ajax-loader__icon wpex-relative wpex-z-20\"><svg height=\"30\" width=\"30\" class=\"wpex-animate-spin wpex-opacity-5\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 16 16\" fill=\"currentColor\"><path fill-rule=\"evenodd\" d=\"M8 3a5 5 0 1 0 4.546 2.914.5.5 0 0 1 .908-.417A6 6 0 1 1 8 2z\"\/><path d=\"M8 4.466V.534a.25.25 0 0 1 .41-.192l2.36 1.966c.12.1.12.284 0 .384L8.41 4.658A.25.25 0 0 1 8 4.466\"\/><\/svg><\/div><\/div><\/div>[\/vc_column][vc_column width=\u00bb1\/3&#8243; wpex_bg_color=\u00bb#f1f1f1&#8243;]<div id=\"staff-postcards\" class=\"wpex-post-cards wpex-post-cards-template_48079 equal-height-content wpb-animate-in-sequence wpex-relative\"  data-vcex-class=\"Wpex_Post_Cards_Shortcode\" data-vcex-atts=\"{&quot;card_style&quot;:&quot;template_48079&quot;,&quot;css_animation_sequential&quot;:&quot;true&quot;,&quot;el_class&quot;:&quot;equal-height-content&quot;,&quot;entry_count&quot;:0,&quot;grid_columns&quot;:&quot;1&quot;,&quot;post_types&quot;:&quot;staff&quot;,&quot;posts_in&quot;:&quot;27970&quot;,&quot;posts_per_page&quot;:&quot;-1&quot;,&quot;running_count&quot;:1,&quot;unique_id&quot;:&quot;staff-postcards&quot;,&quot;nonce&quot;:&quot;6d00f551a0&quot;}\" data-vcex-current-page=\"1\" aria-live=\"polite\" aria-relevant=\"additions removals\" data-vcex-max-pages=\"0\"><div class=\"wpex-post-cards-inner\"><div class=\"wpex-post-cards-loop wpex-post-cards-grid wpex-row wpex-clr\"><div class=\"wpex-post-cards-entry col col-1 span_1_of_1 post-37399 type-staff tag-96 cat-101 translation_priority-174\"><div class=\"wpex-card wpex-card-template_48079\"><a href=\"https:\/\/allianceadvisors.com\/es\/staff-member\/christine-badea\/\" aria-label=\"Christine Badea\" class=\"wpex-card-inner wpex-no-underline wpex-inherit-color\"><div class=\"vc_row wpb_row vc_row-fluid vc_custom_1674459991134 vc_row-o-equal-height vc_row-o-content-top vc_row-flex wpex-relative wpex-vc-has-custom-column-spacing wpex-vc-column-spacing-0px wpex-vc_row-has-fill wpex-vc-reset-negative-margin\"><div class=\"wpb_column vc_column_container vc_col-sm-12\"><div class=\"vc_column-inner\"><div class=\"wpb_wrapper\"><figure class=\"vcex-image vcex-module wpex-text-center\"><div class=\"vcex-image-inner wpex-relative wpex-inline-block image-filter-grayscale overlay-parent overlay-parent-plus-hover wpex-overflow-hidden\"><span href=\"https:\/\/allianceadvisors.com\/es\/staff-member\/christine-badea\/\"><img loading=\"lazy\" class=\"vcex-image-img wpex-align-middle\" decoding=\"async\" src=\"https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2022\/12\/ChristineBadea450x450-220x220.png\" alt=\"Headshot of Christine Badea, Assistant Vice President Client Management\" srcset=\"https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2022\/12\/ChristineBadea450x450.png 450w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2022\/12\/ChristineBadea450x450-300x300.png 300w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2022\/12\/ChristineBadea450x450-150x150.png 150w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2022\/12\/ChristineBadea450x450-350x350.png 350w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2022\/12\/ChristineBadea450x450-230x230.png 230w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2022\/12\/ChristineBadea450x450-210x210.png 210w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2022\/12\/ChristineBadea450x450-220x220.png 220w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2022\/12\/ChristineBadea450x450-290x290.png 290w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2022\/12\/ChristineBadea450x450.png?w=90 90w\" width=\"220\" height=\"220\">\n<div class=\"overlay-plus-hover overlay-hide theme-overlay wpex-absolute wpex-inset-0 wpex-transition-all wpex-duration-300\" aria-hidden=\"true\">\n\t<span class=\"overlay-bg wpex-flex wpex-items-center wpex-justify-center wpex-bg-black wpex-block wpex-absolute wpex-inset-0 wpex-opacity-60\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" height=\"40\" width=\"40\" stroke=\"#fff\"><path d=\"M-83 26.947h7.225v234.297H-83zM20 0h0v20h20 0-20v20h0V20H0h0 20z\"\/><\/svg><\/span>\n<\/div>\n<\/span><\/div><\/figure><div class=\"vcex-spacing wpex-w-100 wpex-clear\" style=\"height:15px;\"><\/div><style>.vcex-page-title.vcex_69e106275a365 .vcex-page-title__heading{color:#e1251b;font-size:18px;}<\/style><div class=\"vcex-page-title vcex-module vc_custom_1673962117368 vcex_69e106275a365\"><h2 class=\"vcex-page-title__heading wpex-heading wpex-text-3xl\"><span class=\"vcex-page-title__text\">Christine Badea<\/span><\/h2><\/div><div class=\"vcex-spacing wpex-w-100 wpex-clear\" style=\"height:5px;\"><\/div><style>.vcex-heading.vcex_69e106275b25e{font-size:16px;}<\/style><h3 class=\"vcex-heading vcex-heading-plain vcex-module wpex-heading wpex-text-2xl vc_custom_1673962127596 vcex_69e106275b25e\"><span class=\"vcex-heading-inner wpex-inline-block\">Assistant Vice President Client Management<\/span><\/h3><div class=\"vcex-post-terms vcex-module padding-12px\"><span href=\"https:\/\/allianceadvisors.com\/staff-tag\/us-and-canada\/\" class=\"vcex-post-terms__item vcex-post-terms__item--96\">US &amp; Canada<\/span><\/div><div class=\"vcex-spacing wpex-w-100 wpex-clear\" style=\"height:60px;\"><\/div>\n\t<div style=\"font-size:14px;\" class=\"wpb_text_column wpb_content_element vc_custom_1674066715412 wpex-mt-auto\" >\n\t\t<div class=\"wpb_wrapper\">\n\t\t\t<p><span style=\"color: #393939;\">View profile<\/span> <img class=\"alignnone wp-image-29369\" src=\"https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2023\/01\/read-more-padded-2.png?resize=34%2C15\" alt=\"\" width=\"34\" height=\"15\" \/><\/p>\n\n\t\t<\/div>\n\t<\/div>\n<\/div><\/div><\/div><\/div><\/a><\/div><\/div><\/div><\/div><div class=\"vcex-ajax-loader wpex-hidden wpex-absolute wpex-inset-0 wpex-items-center wpex-justify-center\"><span class=\"vcex-ajax-loader__overlay wpex-absolute wpex-inset-0 wpex-surface-1 wpex-opacity-60 wpex-z-10\"><\/span><div class=\"vcex-ajax-loader__icon wpex-relative wpex-z-20\"><svg height=\"30\" width=\"30\" class=\"wpex-animate-spin wpex-opacity-5\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 16 16\" fill=\"currentColor\"><path fill-rule=\"evenodd\" d=\"M8 3a5 5 0 1 0 4.546 2.914.5.5 0 0 1 .908-.417A6 6 0 1 1 8 2z\"\/><path d=\"M8 4.466V.534a.25.25 0 0 1 .41-.192l2.36 1.966c.12.1.12.284 0 .384L8.41 4.658A.25.25 0 0 1 8 4.466\"\/><\/svg><\/div><\/div><\/div>[\/vc_column][\/vc_row][\/vc_section][vc_section css_animation=\u00bbfadeIn\u00bb full_width=\u00bbstretch_row\u00bb css=\u00bb.vc_custom_1770892997105{padding-bottom: 60px !important;}\u00bb wpex_bg_color=\u00bbaccent\u00bb local_scroll_id=\u00bbprogram-highlights\u00bb][vc_row][vc_column css=\u00bb.vc_custom_1738070248118{padding-top: 15px !important;padding-bottom: 15px !important;}\u00bb][vc_column_text css=\u00bb.vc_custom_1770888842109{padding-top: 40px !important;padding-bottom: 40px !important;background-position: center !important;background-repeat: no-repeat !important;background-size: cover !important;}\u00bb font_size=\u00bb5xl\u00bb line_height=\u00bbtight\u00bb text_align=\u00bbcenter\u00bb font_weight=\u00bb600&#8243; color=\u00bb#ffffff\u00bb]Program Highlights[\/vc_column_text][\/vc_column][\/vc_row][vc_row css_animation=\u00bbfadeIn\u00bb equal_height=\u00bbyes\u00bb][vc_column]<style>.vcex-grid-container.vcex_69e106275d6cb{gap:40px;}<\/style><div class=\"vcex-grid-container vcex-module wpex-grid wpex-gap-20 wpex-grid-cols-1 wpex-lg-grid-cols-3 vcex_69e106275d6cb\"><style>.vcex-icon-box.vcex_69e106275e9e9{border-color:var(--wpex-palette-62329-color);}.vcex-icon-box.vcex_69e106275e9e9 .vcex-icon-box-content{color:#ffffff;}.vcex-icon-box.vcex_69e106275e9e9 .vcex-icon-box-heading{color:#ffffff;font-weight:600;}.vcex-icon-box.vcex_69e106275e9e9 .vcex-icon-box-image{width:100px;}<\/style><div class=\"vcex-module vcex-icon-box vcex-icon-box-two wpex-block wpex-py-25 wpex-px-25 wpex-text-center wpex-border wpex-p-20 wpex-border-solid vcex_69e106275e9e9\"><div class=\"vcex-icon-box-symbol vcex-icon-box-symbol--image wpex-mb-20\"><img loading=\"lazy\" class=\"vcex-icon-box-image wpex-align-middle\" decoding=\"async\" src=\"https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/program-highlights-icon-03.svg\" alt=\"\" width=\"400\" height=\"400\"><\/div><div class=\"vcex-icon-box-text\"><h3 class=\"vcex-icon-box-heading wpex-heading wpex-text-md wpex-mb-10\">Print and Distribution Management<\/h3><div class=\"vcex-icon-box-content wpex-last-mb-0 wpex-clr\"><ul>\n<li style=\"text-align: left\"><div class=\"vcex-spacing wpex-w-100 wpex-clear\" style=\"height:20px;\"><\/div>Scalable, integrated print and distribution capabilities<\/li>\n<li style=\"text-align: left\">Global reach with enhanced mail and e-delivery options<\/li>\n<li style=\"text-align: left\">Custom-branded materials tailored to your brand<\/li>\n<\/ul>\n<\/div><\/div><\/div><style>.vcex-icon-box.vcex_69e1062761b31{border-color:var(--wpex-palette-62329-color);}.vcex-icon-box.vcex_69e1062761b31 .vcex-icon-box-content{color:#ffffff;}.vcex-icon-box.vcex_69e1062761b31 .vcex-icon-box-heading{color:#ffffff;font-weight:600;}.vcex-icon-box.vcex_69e1062761b31 .vcex-icon-box-image{width:100px;}<\/style><div class=\"vcex-module vcex-icon-box vcex-icon-box-two wpex-block wpex-py-25 wpex-px-25 wpex-text-center wpex-border wpex-p-20 wpex-border-solid vcex_69e1062761b31\"><div class=\"vcex-icon-box-symbol vcex-icon-box-symbol--image wpex-mb-20\"><img loading=\"lazy\" class=\"vcex-icon-box-image wpex-align-middle\" decoding=\"async\" src=\"https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/program-highlights-icon-02.svg\" alt=\"\" width=\"400\" height=\"400\"><\/div><div class=\"vcex-icon-box-text\"><h3 class=\"vcex-icon-box-heading wpex-heading wpex-text-md wpex-mb-10\">Integrated Proxy Voting System<\/h3><div class=\"vcex-icon-box-content wpex-last-mb-0 wpex-clr\"><ul>\n<li style=\"text-align: left\"><div class=\"vcex-spacing wpex-w-100 wpex-clear\" style=\"height:20px;\"><\/div>Multi-channel voting access to meet shareholders where they are<\/li>\n<li style=\"text-align: left\">Highly branded and customized templates for email voting that can be personalized with a unique voting link for quick and secure voting.<\/li>\n<li style=\"text-align: left\">Innovative features like unique QR codes and Text-to-Vote\u2122 capabilities for added convenience<\/li>\n<\/ul>\n<\/div><\/div><\/div><style>.vcex-icon-box.vcex_69e1062763fca{border-color:var(--wpex-palette-62329-color);}.vcex-icon-box.vcex_69e1062763fca .vcex-icon-box-content{color:#ffffff;}.vcex-icon-box.vcex_69e1062763fca .vcex-icon-box-heading{color:#ffffff;font-weight:600;}.vcex-icon-box.vcex_69e1062763fca .vcex-icon-box-image{width:100px;}<\/style><div class=\"vcex-module vcex-icon-box vcex-icon-box-two wpex-block wpex-py-25 wpex-px-25 wpex-text-center wpex-border wpex-p-20 wpex-border-solid vcex_69e1062763fca\"><div class=\"vcex-icon-box-symbol vcex-icon-box-symbol--image wpex-mb-20\"><img loading=\"lazy\" class=\"vcex-icon-box-image wpex-align-middle\" decoding=\"async\" src=\"https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/program-highlights-icon-01.svg\" alt=\"\" width=\"400\" height=\"400\"><\/div><div class=\"vcex-icon-box-text\"><h3 class=\"vcex-icon-box-heading wpex-heading wpex-text-md wpex-mb-10\">Tabulation and Reporting<\/h3><div class=\"vcex-icon-box-content wpex-last-mb-0 wpex-clr\"><ul>\n<li style=\"text-align: left\"><div class=\"vcex-spacing wpex-w-100 wpex-clear\" style=\"height:20px;\"><\/div>Deep analytics and proxy vote modeling for strategic insights<\/li>\n<li style=\"text-align: left\">Real-time tabulation of digital and contact center votes<\/li>\n<li style=\"text-align: left\">Fully reconciled and audited vote reports for transparency and trust<\/li>\n<\/ul>\n<\/div><\/div><\/div><style>.vcex-icon-box.vcex_69e1062766332{border-color:var(--wpex-palette-62329-color);}.vcex-icon-box.vcex_69e1062766332 .vcex-icon-box-content{color:#ffffff;}.vcex-icon-box.vcex_69e1062766332 .vcex-icon-box-heading{color:#ffffff;font-weight:600;}.vcex-icon-box.vcex_69e1062766332 .vcex-icon-box-image{width:100px;}<\/style><div class=\"vcex-module vcex-icon-box vcex-icon-box-two wpex-block wpex-py-25 wpex-px-25 wpex-text-center wpex-border wpex-p-20 wpex-border-solid vcex_69e1062766332\"><div class=\"vcex-icon-box-symbol vcex-icon-box-symbol--image wpex-mb-20\"><img loading=\"lazy\" class=\"vcex-icon-box-image wpex-align-middle\" decoding=\"async\" src=\"https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/program-highlights-icon-04.svg\" alt=\"\" width=\"400\" height=\"400\"><\/div><div class=\"vcex-icon-box-text\"><h3 class=\"vcex-icon-box-heading wpex-heading wpex-text-md wpex-mb-10\">Online Document Hosting<\/h3><div class=\"vcex-icon-box-content wpex-last-mb-0 wpex-clr\"><ul>\n<li style=\"text-align: left\"><div class=\"vcex-spacing wpex-w-100 wpex-clear\" style=\"height:20px;\"><\/div>Interactive, intuitive digital documents that enhance shareholder engagement<\/li>\n<li style=\"text-align: left\">Secure, branded web hosting that meets all regulatory standards<\/li>\n<\/ul>\n<\/div><\/div><\/div><style>.vcex-icon-box.vcex_69e1062768479{border-color:var(--wpex-palette-62329-color);}.vcex-icon-box.vcex_69e1062768479 .vcex-icon-box-content{color:#ffffff;}.vcex-icon-box.vcex_69e1062768479 .vcex-icon-box-heading{color:#ffffff;font-weight:600;}.vcex-icon-box.vcex_69e1062768479 .vcex-icon-box-image{width:100px;}<\/style><div class=\"vcex-module vcex-icon-box vcex-icon-box-two wpex-block wpex-py-25 wpex-px-25 wpex-text-center wpex-border wpex-p-20 wpex-border-solid vcex_69e1062768479\"><div class=\"vcex-icon-box-symbol vcex-icon-box-symbol--image wpex-mb-20\"><img loading=\"lazy\" class=\"vcex-icon-box-image wpex-align-middle\" decoding=\"async\" src=\"https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/program-highlights-icon2.svg\" alt=\"\" width=\"400\" height=\"400\"><\/div><div class=\"vcex-icon-box-text\"><h3 class=\"vcex-icon-box-heading wpex-heading wpex-text-md wpex-mb-10\">Virtual Shareholder Meetings<\/h3><div class=\"vcex-icon-box-content wpex-last-mb-0 wpex-clr\"><ul>\n<li style=\"text-align: left\"><div class=\"vcex-spacing wpex-w-100 wpex-clear\" style=\"height:20px;\"><\/div>Seamless virtual and hybrid meeting solutions accessible on any device<\/li>\n<li style=\"text-align: left\">Features include live video, presentations, voting, Q&amp;A, and more<\/li>\n<\/ul>\n<\/div><\/div><\/div><style>.vcex-icon-box.vcex_69e106276ac30{border-color:var(--wpex-palette-62329-color);}.vcex-icon-box.vcex_69e106276ac30 .vcex-icon-box-content{color:#ffffff;}.vcex-icon-box.vcex_69e106276ac30 .vcex-icon-box-heading{color:#ffffff;font-weight:600;}.vcex-icon-box.vcex_69e106276ac30 .vcex-icon-box-image{width:100px;}<\/style><div class=\"vcex-module vcex-icon-box vcex-icon-box-two wpex-block wpex-py-25 wpex-px-25 wpex-text-center wpex-border wpex-p-20 wpex-border-solid vcex_69e106276ac30\"><div class=\"vcex-icon-box-symbol vcex-icon-box-symbol--image wpex-mb-20\"><img loading=\"lazy\" class=\"vcex-icon-box-image wpex-align-middle\" decoding=\"async\" src=\"https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2026\/02\/program-highlights-icon-06.svg\" alt=\"\" width=\"400\" height=\"400\"><\/div><div class=\"vcex-icon-box-text\"><h3 class=\"vcex-icon-box-heading wpex-heading wpex-text-md wpex-mb-10\">Solicitation Services<\/h3><div class=\"vcex-icon-box-content wpex-last-mb-0 wpex-clr\"><ul>\n<li style=\"text-align: left\"><div class=\"vcex-spacing wpex-w-100 wpex-clear\" style=\"height:20px;\"><\/div>Full-service solicitation support, including proxy advisory policies, institutional ownership analysis, and governance advisory services<\/li>\n<li style=\"text-align: left\">Modern omni-channel engagement tools to boost voter participation including expert live agents globally<\/li>\n<\/ul>\n<\/div><\/div><\/div><\/div>[\/vc_column][\/vc_row][vc_row css_animation=\u00bbfadeIn\u00bb equal_height=\u00bbyes\u00bb][vc_column]<style>.vcex-button.vcex_69e106276d17b{background:var(--wpex-palette-62329-color);color:var(--wpex-accent-alt)!important;font-size:var(--wpex-text-lg);font-weight:500;text-transform:capitalize;}<\/style><div class=\"theme-button-wrap theme-button-expanded-wrap\"><a href=\"https:\/\/allianceadvisors.com\/wp-content\/uploads\/2026\/02\/V3_621_MUTUAL-FUNDS_WIDER.pdf\" class=\"vcex-button theme-button expanded hvr hvr-shadow expanded vcex_69e106276d17b\" download><span class=\"vcex-button-inner theme-button-inner wpex-flex wpex-flex-wrap wpex-items-center wpex-justify-center\">Download our full capabilities presentation<\/span><\/a><\/div> [\/vc_column][\/vc_row][\/vc_section][vc_section full_width=\u00bbstretch_row\u00bb disable_element=\u00bbyes\u00bb][vc_row local_scroll_id=\u00bbactivism-overview\u00bb][vc_column css=\u00bb.vc_custom_1738069808867{padding-top: 15px !important;padding-bottom: 15px !important;}\u00bb]<div class=\"vcex-module vcex-divider vcex-divider-solid vcex-divider-center wpex-mx-auto wpex-block wpex-h-0 wpex-border-b wpex-border-solid wpex-border-main\" style=\"border-color:#3939396e;\"><\/div>[\/vc_column][\/vc_row][vc_row local_scroll_id=\u00bbactivism-overview\u00bb css=\u00bb.vc_custom_1738070933086{padding-top: 30px !important;}\u00bb][vc_column][vc_column_text css=\u00bb.vc_custom_1738070429032{background-position: center !important;background-repeat: no-repeat !important;background-size: cover !important;}\u00bb font_size=\u00bb5xl\u00bb line_height=\u00bbtight\u00bb text_align=\u00bbcenter\u00bb font_weight=\u00bbsemibold\u00bb]Shareholder Meeting Advisory, Activism, and Governance Overview[\/vc_column_text][\/vc_column][\/vc_row][vc_row full_width=\u00bbstretch_row\u00bb column_spacing=\u00bb0px\u00bb css=\u00bb.vc_custom_1738071088108{border-color: #393939 !important;}\u00bb][vc_column css_animation=\u00bbfadeIn\u00bb css=\u00bb.vc_custom_1736786764943{border-color: #393939 !important;}\u00bb][vc_empty_space height=\u00bb60px\u00bb][\/vc_column][\/vc_row][vc_row css_animation=\u00bbfadeIn\u00bb full_width=\u00bbstretch_row\u00bb column_spacing=\u00bb0px\u00bb css=\u00bb.vc_custom_1738070727170{border-color: #393939 !important;}\u00bb][vc_column css_animation=\u00bbfadeIn\u00bb css=\u00bb.vc_custom_1738070771165{border-top-width: 1px !important;border-right-width: 1px !important;border-left-width: 1px !important;background-color: #FFFFFF !important;border-left-style: solid !important;border-right-style: solid !important;border-top-style: solid !important;border-color: #393939 !important;}\u00bb]<style>.vcex-image.vcex_69e106276f0b1 .vcex-image-inner{max-width:850px;}<\/style><figure class=\"vcex-image vcex-module wpex-text-center wpb_animate_when_almost_visible wpb_fadeIn fadeIn vcex_69e106276f0b1\"><div class=\"vcex-image-inner wpex-relative wpex-inline-block vc_custom_1736786464167\"><img width=\"1589\" height=\"1190\" src=\"https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2025\/01\/SERVICE-WHEEL-FOR-COMPENDIUM-optimised-2.jpg\" class=\"vcex-image-img wpex-align-middle skip-lazy\" alt=\"\" data-no-lazy=\"1\" srcset=\"https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2025\/01\/SERVICE-WHEEL-FOR-COMPENDIUM-optimised-2.jpg 1589w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2025\/01\/SERVICE-WHEEL-FOR-COMPENDIUM-optimised-2-300x225.jpg 300w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2025\/01\/SERVICE-WHEEL-FOR-COMPENDIUM-optimised-2-1024x767.jpg 1024w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2025\/01\/SERVICE-WHEEL-FOR-COMPENDIUM-optimised-2-768x575.jpg 768w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2025\/01\/SERVICE-WHEEL-FOR-COMPENDIUM-optimised-2-1536x1150.jpg 1536w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2025\/01\/SERVICE-WHEEL-FOR-COMPENDIUM-optimised-2.jpg?w=635 635w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2025\/01\/SERVICE-WHEEL-FOR-COMPENDIUM-optimised-2.jpg?w=953 953w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2025\/01\/SERVICE-WHEEL-FOR-COMPENDIUM-optimised-2.jpg?w=1271 1271w, https:\/\/e4h8grreyn6.exactdn.com\/wp-content\/uploads\/2025\/01\/SERVICE-WHEEL-FOR-COMPENDIUM-optimised-2.jpg?w=450 450w\" sizes=\"(max-width: 980px) 100vw, 980px\" \/><\/div><\/figure>[\/vc_column][\/vc_row][vc_row full_width=\u00bbstretch_row\u00bb column_spacing=\u00bb0px\u00bb css=\u00bb.vc_custom_1738071097041{border-color: #393939 !important;}\u00bb][vc_column css_animation=\u00bbfadeIn\u00bb css=\u00bb.vc_custom_1736786679003{background-color: #F5B335 !important;border-color: #393939 !important;}\u00bb][vc_empty_space height=\u00bb50px\u00bb css=\u00bb.vc_custom_1736786801684{background-color: #F5B335 !important;}\u00bb][\/vc_column][\/vc_row][vc_row column_spacing=\u00bb0px\u00bb disable_element=\u00bbyes\u00bb][vc_column width=\u00bb1\/2&#8243;][vc_column_text css=\u00bb\u00bb]\n<h3>Floating Rate Fund &#8211; SMS Outreach<\/h3>\n<p><strong>Outreach Reach:<\/strong><\/p>\n<ul>\n<li>A total of 341 SMS reminders were released to shareholders.<\/li>\n<li>The messages targeted 1,282,830.93 shares in total.<\/li>\n<\/ul>\n<p><strong>Engagement and Voting Response:<\/strong><\/p>\n<ul>\n<li>Out of 341 recipients, 11 shareholders responded and cast a vote.<\/li>\n<li>This equates to a response rate of 3.23%, which, while modest, aligns \u00a0 with expectations for text outreach alone.<\/li>\n<\/ul>\n<p><strong>Voting Outcome:<\/strong><\/p>\n<ul>\n<li>All 11 votes received were cast in favor, indicating 100% favorability on a \u00a0 share basis.<\/li>\n<li>This means 23,495.78 shares were voted in support of the proposal \u2014 reinforcing strong alignment among those who engaged.<\/li>\n<\/ul>\n<p><strong>Insights and Takeaways:<\/strong><\/p>\n<ul>\n<li>The response volume was low relative to the number of shares \u00a0 contacted, which is typical for SMS-only campaigns.<\/li>\n<li>However, the votes that did come in were all favorable, showing the \u00a0 effectiveness of the campaign in mobilizing supportive shareholders.<\/li>\n<li>This reinforces that while SMS outreach alone may not yield high \u00a0 response rates, it can still result in high-quality engagements<\/li>\n<\/ul>\n[\/vc_column_text]<div class=\"vcex-spacing wpex-w-100 wpex-clear visible-phone\" style=\"height:30px;\"><\/div>[\/vc_column][vc_column width=\u00bb1\/2&#8243; wpex_bg_color=\u00bb#ffffff\u00bb][vc_column_text css=\u00bb.vc_custom_1770888557625{padding-top: 20px !important;padding-right: 20px !important;padding-bottom: 20px !important;padding-left: 20px !important;}\u00bb text_align=\u00bbcenter\u00bb font_size=\u00bblg\u00bb font_weight=\u00bb600&#8243; wpex_bg_color=\u00bbaccent\u00bb color=\u00bb#ffffff\u00bb]Alliance Advisors Outreach Stats[\/vc_column_text][vc_row_inner gap=\u00bb25&#8243; remove_bottom_col_margin=\u00bbtrue\u00bb css=\u00bb.vc_custom_1770888530550{padding-top: 20px !important;padding-right: 20px !important;padding-left: 20px !important;background-color: #FFFFFF !important;}\u00bb][vc_column_inner width=\u00bb1\/2&#8243;]<style>.vcex-milestone.vcex_69e1062771311{background-color:var(--wpex-palette-62329-color);}.vcex-milestone.vcex_69e1062771311 .vcex-milestone-number{color:var(--wpex-palette-63603-color);font-size:var(--wpex-text-5xl);}<\/style><div class=\"vcex-module vcex-milestone wpex-boxed wpex-text-center wpex-mb-30 vcex_69e1062771311\"><div class=\"vcex-milestone-inner wpex-inline-block\"><div class=\"vcex-milestone-desc\"><div class=\"vcex-milestone-number wpex-leading-none wpex-font-semibold\"><span class=\"vcex-milestone-time vcex-countup\" data-options=\"{&quot;startVal&quot;:0,&quot;endVal&quot;:&quot;341&quot;,&quot;duration&quot;:2.5,&quot;decimals&quot;:0,&quot;separator&quot;:&quot;,&quot;,&quot;decimal&quot;:&quot;.&quot;,&quot;animateOnScroll&quot;:true}\" aria-hidden=\"true\"><\/span><span class=\"screen-reader-text\">341<\/span><\/div><div class=\"vcex-milestone-caption wpex-mt-5 wpex-text-lg\">Release Count<\/div><\/div><\/div><\/div><style>.vcex-milestone.vcex_69e1062771b3f{background-color:var(--wpex-palette-62329-color);}.vcex-milestone.vcex_69e1062771b3f .vcex-milestone-number{color:var(--wpex-palette-63603-color);font-size:var(--wpex-text-5xl);}<\/style><div class=\"vcex-module vcex-milestone wpex-boxed wpex-text-center wpex-mb-30 vcex_69e1062771b3f\"><div class=\"vcex-milestone-inner wpex-inline-block\"><div class=\"vcex-milestone-desc\"><div class=\"vcex-milestone-number wpex-leading-none wpex-font-semibold\"><span class=\"vcex-milestone-time vcex-countup\" data-options=\"{&quot;startVal&quot;:0,&quot;endVal&quot;:&quot;11&quot;,&quot;duration&quot;:2.5,&quot;decimals&quot;:0,&quot;separator&quot;:&quot;,&quot;,&quot;decimal&quot;:&quot;.&quot;,&quot;animateOnScroll&quot;:true}\" aria-hidden=\"true\"><\/span><span class=\"screen-reader-text\">11<\/span><\/div><div class=\"vcex-milestone-caption wpex-mt-5 wpex-text-lg\">Vote Count<\/div><\/div><\/div><\/div><style>.vcex-milestone.vcex_69e106277222a{background-color:var(--wpex-palette-62329-color);}.vcex-milestone.vcex_69e106277222a .vcex-milestone-number{color:var(--wpex-palette-63603-color);font-size:var(--wpex-text-5xl);}<\/style><div class=\"vcex-module vcex-milestone wpex-boxed wpex-text-center vcex_69e106277222a\"><div class=\"vcex-milestone-inner wpex-inline-block\"><div class=\"vcex-milestone-desc\"><div class=\"vcex-milestone-number wpex-leading-none wpex-font-semibold\"><span class=\"vcex-milestone-time vcex-countup\" data-options=\"{&quot;startVal&quot;:0,&quot;endVal&quot;:&quot;11&quot;,&quot;duration&quot;:2.5,&quot;decimals&quot;:0,&quot;separator&quot;:&quot;,&quot;,&quot;decimal&quot;:&quot;.&quot;,&quot;animateOnScroll&quot;:true}\" aria-hidden=\"true\"><\/span><span class=\"screen-reader-text\">11<\/span><\/div><div class=\"vcex-milestone-caption wpex-mt-5 wpex-text-lg\">In Favor Count<\/div><\/div><\/div><\/div>[\/vc_column_inner][vc_column_inner width=\u00bb1\/2&#8243;]<style>.vcex-milestone.vcex_69e1062773808{background-color:var(--wpex-palette-62329-color);}.vcex-milestone.vcex_69e1062773808 .vcex-milestone-number{color:var(--wpex-palette-63603-color);font-size:var(--wpex-text-5xl);}<\/style><div class=\"vcex-module vcex-milestone wpex-boxed wpex-text-center wpex-mb-30 vcex_69e1062773808\"><div class=\"vcex-milestone-inner wpex-inline-block\"><div class=\"vcex-milestone-desc\"><div class=\"vcex-milestone-number wpex-leading-none wpex-font-semibold\"><span class=\"vcex-milestone-time vcex-countup\" data-options=\"{&quot;startVal&quot;:1282530,&quot;endVal&quot;:&quot;1282830&quot;,&quot;duration&quot;:2.5,&quot;decimals&quot;:0,&quot;separator&quot;:&quot;,&quot;,&quot;decimal&quot;:&quot;.&quot;,&quot;animateOnScroll&quot;:true}\" aria-hidden=\"true\">1282530<\/span><span class=\"screen-reader-text\">1282830<\/span><\/div><div class=\"vcex-milestone-caption wpex-mt-5 wpex-text-lg\">Release Shares<\/div><\/div><\/div><\/div><style>.vcex-milestone.vcex_69e1062773fc6{background-color:var(--wpex-palette-62329-color);}.vcex-milestone.vcex_69e1062773fc6 .vcex-milestone-number{color:var(--wpex-palette-63603-color);font-size:var(--wpex-text-5xl);}<\/style><div class=\"vcex-module vcex-milestone wpex-boxed wpex-text-center wpex-mb-30 vcex_69e1062773fc6\"><div class=\"vcex-milestone-inner wpex-inline-block\"><div class=\"vcex-milestone-desc\"><div class=\"vcex-milestone-number wpex-leading-none wpex-font-semibold\"><span class=\"vcex-milestone-time vcex-countup\" data-options=\"{&quot;startVal&quot;:23195,&quot;endVal&quot;:&quot;23495&quot;,&quot;duration&quot;:2.5,&quot;decimals&quot;:0,&quot;separator&quot;:&quot;,&quot;,&quot;decimal&quot;:&quot;.&quot;,&quot;animateOnScroll&quot;:true}\" aria-hidden=\"true\">23195<\/span><span class=\"screen-reader-text\">23495<\/span><\/div><div class=\"vcex-milestone-caption wpex-mt-5 wpex-text-lg\">Vote Shares<\/div><\/div><\/div><\/div><style>.vcex-milestone.vcex_69e10627746eb{background-color:var(--wpex-palette-62329-color);}.vcex-milestone.vcex_69e10627746eb .vcex-milestone-number{color:var(--wpex-palette-63603-color);font-size:var(--wpex-text-5xl);}<\/style><div class=\"vcex-module vcex-milestone wpex-boxed wpex-text-center wpex-mb-30 vcex_69e10627746eb\"><div class=\"vcex-milestone-inner wpex-inline-block\"><div class=\"vcex-milestone-desc\"><div class=\"vcex-milestone-number wpex-leading-none wpex-font-semibold\"><span class=\"vcex-milestone-time vcex-countup\" data-options=\"{&quot;startVal&quot;:23445,&quot;endVal&quot;:&quot;23495&quot;,&quot;duration&quot;:2.5,&quot;decimals&quot;:0,&quot;separator&quot;:&quot;,&quot;,&quot;decimal&quot;:&quot;.&quot;,&quot;animateOnScroll&quot;:true}\" aria-hidden=\"true\">23445<\/span><span class=\"screen-reader-text\">23495<\/span><\/div><div class=\"vcex-milestone-caption wpex-mt-5 wpex-text-lg\">In Favor Shares<\/div><\/div><\/div><\/div>[\/vc_column_inner][\/vc_row_inner][vc_row_inner css=\u00bb.vc_custom_1770829511375{padding-right: 35px !important;padding-bottom: 30px !important;padding-left: 35px !important;}\u00bb][vc_column_inner]<style>.vcex-skillbar-wrap.vcex_69e1062775ea2 .vcex-skillbar-bar{background-color:var(--wpex-palette-62329-color);}.vcex-skillbar-wrap.vcex_69e1062775ea2 .vcex-skill-bar-percent{color:#eaeaea;}.vcex-skillbar-wrap.vcex_69e1062775ea2 .vcex-skillbar{background-color:var(--wpex-palette-63606-color);}<\/style><div class=\"vcex-module vcex-skillbar-wrap wpex-mb-10 vcex-skillbar-style-alt-1 vcex_69e1062775ea2\"><div class=\"vcex-skillbar-title wpex-font-semibold wpex-mb-5\">Response Rate - 3.2%<\/div><div class=\"vcex-skillbar vcex-skillbar--animated wpex-block wpex-relative wpex-surface-3 wpex-text-3 wpex-font-semibold\" data-percent=\"32&#037;\" data-animate-on-scroll=\"true\"><div class=\"vcex-skillbar-bar wpex-relative wpex-w-0 wpex-h-100 wpex-bg-accent wpex-text-white wpex-transition-width wpex-duration-700\"><\/div><div class=\"vcex-skill-bar-percent wpex-absolute wpex-top-50 -wpex-translate-y-50 wpex-right-0 wpex-text-sm wpex-top-50 -wpex-translate-y-50 wpex-mr-10\">32&#37;<\/div><\/div><\/div><style>.vcex-skillbar-wrap.vcex_69e106277679a .vcex-skillbar-bar{background-color:var(--wpex-palette-62329-color);}.vcex-skillbar-wrap.vcex_69e106277679a .vcex-skill-bar-percent{color:#eaeaea;}.vcex-skillbar-wrap.vcex_69e106277679a .vcex-skillbar{background-color:var(--wpex-palette-63606-color);}<\/style><div class=\"vcex-module vcex-skillbar-wrap wpex-mb-10 vcex-skillbar-style-alt-1 vcex_69e106277679a\"><div class=\"vcex-skillbar-title wpex-font-semibold wpex-mb-5\">Favorability (Share Basics - 100%)<\/div><div class=\"vcex-skillbar vcex-skillbar--animated wpex-block wpex-relative wpex-surface-3 wpex-text-3 wpex-font-semibold\" data-percent=\"100&#037;\" data-animate-on-scroll=\"true\"><div class=\"vcex-skillbar-bar wpex-relative wpex-w-0 wpex-h-100 wpex-bg-accent wpex-text-white wpex-transition-width wpex-duration-700\"><\/div><\/div><\/div>[\/vc_column_inner][\/vc_row_inner][\/vc_column][\/vc_row][vc_row][vc_column]<div class=\"vcex-spacing wpex-w-100 wpex-clear\" style=\"height:60px;\"><\/div><style>.vcex-grid-container.vcex_69e1062776dd3{gap:30px;}<\/style><div class=\"vcex-grid-container vcex-module wpex-grid wpex-gap-20 wpex-grid-cols-1 wpex-sm-grid-cols-2 wpex-lg-grid-cols-3 vcex_69e1062776dd3\"><style>.vcex-icon-box.vcex_69e1062777e2f{background:#ffffff;}.vcex-icon-box.vcex_69e1062777e2f .vcex-icon-box-heading{font-size:1.32em;}.vcex-icon-box.vcex_69e1062777e2f .vcex-icon-box-icon{font-size:35px;color:var(--wpex-accent);}<\/style><div class=\"vcex-module vcex-icon-box vcex-icon-box-two wpex-block vcex-icon-box-wo-icon wpex-shadow-2xl wpex-py-30 wpex-px-30 wpex-text-left vcex_69e1062777e2f\"><div class=\"vcex-icon-box-text\"><h2 class=\"vcex-icon-box-heading wpex-heading wpex-mb-10\">Ownership Intelligence<\/h2><div class=\"vcex-icon-box-content wpex-last-mb-0 wpex-clr\"><p>Using our proprietary data base built from 18 years of proxy campaigns we can identify institutions behind the custodians with 96% + accuracy with how and when they vote.<\/p>\n<p>Using our INVICTUS\u00a0SENTINEL platform we monitor and alert you on critical trading in your \u00a0stocks that detects early\u00a0signs\u00a0of\u00a0activist\u00a0involvement, ownership\u00a0shifts,\u00a0and\u00a0hard-to-identify\u00a0activist\u00a0tag-along\u00a0investors.<\/p>\n<\/div><\/div><\/div><style>.vcex-icon-box.vcex_69e1062778f77{background:#ffffff;}.vcex-icon-box.vcex_69e1062778f77 .vcex-icon-box-heading{font-size:1.32em;}.vcex-icon-box.vcex_69e1062778f77 .vcex-icon-box-icon{font-size:35px;color:var(--wpex-accent);}<\/style><div class=\"vcex-module vcex-icon-box vcex-icon-box-two wpex-block vcex-icon-box-wo-icon wpex-shadow-2xl wpex-py-30 wpex-px-30 wpex-text-left vcex_69e1062778f77\"><div class=\"vcex-icon-box-text\"><h2 class=\"vcex-icon-box-heading wpex-heading wpex-mb-10\">Shareholder Engagement\/Solicitation<\/h2><div class=\"vcex-icon-box-content wpex-last-mb-0 wpex-clr\"><p>Whether it\u2019s navigating the complexities of a shareholder meeting or executing a post-meeting engagement strategy, our corporate governance experts deliver strategic guidance and practical support to help boards and management achieve their corporate objectives and align with stakeholder expectations.<\/p>\n<\/div><\/div><\/div><style>.vcex-icon-box.vcex_69e106277ace2{background:#ffffff;}.vcex-icon-box.vcex_69e106277ace2 .vcex-icon-box-heading{font-size:1.32em;}.vcex-icon-box.vcex_69e106277ace2 .vcex-icon-box-icon{font-size:35px;color:var(--wpex-accent);}<\/style><div class=\"vcex-module vcex-icon-box vcex-icon-box-two wpex-block vcex-icon-box-wo-icon wpex-shadow-2xl wpex-py-30 wpex-px-30 wpex-text-left vcex_69e106277ace2\"><div class=\"vcex-icon-box-text\"><h2 class=\"vcex-icon-box-heading wpex-heading wpex-mb-10\">Corporate Governance Team<\/h2><div class=\"vcex-icon-box-content wpex-last-mb-0 wpex-clr\"><p>Our team includes former ISS and Glass Lewis experts who understand how proxy advisors evaluate executive pay programs and governance structures. We provide strategic advice that helps executives anticipate potential red flags and align policies with evolving proxy <a class=\"glossaryLink cmtt_Shareholder Vote Projection\" style=\"color: #393939 !important;text-decoration: none !important;border-bottom-width: 0px;border-bottom-style: dotted;border-bottom-color: #000000;font-family: Poppins, sans-serif;font-size: 16px;font-style: normal;font-weight: 400;letter-spacing: normal;text-align: start;text-indent: 0px;text-transform: none;white-space: normal\" role=\"link\" href=\"https:\/\/allianceadvisors.com\/glossary-index\/voting-guidelines\/\" aria-describedby=\"tt\" data-cmtooltip=\"&lt;div class=glossaryItemTitle&gt;Voting Guidelines&lt;\/div&gt;&lt;div class=glossaryItemBody&gt; Criteria and principles used by institutional investors and proxy advisory firms to evaluate...&lt;\/div&gt;&lt;div id=&amp;quot;cmtt_related_articles&amp;quot; class=&amp;quot;cmtt_related_articles_wrapper&amp;quot;&gt;&lt;div class=&amp;quot;cmtt_related_title cmtt_related_articles_title&amp;quot;&gt;Related Articles: &lt;\/div&gt;&lt;ul class=&amp;quot;cmtt_related&amp;quot;&gt;&lt;li class=&amp;quot;cmtt_related_item&amp;quot;&gt;&lt;a href=&amp;quot;https:\/\/allianceadvisors.com\/our-team\/&amp;quot;&gt;Our team&lt;\/a&gt;&lt;\/li&gt;&lt;li class=&amp;quot;cmtt_related_item&amp;quot;&gt;&lt;a href=&amp;quot;https:\/\/allianceadvisors.com\/blackrock-fidelity-calstrs-update-proxy-voting-guidelines-for-2024\/&amp;quot;&gt;BlackRock, Fidelity, CalSTRS Update Proxy Voting Guidelines for 2024&lt;\/a&gt;&lt;\/li&gt;&lt;\/ul&gt;&lt;\/div&gt;&lt;div class=glossaryTooltipMoreLinkWrapper&gt;&lt;a class=glossaryTooltipMoreLink href=https:\/\/allianceadvisors.com\/glossary-index\/voting-guidelines\/ &gt;Read more...&lt;\/a&gt;&lt;\/div&gt;\" data-link=\"https:\/\/allianceadvisors.com\/glossary-index\/voting-guidelines\/\" data-mobile-support=\"0\" data-gt-translate-attributes=\"&#091;{&quot;attribute&quot;:&quot;data-cmtooltip&quot;, &quot;format&quot;:&quot;html&quot;}&#093;\">voting guidelines<\/a>. By identifying and addressing \u00a0concerns early, we position companies to earn shareholder support and minimize the risk of adverse vote recommendations.<\/p>\n<\/div><\/div><\/div><style>.vcex-icon-box.vcex_69e106277be15{background:#ffffff;}.vcex-icon-box.vcex_69e106277be15 .vcex-icon-box-heading{font-size:1.32em;}.vcex-icon-box.vcex_69e106277be15 .vcex-icon-box-icon{font-size:35px;color:var(--wpex-accent);}<\/style><div class=\"vcex-module vcex-icon-box vcex-icon-box-two wpex-block vcex-icon-box-wo-icon wpex-shadow-2xl wpex-py-30 wpex-px-30 wpex-text-left vcex_69e106277be15\"><div class=\"vcex-icon-box-text\"><h2 class=\"vcex-icon-box-heading wpex-heading wpex-mb-10\">Retail Outreach<\/h2><div class=\"vcex-icon-box-content wpex-last-mb-0 wpex-clr\"><p>We analyze your retail base and provide unique retail outreach strategies.<\/p>\n<p class=\"p1\" dir=\"ltr\">Our virtual outreach platform and nationwide team of agents enable high-volume outbound calling,<\/p>\n<p class=\"p1\">Text-to-Vote solutions, and <a class=\"glossaryLink cmtt_Retail Shareholder Solicitation\" style=\"color: #393939 !important;text-decoration: none !important;border-bottom-width: 0px;border-bottom-style: dotted;border-bottom-color: #000000\" role=\"link\" href=\"https:\/\/allianceadvisors.com\/glossary-index\/email-voting\/\" aria-describedby=\"tt\" data-cmtooltip=\"&lt;div class=glossaryItemTitle&gt;Email Voting&lt;\/div&gt;&lt;div class=glossaryItemBody&gt; Email Voting is the process by which registered and NOBO shareholders are emailed with specific...&lt;\/div&gt;&lt;div id=&amp;quot;cmtt_related_articles&amp;quot; class=&amp;quot;cmtt_related_articles_wrapper&amp;quot;&gt;&lt;div class=&amp;quot;cmtt_related_title cmtt_related_articles_title&amp;quot;&gt;Related Articles: &lt;\/div&gt;&lt;ul class=&amp;quot;cmtt_related&amp;quot;&gt;&lt;li class=&amp;quot;cmtt_related_item&amp;quot;&gt;&lt;a href=&amp;quot;https:\/\/allianceadvisors.com\/retail-engagement\/&amp;quot;&gt;Retail Engagement&lt;\/a&gt;&lt;\/li&gt;&lt;li class=&amp;quot;cmtt_related_item&amp;quot;&gt;&lt;a href=&amp;quot;https:\/\/allianceadvisors.com\/executive-compensation-compendium\/&amp;quot;&gt;Shareholder Engagement &amp;#038; Executive Compensation Compendium&lt;\/a&gt;&lt;\/li&gt;&lt;\/ul&gt;&lt;\/div&gt;&lt;div class=glossaryTooltipMoreLinkWrapper&gt;&lt;a class=glossaryTooltipMoreLink href=https:\/\/allianceadvisors.com\/glossary-index\/email-voting\/ &gt;Read more...&lt;\/a&gt;&lt;\/div&gt;\" data-link=\"https:\/\/allianceadvisors.com\/glossary-index\/email-voting\/\" data-mobile-support=\"0\" data-gt-translate-attributes=\"&#091;{&quot;attribute&quot;:&quot;data-cmtooltip&quot;, &quot;format&quot;:&quot;html&quot;}&#093;\">email voting<\/a> campaigns. Both text and email platforms allow for branded and customized templates that can be personalized with a unique voting link for secure voting.<\/p>\n<p>Our virtual agent platform allows for rapid retail\/<a class=\"glossaryLink cmtt_Retail Shareholder Solicitation\" style=\"color: #393939 !important;text-decoration: none !important;border-bottom-width: 0px;border-bottom-style: dotted;border-bottom-color: #000000\" role=\"link\" href=\"https:\/\/allianceadvisors.com\/glossary-index\/nobo-shareholder-outreach\/\" aria-describedby=\"tt\" data-cmtooltip=\"&lt;div class=glossaryItemTitle&gt;NOBO Shareholder Outreach&lt;\/div&gt;&lt;div class=glossaryItemBody&gt; The proactive effort to engage with Non Objecting Beneficial ( NOBO ) shareholders through...&lt;\/div&gt;&lt;div id=&amp;quot;cmtt_related_articles&amp;quot; class=&amp;quot;cmtt_related_articles_wrapper&amp;quot;&gt;&lt;div class=&amp;quot;cmtt_related_title cmtt_related_articles_title&amp;quot;&gt;Related Articles: &lt;\/div&gt;&lt;ul class=&amp;quot;cmtt_related&amp;quot;&gt;&lt;li class=&amp;quot;cmtt_related_item&amp;quot;&gt;&lt;a href=&amp;quot;https:\/\/allianceadvisors.com\/executive-compensation-compendium\/&amp;quot;&gt;Shareholder Engagement &amp;#038; Executive Compensation Compendium&lt;\/a&gt;&lt;\/li&gt;&lt;li class=&amp;quot;cmtt_related_item&amp;quot;&gt;&lt;a href=&amp;quot;https:\/\/allianceadvisors.com\/executive-compensation-compendium\/&amp;quot;&gt;Shareholder Engagement &amp;#038; Executive Compensation Compendium&lt;\/a&gt;&lt;\/li&gt;&lt;\/ul&gt;&lt;\/div&gt;&lt;div class=glossaryTooltipMoreLinkWrapper&gt;&lt;a class=glossaryTooltipMoreLink href=https:\/\/allianceadvisors.com\/glossary-index\/nobo-shareholder-outreach\/ &gt;Read more...&lt;\/a&gt;&lt;\/div&gt;\" data-link=\"https:\/\/allianceadvisors.com\/glossary-index\/nobo-shareholder-outreach\/\" data-mobile-support=\"0\" data-gt-translate-attributes=\"&#091;{&quot;attribute&quot;:&quot;data-cmtooltip&quot;, &quot;format&quot;:&quot;html&quot;}&#093;\">NOBO shareholder outreach<\/a>.<\/p>\n<\/div><\/div><\/div><style>.vcex-icon-box.vcex_69e106277d7be{background:#ffffff;}.vcex-icon-box.vcex_69e106277d7be .vcex-icon-box-heading{font-size:1.32em;}.vcex-icon-box.vcex_69e106277d7be .vcex-icon-box-icon{font-size:35px;color:var(--wpex-accent);}<\/style><div class=\"vcex-module vcex-icon-box vcex-icon-box-two wpex-block vcex-icon-box-wo-icon wpex-shadow-2xl wpex-py-30 wpex-px-30 wpex-text-left vcex_69e106277d7be\"><div class=\"vcex-icon-box-text\"><h2 class=\"vcex-icon-box-heading wpex-heading wpex-mb-10\">Investor Relations<\/h2><div class=\"vcex-icon-box-content wpex-last-mb-0 wpex-clr\"><p>We provide strategic <a class=\"glossaryLink cmtt_Institutional Shareholder Engagement\" style=\"color: #393939 !important;text-decoration: none !important;border-bottom-width: 0px;border-bottom-style: dotted;border-bottom-color: #000000;font-family: Poppins, sans-serif;font-size: 16px;font-style: normal;font-weight: 400;letter-spacing: normal;text-align: start;text-indent: 0px;text-transform: none;white-space: normal\" role=\"link\" href=\"https:\/\/allianceadvisors.com\/glossary-index\/investor-relations\/\" aria-describedby=\"tt\" data-cmtooltip=\"&lt;div class=glossaryItemTitle&gt;Investor Relations&lt;\/div&gt;&lt;div class=glossaryItemBody&gt; The function within a company responsible for managing communication and relationships with...&lt;\/div&gt;&lt;div id=&amp;quot;cmtt_related_articles&amp;quot; class=&amp;quot;cmtt_related_articles_wrapper&amp;quot;&gt;&lt;div class=&amp;quot;cmtt_related_title cmtt_related_articles_title&amp;quot;&gt;Related Articles: &lt;\/div&gt;&lt;ul class=&amp;quot;cmtt_related&amp;quot;&gt;&lt;li class=&amp;quot;cmtt_related_item&amp;quot;&gt;&lt;a href=&amp;quot;https:\/\/allianceadvisors.com\/why-alliance-advisors\/&amp;quot;&gt;Why Alliance Advisors&lt;\/a&gt;&lt;\/li&gt;&lt;li class=&amp;quot;cmtt_related_item&amp;quot;&gt;&lt;a href=&amp;quot;https:\/\/allianceadvisors.com\/&amp;quot;&gt;Going beyond, to achieve your goals&lt;\/a&gt;&lt;\/li&gt;&lt;\/ul&gt;&lt;\/div&gt;&lt;div class=glossaryTooltipMoreLinkWrapper&gt;&lt;a class=glossaryTooltipMoreLink href=https:\/\/allianceadvisors.com\/glossary-index\/investor-relations\/ &gt;Read more...&lt;\/a&gt;&lt;\/div&gt;\" data-link=\"https:\/\/allianceadvisors.com\/glossary-index\/investor-relations\/\" data-mobile-support=\"0\" data-gt-translate-attributes=\"&#091;{&quot;attribute&quot;:&quot;data-cmtooltip&quot;, &quot;format&quot;:&quot;html&quot;}&#093;\">investor relations<\/a>support to both public and private companies, helping articulate a compelling equity story aligned with long-term value creation.\u00a0Our team partners with companies to navigate investor engagement, market perception, and investor targeting with precision and insight.<\/p>\n<\/div><\/div><\/div><style>.vcex-icon-box.vcex_69e106277e828{background:#ffffff;}.vcex-icon-box.vcex_69e106277e828 .vcex-icon-box-heading{font-size:1.32em;}.vcex-icon-box.vcex_69e106277e828 .vcex-icon-box-icon{font-size:35px;color:var(--wpex-accent);}<\/style><div class=\"vcex-module vcex-icon-box vcex-icon-box-two wpex-block vcex-icon-box-wo-icon wpex-shadow-2xl wpex-py-30 wpex-px-30 wpex-text-left vcex_69e106277e828\"><div class=\"vcex-icon-box-text\"><h2 class=\"vcex-icon-box-heading wpex-heading wpex-mb-10\">Proxy Logistics<\/h2><div class=\"vcex-icon-box-content wpex-last-mb-0 wpex-clr\"><p>Our <a class=\"glossaryLink cmtt_Proxy Logistics\" style=\"color: #393939 !important;text-decoration: none !important;border-bottom-width: 0px;border-bottom-style: dotted;border-bottom-color: #000000;font-family: Poppins, sans-serif;font-size: 16px;font-style: normal;font-weight: 400;letter-spacing: normal;text-align: start;text-indent: 0px;text-transform: none;white-space: normal\" role=\"link\" href=\"https:\/\/allianceadvisors.com\/glossary-index\/proxy-logistics\/\" aria-describedby=\"tt\" data-cmtooltip=\"&lt;div class=glossaryItemTitle&gt;Proxy Logistics&lt;\/div&gt;&lt;div class=glossaryItemBody&gt; The process of managing the distribution, collection, and tabulation of proxy materials and...&lt;\/div&gt;&lt;div id=&amp;quot;cmtt_related_articles&amp;quot; class=&amp;quot;cmtt_related_articles_wrapper&amp;quot;&gt;&lt;div class=&amp;quot;cmtt_related_title cmtt_related_articles_title&amp;quot;&gt;Related Articles: &lt;\/div&gt;&lt;ul class=&amp;quot;cmtt_related&amp;quot;&gt;&lt;li class=&amp;quot;cmtt_related_item&amp;quot;&gt;&lt;a href=&amp;quot;https:\/\/allianceadvisors.com\/why-alliance-advisors\/&amp;quot;&gt;Why Alliance Advisors&lt;\/a&gt;&lt;\/li&gt;&lt;li class=&amp;quot;cmtt_related_item&amp;quot;&gt;&lt;a href=&amp;quot;https:\/\/allianceadvisors.com\/&amp;quot;&gt;Going beyond, to achieve your goals&lt;\/a&gt;&lt;\/li&gt;&lt;\/ul&gt;&lt;\/div&gt;&lt;div class=glossaryTooltipMoreLinkWrapper&gt;&lt;a class=glossaryTooltipMoreLink href=https:\/\/allianceadvisors.com\/glossary-index\/proxy-logistics\/ &gt;Read more...&lt;\/a&gt;&lt;\/div&gt;\" data-link=\"https:\/\/allianceadvisors.com\/glossary-index\/proxy-logistics\/\" data-mobile-support=\"0\" data-gt-translate-attributes=\"&#091;{&quot;attribute&quot;:&quot;data-cmtooltip&quot;, &quot;format&quot;:&quot;html&quot;}&#093;\">Proxy Logistics<\/a> Group offers a comprehensive, all-in-one solution designed to simplify every aspect of your shareholder meetings. From typesetting and filing to scheduling, production, vote tabulation, virtual meeting services, and overseeing the Inspector of Elections, we manage it all seamlessly.<\/p>\n<\/div><\/div><\/div><\/div><div class=\"vcex-spacing wpex-w-100 wpex-clear\" style=\"height:60px;\"><\/div><style>.vcex-button.vcex_69e10627805bf{font-size:var(--wpex-text-lg);font-weight:500;text-transform:capitalize;}<\/style><div class=\"theme-button-wrap theme-button-expanded-wrap\"><a href=\"\/wp-content\/uploads\/2025\/01\/ALLIANCE-ADVISORS-CAPABILITIES-2025-.pdf\" class=\"vcex-button theme-button expanded hvr hvr-shadow expanded vcex_69e10627805bf\" download><span class=\"vcex-button-inner theme-button-inner wpex-flex wpex-flex-wrap wpex-items-center wpex-justify-center\">Download our full capabilities presentation<\/span><\/a><\/div> [\/vc_column][\/vc_row][\/vc_section][vc_row css_animation=\u00bbfadeIn\u00bb full_width=\u00bbstretch_row\u00bb remove_bottom_col_margin=\u00bbtrue\u00bb css=\u00bb.vc_custom_1770893014160{padding-top: 40px !important;padding-bottom: 40px !important;}\u00bb el_class=\u00bbunset-glossary\u00bb][vc_column][vc_column_text css=\u00bb\u00bb text_align=\u00bbcenter\u00bb font_size=\u00bbxl\u00bb]With Alliance Advisors <span style=\"color: #e1251b;\">Going Beyond<\/span> research series, we bring to the forefront pivotal discussions and content that are shaping the world of Corporate Governance, Executive Compensation, ESG, Shareholder Activism, Retail Outreach and M&amp;A.[\/vc_column_text][\/vc_column][\/vc_row]\n<\/div>","protected":false},"excerpt":{"rendered":"Christine Badea is Assistant Vice President for Client Management at Alliance Advisors. Christine works with Broadridge daily and communicates with the Outreach Center on the needs for all current mutual fund campaigns. Before joining Alliance, she worked for AXA Equitable and Suntrust, handling Outreach center special projects for annuities and corporate actions, respectively.","protected":false},"author":9,"featured_media":63590,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-65003","page","type-page","status-publish","has-post-thumbnail","hentry","entry","has-media"],"_links":{"self":[{"href":"https:\/\/allianceadvisors.com\/es\/wp-json\/wp\/v2\/pages\/65003","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/allianceadvisors.com\/es\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/allianceadvisors.com\/es\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/allianceadvisors.com\/es\/wp-json\/wp\/v2\/users\/9"}],"replies":[{"embeddable":true,"href":"https:\/\/allianceadvisors.com\/es\/wp-json\/wp\/v2\/comments?post=65003"}],"version-history":[{"count":0,"href":"https:\/\/allianceadvisors.com\/es\/wp-json\/wp\/v2\/pages\/65003\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/allianceadvisors.com\/es\/wp-json\/wp\/v2\/media\/63590"}],"wp:attachment":[{"href":"https:\/\/allianceadvisors.com\/es\/wp-json\/wp\/v2\/media?parent=65003"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}