What We Do
Alliance Advisors supports mutual funds, ETFs, closed-end funds, and alternative investment vehicles with proxy advisory and shareholder engagement solutions. Our services are designed to simplify complex processes, improve participation, and ensure accurate, compliant outcomes.
Our approach brings together technology, data, and experienced advisory teams to manage the full lifecycle of proxy execution and shareholder engagement.
What We Do
Managing proxy communications across diverse investor bases and multiple fund structures requires more than isolated services. Alliance Advisors provides a coordinated framework that connects distribution, voting, and solicitation into a single, seamless experience.
Whether supporting routine fund matters or time-sensitive initiatives, we help clients reach shareholders efficiently, secure votes, and maintain transparency throughout the process.
What We Do
Shareholder Communications & Distribution
We manage the production and delivery of proxy materials using scalable print and digital workflows, ensuring timely distribution across global markets. Materials can be customized and branded to align with your organization’s identity and communication standards.
Digital Voting Experience
Shareholders are provided with intuitive, multi-channel voting options, including email-based voting, web access, QR codes, and text-enabled pathways. These tools are designed to reduce friction, increase participation, and meet shareholders where they prefer to engage.
Virtual & Hybrid Shareholder Meetings
Alliance Advisors delivers virtual and hybrid meeting technology that supports live presentations, shareholder voting, Q&A functionality, and meeting management—all accessible across devices.
Shareholder Engagement & Solicitation
Our advisory and solicitation teams help issuers understand ownership dynamics, and execute targeted engagement campaigns using outbound calling, digital outreach, and live-agent support.
What We Do
Retail participation continues to represent a meaningful portion of fund voting outcomes, yet retail investors are often the most difficult to reach. Fragmented vendors and disconnected systems can introduce inefficiencies, delays, and increased risk.
By consolidating communications, voting, and engagement within a single platform, Alliance Advisors helps issuers:
- Improve voter turnout
- Reduce operational complexity
- Gain real-time visibility into progress
- Maintain consistent shareholder experiences
The result is a smoother proxy process and greater confidence in meeting outcomes.
What We Do
Alliance Advisors is a leading provider of shareholder advisory, engagement, and proxy services worldwide. Our teams support thousands of meetings annually across multiple jurisdictions and asset classes, including mutual funds and alternative investment vehicles.
We combine global scale with local market knowledge to deliver reliable, compliant, and effective proxy execution.
