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Mutual Fund Proxy Solicitation

Definition:

The process of encouraging mutual fund shareholders to grant their voting authority to a designated proxy, typically the fund’s management or a third-party solicitor, to vote on their behalf at a mutual fund’s annual or special shareholders’ meeting. Alliance Advisors provides Proxy Solicitation and Shareholder Meeting Advisory Services for the largest mutual fund companies in the United States

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Alliance Advisors is an independent advisory firm focused on Shareholder Meeting Advisory, Shareholder Engagement, Compensation, Governance & Sustainability services through our global network.

We go beyond, from development to execution of bold, client-first strategies, resulting in winning outcomes.

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