Our product
Expression of wish

Our solution streamlines communication between investors and fund managers on proxy-voting issues. Investors can cast vote preferences ahead of upcoming AGMs, apply it across all funds and see the vote results all in one place.

Product features

Submit vote preferences

Investors can cast a vote preference at a specific meeting, which is then applied across multiple fund managers and funds.

  • A single platform that consolidates all AGMs, proposals, and funds.
  • Users vote once and it’s applied across all of the funds they invest in.
Card shows an example of a shareholder proposal with the options to vote, by selecting the option For, Against or Abstain and submitting it to the fund manager.
Cards show an example of a voting policy, in this case it's a climate policy that would be available on the expression of wish platform.

Voting policies

Select a voting policy from leading proxy advisors, and receive their research and recommendations. Institutional investors who already have voting rights on segregated mandates can also apply this voting policy to their pooled funds.

  • Investors’ recommendations are sent to all of their fund managers.
  • Reduces risk of vote contention.
  • Less effort for investors to manage their fund managers.

One solution for all funds and investor types

Tumelo supports both retail and institutional investors through our tailored platforms or our API, solving the omnibus custodian problem to give all unit holders access to expression of wish.

  • Easy-to-use digital platform that consolidates all AGMs, proposals and funds, so users can vote once.
The image shows how all the vote submissions are then aggregated together and you can see the percentage of how users vote.
The image shows a chart of an AGM outcome; you can see an example of the percentage of user votes and how fund managers voted.

Vote results

Investors are able to see the results of the vote preferences they have sent. They can also see how their fund managers have voted, and the outcomes of the vote at the AGMs.

  • Transparency of vote impact and the results.
  • Bringing investors closer to their investments.
  • Fund managers offer additional value to investors.

FidelityWO-New
What our partner says:
“This exciting new tool enables members to see what companies their pension funds are invested into, learn more about those companies and engage on Annual General Meeting (AGM) proposals ranging from topics such as CEO remuneration to whether a company should conduct a civil rights and discrimination audit.”

Patrycja Coz
Product and Digital Transformation Manager Fidelity International

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Charlie Barlow

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William Goodwin

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