For fund managers

Powerful voting technology to offer your clients

Using Tumelo ProxySphere, build closer relationships with your clients by empowering them to vote in line with their unique investment strategy.

Why offer voting to clients?

Pass-through or "customised" voting empowers your clients to align voting across their portfolio. Additionally, by providing customised voting policies, asset managers can retain clients and attract greater asset allocations across multiple strategies. This unique collaboration transforms stewardship into a value driver.

Offer a more flexible product

where investors can choose their voting independently of their allocations.

Save time and money

by letting investors vote in a pooled fund without needing a segregated mandate.

Enable your investors to align their voting

across their whole portfolio.

Meet upcoming regulation

from the DWP, UK Stewardship code, PLSA or INDEX act efficiently. Enable your investors to align their voting across their whole portfolio.

Tumelo ProxySphere

Using our pass-through-voting product, investors (institutional, retail and wholesale) can vote on proposals at companies they hold through pooled funds or ETFs. They can vote directly, select a voting policy, or delegate votes to their fund manager.

Key features:

Beneficial-owner-first verification.
Intuitive, modern interface.
Proposal-theme filtering.
Voting policy agnostic.
No vote goes un-voted.

The Tumelo ProxySphere product is on a mobile and desktop device. It showcases the meetings page, where investors can see upcoming AGMs to vote.

Benefits for fund managers

Why choose Tumelo ProxySphere?

Our pass-through voting product offers significant value to everyone involved in the voting process. Here is how it's designed to benefit you as an asset manager. (To see the product features developed to engage your client, visit the product page.)

No votes go un-voted

The fund manager votes on 100% of their vote capital. ProxySphere splits the vote only where underlying investors have cast contrarian votes. If an investor doesn’t vote, their vote capital remains with the fund manager.

No changes to voting processes

You do not need to change your current voting process. The ProxySphere system tabulates votes of investors and updates the fund manager’s vote directly at the proxy intermediary

Retail & institutional coverage

ProxySphere supports both institutional and retail investors, so you can Treat Customers Fairly (TCF) with one solution.

Voting-policy agnostic

Tumelo works with any proxy advisor, so your clients can keep pre-existing policies.

Diversification of suppliers

Tumelo specialises in voting, which means fund managers retain their other suppliers, continuing as normal but adopting Tumelo as their PTV supplier, thus reducing supplier risk.

Simple, transparent per-fund pricing model

Tumelo doesn't have a complex charging structure with hidden fees. We charge a simple, clear fee for each fund that accepts PTV, reducing the fee with scale.

Explore pass-through voting

See how one of Europe's largest fund managers is using our product

Read the case study

Press

LGIM and Tumelo pass-through voting case study-3

Contact us
Speak to one of our team

Charlie Barlow

Global Head of Sales
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William Goodwin

Head of US Sales
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