Proxy voting audit service

Vote Check helps plan sponsors audit and evaluate their investment managers' proxy voting pattern to ensure they adhere to the fund's policy guidelines.  Vote Check provides comparisons of voting records and reports on votes cast, flagging votes that were either cast contrary to your policy or not voted at all.

Vote Check helps you ensure that your proxy voting policies are discharged correctly. Our analysts work with you and your fund managers to identify and highlight variations between your policies and theirs in order to minimize potential conflicts. As proxy voting continues, our analysts will compare the vote records of each fund manager against their stated policies. Every vote cast by your managers on your behalf is recorded and you will be promptly alerted of any votes that are cast contrary to your policy or not cast at all.

Benefits of Vote Check 

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  • Identify votes that were cast contrary to your policy, with managers' explanations for these variances
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  • Audit vote records to be certain that all votes were cast
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  • Analyze proxy voting issues and categories of proposals to determine how well your managers are meeting their fiduciary responsibilities

Please contact us for more information on Vote Check.