Corporate Governance

Governance Consulting for Mutual Funds.

Corporate governance best practices ensure a structure that benefits the shareholders, the trustees, the fund’s management, employees, and customers by ensuring that the organization follows the highest ethical standards as well as formal laws and regulations. These practices involve operational and legal procedures that address issues including the composition of the board, auditing guidelines, risk mitigation, as well as trustee and management code of conduct.

Alliance Shareholder Communications has the experience and knowledge to assist mutual funds in the creation, implementation, and execution of corporate governance principles that guide trustees and officers through the complex and challenging business landscape. Our Governance Advisory Group, staffed with former executives of ISS, can assist mutual funds in the following areas.

  • Equity Plan Analysis
  • Institutional Outreach Programs (INSIGHT)
  • Vote Projections
  • Director Risk Assessment
  • Board Risk Score

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About Us

Changing the Shareholder Communication Conversation

Alliance Advisors is a multi-faceted proxy solicitation and advisory firm that understands success lies in evolving with our clients and their needs.

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