Shareholder Engagement

Targeted Communications

Research and Reporting: Alliance will leverage its proprietary database of institutional voting records with available N-PX filings to provide a comprehensive overview of how the largest institutional investors voted at your most recent shareholder meeting. From Say-on-Pay to shareholder proposals to director elections, this report is essential to an effective shareholder engagement process.

Communication with Institutional Investors: Alliance will review the report with the client and advise on the terms of the proposal or governance issue that the institution will most likely want to address. On behalf of the client, Alliance will then coordinate calls with the voting decision maker at the specific institutional investor and where needed will be an active participant on the call.

Messaging: Alliance will review the language in the draft proxy statement, the CD&A and provide commentary from a shareholder perspective to ensure the content and disclosure are in the best position to address the guidelines of institutional investors as well as the proxy advisory firms.

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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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