Tumelo enables shareholders to have a voice on the issues they care about by providing expression of wish and pass-through voting technology to fund managers, brokers, and institutional investors.

The Challenge

  • Fund managers are under increasing pressure as regulators push for greater alignment with underlying investors.
  • Client demand is coming from institutional investors needing to satisfy their own fiduciary duty by aligning vote instructions across their entire portfolio.
  • Competition in the market is coming from asset managers creating low-cost products that offer flexibility around voting.
  • Fund managers need to evolve their products to cater for diverse asset owner opinions, especially when it comes to controversial topics such as ESG.

The Solution

Tumelo’s solution enables fund managers to to offer a product for both institutional and retail clients that has the low cost of a pooled fund, but with the voting flexibility previously reserved only for the largest clients in a segregated mandate.

Engagement, voting and reporting in one simple, low-cost, flexible solution.

The Importance

Our technology has been developed in collaboration with the market to solve real-life challenges and will deliver cost savings, operational efficiency, and an enhanced user experience for investors, worldwide.

Next steps

If you’re keen to find out more about pass-through voting you can find our latest insight blogs on our website.

Alternatively, if you’d like one of the team to give you a demonstration of the platform – book a demo.

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