Convert any equity containing vehicle into an ethically engaged fund
Your clients can vote all their shares in one place, irrespective of how many Asset Managers, intermediaries or pensions they invest in.
It’s time to make every fund an Impact Fund
Transform your indirect shareholders into Citizen Shareholders
Your clients can vote all their shares in one place, irrespective of how many Asset Managers, intermediaries or pensions they invest in.
It’s time to make every fund an Impact Fund
Available in Two Formats
The Bolt-On version
Works with any existing fund
No change to legal contract
Asset Manager has power to override
The Baked-In Version
For New funds/entrants into Asset Management
Devolved voting power written into founding trust document
No override
Market Share Impact Grid
Get ahead of the curve and the competition
Find out how
The Opt-Outs
Financial Resolutions
Asset Managers can choose to opt-out of devolving voting power on resolutions that are properly part of portfolio management. These include issues such as M&A activity and share buybacks.
Financial Resolutions
Asset Managers can choose to opt-out of devolving voting power on resolutions that are properly part of portfolio management. These include issues such as M&A activity and share buybacks.
Asset Managers will be able to relinquish their opt-outs at any time. Whilst the opt-out is insitu, their clients votes on
Phase One - The Polling Platform
A holdings transparency index
A voting transparency index
A voting power index
Built with publicly available data
Potential Citizen Shareholders can:
Request additional holdings data
Ask how the voting power of their shares is currently being used
Say how they would vote on resolutions and externally proposed resolutions (polling)
Asset Managers that supply data to the platform will be given active links to their preferred purchase point