Citizen
Shareholders ®
A Radical New Model For Ethical Investing
Empowering Your Clients = Winning Market Share
Want to be a Citizen Shareholder? Join here
Votes for Women and everybody else too!
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
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.
Board Composition
Asset Managers will also be able to choose to retain the power to exercise the voting right when it comes to electing board members.
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
Contact: sales@citizenshareholders.com
