Citizen Shareholders

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