Proxinvest offers its clients :
- A collective shareholder engagement service in France
- A collective Shareholder Engagement Service in Europe
- A personalised Shareholder Engagement service
A Collective Shareholder Engagement service in France
- Proxinvest is the exclusive adviser of a collective shareholder engagement fund on the CAC 40 managed and marketed by Phitrust.
- Each year, Proxinvest proposes different Commitment topics. The investor participates in the decision-making process.
- Proxinvest ensures the follow-up of Commitment cases (letters, meetings, questions at the AGM, submission of shareholder resolutions).
A Collective Shareholder Engagement Service in Europe
Proxinvest offers a Pan-European Service to meet the regulatory requirements of the Shareholder Rights Directive (SRD II) for Asset Managers and Asset Owners.
- Challenging Managers on their long term strategy, practices and governance issues
- Working together to truly achieve change and results
- Leverage the local expertise of independent Engagement service providers within the framework of the European network ECGS (Expert Corporate Governance Service) of which Proxinvest is the Managing Partner.
Dedicated and independent Engagement with local expertise is essential to promote long-term thinking and results.
A personalised Shareholder Engagement service
Proxinvest helps investors who so wish to define and implement a tailor-made Shareholder Engagement Policy corresponding to their specific needs and objectives.
- Annual proposal of topics for dialogue and Engagement
- Search, filters on Proxinvest / ECGS governance database
- International networking of selected initiatives
- Drafting of the Annual Commitment Report
