Proxinvest offers its clients :
- A shareholder engagement service in France
- A worldwide Shareholder Engagement Service
- 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 worldwide Shareholder Engagement Service
Proxinvest offers a worldwide 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
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 / Glass Lewis governance database
- International networking of selected initiatives
- Drafting of the Annual Commitment Report
