How it Works
Advisors whose portfolios include stocks and mutual funds - for example in separately managed accounts - can use iconik to engage, attract, and retain clients.
1
Create profile
Advisors or clients create personalized voting profiles using iconik VoteForge, a system of adaptive microsurveys organized in sixteen topical areas. Weigh in on the issues that matter and skip the ones that don’t. You can use intelligent voting defaults to easily broaden a profile’s coverage.
2
Enable
When you’re ready, flip on auto-voting and iconik does the rest. Users choose how involved they want to be…everything from “set it and forget it” to monthly summaries or notifications for important votes.
3
Get reports
iconik visualizes how each portfolio’s voting power is being exercised to support the investor’s values, reporting impact in the areas investors have identified as important. For example: shareholder proposals on climate change that passed, or directors elected (or defeated).
Options for Advisors
Option 1
Client-directed
Clients create their own personalized voting profiles.
Option 2
Advisor-directed
Advisors create a voting profile for their firm, which covers proxies for all client accounts.
Option 3
Hybrid model
Advisors create a voting profile for their firm, but invite select clients to create their own customized profiles that override the default.