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For asset managers

A better way to vote proxies.

Explore how iconik delivers faster, more accurate voting and reporting for managers.

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Represented by the owners and managers we vote for
$160B+
Global meeting coverage, researched and voted
Every market
At most, to first executed vote, with iconik Photon
3 days
Savings compared to legacy providers
25%+
Policies in action

Policies tailored for each investment mandate.

Pick an example firm policy below, then click different portfolios to see how a single base policy can be adapted to suit client requirements.

Example firm base policy
Policy stackLong-term valueFirm policy applied as written
Illustrative example. Policies, rules and votes shown are for demonstration.

iconik Photon

First executed vote within 3 days.

Asset managers sometimes receive meeting research only days before the voting cutoff. iconik Photon executes policy-aligned votes within 3 days of receiving the first ballot, providing maximum time to review and adjust votes.

During peak season, fund advisers may receive proxy-advisor reports “seven days or less” before the meeting, and funds typically must vote two or more days before it.
Investment Company Institute, comment letter to the SEC on proxy voting advice, February 3, 2020
End to end

Built for how asset managers work.

  • 01

    Policy selection

    iconik VoteForge builds a house policy around your investment objectives, letting you combine template policies with your own custom rules. It's easy to use, with powerful customization options.

  • 02

    Vote execution

    Set your policies to execute automatically across all eligible ballots. With iconik Photon, the first vote is cast within 3 days, providing a maximum window to review or adjust.

  • 03

    Oversight

    iconik is built around transparency and auditability, making it easier to discharge your oversight duty. Set alerts by topic, company, or proponent, and review any votes in the system.

  • 04

    Reporting

    Generate on-demand reports any time, tracking your voting activity across 24 topics, plus annual N-PX filings.

Client mandates

Customize voting for clients when you need it.

When a client’s or prospect’s mandate differs from your firm voting policy, iconik makes it easy to accommodate them.

iconik VoteThru

Master and omnibus accounts combine voting rights. VoteThru splits the vote by underlying account, so each client can follow its own policy.

How VoteThru works
Voting intelligence

See how everyone else is voting.

iconik Prism is a sophisticated analytical environment that lets you compare any voting policy with thousands of publicly filed voting records.

Every N-PX voting record

Prism pulls filed voting records from EDGAR for every fund that files Form N-PX.

Benchmark your votes against peers

See how your voting record compares with peer managers issue by issue, and document it as evidence of a prudent process.

Show prospects where their manager’s votes diverge from their preferences

Build a policy to a prospect’s preferences and compare it with their current manager’s filed votes.

Example · One topicExecutive compensationShare of ballot items voted each way, from filed N-PX records.Invesco S&P 500 Index FundiShares Core S&P 500 ETF
Against excessive executive compensation
Invesco S&P 500 Index Fund: 4%, iShares Core S&P 500 ETF: 26%
Deferring to management on executive compensation
Invesco S&P 500 Index Fund: 92%, iShares Core S&P 500 ETF: 54%
Against discretionary bonuses
Invesco S&P 500 Index Fund: 4%, iShares Core S&P 500 ETF: 30%
Against pay weakly tied to three-year performance
Invesco S&P 500 Index Fund: 4%, iShares Core S&P 500 ETF: 31%
Regulatory reporting

N-PX without delay

iconik generates your Form N-PX report as soon as the reporting period ends, leaving ample time for review before the SEC deadline.

  • Multiple output formats

    Reports are produced in XML, CSV, or XLSX per client requirements.

  • Sub-advisor records

    Vote records from third-party sub-advisors are combined into one filing, and files are retained for your records.

  • ’40 Act funds

    Each fund’s full annual proxy voting record, prepared for filing.

  • 13(f) managers

    Annual say-on-pay vote reporting under the SEC’s amended N-PX rules.

Investor-Aligned Model

We don’t work for issuers.

Legacy proxy advisors sell research, benchmarking and consulting to the public companies their clients vote on. These relationships have raised concerns about conflicts of interest, which iconik avoids by not contracting with issuers.

Fiduciary record

Every vote is backed by peer-reviewed research.

Every policy position in iconik comes with a returns-optimizing rationale: short- and long-term benefits and costs, estimated impact, the strongest counterargument, and peer-reviewed citations verified against primary sources. The result is a voting record that stands up under review.

Switching

Moving to iconik is easy

Custodians
Works with every custodian. Keep your custody relationships as they are.
Execution
Votes execute through Broadridge, BetaNXT, and Proxymity.
Pricing
Simple per meeting rate. Savings of 25% or more, and we will beat competing offers.
Onboarding
Typical transition period: 2 to 3 weeks.

See iconik in action.

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