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Managed accounts

Add personalized voting to any account.

iconik makes it easy to apply your firm’s policy, meet individual client mandates, and separate signal from noise.

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Cascading Voting Rules

Stackable policies.

Combine different policies to open up a range of possibilities, with conflicts resolved according to the order of precedence you’ve set. Only on iconik.

Policy stack
  1. Client’s own rulesChecked first
  2. Shareholder Protections policyChecked if rule 1 has no position
  3. Default: vote with the boardCatches everything else
FedEx Corporation · 2026 Annual Meeting
  • Shareholder proposal: independent board chairFORDecided by 1 · Client’s own rules
  • Advisory vote on executive compensationAGAINSTDecided by 1 · Client’s own rules
  • Shareholder proposal: lower threshold to call a special meetingFORDecided by 2 · Shareholder Protections policy
  • Ratification of auditorsFORDecided by 3 · Default
Rules Builder

Write voting rules with precision.

For full control of the voting engine, build your own rules using if/else logic.

Pay ratio limitRule 1 of 3
IF
Proposal is Say-on-Pay
AND
CEO pay is more than 170× the median employee
THEN
Vote againstand against compensation committee members
ELSE
Pass to the next policy in the stack
Alerts

Focus on the votes that matter to you.

To review or stay informed about certain types of votes, set alerts by company, topic, or shareholder proponent.

  • CompanyFedEx
  • TopicHealth
  • ProponentJohn Chevedden
  • Company · FedEx2026 Annual Meeting posted. 16 proposals, votes due September 27.
  • Topic · HealthReport on risks related to distributing abortion drugs, proposed by the Catholic Diocese of Fort Worth.
  • Proponent · John CheveddenLower threshold to call a special meeting.
Meeting reports

A report for every meeting, for every account.

See how each ballot item was voted, where the vote differed from management, and which topics drove the result.

2026 Annual MeetingFedEx Corporation
Record date Aug 2, 2026Meeting Sep 27, 2026
Votes cast
16
Differ from management (63%)
10
Topics applied
  • Compensation10/10
  • Independence9/9
  • Governance6/9
  • Health2/6
  • Shareholder rights2/2
Why each vote was cast
  • CEO pay ratio above the limitClient’s own rules
    • Say-on-Pay: against
    • Ellison: against
    • Griffith: against
    • Schwab: against
    • Walsh: against
  • Chair of nominating committee not independentClient’s own rules
    • Ellison: against
    • Griffith: against
    • Perpall: against
    • Walsh: against
  • Board less than 40% gender diverseClient’s own rules
    • Ellison: against
    • Griffith: against
    • Perpall: against
    • Walsh: against
  • Director tenure of 9 years or moreClient’s own rules
    • Ellison: against
    • Ramo: against
    • Schwab: against
    • Walsh: against
  • Board chair is not independentClient’s own rules
    • Martin: against
    • Independent chair proposal: for
  • Proponent: John CheveddenShareholder Protections policy
    • Special meeting threshold: for
  • Reproductive healthClient’s own rules
    • Health report: against
  • No rule applied: vote with the boardDefault
    • Edmunds: for
    • Norton: for
    • Smith: for
    • Subramaniam: for
    • Auditors: for
iconik VoteThru

Customize voting, even when voting rights are combined.

Master and omnibus accounts pool voting rights, so every client is voted the same way. VoteThru calculates each underlying account’s share of the vote, so each client can follow its own policy, or the firm’s policy by default.

How VoteThru works
Onboarding

Live in two steps.

  1. Instruct your custodian to deliver proxies to iconik.

    Ballots then arrive automatically for every meeting. For master and omnibus accounts, add a feed of underlying positions so VoteThru can split the vote.

  2. iconik confirms receipt. The account is onboarded.

    View voting activity for all of your accounts in the Adviser Dashboard.

See it in action.

Book a demo