For Advisors, Managers, and Investors
Prism
Easily compare your voting profile against your manager’s proxy voting record in key areas.
Differentiate
From Black Box to Full Transparency
Advisors and investors have historically had little insight into how their managers vote proxies. Prism is a groundbreaking approach to extracting and transforming voting data into comparisons that tell a story.
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Grow your business
Win Clients and Grow Wallet Share
Advisors use iconik to show prospects and clients how held-away assets are being voted against values, and how the advisor can better serve them through a voting profile customized to their values and preferences.
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Foundations, endowments, family offices
Identify Misalignment
Foundations, endowments, and other values-oriented investors use Prism to understand how their managers are voting with or against their values, and help ensure that the totality of their resources are supporting their mission.
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Data
Benchmarking and Due Diligence
Fund and portfolio managers use Prism to compare their voting record against peers. Advisors use Prism to help evaluate fund suitability.
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Tailored
Load Your Own Voting Record
Fund managers or investors holding stock in SMAs can load their voting records into Prism for analysis. Non-public voting records are confidential, viewable only by the user who uploaded them.
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Stay ahead
Prepare for the Future
Proxy voting is a hot topic. New SEC requirements and the emergence of client-directed voting choice programs at large asset management firms are increasing attention in this area. Stay ahead of the curve with a platform that puts advisors and managers in the driver’s seat.
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Empower your clients →
Get in touchNotice regarding Texas S.B. 2337
iconik does not independently issue voting recommendations. All voting choices are generated by applying each client's self-authored policy rules to public meeting data. Where client policies include non-financial factors or factors considered non-financial under Texas S.B. 2337, recommendations may reflect those values and not solely the financial interests of the users who adopted them.
For more information, including how your voting policy is implemented, please log in to your iconik account.