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VoteThru

Pass-through voting for funds, direct indexing and other commingled accounts. With Enhanced Voting Choice, investors pick a preset or build their own policy. Only on iconik.

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The problem

Pooled votes take one position on sensitive topics.

Managers are pulled into debates they didn’t choose and can’t resolve alone. Typical voting choice programs offer a fixed menu of policies, so the manager still decides which views are presented to investors.

Today
  • Pension planFOR
  • FoundationFOR
  • EndowmentAGAINST
  • Family officeAGAINST
  • Advisor clientFOR
  • Retirement saverAGAINST
  • Church planFOR
  • Individual investorAGAINST
Pooled ballotEvery share voted the same way100% FOR
The solution

Enhanced Voting Choice.

Managers offer a set of preset policies as a starting point, and investors can build their own if they choose. Every investor can express their view. Enhanced Voting Choice balances ease-of-use with the ability to serve the full range of client preferences.

Typical program

Choose a voting policy

  • Advisor policy A
  • Advisor policy B
  • Advisor policy C
  • Manager policy
  • No way to adjust a policy
  • The manager decides which views are presented to investors
  • Offered mainly by the largest firms

Enhanced Voting Choice

Choose a voting policy or build your own

  • Fund PolicyDefault
  • Shareholder ProtectionsPreset
  • Board-AlignedPreset
  • Build your ownStart from any preset
  • Investors adjust any position to their priorities
  • The manager chooses the presets; investors can always build their own
  • For funds and direct indexing programs of any size
Illustrative example. Policies, rules and votes shown are for demonstration.
How it works

One ballot, split by ownership.

VoteThru applies each investor’s policy to their proportional share of the pooled account. The voting share for non-participating investors is voted according to the manager’s default policy. Split votes are automatically executed on the proxy processor’s platform.

  1. Manager · holdings feed
    Client IDSharesCustodian
    732d60f9-4cfb-48f1228.7Schwab
    e3063902-60b4-4f8341.1Fidelity
    9d6fba8c-fc40-42db401Pershing
    Anonymized positions, no personal information
  2. iconik · applies each policy
    • 732d60f9Shareholder ProtectionsFOR
    • e3063902Build your ownFOR
    • 9d6fba8cDefault policy (not participating)AGAINST
    Totaled across every investor
  3. Split ballot
    Executed automatically

    Report on government use of company technology

    For
    22,651
    Against
    9,487
    Abstain
    112
Lower costs

Ballot fees that don’t grow with every option.

VoteThru condenses voting into a single account per custodian and calculates the voting split. Managers pay lower ballot delivery fees and keep costs under control as accounts and voting options grow.

Current model

A vote group for every policy, at every custodian

Each vote group increases ballot delivery fees.

  • Custodian A$$$$$Benchmark + Sustainability policies, plus 3 non-omni accounts
  • Custodian B$$$$Benchmark policy, plus 3 non-omni accounts

With VoteThru

One account per custodian

Customize votes without adding vote groups.

  • Custodian A$Omnibus/master account · split by iconik
  • Custodian B$Omnibus/master account · split by iconik

See VoteThru in action.

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