INTEGRATED PROXY VOTING PROCESS FOR EFFECTIVE GOVERNANCE

Asset managers and asset owners are under growing pressure to demonstrate active ownership. This includes disclosing participation in General Meetings (AGMs), resolutions voted on, and voting outcomes.

But in reality, proxy voting is often handled separately—outside portfolio managment systems—leading to fragmented oversight.

Manual processes, spreadsheets, and disconnected workflows make it hard to ensure data integrity, transparency, and efficient report production.

The result?
Siloed governance data, inconsistent reporting, and operational inefficiencies.

HOW AMINDIS STREAMLINES PROXY VOTING PROCESS

Voting data - ESG - Asset managers & asset owners

Direct integration with proxy voting firms

AMINDIS connects directly to proxy voting firms acting on your behalf. Voting data—such as issuer, meeting date, decision type, and vote outcome—is automatically ingested and linked to the corresponding issuer in your portfolio.

Unlike legacy setups that rely on Excel or isolated tools, this information is fully integrated into your portfolio management system.

No manual uploads
Consistency checks

Every vote is structured, historized, and traceable—sourced directly from mandated proxy agents.

Reporting made simple

Once voting data is integrated, AMINDIS enables governance and ESG reporting across all or selected portfolios.

Generate custom statistics by voting subject, geography, fund, or time period—using any combination that fits your reporting needs.

Because proxy data is natively linked to your portfolio engine, you can:

Combine it with holdings and mandates
Demonstrate shareholder engagement

No extra tooling. No added complexity. Just reliable, audit-ready reporting.

Open and flexible configuration

AMINDIS adapts to your processes. Define how data is categorized, aggregated, and reported—ensuring alignment with your internal frameworks and external obligations.

KEY BENEFITS FOR ASSET MANAGERS AND ASSET OWNERS

FULLY INTEGRATED

Voting records are directly connected to issuers, funds, and portfolios—inside the same environment as your investment data.

AUTOMATED

Data is automatically retrieved from proxy voting firms, consistently categorized, and stored in a standardized format.

PROXY VOTING REPORTING

Produce comprehensive governance and stewardship reports that meet regulatory and investor expectations—across timeframes.

AUDIT-READY

All records are historized and traceable, supporting full transparency at every stage.

EXPLORE MORE : RELATED TOPICS

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Data integration

Say goodbye to manual processes and poor data quality. The AMINDIS' Connector streamlines integration across systems, enabling fast validation, enriched outputs, and secure distribution.

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Build your reporting

Design, automate, and deliver tailored reports with AMINDIS. Our no-code solution centralizes workflows, ensures consistency, and adapts to any format, regulation, or client need.

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