Submit vote preferences
Investors can cast a vote preference at a specific meeting, which is then applied across multiple fund managers and funds.

• A single platform that consolidates all AGMs, proposals, and funds.
• Users vote once and it’s applied across all of the funds they invest in.

Voting policies
Select a voting policy from leading proxy advisors, and receive their research and recommendations. Institutional investors who already have voting rights on segregated mandates can also apply this voting policy to their pooled funds.

• Investors’ recommendations are sent to all of their fund managers.
• Reduces risk of vote contention.
• Less effort for investors to manage their fund managers.

One solution for all funds and investor types
Tumelo supports both retail and institutional investors through our tailored platforms or our API, solving the omnibus custodian problem to give all unit holders access to expression of wish.

• Easy-to-use digital platform that consolidates all AGMs, proposals and funds, so users can vote once.

Vote results
Investors are able to see the results of the vote preferences they have sent. They can also see how their fund managers have voted, and the outcomes of the vote at the AGMs.

• Transparency of vote impact and the results.
• Bringing investors closer to their investments.
• Fund managers offer additional value to investors.