Investor communications insights for brokers, issuers and funds

Q&A Blog Series: Recommendations for Replicating an In-Person Shareholder Meeting Virtually

Publicly listed companies rapidly adopted virtual shareholder meeting (VSM) technology in 2020 as the proxy season collided with the onset of the COVID-19 pandemic. With the 2021 proxy season approaching,...
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Q&A Blog Series: Shareholder Engagement in the Age of COVID

The pandemic has fast-forwarded shareholder communications technology in ways that few companies and brokers may have been able to imagine. As Head of Relationship Management, Micki Buffington sees...
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Industry Coordinates to Improve Access for Beneficial Shareholders in 2021 Virtual Shareholder Meetings

The transition from physical to virtual shareholder meetings (VSMs) made it possible for much of the 2020 proxy season to proceed on schedule, even as the COVID-19 pandemic began to take hold. Despite...
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Mediant Mentors: Engaging the Next Generation of Women in Finance

As part of Mediant’s partnership with Rock The Street, Wall Street (RTSWS), we recently hosted a virtual field trip for female students at Panther Creek High School in Cary, North Carolina. This is the...
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Q&A Blog Series: The Secure Path to Digital Leadership

Investor communications has been transitioning from physical to digital platforms for more than a decade, but the COVID-19 pandemic forced a dramatic acceleration in this trend. The 2020 proxy season,...
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Reduce Costs and Document Overload with Constructive Delivery

The requirement to deliver mutual fund prospectuses to clients has been burdensome and costly. It has also resulted in frustration from clients as they are deluged with prospectuses they’d rather not...
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