Our Customers

We cater to a variety of clients with diverse proxy advisory requirements.

We support asset managers, including Registered Investment Advisors (RIAs), with comprehensive proxy voting services that comply with regulatory standards and align with their clients' needs. Our team of experts collaborates with asset managers to understand their unique needs, providing off-the-shelf or tailored solutions that help them fulfill their fiduciary duties.

Moreover, our in-depth research and recommendations enable asset managers to make well-informed decisions on crucial corporate governance votes.

Pension funds, mutual funds, insurance companies, endowments, and sovereign wealth funds are a significant portion of our clients. Our support allows our institutional investor clients to have a robust approach to proxy advisory while enabling them to focus on other important tasks.

Our team is equipped to help them make informed decisions that align with their fiduciary duties and investment strategies, enabling them to navigate the complexities of proxy voting, manage risks, and protect their interests effectively.

We can support family offices in navigating the intricate landscape of proxy voting through tailored research, analysis, and guidance. Leveraging our expertise in corporate governance, we enable family offices to effectively engage with portfolio companies, ensuring their interests and objectives are duly considered in vital decisions.

Our services empower family offices to make well-informed choices that align with their long-term investment objectives and values.

We can provide services to proxy solicitor contacts, helping them effectively manage proxy voting campaigns for their clients while addressing corporate governance issues in line with their unique requirements.

Our team is dedicated to supporting these clients in making a positive impact and ensuring their mission-focused objectives are considered in the decision-making process.

We service proxy solicitors, advising them on proxy votes and helping them effectively issue proxy votes for their clients in line with their unique requirements.

Our team is committed to offering insights, data-driven recommendations, and logistical support, ensuring proxy solicitors can deliver successful outcomes for their clients in a range of shareholder voting matters.

All of our customers choose Egan-Jones Proxy Services to achieve consistent and predictable results, and benefit from our expertise in corporate governance. As an independent proxy service, we help mitigate potential conflicts of interest within the our customers' organizations, ensuring unbiased decision-making on our clients' behalf. The result is that our clients can optimize their time and resources efficiently.

Our solutions

Our firm began a relationship with Egan-Jones around 15 years ago. After researching several proxy service providers, we preferred the value and services Egan-Jones provided.

Egan-Jones offered an easy and straightforward process of how we notified them of the meetings for which we needed to receive research reports. Their reports provided us valuable information, insight and detail – greatly reducing the amount of time we spent researching each meeting and assisting us in how to vote

Client Service Operations Manager,

Lowe, Brockenbrough & Company

Why they choose us.

Egan-Jones Proxy Services, established in 2002 by Egan-Jones Ratings Co., is the leading independent provider of proxy vote guidance and vote issuance for a variety of retail, institutional, and governmental investors.

Expertise

Affordability

Total Coverage

Customer Support

📅 Book a meeting

Contact Us

sales@ejproxy.com

(646) 883-9898

1120 Avenue of the Americas

4th Floor

New York, NY 10036

The Sisyphus Syndrome; Forecasting Fallacies

By Alyssa Festin • 12 Apr, 2024

Overview Economic forecasting is a well-established practice among credit and financial analysts. Our view is that it is appropriate and helpful at the issuer level but more often than not, an exercise in futility at the macro level. Sophisticated risk and portfolio managers are best served by focusing on those areas where they can be successful and engage in scenario analysis for the other areas.

Sovereign Credit Quality: Key Drivers

28 Mar, 2024

Overview Typically, issuers are subject to the vicissitudes of the economic environment. Hence a key question is what determines its strength or weakness, and perhaps more importantly, what predictions can be made regarding the future attractiveness. This installment will attempt to address some of the underlying drivers for the relative attractiveness of various environments.

False Prophets And False Prophesies

14 Mar, 2024

Overview As a risk manager or manager of institutional capital, it is critical to have a firm grasp on major challenges and likely outcomes. Building and maintaining a portfolio based on false assumptions can be disastrous. To make this installment as useful as possible, we aim to address some of the underlying assumptions making the rounds in the markets. “It ain’t what you don’t know that gets you into trouble. It’s what you know for sure that just ain’t so.” -Mark Twain “An economist is a portfolio manager who never marks to market.” -Howard Marks