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Set up a voting policy


PhiTrust’s shareholder engagement program provides support to investors wishing to set up a voting policy for their portfolio investments:

  • Analyse the current dominant voting policy issues in similar organisations
  • Review the dominant voting policy issues as they align with the investor’s own values and mission
  • Prospective analysis of the voting policy’s sensitive issues based on each company’s real constraints
  • Set up an internet-based voting platform with Proxinvest
  • Set up the necessary analytical tools to review those resolutions put forward by companies
  • Continuous support to shareholder throughout AGM process
  • Follow-up and impact measurement of the implemented voting policy (voting policy report, recommendations to improve existing voting policy…)

This program can be adapted to each investor’s personal strategy and mission.

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