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  Services For Mutual Funds
Investor Response Consulting Services


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Increased investor activism as well as the growing influence of proxy voting advisory agencies (such as RiskMetrics Group’s ISS) in the mutual fund arena means that funds can no longer take a one-size-fits-all approach to their solicitations. We enable fund clients to understand the composition of their shareholder base and the likely behavior in a solicitation under any set of potentially new and unique circumstances. We consult with clients and their legal and financial advisors to assist in crafting a campaign to optimize results. By taking a more considered and nuanced approach to their investor communications and solicitation efforts, we provide strategic solicitation solutions beyond those previously offered to the investment management community.

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Strategic Advice and Execution for Proxy Solicitation and Investor Response Campaigns. 

Copyright © 2011 Okapi Partners LLC. All rights reserved.
Reproduction in whole or in part in any form or medium without express written permission of OKAPI Partners is prohibited.