Changing How Millions of Investors Shape Corporate Governance | BetaNXT

BetaNXT and Tumelo deliver a unified pass-through voting choice solution that empowers investors to influence how pooled-fund shares are voted, while driving engagement, loyalty and asset growth across multiple strategies.

Proxy voting is undergoing a profound transformation. Investors want greater visibility into how their capital influences corporate behavior and a stronger voice in those decisions, while regulators continue to raise the bar on stewardship disclosure. At the same time, governance is increasingly politicized — creating operational and reputational challenges for asset managers and brokers.

The industry is converging on one clear conclusion: a scalable, investor-centric model for voting choice is no longer optional, it’s a strategic imperative.

What Is Voting Choice and Why It Matters

Voting choice — also known as pass-through voting — enables institutional and retail investors in pooled or commingled funds to vote their shares. This approach gives beneficial owners a voice in corporate governance through the platforms they already trust — broker portals, advisor interfaces and other investor-facing experiences. 

This alignment is critical in today’s environment:

• Regulators expect transparency and robust stewardship reporting
• Investors demand meaningful participation and alignment with their values
• Asset managers and brokers need defensible, future-ready voting processes

The traditional proxy voting model wasn’t built for this new reality. As retail participation in pooled products like ETFs and mutual funds grow, asset managers face mounting pressure to modernize.

The question is: How can firms deliver meaningful voting choice at scale without adding operational complexity?

Introducing the BetaNXT and Tumelo Voting Choice Solution

This is where BetaNXT and Tumelo come together to set a new standard. By combining the power of Tumelo’s ProxySphere voting technology with BetaNXT’s proxy and investor communications network, we enable brokers, asset managers, and retirement plans to offer individual investors and beneficial owners a direct voice in corporate decision-making — enhancing shareholder engagement efficiently, securely and at scale.

Our end-to-end pass-through voting workflow connects all parties through a unified process:

• Invitation to participate
• Policy selection
• Voting execution
• Transparent reporting

What Makes Our Solution Different

• Purpose‑built, cloud‑native voting choice platform engineered for scale, resilience and seamless connectivity across the voting ecosystem
• Achieve data-driven insights and broad network integration for more transparent governance
• Offer turnkey investor engagement without new internal builds
• Gain a future-ready platform that evolves with regulatory and political shifts

Benefits for Every Stakeholder

• Asset Managers win and retain clients by offering voting choice, investor alignment and product innovation.
• Brokers & Advisors can offer a differentiated experience that deepens client trust.
• Investors gain clarity and confidence that their voice matters.

The Future of Voting Choice Starts Here

Investor stewardship is evolving — and expectations are rising. BetaNXT and Tumelo deliver the integrated, scalable solution the industry needs to meet this moment.

Explore the latest developments and practical steps in pass-through voting —download Tumelo’s white paper.

Ready to learn more? Explore how our unified offering can help you modernize governance and strengthen investor engagement.