Voting choice for asset managers, brokers and investors
Tumelo and BetaNXT enable pass-through voting — also called voting choice — empowering investors to influence how pooled-fund shares are voted, while increasing engagement, loyalty and asset allocations across multiple strategies.
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What is voting choice (also known as pass-through voting)?
Voting choice, also known as pass-through voting, enables institutional and retail investors in pooled or commingled funds to vote their shares and influence corporate proxy decisions. Unlike direct voting rights, voting choice allows investors to select voting policies while the fund continues to hold and exercise the legal voting right. BetaNXT and Tumelo's cloud-native platform delivers this solution at scale for asset managers, brokers, and millions of beneficial owners.
Is this the same as giving investors direct voting rights?
Not quite. Voting choice enables investors to influence how their shares are voted, while the fund continues to hold and exercise the legal voting right. This distinction is important because the fund maintains its fiduciary duty and legal ownership, but investors gain meaningful input into proxy voting decisions. The platform captures investor preferences and translates them into voting instructions that asset managers can implement, creating transparency and alignment without transferring legal voting authority or changing fund structures.
Do brokers need new infrastructure?
No. The voting choice solution leverages existing communication and proxy distribution channels, minimizing operational lift for brokers and intermediaries. BetaNXT's platform integrates seamlessly with current workflows, allowing brokers to offer pass-through voting capabilities without significant technology investments or operational disruption. The cloud-native architecture connects to established proxy systems, making implementation straightforward while enabling brokers to enhance their service offerings and meet growing investor demand for voting participation.
How do asset managers benefit?
Asset managers gain comprehensive visibility into investor preferences, improve stewardship reporting quality, and strengthen alignment with investor expectations—all critical capabilities under growing regulatory and public scrutiny. The platform provides detailed analytics on voting preferences, enables managers to demonstrate responsiveness to beneficial owners, supports compliance with evolving stewardship codes, and differentiates fund offerings in competitive markets. Enhanced transparency also helps asset managers build trust, reduce redemption risk, and attract ESG-focused investors seeking active engagement opportunities.
Can this scale across millions of investors?
Yes. The BetaNXT and Tumelo platform is specifically designed for large-scale distribution, communication, and preference capture across brokers and pooled-fund environments. The cloud-native infrastructure handles millions of investor interactions simultaneously, processes voting preferences efficiently, and aggregates results in real-time. The solution supports diverse investor segments from retail to institutional, manages complex fund structures, and delivers seamless experiences regardless of scale—making voting choice practical and operationally feasible for the largest asset managers and broker networks globally.
BetaNXT + Tumelo delivers a unified pass-through voting solution that empowers retail investors, streamlines operations for asset managers and sets a new standard for transparency and stewardship.
