Proxy Voting Services
Overview
Settle Signals
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SUMMARY
DESCRIPTION
A Minnesota-based issuing organization is seeking a vendor to provide proxy voting services under a two-year contract. The selected respondent will be expected to support proxy voting operations across applicable portfolios through a secure, web-based platform.
Required services include proxy voting platform and ballot management, proxy research and analysis, voting recommendations, reporting tools, and recordkeeping. The platform should allow staff to monitor and execute proxy votes and include features such as customizable workflows, user permissions, audit trails, vote execution, and ballot tracking. Respondents are also asked to describe capabilities related to automation, vote override workflows, vote confirmation, and operational support.
The scope also includes proxy voting administration functions such as vote record retention, customizable reporting, vote reconciliation, and historical vote analysis. Questions regarding the solicitation must be submitted by July 31, 2026.
Similar RFPs
Frequently asked questions
- When is the submission deadline?
- Submissions are due August 14, 2026.
- Who is a good fit for this opportunity?
- Proxy advisory or institutional governance services provider
- Experience supporting proxy voting for investment portfolios or asset owners
- Secure web-based platform with audit trails and configurable workflows
- Capability in proxy research, analysis, and voting recommendations
- Strong recordkeeping, reconciliation, and historical reporting capabilities
- Ability to provide operational support and vote execution oversight
Analysis generated by Settle AI from the source RFP.
RFP Hunter shows what is open. Settle shows what is forming.
Settle pieces together buyer signals, budgets, contract activity, and the sources your team already monitors. See why an opportunity fits and what to do before the RFP posts.