Method and system for electronic reporting of institutional votes affecting corporate governance to a plane sponsor

摘要

A method, system and program product for the electronic delivery of reports of institutional votes affecting corporate governance to an institutional account holder, also referred to as a plan sponsor. An electronic template is provided to each institutional manager to declare a proxy voting position on each issue that can appear on a corporate proxy ballot. Subsequently, each institutional manager is presented with an electronic proxy ballot for each position in the corporation's stock. Each institutional manager is enabled to vote proxies using an electronic vote reporting platform. A plurality of voting results from the votes of the institutional managers is aggregated by the electronic vote reporting platform. An electronically-generated report for the aggregated voting results is then provided to the institutional account holder. A separate electronically-generated report for the voting results for each institutional manager over a selected period of time can also be provided to the institutional account holder. The electronically-generated reports can include a summary and/or detailed voting records across all managers or for each institutional manager over selected time periods. The user interface associated with the electronic vote reporting platform enables the plan sponsor to customize certain displays of voting results.