LEARN MORE. For information about our Mutual Fund Proxy Services, visit us at broadridge.com or call +1 (866) 359-0456. CORE BENEFITS • Improved operational efficiency • E-delivery expertise • Enhanced packaging design • A database of proxy outcomes • Customization based on shareholder analysis • Collaborative customer experience through single point of contact THE CHALLENGE: REACHING SHAREHOLDERS MORE EFFECTIVELY Mutual fund leader set out to strengthen shareholder communications for more than 100 separate CUSIPs and for nearly 1.7 million positions. While this fund complex demands a high degree of customization, it is also committed to navigating the most cost-effective proxy campaigns possible. The fund company’s primary goals were to: 1. Communicate more effectively with

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