Tiger Global and Coatue are nearly tied as recommendations for crossover funds investing across private and public markets. For private credit alternatives to equity rounds, Ares Management and Blue Owl are instead the most common answers.
Since July, Broadridgerising has become the most named option for institutional proxy voting services.
Latest insights
Week of Sep 21–27 · Since Jul 5
D1 Capital Partners Gap between platforms: The platform gap for D1 Capital Partners in Investment Services and Capital Providers narrowed to 18.8 points, ChatGPT Search ahead
T. Rowe Price Gap between platforms: ChatGPT Search mentions T. Rowe Price 25.3 points more often than Google AI Mode in Investment Services and Capital Providers
Fidelity Investments Gap between platforms: A 25.4-point platform gap for Fidelity Investments in Investment Services and Capital Providers: ChatGPT Search 35.9%, Google AI Mode 10.5%
Sixth Street Gap between platforms: Sixth Street's Mentioned in is higher on ChatGPT Search than on Google AI Mode in Investment Services and Capital Providers: 30.8% vs 10.5%
Glass Lewis Slipping: Glass Lewis's mention rate decreased to 50% in Investment Services and Capital Providers, from 68.8% the week before
38% of citations point at the ranked brands’ own sites. startups.com, reuters.com, morningstar.com are the most-cited sites outside the ranked brands’ own domains.
Who are the leading crossover funds (firms that invest in both private and public companies)?
Google AI Mode· Oct 13, 2026
Crossover funds invest in both private late-stage startups and public equities, effectively bridging traditional venture capital and public market hedge funds.
The leading crossover investment firms include:
Would you like to explore how crossover fund strategies shifted following recent market corrections, or look into how they evaluate private valuations relative to public comparables?
The leading crossover investment firms are generally those that invest in high-growth private companies—often in late-stage venture or pre-IPO rounds—while also managing portfolios of publicly traded stocks. The strongest names to know are Coatue, Tiger Global, D1 Capital Partners, Dragoneer, Altimeter Capital, and TCV, with Fidelity, Wellington Management, and T. Rowe Price also important in the broader category.
Leading crossover funds
Here is a practical shortlist, grouped by their investment approach rather than a strict performance ranking.
1. Coatue Management
(Top-tier crossover)
A technology-focused investor active in both public equities and private technology companies, spanning venture investments through growth-stage rounds. Particularly relevant for AI, software, internet businesses, and semiconductors.
Best known for: technology investing across public and private markets.
2. Tiger Global Management
One of the firms most closely associated with the modern crossover model. It combines public-market investing with private technology and internet-company investments, historically with a strong emphasis on growth.
Best known for: global technology, internet, and late-stage venture investing.
3. D1 Capital Partners
A multi-strategy investment firm with public-equity and private-investment activities. It can be a fit for companies seeking a sophisticated institutional investor across multiple stages of their development.
Best known for: public equities, growth investments, and private-company exposure.
4. Dragoneer Investment Group
A growth-oriented investor with a substantial focus on technology and technology-enabled businesses. It participates in large private funding rounds and also invests in public companies. Dragoneer raised a $4.3 billion venture fund in 2025, illustrating its continued private-market activity.
Best known for: scaled technology businesses and late-stage growth investing.
5. Altimeter Capital
A technology-focused investment manager active in public equities and private technology companies, including growth-stage businesses. It is particularly relevant for enterprise technology, cloud, and internet-related opportunities.
Best known for: technology growth investing across market stages.
6. TCV
A longstanding growth investor in technology and software businesses, with experience supporting companies through expansion and into the public markets. Its strategy is more growth-equity-oriented than that of a traditional hedge fund.
Best known for: enterprise software, fintech, and established growth companies.
This shortlist reflects recurring names in descriptions of crossover investing, not a verified ranking by assets under management or investment returns.
Other important crossover investors
Firm
What distinguishes it
Fidelity Investments
Large institutional investor with public-equity strategies and selective private-company investments.
Wellington Management
Traditional asset manager with public equities and private-market investing capabilities.
T. Rowe Price
Public-market manager known for participating in private growth rounds before companies IPO.
Lone Pine Capital
How I would segment the market
Hedge fund-style crossover
Public stocks plus private investments, often with a technology or growth bias.
Coatue · Tiger Global · D1 Capital · Altimeter
Late-stage growth and pre-IPO specialists
Private growth rounds, later-stage ownership, and exposure to companies around their IPOs.
Dragoneer · TCV · Fidelity · T. Rowe Price
Broader institutional crossover
Established asset managers with the ability to allocate across listed and private securities.
Wellington Management · Lone Pine · Whale Rock
What matters when comparing them
A few distinctions are worth keeping in mind:
Not all firms invest in both markets in the same fund. Some offer dedicated public and private vehicles; others can hold both types of securities within a particular strategy.
Their private-market participation differs. Some lead large late-stage funding rounds, while others take minority positions or participate alongside venture capital firms.
Capital availability and activity change over time. A firm's historical reputation as a crossover investor does not necessarily mean it is actively deploying significant capital into both markets today.
My starting shortlist: If you are researching the most recognizable dedicated crossover managers, start with Coatue, Tiger Global, D1 Capital, Dragoneer, and Altimeter. Add TCV if your focus is growth equity and technology companies approaching or already in the public markets.
If you're looking to raise a large, flexible debt facility instead of selling additional equity, I'd start with the biggest direct-lending and opportunistic private-credit platforms, then narrow the list based on your company's cash flow, growth profile, sector, and collateral.
The key distinction is that a conventional private-credit lender typically underwrites repayment capacity, while a growth-oriented or structured-credit investor may be willing to lend against future revenue, recurring contracts, intellectual property, or a specific financing opportunity. The latter can be more relevant when the goal is to avoid a dilutive equity round.
1. Leading private-credit funds to approach
These are strong starting points for a large corporate financing mandate, based on scale, lending capabilities, and willingness to structure bespoke transactions. This is a shortlist, not a ranking of current offers or a guarantee of fit. The Federal Reserve's review of private debt managers identifies many of these firms among the major private-credit platforms.
1. Ares Management
(Top-tier starting point)
One of the largest private-credit platforms, with substantial direct-lending and specialty-finance capabilities. Worth approaching for large senior-secured facilities, acquisition financing, refinancing, and complex capital structures.
Best fit: established businesses with meaningful earnings or assets that can support a large debt commitment.
Website:
2. HPS Investment Partners
A major credit investor with broad financing capabilities, including large corporate loans and more complex, bespoke credit transactions.
Best fit: borrowers seeking a sizable facility, customized terms, or a financing solution that does not fit neatly into a standard bank loan.
Website:
3. Blue Owl Capital
A scaled direct lender offering first-lien, second-lien, unitranche, technology-focused, and opportunistic financing. Blue Owl says its platform can lead or anchor debt financings exceeding $1 billion.
Best fit: upper-middle-market businesses and larger companies looking for a flexible, potentially multi-tranche debt package.
Website:
4. Blackstone Credit & Insurance
A major alternative-credit platform with significant capacity for corporate lending and structured financing.
Best fit: large borrowers, sponsor-backed businesses, and companies with enough scale to attract institutional underwriting.
Website:
5. Sixth Street
Particularly relevant for bespoke financing. Its direct-lending platform states that it provides loans ranging from $50 million to more than $2.5 billion and handles growth capital, acquisition financing, and complex transactions.
Best fit: companies seeking a very large, tailored financing package rather than a standardized loan.
Website:
6. Apollo Global Management
A large credit platform with capabilities spanning direct lending, asset-backed finance, and complex capital solutions.
Best fit: large financing needs where collateral, asset value, contractual cash flows, or a more structured transaction can support the underwriting.
Website:
7. Oaktree Capital Management
A major credit investor with experience across corporate credit, special situations, and complex or stressed financing situations.
Best fit: businesses with unusual capital structures, refinancing needs, assets to underwrite, or financing requirements that conventional direct lenders may find difficult.
Website:
8. Goldman Sachs Alternatives
Its private-credit and alternative-investment businesses can be relevant for large, complex financings and bespoke capital solutions.
Best fit: larger, established businesses, especially where a sophisticated institutional financing structure is needed.
Website:
2. If the goal is specifically to replace an equity round
If your company is a growth-stage business rather than a mature, cash-flow-positive company, I would add a second group to the outreach list. These lenders may be more relevant if you need capital to extend runway, finance expansion, or reach a milestone without issuing new shares.
Hercules Capital
Specializes in senior-secured venture-growth loans to technology and life-sciences companies. A particularly relevant candidate for venture-backed businesses seeking substantial non-dilutive capital.
Provides venture debt, equipment financing, and other tailored growth-capital solutions. Its published venture-debt program advertises loans of up to $100 million, making it worth considering for a sizable growth financing.
A middle-market private-credit firm to consider for cash-flow and recurring-revenue financing, including situations where a borrower needs a customized debt structure.
The right structure matters as much as the lender. Here are four common ways to raise substantial capital without a conventional equity round.
Structure
When it is most useful
Main trade-off
Unitranche / senior-secured loan
Established company with predictable cash flow
Covenants, collateral and potentially restrictive debt capacity
Growth debt / venture debt
High-growth company seeking to extend runway or reach milestones
Higher pricing; some lenders require warrants
Recurring-revenue loan
SaaS, subscription or contract-based business
Revenue quality, retention and growth are scrutinized
An important caveat: debt is not automatically non-dilutive in the economic sense. Warrants, payment-in-kind interest, original-issue discounts, and lender equity rights can add cost. Debt also creates fixed repayment obligations that an equity round does not.
4. My recommended initial shortlist
If I were building an outreach list before knowing more about the company, I'd prioritize:
For a large, bespoke facility: Sixth Street, Ares, HPS and Blue Owl.
For a larger established company with substantial cash flow: Blackstone, Apollo and Goldman Sachs Alternatives.
For a venture-backed growth company: Hercules Capital, Trinity Capital and Runway Growth Finance.
For a recurring-revenue or specialist middle-market financing: Monroe Capital, alongside the larger direct lenders.
For context, these are different types of lenders, and the actual minimum facility size, leverage, pricing, and appetite for a non-sponsored borrower need to be confirmed directly. I would run a targeted process rather than send the same generic pitch to all of them.
5. Four details that would let me narrow this to the best 5–8 funds
Approximate answers are fine. These details materially change which lenders are realistic.
1. How much capital do you need?
Under $25 million
$25 million–$50 million
$50 million–$100 million
$100 million–$250 million
$250 million or more
2. What type of company is it?
Early-stage startup
Growth-stage, venture-backed
Established, profitable business
Private-equity-backed company
Asset-heavy or project-based business
3. Which sector?
Technology / SaaS
Healthcare / life sciences
Industrials / manufacturing
Consumer / services
Energy / infrastructure / real assets
Other
4. Current financial profile and ownership
Profitability
Cash-flow negative, high growth
Near breakeven or profitable
Strong EBITDA / free cash flow
Primarily asset-backed or contract-backed
Ownership
Founder-owned or venture-backed; no PE sponsor
Private-equity-sponsored
Public company
Other
[Identify the best-fit lenders]
With those details, I can distinguish the firms most likely to underwrite the transaction from those that are merely large private-credit managers—and focus on lenders that can realistically replace a meaningful equity raise with debt.
I am looking for private credit firms that offer substantial, adaptable financing options instead of raising more equity. Can you list the top providers?
When seeking substantial, adaptable financing—such as unitranche debt, delayed-draw term loans, mezzanine financing, or asset-based lending—to bypass equity dilution, major institutional private credit platforms dominate the market.[](https://ctacquisitions.com/private-credit-firms-list/)
The top global providers known for deploying large-scale, customized non-bank financing solutions include:
Ares Management
Overview: A pioneer and market leader in direct lending, operating via flagship vehicles like Ares Capital Corporation (ARCC).
Financing Style: Renowned for flexible, one-stop unitranche facilities and large hold sizes that can single-handedly back major corporate growth and acquisitions without equity dilution.[](https://ctacquisitions.com/private-credit-firms-list/)
I'm looking for major private credit providers that offer flexible, large-scale debt financing as an alternative to raising equity. Can you list the top firms?
Yes. The institutional proxy-voting market has a few major categories: end-to-end voting platforms, proxy advisers/research providers, and specialized stewardship/voting agencies.
Provider
Main offering
Particularly useful for
ISS STOXX
End-to-end voting, governance research, recommendations, vote execution and reporting
Large global asset managers and owners wanting research + execution in one workflow
Institutions prioritizing operational scale and integrated vote processing
Minerva Analytics
Highly customizable voting policies, execution, split voting, governance/ESG research and stewardship analytics
Asset owners/managers wanting their own voting policies rather than a benchmark recommendation
Sodali & Co
More focused on proxy solicitation, shareholder engagement and meeting support
Activist/contested situations and shareholder engagement rather than routine institutional vote administration
The major choices
ISS STOXX is probably the closest thing to a full-stack institutional proxy-voting provider. Its platform combines governance research and recommendations with actual vote execution and disclosure; ISS says it covers more than 100 capital markets and cast 14.1 million ballots for clients in the prior year.
Glass Lewis is the other major proxy-adviser ecosystem. Its Viewpoint platform handles voting, research and reporting, while its pass-through offering lets asset managers give underlying investors choices among voting policies. It explicitly integrates with providers such as Broadridge, Proxymity and Tumelo for execution.
Broadridge ProxyEdge is particularly strong on the plumbing: receiving ballots, establishing voting rules, executing and reconciling votes, monitoring meetings, and producing regulatory reports. It can also incorporate third-party research and recommendations.
Minerva stands out if an institution wants a highly customized stewardship philosophy. It advertises 15,000+ configurable policy variables, custom voting policies, split voting, resolution-level rationales and coverage across more than 70 markets.
A useful way to think about the landscape
There are really two decisions an institutional investor can make:
“Who helps us decide how to vote?”
→ ISS STOXX, Glass Lewis, Minerva and other governance-research providers.
“Who actually gets the vote submitted, reconciled and reported?”
→ Broadridge, ISS STOXX, Glass Lewis/Viewpoint, Minerva and specialized voting infrastructure providers.
Many large institutions use multiple providers rather than choosing one—for example, obtaining research/recommendations from ISS or Glass Lewis while using an execution/processing platform such as Broadridge.
One particularly important trend is pass-through voting: asset managers are increasingly allowing their underlying investors to express voting preferences. Both Broadridge and Glass Lewis now offer infrastructure for this, while Vanguard's 2026 expansion of Investor Choice illustrates how significant the model has become.
If you're evaluating these vendors commercially, I can also give you a detailed competitive landscape of ~15 proxy-voting providers, including pricing model, geographic coverage, research vs. execution, APIs/integrations, target customer, and estimated market positioning.
The primary service providers in this space include:
Institutional Shareholder Services (ISS) : The largest and most influential independent proxy advisory and governance solutions firm globally. ISS provides comprehensive global research, custom policy implementation, vote recommendations, and end-to-end proxy voting execution platforms for institutional clients managing thousands of meetings annually.
Glass Lewis : A prominent independent governance and proxy research provider. Glass Lewis offers institutional clients its Viewpoint end-to-end proxy voting platform, which handles policy management, automated voting execution, share recall tracking, and regulatory reporting tools like Form N-PX.[]()
What are some options for institutional investors looking for proxy voting management services?
What proxy voting platforms are available for institutional investors to handle shareholder voting?
Institutional investors have several options for managing shareholder proxy voting, ranging from end-to-end voting platforms to governance research and specialized pass-through voting solutions. The right choice depends on whether you need to execute votes across global portfolios, automate voting policies, integrate with custodians, manage regulatory reporting, or give fund clients more control over voting decisions.
Leading proxy voting platforms for institutional investors
1. Broadridge ProxyEdge
(Broad end-to-end coverage)
An institutional proxy voting platform for asset managers, hedge funds and other investment firms. Supports electronic voting, account and ballot management, vote tracking, reconciliation, reporting, custom voting rules and integrations with research providers. Also supports pass-through voting and regulatory reporting workflows.
Best for: Institutions seeking a centralized operational platform across multiple custodians, accounts and markets.
Fundamental, growth-oriented public-equity investing with private-market exposure.
Whale Rock Capital
Technology-focused public-equity investor that has also participated in private growth investments.
Lead Edge Capital
Growth-equity firm that combines private investments with a more limited public-equity allocation.
Asset-backed / structured credit
Company with valuable receivables, equipment, contractual cash flows or other assets
Borrowing base, collateral controls and potentially complex documentation
Apollo Global Management
Overview: Backed by massive permanent capital from its insurance arm, Athene, Apollo commands one of the world's largest origination engines for direct-originated and hybrid credit.
Overview: Operates an expansive global credit strategy leveraging KKR's broader private-market ecosystem.
Financing Style: Focuses heavily on direct corporate lending to upper-mid-market borrowers alongside expansive asset-based finance (ABF) backed by hard or financial assets.[](https://ctacquisitions.com/private-credit-firms-list/)
Blue Owl Capital
Overview: A dominant direct lending platform formed via historical consolidations (including Owl Rock).
Financing Style: Known for providing predictable, long-duration direct loans and enterprise-level financing, with a notable footprint across software, tech, and diversified middle-market industries.[](https://ctacquisitions.com/private-credit-firms-list/)
Oaktree Capital Management
Overview: Operating fully integrated under Brookfield Corporation, Oaktree is a titan in value-driven credit.
Financing Style: Highly regarded for specialized, opportunistic, and risk-controlled structuring—ideal when companies require specialized debt solutions during operational pivots or market dislocations.[](https://ctacquisitions.com/private-credit-firms-list/)
Golub Capital
Overview: A premier middle-market direct lending specialist with a heavy focus on buy-and-hold execution.
Financing Style: Known for reliable, repeat-partnership financing (ranging from senior debt to late-stage tech lending) designed to scale alongside a company's organic or inorganic growth roadmap.[](https://ctacquisitions.com/private-credit-firms-list/)
If you share details about your industry, estimated financing size , and preferred debt structure (e.g., senior secured vs. asset-backed), I can help narrow down which specific firm fits your operational profile best.
Yes. If your objective is to avoid another equity raise and instead secure a large, flexible debt/private-capital solution, I’d prioritize firms that can underwrite substantial transactions, hold a meaningful portion themselves, and structure beyond a plain-vanilla term loan.
Top private-credit providers to consider
Provider
Best fit
Why it stands out
Ares Management
Large middle-market / large-cap companies
One of the deepest direct-lending platforms; offers first lien, unitranche, second lien, subordinated debt and preferred/non-control equity. Ares says its U.S. direct-lending platform covers companies ranging from ~$10M to >$500M EBITDA.
Apollo Global Management
Very large / complex financings
Particularly strong when you need a bespoke, multi-billion-dollar or investment-grade-adjacent solution. Apollo explicitly markets long-term, flexible capital for complex financing needs and combines direct lending with asset-backed and hybrid solutions.
Blackstone
Large companies, sponsor-backed deals
One of the world's largest direct lenders, with senior direct lending plus broader private corporate credit, asset-based and structured-credit capabilities. Its scale is particularly useful for complex financings.
HPS Investment Partners
Highly customized / complicated capital structures
Excellent option when you need flexibility across the capital stack. HPS offers senior secured, junior capital, specialty direct lending and special situations, with ~$131B in corporate-focused private credit AUM and $227B deployed across 1,100+ investments.
Very strong direct lender with the ability to commit to full capital structures. Blue Owl says it can lead/anchor financings exceeding $1B and offers first-lien, second-lien and unitranche structures.
KKR
Large sponsor-backed / asset-backed transactions
Combines direct lending with asset-based finance, giving it flexibility when traditional cash-flow leverage isn't sufficient. Its private-credit strategy emphasizes control over transaction structure and terms.
Golub Capital
Middle-market sponsor-backed companies
Particularly strong for dependable acquisition, refinancing and growth financing. Golub has >$90B of capital under management and can hold direct-lending positions up to $1B and arrange facilities up to $2B.
Sixth Street
Growth companies / bespoke financing
Attractive where you need debt that doesn't fit a standard direct-loan box. Sixth Street describes its direct-lending offering as custom debt/debt-like financing with flexible structures and rapid, fully committed execution.
My shortlist by financing need
If you need the largest possible check: Apollo, Blackstone, Ares, HPS, KKR
If you want maximum structural flexibility: HPS, Ares, Apollo, Sixth Street
If you're a PE-backed upper-middle-market company: Blue Owl, Ares, Golub, HPS
If you're trying to finance growth without substantial dilution: Blue Owl, Sixth Street, Apollo, Ares
If the business has significant hard assets / receivables / equipment: Apollo, Ares, KKR, Blue Owl — their asset-based capabilities can sometimes support substantially more capital than a pure EBITDA-based loan. Apollo, for example, has dedicated platforms covering aviation, equipment, trade finance, warehouse facilities and other asset-backed lending.
One important distinction
If by "substantial, adaptable financing" you mean $100M–$1B+ of capital while minimizing dilution, I wouldn't approach these firms as though you're simply shopping for a conventional leveraged loan. The interesting structures can include:
Unitranche / first-lien debt
Delayed-draw facilities for future acquisitions or capex
Revolver + term loan combinations
PIK / cash-pay hybrids
Second-lien or subordinated debt
Asset-based facilities
Preferred / structured capital
Holdco or NAV financing
Acquisition facilities
Recapitalizations / dividend recapitalizations
Debt + small equity kicker, where necessary
The advantage of private credit is precisely that the lender can negotiate these terms directly rather than forcing the company into a standardized syndicated-market structure. Apollo, for example, explicitly highlights bespoke structures such as tailored amortization and delayed-draw facilities.
If you tell me your approximate EBITDA/revenue, desired financing amount (e.g. $50M, $250M, $1B+), industry, and whether you're PE-backed, I can narrow this to the 5–7 firms most likely to actually finance you and rank them by likely check size, leverage capacity, flexibility, and dilution.
Specialized Proxy Solicitation & Advisory Firms : For high-stakes proxy contests, corporate transactions, or activist campaigns, firms like Georgeson, D.F. King , and Innisfree M&A work closely with institutional and corporate clients to secure strategic vote counts and manage specialized solicitation logistics.[](https://www.leadersleague.com/en/rankings/usa-best-proxy-solicitation-firms-2026)
If you'd like, let me know:
Are you looking for tools tailored to regulatory compliance (like Form N-PX)?
Combines proxy voting workflows with governance research, voting policies, reporting and vote disclosure. Additional services include SEC Form N-PX reporting, share recalls and pass-through voting programs. Its customizable policies can support different regional, ESG and institutional mandates.
Best for: Investors who want voting operations closely integrated with governance research and stewardship.
Website:
3. Institutional Shareholder Services (ISS)
ISS is a major provider of proxy research, vote recommendations, governance data and voting-policy services. Its solutions are relevant to investors that want independent analysis and policy-driven decisions incorporated into their voting process. Evaluate the specific ISS voting and execution offering separately from its research products.
Best for: Institutions that prioritize governance research, policy customization and research-supported voting decisions.
Website:
4. Proxymity Vote Connect
A digital proxy voting platform designed to connect issuers, custodians, intermediaries and investors. It provides real-time meeting information, electronic vote submission and confirmation, and cross-border voting workflows. The provider reports coverage across more than 105 markets.
Best for: Global investors prioritizing custody-chain connectivity, timely ballot information and vote confirmation.
Website:
5. Tumelo ProxySphere
Specializes in pass-through voting for pooled funds and ETFs. It supports investor identification, proportional vote allocation, voting-policy selection, individual proposal overrides and reporting. Its model allows institutions to retain existing proxy advisers while adding more flexible voting options for clients.
Best for: Asset managers and pension-related investors who need to offer voting choice to underlying fund investors.
Website:
Comparison at a glance
Platform
Primary strength
Particularly suitable for
Broadridge ProxyEdge
Voting operations, reconciliation and reporting
Multi-custodian institutional portfolios
Glass Lewis Viewpoint
Research, voting policies and disclosure
Stewardship-focused investment teams
ISS ProxyExchange
Research-integrated vote execution
Institutions using ISS research and recommendations
Proxymity Vote Connect
Digital connectivity and global vote processing
Cross-border investors
Tumelo ProxySphere
Pass-through and client-directed voting
Pooled funds, ETFs and pension investors
These are complementary rather than perfectly interchangeable products. For example, a firm might use ISS or Glass Lewis for voting research and a separate platform for vote execution. Availability of specific integrations, market coverage and features will depend on the provider and service agreement.
How to choose a platform
I would evaluate prospective vendors against six criteria:
Execution and reconciliation: Ability to submit instructions, confirm acceptance, detect rejected ballots and track voting entitlements.
Policy automation: Rules for applying internal guidelines, proxy-adviser recommendations and ESG or stewardship mandates.
Compliance and auditability: Complete vote histories, approval controls, audit trails and applicable regulatory reporting, including Form N-PX where relevant.
Integration: Compatibility with portfolio management, order management, custody, data and compliance systems.
Commercial model: Implementation costs, annual licensing, per-account or per-fund fees, and research subscriptions.
Pricing and detailed implementation requirements generally need to be confirmed directly with vendors.
My initial shortlist: For conventional institutional proxy operations, start with Broadridge ProxyEdge and ISS ProxyExchange. Add Glass Lewis Viewpoint if integrated governance research and policy management are priorities, Proxymity if global voting connectivity is central, and Tumelo if pass-through voting is a core requirement.
One question would help me narrow this down: Are you evaluating platforms for an asset manager or hedge fund voting its own portfolio holdings, or for a fund manager that wants to let its underlying investors direct how the fund votes? Those are different use cases, and the best shortlist changes accordingly.
ISS ProxyExchange (ISS STOXX) : An end-to-end voting and stewardship platform provided by Institutional Shareholder Services (ISS) that covers global markets, automates ballot distribution and execution, and integrates directly with ISS analytical research and vote disclosure/Form N-PX filing systems.[](https://www.iss-stoxx.com/stewardship/proxy-voting-solutions/)
: A digitally connected investor communications platform offering real-time transparency and digital proxy voting infrastructure, reducing friction across intermediaries, global custodians, and issuers.[]()
Glass Lewis Pass-Through Voting Solutions : A specialized infrastructure supporting custom ESG, climate, and governance policy execution, partnering with major distribution networks (like Broadridge and Proxymity) to allow institutional clients and end-investors to split or align votes dynamically.[](https://www.glasslewis.com/investor-solutions/pass-through-voting-platforms)
Tumelo : A specialized pass-through voting and investor engagement platform that enables institutional fund managers and pension providers to offer voting visibility or customized preference routing to underlying beneficial owners.