Presenting our 2024 Annual Meeting Sponsors
Broadridge, a global Fintech leader with over $6 billion in revenues, serves as a global communications hub enabling corporate governance by linking thousands of public companies and mutual funds to tens of millions of individual and institutional investors around the world. Their technology and operations platforms underpin the daily trading of more than $10 trillion of equities, fixed income, and other securities globally.
Broadridge’s technology supports critical functions such as proxy voting, shareholder communications, and transaction processing, serving a broad range of clients, including banks, broker-dealers, asset managers, and corporate issuers. Broadridge is part of the S&P 500® Index, employing over 14,000 associates in 21 countries.
Founded in 1985, Delta Data delivers solutions designed to eliminate the complexity around processing mutual funds, CITs, and other pooled products, as well as provide oversight capabilities for these securities, allowing the industry to communicate more easily, manage risk more effectively, and process data more efficiently. Delta Data Distribution Solutions simplify the servicing and trading of assets in pooled investment products, streamlining the interaction between distributors and their fund company counterparts. Delta Data Asset Management Solutions provide transparency and simplify the relationship between asset managers and the firms that distribute their funds.
Powered by the robust capabilities of National Quality Review (NQR), Delta Data Managed Services are designed to furnish unbiased insights into critical operations for leading financial institutions. Their solutions include Transfer Agent INSIGHT, Intermediary INSIGHT and Service Provider INSIGHT.
Financial Information Incorporated (FII) was established in 1911 and for over 100 years, has been a leading provider of Corporate Actions and Historical Reference Services. FII’s services are a premier source of data servicing for the financial industry and considered to be the most comprehensive and accurate. FII is the creator and publisher of Annual Guide to Stocks, which is known as the Bible to the securities industry. FII offers real-time data products, high-speed data delivery methods and high-tech data management systems.
FTS Software, Inc. (FTS) is the newest technology provider in the financial services industry. FTS provides clients with Software Solutions, Consulting and Technical Services. Focusing on Corporate Actions data, FTS has developed a cost-effective software application for the financial industry – Corporate Actions Announcement Processing System (CAAPS). Leaning heavily upon the ISO corporate action model, CAAPS is a secure, cloud-based solution for Workflow Management and Corporate Actions Processing.
TCS BaNCS is a comprehensive suite of financial products offered by Tata Consultancy Services. It provides solutions for core banking, capital markets, and insurance, designed to support financial institutions in their digital transformation journeys. TCS BaNCS is built on a scalable architecture that integrates emerging technologies like blockchain, AI, and machine learning, enabling clients to enhance their operations, improve customer experiences, and ensure regulatory compliance. The platform serves a global customer base, including banks, insurers, and capital market firms.
TCS BaNCS facilitates transformation for practically every business process within every domain of the financial services industry. The TCS BaNCS suite of products is designed to help financial services institutions enhance end-customer experience, gain operational efficiency, and embrace open and innovative technologies that embody true digital customer engagement. TCS BaNCS products, spanning banking, capital markets, and insurance, are installed in more than 500 financial institutions worldwide.
Federated Hermes, Inc. is a global leader in active, responsible investment management, with $757.6 billion in assets under management, as of December 31, 2023. Federated Hermes are guided by their conviction that responsible investing is the best way to create wealth over the long term. By investing responsibly, they aim to help people invest and retire better, to help clients achieve better risk-adjusted returns, and where possible, to contribute to positive outcomes in the wider world.
Federated Hermes delivers investment solutions that help investors target a broad range of outcomes and provide equity, fixed-income, alternative/private markets, multi-asset and liquidity management strategies to more than 10,000 institutions and intermediaries worldwide. Their clients include corporations, government entities, insurance companies, foundations and endowments, banks and broker/dealers. Headquartered in Pittsburgh, their more than 2,000 employees include those in London, New York, Boston and offices worldwide.
In 1992, GlobeTax was founded to help investors and financial institutions benefit from withholding tax recovery processes. For investors and financial institutions seeking to recover taxes through relief at source, quick refund, and standard reclaim processes, GlobeTax offers MIDAS®. In this capacity, GlobeTax procures documentation, monitors income, manages relief at source elections and files reclaim applications, ensuring that all possible entitlements are returned.
GlobeTax also processes claims for depositary banks, DTC Participants, issuers, and transfer agents through the firm’s ESP product. In this capacity, GlobeTax collects, validates, and transmits beneficial owner data and documentation along the custody chain to support withholding tax recovery.
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