The Dispatch

Special Alert

Proxy Voting Email Barrage

Goldman Sachs outsourced proxy notice service to a new vendor which resulted in a change so that now individual emails are sent to clients for every proxy vote solicitation. Considering how many securities we have in each of our highly diversified portfolios, individual emails are, of course, unacceptable and Goldman Sachs is working actively on a fix. Our demand is that it work as it previously did, which was the proxy notices were posted on a message board clients could access. We will let you know the timing of this fix but in the meantime your clients will continue to get individual emails, the volume of which will decline dramatically in the next two weeks as proxy season ends.

In This Issue:

• Special Alert   |   Proxy Voting Email Barrage
• State of the Markets   |   Winning Streak Snapped
• Making it Easier to do Business   |   EQIS Helps Advisors Navigate Industry-Wide Staffing Challenges
• Manager Spotlight   |   Time-Tested Focus on Fundamentals
• Your EQIS Team   |   Meet Teresa Aronoff, CFA, CFP®
• Best Practices   |   Seven Keys to High Impact Presentations

See The Dispatch Archive

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