Switching to Viewpoint
Switch Your Proxy Voting with Ease
Be ready to vote in as little as 4 weeks with Glass Lewis
Glass Lewis' dedicated expert onboarding team and proven process make it easy to join the many global investors who’ve switched their voting to Viewpoint.
Key Benefits
Dedicated Onboarding Team
A project manager and workflow specialist will guide you through every step of the process, alongside your day-to-day Client Services manager.
Robust Ballot Reconciliation
Glass Lewis will ensure all ballots are reconciled, working directly with your previous provider, custodian banks, and ballot distributors.
Minimal Client IT Involvement
Viewpoint is a Glass Lewis web-hosted application, so the client’s IT team only needs to set up holdings delivery to our hosted SFTP site.
Why Vote with Glass Lewis?
95%
Client Retention: Reflecting satisfaction with our high-touch, personalized client service and 95 CSAT (Customer Satisfaction) score.
200+
Regional Experts: Delivering rigorous principles-based research—tailored to reflect local market practices.
~3
Corporate governance research reports are delivered ~3 weeks in advance of AGMs.
9+
Thematic policies that reflect your goals and values.
45+
Region-specific policies to help ensure your governance decisions reflect industry best practices.
440+
Custom policies tailored to meet the unique needs of our voting clients.
Onboarding Q&A with Heidi Little, Glass Lewis' VP of Operations
Will it be a lot of work to switch my voting to Glass Lewis?
Not at all. The process is a much lighter lift for the client’s team than many expect. There are just three primary points in the onboarding process where the client needs to be directly involved: completing some brief documentation, reviewing and confirming your custom policy, and testing an SFTP site with your IT team if you’re sending holdings.
The Glass Lewis team does the rest of the work on your behalf. We’ll provide training on Viewpoint, and you’ll be ready to vote with confidence.
The Glass Lewis team does the rest of the work on your behalf. We’ll provide training on Viewpoint, and you’ll be ready to vote with confidence.
How do I ensure all my accounts and ballots will be transferred?
If you’re transitioning your voting from another established provider, we’re familiar with their formats. We know the exact report you need to download—and then let us take it from there. We’ll fill out the Custodian Bank letters for you and match your existing voting setup to our templates for your verification.
Best of all, once we have your list of master accounts, we’ll audit everything and highlight accounts to review. What a great opportunity to head into the season knowing that everything is set up exactly how you want it!
Best of all, once we have your list of master accounts, we’ll audit everything and highlight accounts to review. What a great opportunity to head into the season knowing that everything is set up exactly how you want it!
What support will I have after on-boarding?
Your Client Services Manager – and Policy Analyst, if you have a custom policy – are part of the onboarding team. They’re there to completely understand the ins and outs of your setup from the very beginning. As soon as the onboarding project is done, the Client Services manager is your day-to-day person going forward, from training to continuous support throughout the year.
Onboarding Timeline
