The Altman Group is the leading provider of proxy solicitation and shareholder communications services for the mutual fund industry in North America. We specialize in proxy services for open and closed-end funds, and have successfully managed a number of the largest and most difficult proxy solicitation campaigns ever conducted by fund complexes. We also provide regulatory mailing services, shareholder identification, proxy voting analytics, and governance consulting. In addition, The Altman Group offers a range of widely consulted publications and custom analytics.

We routinely deliver cost-effective and timely results due to several key competitive advantages. We utilize proprietary analytics examining the proxy voting and solicitation response behavior of fund investors, which includes insights gained from our experience conducting solicitation campaigns involving millions of fund shareholders.