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Proxy Voting

Proxy voting processing and documentation

Complexity: Moderate | Duration: 15-30m | Category: Industry/Financial Services

Tags: proxy voting corporate-governance investment

Workflow Diagram​

Steps​

Step 1: Receive proxy​

Agent: proxy

analyst - Capture meeting details

Step 2: Research issues​

Agent: proxy

analyst - Analyze proposals

Step 3: Apply policy​

Agent: proxy

analyst - Determine votes per guidelines

Step 4: Review decisions​

Agent: compliance

auditor - Validate vote choices

Step 5: Submit votes​

Agent: proxy

analyst - Cast votes electronically

Step 6: Document rationale​

Agent: proxy

analyst - Record voting basis

Step 7: Report voting​

Agent: proxy

analyst - Generate vote disclosure

Usage​

To execute this workflow:

/workflow industry/financial-services/proxy-voting.workflow

See other workflows in this category for related automation patterns.