PMRS Proxy Voting Services

The Pennsylvania Municipal Retirement System (PMRS) is seeking proposals from qualified firms to provide complete Proxy Voting Services. The services include providing comprehensive research and analysis of proxies, making proxy voting recommendations, and voting PMRS proxies in accordance with adopted guidelines. The successful bidder will also provide an interactive electronic delivery system, customized quarterly reports, and recommendations for the development and revision of PMRS proxy voting guidelines. Key aspects of the project include: • Providing research and analysis for approximately 850 companies in the PMRS domestic equity portfolio • Making proxy voting recommendations in accordance with PMRS proxy voting guidelines • Voting PMRS proxies in accordance with adopted guidelines • Providing an interactive electronic delivery system for PMRS to access proxy analysis and recommendations • Preparing customized quarterly reports summarizing proxy voting activity • Providing recommendations for the development and revision of PMRS proxy voting guidelines