Eligible clients may use their own policy or choose among third-party policies. Pass-through choice now exists, but enrolled assets are much smaller than eligible assets and total AUM.
As of June 30, 2025, clients representing over $3 trillion in assets under management are eligible to participate in Voting Choice, with approximately $784 billion in index equity assets currently exercising this option.
Eligible clients may use their own policy or choose among third-party policies. Pass-through choice now exists, but enrolled assets are much smaller than eligible assets and total AUM.