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Broadridge appoints Jarman as Vice President
02 June 2026 UK
Image: ASDF/stock.adobe.com
Broadridge has announced that Daniel Jarman has joined the company as vice president of Custom Policy for the EMEA region.
In this new role, Jarman will be responsible for the data, analysis, and implementation of custom proxy voting guidelines in EMEA for global and local institutional investors.
Jarman will report to Lucas Swertloff, global head of Custom Policy at Broadridge.
He brings more than 20 years of investment experience to the role.
He joins from the Pension Protection Fund (PPF), where he served as stewardship manager implementing stewardship strategy across a multi-billion-pound portfolio, with responsibility for proxy voting policy, ESG integration, and representation on a range of external investor working groups.
He earlier held senior roles at BMO Global Asset Management/Columbia Threadneedle and Institutional Shareholder Services (ISS).
Commenting on his appointment, Swertloff says: “Daniel’s deep expertise in stewardship, governance research, and responsible investment makes him an outstanding addition to our team.
“As institutional investors increasingly seek flexible, impartial, and data-driven policy solutions, Daniel’s experience will help us further strengthen our custom policy offering and deliver greater value through ProxyEdge.”
Jarman says: “I’m excited to join Broadridge at a time of significant change in the stewardship and proxy voting landscape as institutional investors are increasingly looking for greater transparency, better data, and the ability to implement policies that genuinely reflect their own values and obligations.
“Broadridge’s investment in ProxyEdge, Custom Policy Engine and broader stewardship capabilities represents exactly the kind of independent, data-driven solution the market needs. I’m looking forward to working with clients across EMEA to help them take greater ownership of their stewardship programmes.”
In this new role, Jarman will be responsible for the data, analysis, and implementation of custom proxy voting guidelines in EMEA for global and local institutional investors.
Jarman will report to Lucas Swertloff, global head of Custom Policy at Broadridge.
He brings more than 20 years of investment experience to the role.
He joins from the Pension Protection Fund (PPF), where he served as stewardship manager implementing stewardship strategy across a multi-billion-pound portfolio, with responsibility for proxy voting policy, ESG integration, and representation on a range of external investor working groups.
He earlier held senior roles at BMO Global Asset Management/Columbia Threadneedle and Institutional Shareholder Services (ISS).
Commenting on his appointment, Swertloff says: “Daniel’s deep expertise in stewardship, governance research, and responsible investment makes him an outstanding addition to our team.
“As institutional investors increasingly seek flexible, impartial, and data-driven policy solutions, Daniel’s experience will help us further strengthen our custom policy offering and deliver greater value through ProxyEdge.”
Jarman says: “I’m excited to join Broadridge at a time of significant change in the stewardship and proxy voting landscape as institutional investors are increasingly looking for greater transparency, better data, and the ability to implement policies that genuinely reflect their own values and obligations.
“Broadridge’s investment in ProxyEdge, Custom Policy Engine and broader stewardship capabilities represents exactly the kind of independent, data-driven solution the market needs. I’m looking forward to working with clients across EMEA to help them take greater ownership of their stewardship programmes.”
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