Fund Votes: In-Depth Analysis of Proxy Voting
 
 
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INTRODUCTION

Fund Votes is an independent project that tracks mutual fund proxy voting in the US and Canada. It provides customized data and analysis to analysts, shareholders and researchers

Since 2004 US mutual fund companies have been required to publicly disclose how they cast their proxy votes. The same has been required of Canadian mutual funds since 2006.

Fund Votes has built a proprietary database of large investment institutions' proxy votes spanning twelve years.

The voting records of large mainstream and SRI fund families and other influential investment institutions have been indexed to provide a complete profile of institutions' positions on environmental, social and governance issues.

Fund Votes' data and analysis have been used in a number of reports by shareholder advocacy groups and widely cited in the financial media.

FUND VOTES IN THE NEWS

Sustainability Ratings Tell Half the Story Lewis Braham, Barrons, October 7, 2017
The firm that brought us ‘Fearless Girl’ was underpaying women, U.S. government says Mary Hui, Wshington Post, October 6, 2017
Bank Behind Fearless Girl Statue Settles Gender Pay Dispute Jordyn Holman, Bloomberg, October 5, 2017
These 2 local firms got State Street’s ‘Fearless Girl’ treatment Greg Ryan, Boston Business Journal, September 10, 2017
Passive Investors Are the New Shareholder Activists Reshma Kapadia, Barron's, July 8, 2017
Cashing In on Climate Change Moises Velasquez-Manoff, New York Times, December 3, 2016
Principal tops rankings of proxy voting aligned with climate-risk mitigation issues Barry B. Burr, Pensions & Investments, November 2, 2016
CEO Pay at Goldman Sachs, Citigroup Caleb Melby & Alicia Ritcey, Bloomberg, October 20, 2016
BlackRock’s Proxy Votes on Gays Called at Odds With Its Policies Laura Colby, Bloomberg, October 18, 2016
Asset managers accused of climate change hypocrisy Attracta Mooney, FT, September 25, 2016
Mylan’s Pay for CEO Bresch Grates on Lawmakers, Many Investors Anders Melin, Bloomberg, September 22, 2016
State Street funds ramp up support for climate-change measures Ross Kerber, Reuters, September 6, 2016
Vanguard’s Climate-Change Dismissal Lewis Braham, Barron's Asia, August 6, 2016
Is Your Mutual Fund a Climate Change Denier or Climate Champion? Rob Berridge and Jackie Cook, EcoWatch, March 15, 2016
Deep Division Among Mutual Funds On 'Proxy Access' Dina Medland, Forbes, January 31, 2016
Ceres and CookESG create search tool to analyze carbon asset risk Adam Brown, IR Magazine, January 18, 2016
Amid activist fears, some tough Vanguard votes on board reform Ross Kerber, Reuters, September 10, 2015
Dodd-Frank Co-author Disappointed On Pay Votes, Cites Fund Managers Ross Kerber, Reuters, March 27, 2015
The Outsized Impact Of Counting Abstentions On Shareholder Proposals David Bogoslaw, Corporate Secretary, March 23, 2015
Shareholders: Don't give away your voting rights Eleanor Bloxham, Fortune, December 16, 2014
Analysis Shows Growing Support from U.S. Mutual Funds for Action on Climate Change Risks Ceres, Press Release, November 13, 2014
Analyzing Climate Risk: Why Mandatory Reporting Matters Anne Strausboll, Institutional Investor, August 16, 2014
Ways to Assess Corporate Action on Climate Change Robert Kropp, SocialFunds, July 15, 2014
Ceres: Half of America’s Largest Companies Don’t Report on Climate Risk Bill DiBenedetto, TriplePundit, July 7, 2014
Is Climate a Material Risk? Here’s What Companies Are Really Reporting Tom Randall, Bloomberg, TheGrid, July 1, 2014
New Web Tool Provides Easy Access to SEC Climate Change Disclosure from 3,000 Public Companies Ceres, Press Release, June 30, 2014
Mutual fund companies show record high support for climate change shareholder resolutions. Ceres, Press Release, February 20, 2014
Does the SEC Need to Beef Up Enforcement of Climate Reporting? Andrea Vittorio, Bloomberg BNA, February 7, 2014
Ceres: SEC needs to better enforce climate change disclosure requirements Barry B. Burr, Pensions & Investments Online, February 7, 2014
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