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 mutual fund proxy votes spanning eight years for US institutions and six years for Canadian institutions.

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

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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