FUND VOTES
Canadian Companies and Fund Votes
In-depth analysis of proxy voting.
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2011 DATA ADDED
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NEW Research Report:
Corporate Political Spending and the Mutual Fund Vote: Mutual Fund Support Reaches a New High in 2011. Jackie Cook. Dec. 2011
NEW Research Report:
Tipping the balance? Large mutual funds’ influence upon executive compensation. The American Federation of State, County and Municipal Employees, AFL-CIO AFSCME. May 2011
Decline in U.S. Mutual Funds’ Support of Climate-Related Shareholder Resolutions in 2010, New Report Finds. Rob Berridge and Jackie Cook.
April 2011
View
2010 Climate Votes
on 46 Large Fund Families
Proxy Voting by Canadian Mutual Funds (2006-2009). Laura O'Neill and Jackie Cook.
September 2010
Mutual Funds and Climate Change: Growing Support for Shareholder Resolutions. Rob Berridge and Jackie Cook.
June 2010
Research Report: Proxy Voting by Canadian Funds: 2006-2008. Laura O'Neil and Jackie Cook.
June 2009
Research Report: Mutual Funds and Climate Change: Growing Support for Shareholder Resolutions. Rob Berridge and Jackie Cook.
May 2009
Mutual Funds' Votes on Executive Compensation Resolutions
(posted Oct. 21, 2008)
Mutual Funds' Votes on Say-on-Pay at 'Bailout Banks'
(posted Oct. 16, 2008)
Mini Survey of Mutual Funds' Votes: 2004-2008
(posted Sept. 15, 2008)
Compare Governance with Social Responsibility Resolutions
(2008)
Compare Management with Shareholder Resolutions
(2008)
Votes on Management Resolutions
(2004-2008)
Votes on Shareholder Resolutions
(2004-2008)
Votes on Director Elections
(2004-2006)
Votes on Corporate Social Responsibility Resolutions
(2004-2008)
Votes on Corporate Governance Resolutions
(2004-2008)
SUPPORT FOR MANAGEMENT- AND SHAREHOLDER-SPONSORED RESOLUTIONS BY FUND FAMILIES IN 2010
Fund Family
% Support for
Management Resolutions
% Support for
Shareholder Resolutions
Resns Voted
AFSCME
5183
509
AIM
44471
2540
ALGER
26905
1842
ALLIANCEBERNSTEIN
21374
1479
ALLIANZ
21422
1238
AMERICAN
43845
2921
AMERICAN CENTURY
86282
5494
ARIEL
934
63
ARTISAN
7244
203
ASTON (ABN AMRO)
9702
723
BLACKROCK
52765
3274
BNY MELLON
27454
1462
BRIDGEWAY
9486
611
CALVERT
58366
2468
COLUMBIA
74286
3592
COVENTRY
4620
381
CREDIT SUISSE
21322
1415
DAVIS
1464
142
DELAWARE
7267
368
DIMENSIONAL
332648
6623
DODGE & COX
4526
271
DOMINI
4843
203
DREYFUS
63938
2944
DWS (DWS SCUDDER)
166592
9469
FEDERATED
21385
1311
FIDELITY
113420
5948
FIFTH THIRD
14632
1203
FIRST AMERICAN
47225
2180
FIRST EAGLE
4674
124
FRANKLIN TEMPLETON
56033
2443
GMO
73391
2094
GOLDMAN SACHS
68685
3380
GREEN CENTURY
4257
272
HARBOR
8700
441
HARTFORD
45826
1993
ING
154095
8042
INTEGRITY
463
36
JANUS
38977
2736
JOHN HANCOCK
182336
6493
JP MORGAN
130044
7389
LAZARD
12353
679
LEGG MASON
41476
3326
LIBERTY
3513
384
LONGLEAF
643
37
LORD ABBETT
26171
1888
MASSMUTUAL
76929
4673
METROPOLITAN
66456
2249
MFS
41957
2866
MMA PRAXIS
6199
463
MORGAN STANLEY
65238
4371
NATIONWIDE (GARTMORE)
116948
4286
NEUBERGER BERMAN
19677
873
NORTHERN
78212
2378
NUVEEN
17601
1156
OPPENHEIMER
13495
1043
PARNASSUS
1807
148
PAX
14946
1370
PHOENIX
10010
898
PIONEER
31045
2437
PUTNAM
117483
5991
RIVERSOURCE (AXP)
45593
2666
RUSSELL (FRANK RUSSELL)
52043
2341
SCHRODER
10807
403
SCHWAB
9350
537
STATE STREET
26270
1443
SWIB
32289
757
T ROWE
103937
5270
TIAA-CREF
293614
9101
TRANSAMERICA (AEGON)
68822
3745
TRILLIUM
3895
302
VAN KAMPEN
31429
1905
VANGUARD
207969
8281
VIRTUS (PHOENIX)
13485
976
WELLS FARGO
76880
2286
TOPICAL
Fink Leverages BlackRock’s $3.5 Trillion in Shareholder Push, Bloomberg, Christopher Condon and Sree Vidya Bhaktavatsalam, January 19, 2012
Federated cryptically votes nay on corporate pay. Ross Kerber, Jan 12, 2012.
Support by Mutual Funds for Sustainability Proposals Increases, but is it Happening Quickly Enough? Robert Kropp, Social Funds, November 16, 2011.
The mystery of mutual fund proxy votes. Marla Brill, Reuters. November 1, 2011
Study Rates S&P 100 Corporate Political Transparency, Accountability - October 31, 2011.
Proxy Voting for Sustainability, The Harvard Law School Forum on Corporate Governance and Financial Regulation, October 16, 2011
Ceres Report Calls on Investors to Adopt Stronger Proxy Voting Guidelines for Environmental and Social Issues - Sept 22, 2011
Fewer Mutual Funds Voted for Climate Resolutions in 2010 - Robert Kropp, SocialFunds.com, April 11, 2011
New UNCTAD Report: Corporate Governance in the Wake of the Financial Crisis. GovernanceMap - March 1, 2011
As You Sow Proxy Preview 2011, February 2011
2010 AFL-CIO Key Votes Survey, February 2011
Proxy Firms Need More Rules, Companies Say, 30 November 2010
S.E.C. Examines Integrity of Proxy Voting - July 14, 2010
SEC inching closer to giving shareholders new power. Rule could be OK'd in August; empowering investors for 2011 director elections - 10 July 2010
Mutual funds seek to shed 'rubber stamp' tag - 14 May 2010
Activist investors to push back against lax corporate governance - 20 March 2010
Investors File a Record 95 Climate Change Resolutions: a 40% Increase Over 2009 Proxy Season - March 4, 2010
Shareowner Opposition to Board Nominees Increases in 2009, SocialFunds.com, September 21, 2009
Too Many ‘No’ Votes to Be Ignored, NYT, September 19, 2009
Fidelity proxy votes against management on rise, Forbes - September 4, 2009
SEC PROPOSES MEASURES TO IMPROVE CORPORATE GOVERNANCE AND ENHANCE INVESTOR CONFIDENCE
Funds take greater role as activists. The Globe and Mail. June 29, 2009.
Mutual funds take their stand on climate change - FT.com, May 31, 2009
Companies Seek Shareholder Input on Pay Practices. WSJ. April 6, 2009
Pay proposals to dominate proxy season, FT.com, April 5, 2009
Mutual fund votes helped to boost pay, FT.com, April 5, 2009
Vanguard announces procedures to avoid investments in companies complicit in human rights abuses, 11 March 2009
A Look At Riskmetrics Group’s Policy Update For The 2009 Proxy Season. IR Magazine. Feb 4, 2009
Commentary: Wall Street finally got what it deserved. CNN. February 4, 2009
2009 List of Global 100 Most Sustainable Corporations in the World Unveiled at Davos. SOCIAL FUNDS. Feb. 2, 2009
Health Care Reform Takes Center Stage for 2009 Proxy Season - Jan. 20, 2009
Fewer shareholder proposals, more questions about risk for 2009 - Jan 20, 2009
Shareholders to Focus on Executive Compensation - Jan 12, 2009
In crisis, mutual funds fail to speak up - December 12, 2008
In About Face, Top Mutual Funds Support Political Disclosure Resolutions in 2008 Proxy Season - December 11, 2008
Executive Pay Comes Under Fire from Activist Shareholders for Contributing to Financial Crisis - October 28, 2008
The Latest Corporate Social Responsibility News - Shareholder Activists and Companies Do the Sustainability Dance - October 28, 2008
Mutually exclusive? Bank-owned mutual funds split their vote on ‘say on pay’ - October 24, 2008
Fund Votes: Strong Mutual Fund Support for Shareholder-Sponsored Resolutions on Executive Compensation in 2008 - October 22, 2008
U.S. bank bailout comes at steep price - October 14, 2008
Abstentions up on CSR resolutions - October 14, 2008
SEC Charges Mutual Fund Manager for Violating Socially Responsible Investing Restrictions - SEC, July 30, 2008
Fund industry lobs proxy counterpunch - Investment News, July 21, 2008
Making sense of how funds manage proxy votes - Baltimoresun.com, July 15, 2008
TIAA-CREF Continues Action on Corporate Governance and Social Responsibility - July 15, 2008
USEFUL RESOURCES
Coalition for Environmentally Responsible Economies (CERES)
CorpGov.net: News, links, commentary, and advocacy geared to the active investor
Corporate Watchdog Radio: weekly radio show and podcast on corporate sustainability and accountability cohosted by Bill Baue and Francesca Rheannon
CorpWatch: Holding Corporations Accountable
Director Map: Corporate Board Elections Analysis
Interfaith Center on Corporate Responsibility (ICCR)
Investor Environmental Health Network: Health People...Healthy Business
Multinational Monitor On-Line: Monthly magazine devoted primarily to examining the activities of multinational companies
ProxyDemocracy helps investors use their voting power to hold corporations accountable
Social Investment Forum: Advancing socially and environmentally responsible investing
SocialFunds.com: The largest personal finance site devoted to socially responsible investing
SRI Monitor: News and views on the world of socially responsible investing in Canada
Sustainable Business, Green Business, Renewable Energy, Organic & Green Investing, Green Capital
The Corporate Library: Corporate Governance Data, Analysis and Risk Assessment Tools
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