FUND VOTES	Canadian Companies and Fund Votes
In-depth analysis of proxy voting.
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2011 DATA ADDED Inquire for details. 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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