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Institutional Shareholders’

Proxy Voting Guidelines

Below are links to selected institutions’ proxy voting guidelines (if publicly available).

  • AFL-CIO
  • AllianceBernstein L.P.
  • Barclays Global Investors
  • CalPERS – The California Public Employees’ Retirement System
  • Calvert Family of Funds
  • Capital Research and Management Company
  • Citizens Funds
  • The Council of Institutional Investors – CII
  • Davis Selected Advisers, LP
  • Dodge & Cox Funds
  • Fidelity Management and Research
  • Florida State Board of Administration
  • Glass, Lewis & Co., LLC
  • Goldman Sachs Asset Management L.P.
  • Lord, Abbett & Co. LLC
  • Massachusetts Financial Services Company – MFS Funds
  • The Putnam Funds
  • RiskMetrics Group Inc. (ISS)
  • State of Connecticut Office of the Treasurer
  • State of Wisconsin Investment Board – SWIB
  • Teachers Insurance and Annuity Associattion-College Retirement Equities Fund – TIAA-CREF
  • T. Rowe Price Associates, Inc.
  • The Vanguard Group

 

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Exequity
 

Exequity 

  • Exequity's ProxEASE Tool for 280G Excise Tax Calculations
  • Exequity's Reference Materials
  • Exequity's website
 

Compensation Blogs 

  • Borges' Proxy Disclosure Blog – CompensationStandards.com
  • Dan Walter's Equity Compensation Experts Blog
  • Equilar CEO Blog
  • footnoted.org – found in the footnotes
  • ISS Governance Insight Blog
  • Melbinger's Compensation Blog – CompensationStandards.com
  • Say-on-Pay.com
  • The Advisors Blog – CompensationStandards.com
  • The Corporate Library Blog
  • TheCorporateCounsel.net Blog – The Practical Corporate & Securities Law Blog
 
 

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