We’re excited to release our Annual Stewardship Report, detailing corporate governance trends, proxy voting insights, and our engagement initiatives.
Over the past year, market dynamics were defined by major shifts in SEC regulatory enforcement, heightened scrutiny surrounding executive compensation, and the growth of shareholder proposals related to AI, data centers, and immigration.
Key highlights from this year's report include:
- SEC Policy Impacts: Shifting SEC guidance contributed to a 10% decline in shareholder proposals reaching ballots.
- Voting Scale: We cast votes across 2,300 companies and 27,767 proposals, opposing management 35.8% of the time.
- Engagement Capabilities: We helped clients with $1.8B in participating AUM support 27 engagements
Access the full dataset, case studies, and voting breakdowns in the complete report.
