Guidance that aligns with your goals
Wealth-Focused
Recommendations are based only on protecting and enhancing investor wealth. The policy is not a "board aligned" policy because directors with poor impact on shareholder return will be opposed.
Restrictive governance and environmental protection proposals are generally opposed. “Stakeholder capitalism” proposals are opposed, even if supported by management. Proposals promoting diversity, equity, inclusion are also opposed. Exceptions only exist when proposals are directly tailored to revenue generation.
Blended
Recommendations are designed to prioritize shareholder returns and implement marketstandard governance practices.
This policy emphasizes standard governance practices while providing a more typical middle-of-the-road approach to both management and shareholder proposals.
Taft-Hartley
Recommendations are tailored to those investors who are governed by the Employee Retirement Income Security Act (ERISA), which enumerates rules under which pension fund assets must be managed and invested.
The U.S. Department of Labor has stated that proxy voting rights are valuable plan assets, which must be exercised in accordance with the fiduciary duties of loyalty and prudence. The TaftHartley policy is similar to the ESG policy, though puts special emphasis on labor relations.
Catholic
Recommendations are governed by the Principles for USCCB Investments, which seek to promote long-term shareholder value and the common good.
This policy, like the principles of the USCCB upon which it is based, addresses issues that affect long-term shareholder value, while considering workplace issues that may have an impact on long-term economic best interests of participants and beneficiaries. This includes corporate policies that affect job security, wage levels, local economic development, corporate responsibility, workplace safety, and environmental safety.
Custom
Customers interested in this policy typically adjust one of our existing policies to meet their unique investment needs.
Whatever your approach may be, we are happy to walk you through a custom policy and change our guidelines to match.
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Egan-Jones customers
Asset managers
Tailored proxy guidance that strengthens governance and simplifies operations
Institutional investors
Customized recommnedations for complex portfolios and preferences
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Streamlined proxy support and clear reporting for client-focused decisions
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Easy-to-navigate resources for informed, confident voting outcomes
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Why trust Egan-Jones
Reduce cost and risk in compliance
When managing proxy internally, compliance teams may review hundreds of proxy cards, risking inconsistency and poor audit trails.
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Rather than vote on proposals ad-hoc, select a policy that aligns with your goals and vote automatically. You can always override.
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Approach of Egan-Jones
Deep understanding
Egan-Jones is the only proxy firm that has deep corporate analysis experience as an SEC-designated NRSRO.
Focus on wealth
Under our flagship Wealth-Focused policy, align your voting with your focus on pecuniary matters.
Easy to read reports
Each of our vote recommendations is accompanied by a concise justification and if required, calculation.
