Additional Methodology Documents
Our retired methodologies cover how we issue recommendations, rate performance, and deliver votes.
2024 Policies
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Wealth-Focused PolicyList Item 2
This policy is focused on maximizing shareholder value. It does not prioritize environmental or social goals.
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Standard PolicyList Item 1
Our most popular policy takes a balanced approach to shareholder and management proposals.
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ESG / SRI Policy
Accounts for multiple environmental, social, and governance issues and supports related shareholder proposals.
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Taft-Hartley PolicyList Item 3
This policy is tailored for union pension funds. It is specifically focused on the labor-managment relationship.
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Catholic PolicyList Item 4
Crafted to meet the needs of the Catholic investor. This policy has both a financial and social focus.
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2023 Fall Policies
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Wealth-Focused PolicyList Item 2
This policy is focused on maximizing shareholder value. It does not prioritize environmental or social goals.
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Standard PolicyList Item 1
Our most popular policy takes a balanced approach to shareholder and management proposals.
-
ESG / SRI Policy
Accounts for multiple environmental, social, and governance issues and supports related shareholder proposals.
-
Taft-Harley PolicyList Item 3
This policy is tailored for union pension funds. It is specifically focused on the labor-managment relationship.
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Catholic PolicyList Item 4
Crafted to meet the needs of the Catholic investor. This policy has both a financial and social focus.
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2023 Spring Policies
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Wealth-Focused PolicyList Item 2
This policy is focused on maximizing shareholder value. It does not prioritize environmental or social goals.
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Standard PolicyList Item 1
Our most popular policy takes a balanced approach to shareholder and management proposals.
-
ESG / SRI Policy
Accounts for multiple environmental, social, and governance issues and supports related shareholder proposals.
-
Taft-Harley PolicyList Item 3
This policy is tailored for union pension funds. It is specifically focused on the labor-managment relationship.
-
Catholic PolicyList Item 4
Crafted to meet the needs of the Catholic investor. This policy has both a financial and social focus.
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2022 Policies
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Wealth-Focused PolicyList Item 2
This policy is focused on maximizing shareholder value. It does not prioritize environmental or social goals.
-
Standard PolicyList Item 1
Our most popular policy takes a balanced approach to shareholder and management proposals.
-
ESG / SRI Policy
Accounts for multiple environmental, social, and governance issues and supports related shareholder proposals.
-
Taft-Harley PolicyList Item 3
This policy is tailored for union pension funds. It is specifically focused on the labor-managment relationship.
-
Catholic PolicyList Item 4
Crafted to meet the needs of the Catholic investor. This guideline has both a financial and social focus.
-
New List Item
2021 Policies
-
Wealth-Focused PolicyList Item 2
This policy is focused on maximizing shareholder value. It does not prioritize environmental or social goals.
-
Standard PolicyList Item 1
Our most popular policy takes a balanced approach to shareholder and management proposals.
-
ESG / SRI Policy
Accounts for multiple environmental, social, and governance issues and supports related shareholder proposals.
-
Taft-Harley PolicyList Item 3
This policy is tailored for union pension funds. It is specifically focused on the labor-managment relationship.
-
Catholic PolicyList Item 4
Crafted to meet the needs of the Catholic investor. This guideline has both a financial and social focus.
-
New List Item Write a description for this list item and include information that will interest site visitors. For example, you may want to describe a team member's experience, what makes a product special, or a unique service that you offer.
Additional Retired Methodologies
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Compensation RatingList Item 4
The compensation rating directly impacts most pay-related proposals including say-on-pay, stock options, and bonus plans.
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Cyber Risk RatingList Item 2
Assesses cyber health based on self-reported factors, inlcuding DNS health, patch cadence, endpoint security, and IP reputation.
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New List Item Write a description for this list item and include information that will interest site visitors. For example, you may want to describe a team member's experience, what makes a product special, or a unique service that you offer.
