Methodology

Methodology

View our methodology used to determine our vote recommendations.

Overview of each policy (Feb 2025)

These documents outline how each policy approaches specific types of proposals. Notable past votes are also provided for clarity.

Methodology techniques overview

In addition to our policy overview documents (above), Egan-Jones releases its detailed methodology as part of our practice to provide transparency to customers, industry experts, issuers, partners, consultants, and proxy solicitors. Egan-Jones will continue to make minor updates to the methodology through the proxy season as required.


We welcome your questions on our methodology and reference documents. Reach us at research@ejproxy.com.

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Categories

View how proxy proposals are categorized.

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Tests

View how we define each type of analysis.

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Test thresholds

View the scores required for tests to pass.

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Test selection

View the test we use based on policy and category.

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