Methodologies

As a courtesy to our clients we have posted our current guidelines below.

Title Date Added
Interim Guideline Changes and Additions May 20, 2020
Egan-Jones Proxy Services Standard Proxy Voting Principles and Guidelines 2020 February 25, 2020
Egan-Jones Proxy Services Taft-Hartley Proxy Voting Principles and Guidelines 2020 February 25, 2020
Egan-Jones Proxy Services SRI / ESG Proxy Voting Principles and Guidelines 2020 February 25, 2020
Egan-Jones Proxy Services Catholic Proxy Voting Principles and Guidelines 2020 February 25, 2020
Egan-Jones Proxy Services Conservative Investor Proxy Voting Principles and Guidelines 2020 February 25, 2020
Primary 2019 Reviewed Issuers - Appendix to EJPS Compensation Rating November 18, 2019
EJPS Compensation Rating November 18, 2019
Egan-Jones Proxy Services Standard Proxy Voting Principles and Guidelines 2019 October 1, 2019
Egan-Jones Proxy Services Taft-Hartley Proxy Voting Principles and Guidelines 2019 October 1, 2019
Egan-Jones Proxy Services Socially Responsible Investing Proxy Voting Principles and Guidelines 2019 October 1, 2019
Egan-Jones Proxy Services Catholic Proxy Voting Principles and Guidelines 2019 October 1, 2019
Egan-Jones Proxy Services Conservative Investor Proxy Voting Principles and Guidelines 2019 October 1, 2019
Egan-Jones Proxy Services Conservative Investor Principles and Guidelines 2018 October 9, 2018
Egan-Jones Proxy Services Socially Responsible Investing Proxy Voting Principles and Guidelines 2018 April 25, 2018
Egan-Jones Proxy Services Taft-Hartley Proxy Voting Principles and Guidelines 2018 April 25, 2018
Egan-Jones Proxy Services Standard Proxy Voting Principles and Guidelines 2018 April 25, 2018
Egan-Jones Proxy Services Catholic Proxy Voting Principles and Guidelines 2018 March 5, 2018
Determining the EJPS Cyber Risk Rating March 31, 2017
Egan-Jones Proxy Services Standard Proxy Voting Principles and Guidelines 2017 February 8, 2017
Egan-Jones Proxy Services Taft-Hartley Proxy Voting Principles and Guidelines 2017 February 8, 2017
Egan-Jones Proxy Services Catholic Proxy Voting Principles and Guidelines 2017 February 8, 2017