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

Latest Weekly Wreck

• Why So Many Institutional Investors Outsource Proxy Voting
  October 14, 2020

More Weekly Wreck

Recent News

• Egan-Jones Proxy Statement on New SEC Proxy Firm Rules
  July 23, 2020
• Egan-Jones 2020 Guideline Changes Implemented
  February 26, 2020
• Egan-Jones Proposed 2019 Guideline Changes
  February 08, 2019
• Egan-Jones Recommends Negative Vote for Most of Equifax Board due to Poor Cybersecurity Rating
  April 18, 2018
• Egan-Jones Recommends "withhold" from Wells Fargo Directors Serving Before 2016
  April 09, 2018

News and Press Releases