Methodologies

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

Title	Date Added
Egan-Jones Proxy Services Conservative Investor Proxy Voting Principles and Guidelines 2022	September 23, 2022
Egan-Jones Proxy Services Standard Proxy Voting Principles and Guidelines 2022	February 15, 2022
Egan-Jones Proxy Services Taft-Hartley Proxy Voting Principles and Guidelines 2022	February 15, 2022
Egan-Jones Proxy Services ESG / SRI Proxy Voting Principles and Guidelines 2022	February 15, 2022
Egan-Jones Proxy Services Catholic Proxy Voting Principles and Guidelines 2022	February 15, 2022
Egan-Jones Proxy Services Standard Proxy Voting Principles and Guidelines 2021	March 5, 2021
Egan-Jones Proxy Services Taft-Hartley Proxy Voting Principles and Guidelines 2021	March 5, 2021
Egan-Jones Proxy Services ESG / SRI Proxy Voting Principles and Guidelines 2021	March 5, 2021
Egan-Jones Proxy Services Catholic Proxy Voting Principles and Guidelines 2021	March 5, 2021
Egan-Jones Proxy Services Conservative Investor Proxy Voting Principles and Guidelines 2021	March 5, 2021
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 Score	November 18, 2019
EJPS Compensation Score	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

• Regulators Begin to Tip their Hand with New Concerns for Registered Investment Advisers
  September 15, 2021

More Weekly Wreck

Recent News

• Egan-Jones 2022 Proposed Guideline Changes
  February 01, 2022
• Egan-Jones 2021 Proposed Guideline Changes
  February 11, 2021
• 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

News and Press Releases