Methodology

Methodology

View our methodology used to determine our vote recommendations.

Methodology Overview

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.

Download overview View retired methodologies

Methodology Reference Files

The files below provide the data that are used to implement our various proxy policies.

Categories

View how proxy proposals are categorized.

Download file

Tests

View how we define each type of analysis.

Download file

Test thresholds

View the scores required for tests to pass.

Download file

Test selection

View the test we use based on policy and category.

Download file
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