.svg)
Egan-Jones Proxy Services offers five off-the-shelf policies to serve our diverse client base. However, many sophisticated investors have their own proxy voting guidelines, which may differ in minor or substantial ways from our off-the-shelf policies. To serve these clients, Egan-Jones offers something unique in the proxy market: fully customizable policies.
Some proxy advisors’ custom policies restrict clients to choose from a pre-selected list of metrics. Egan-Jones’ approach is different. Our clients can customize:
In other words, the policy isn’t simply a remix of a benchmark policy.
Example: None of our current off-the-shelf policies stipulate a minimum length for time-based incentive awards. If your guidelines require vesting to exceed three years, for example, we can implement that as a defined data point alongside any other elements you use to evaluate complex say-on-pay proposals.
The category of a proposal and the region of the issuer determine what analysis we will run to produce a recommendation. Building a fully custom policy means tailoring that analysis to our client’s demands.
The result is research reports and vote recommendations that are consistent, auditable, and aligned with your stewardship goals.
Clients can either:
Either way, our team supports the design process end-to-end to make sure the voting policy accurately and consistently reflects your stewardship priorities.
At Egan-Jones, research and vote recommendations are built to reflect our clients’ priorities so that proxy voting remains consistent with their investment principles and stewardship priorities, and not our own.
.jpg){kind=avatar}