Egan-Jones provides institutional investors with a reliable, attractive solution to fulfilling shareholder voting obligations. Steps for getting started are simple:
Egan-Jones reviews the client’s research and voting requirements including voting guidelines. If desired, Egan-Jones suggests modification to the client’s proxy voting guidelines to facilitate fulfillment of fiduciary obligations.
The Set-up Process
Client accounts are set up to ensure coverage. As voting agent, Egan-Jones works with clients to register their accounts for electronic voting by Egan-Jones.
Notification of Meetings
Egan-Jones clients are notified of each research report on shareholder meetings that we publish to them by our Proxy E-Lert system, which provides a link to the Egan-Jones research report on our website.
Research and Recommendations
Egan-Jones research reports provide clients with thorough, cogent research and voting recommendations for each proposal in the agenda for shareholder meetings to assist in making informed votes.
Execution of Votes
Votes are based on Egan-Jones guidelines selected by the client, although clients retain the ability to override.
Reporting and Integrated Recordkeeping
All voting clients are provided with complete voting history documentation in a variety of formats. Reports will be provided in the format desired by the client.
Egan-Jones personnel are available to ensure your needs are being met.
Latest Weekly Wreck
Regulators Begin to Tip their Hand with New Concerns for Registered Investment Advisers
September 15, 2021
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