Custom Policy for Proxy Voting
Implement a custom proxy voting policy based on your company’s unique perspectives and goals with our most popular policy option.
Your fully customizable voting experience
Our Custom Policy offering leverages our robust, highly nuanced rules engine technology, the expertise of our Custom Policy Analysts, and the myriad of data points captured by our global research team to tailor custom voting policies based on your company’s proxy voting guidelines.
Custom Recommendations Based on Your Voting Goals
Your dedicated Policy Analyst serves as an extension of your team, working closely with you on establishing, maintaining, and auditing your custom policy implementation within our proprietary rules engine. Experts on our research team ensure your policy reflects market best practices and is best positioned to meet your stewardship goals.
Leverage Our Proprietary Software to Meet Your Needs
Our rules engine technology is highly flexible and configurable, allowing us to easily add new rules and data inputs as your custom policy evolves . These capabilities allow you to craft a nuanced policy that takes into consideration various company and market specifics, as well as incorporates relevant in-house or third-party data.
Accurate Recommendations Provided in a Timely Manner
Your custom recommendations and rationales are generally available within 4 hours following the publication of our Proxy Paper reports. This quick turnaround combined with our industry-leading publication lead times enables you to access the information necessary to make your voting decisions well in advance of your voting deadlines. Our systematic application of your voting guidelines using data sourced and audited by our research analysts ensures consistent, accurate and timely custom voting recommendations and rationales.
Build Your Custom Policy Today!
All your stewardship needs in one place
We’ve got everything you need to confidently manage your investments, from proxy research and voting to share recall, and all the little details in between.
ESG Controversy Alert
Have the confidence of never missing the most material meetings and votes. Our Controversy Alert highlights potential material ESG risks identified at annual shareholder meetings across the globe.
Active Ownership Engagement
Leverage the over 1,500 engagement meetings that Glass Lewis’ holds annually across 100+ markets globally to advance your stewardship activities.
Proxy Paper Reports
Our Proxy Paper research reports feature case-by-case, independent analysis of all the proposals contained in tens of thousands of shareholder meetings across 100+ markets worldwide.
Streamline your proxy voting experience
