Corporate Governance Solutions

Client Custom Policies

Custom Policies to Advance Your Stewardship Goals

Vote according to your outlook and approach to governance matters with a Custom Policy.

Request More Information

Institutional investors often need to tailor voting practices to meet client mandates, regulations, or investment philosophies. Glass Lewis' Custom Policies combine advanced technology, expert guidance, and extensive data to deliver flexible solutions aligned with your firm's proxy voting goals.

Key Features and Benefits

Timely Custom Voting Recommendations

Receive tailored recommendations within four hours of our Proxy Papers publishing. This timely access enables you to make informed voting decisions well ahead of your deadlines.

Flexible and Configurable

Our rules engine supports seamless policy updates as your needs evolve, with options to craft nuanced policies using company factors, market trends, and diverse data sources.

Dedicated Custom Policy Team

Our Custom Policy team works as an extension of your own, collaborating to establish, maintain, and audit your policy. Supported by our research experts, we ensure alignment with market best practices and your stewardship goals.

Download Sample Custom Policy Report

HOW IT WORKS

Custom Policy Development, Implementation and Maintenance

1

Define Your Current Policy

Identify stewardship objectives.
Evaluate coverage universe and regulatory requirements.
Review thought leadership and affiliations.

2

Review Existing Implemented Policy

Ensure alignment with stewardship goals and key focus areas (SRDII, SDGs, etc.)
Benchmark against peer investors.
Integrate current governance trends and market best practices.

3

Recommend a Proxy Voting Policy Approach

Team collaboration to refine policy and finalize approach.

4

Build Policy

Our policy operations analysts codify your policy in our rules-based application.

5

Rigorously Test Your Policy

All changes undergo peer review, testing, and logging through an internal change management system.

6

Implement Your Policy

Complete the technical implementation, with activation in our proxy voting platform, Viewpoint, upon approval.

7

Monitor and Maintain Your Policy

Policy changes are monitored, with select recommendations audited for accuracy. Annual guideline review ensures the policy stays aligned with current trends.

8

Report Policy Outcomes

Access policy outcome data through Viewpoint.
Review KPI reports on recommendation accuracy.

Related Products and Services

Thematic Voting Policies

Comprehensive voting policies that address governance and ESG topics to meet diverse investor goals.

Proxy Voting Policies

Market-specific guidelines for voting on annual general meeting proposals.

Corporate Governance Research

Timely, in-depth governance research and recommendations for proactive decision-making.

Explore Our Insights

Visit Our Resource Center

Dueling DEI Proposals Put Boeing Between a Rock and a Hard Place

Intense scrutiny regarding the role of environmental, social and governance (ESG) issues in proxy voting has only intensified in the wake of the Trump Administration’s executive orders on diversity, equity and inclusion (DEI).

Dueling DEI Proposals Put Boeing Between a Rock and a Hard Place

Intense scrutiny regarding the role of environmental, social and governance (ESG) issues in proxy voting has only intensified in the wake of the Trump Administration’s executive orders on diversity, equity and inclusion (DEI).

Controversy Alert Roundup, April 7 to April 11, 2025: Spotlight on Atacadão

With thousands of companies holding shareholder meetings during proxy season, it’s hard to know where to start

Controversy Alert Roundup, April 7 to April 11, 2025: Spotlight on Atacadão

With thousands of companies holding shareholder meetings during proxy season, it’s hard to know where to start

Explaining the Transatlantic Pay Gap

The past year has seen extensive discussion regarding the competitiveness of the UK capital markets, and in particular the influence of the ‘transatlantic pay gap’, which many view as limiting UK public companies’ ability to attract, retain and motivate executives.

Explaining the Transatlantic Pay Gap

The past year has seen extensive discussion regarding the competitiveness of the UK capital markets, and in particular the influence of the ‘transatlantic pay gap’, which many view as limiting UK public companies’ ability to attract, retain and motivate executives.

The Glass Lewis Approach to Special Situations

In an era of frequent shareholder activism and shifting M&A dynamics, investors rely on rigorous independent analysis to make informed voting decisions with respect to a range of complex corporate situations.

The Glass Lewis Approach to Special Situations

In an era of frequent shareholder activism and shifting M&A dynamics, investors rely on rigorous independent analysis to make informed voting decisions with respect to a range of complex corporate situations.