Glass Lewis Proxy Voting Policies

We are continually expanding our offering so we can meet the ever-evolving needs of our clients. You can build policies from scratch through our Custom Policy option or explore our various thematic policy options for an efficient way to apply Glass Lewis’ expertise to meet your specific proxy voting goals. All of our policies are fully customizable and tailored to meet your specific business goals.

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The Policy Option For You

We have prepared several policy options to assist you in meeting organizational objectives in an ever-changing business landscape. You can select from one of the options below, or we can tailor any of our thematic policies to address your needs comprehensively.

Custom Policy

Interested in building your voting policy from scratch? Tailor a policy to your company’s unique perspective with the Custom Policy, our most popular policy option. Our Custom Policy offering leverages our robust, highly-nuanced rules engine technology, the expertise of our Custom Policy Analysts, and the 550+ data points captured by our global research team to tailor custom voting policies based on issues, markets, key thresholds, and other relevant criteria.

custom policy

Thematic Policy Options

Explore the various policy options below for an efficient way to apply Glass Lewis’ expertise to meet your specific proxy voting goals. These policies have been developed to guide your voting according to specific themes.

Glass Lewis Policy

Glass Lewis’ benchmark policy is focused on promoting board independence and diversity, and shareholder rights. The policy factors in a company’s unique operations and characteristics and takes a case-by-case approach with the objective of enhancing long-term sustainability and shareholder value.

Climate Policy

Ideal for investors focused on mitigating risks associated with climate change. Takes a sector-based approach and is aligned with the TCFD recommendations, seeking to hold boards accountable for climate policies and incentivize sustainable performance. Click here to learn more.

climate policy

ESG Policy

Supports investors with a heavy focus on promoting ESG-related disclosure and policies in portfolio companies. The policy has a strong stakeholder focus, and emphasizes issues including diversity and incentivizing sustainability through executive compensation.

esg policy

Corporate Governance Focused Policy

The Corporate Governance Focused Policy is built around the most commonly-accepted components of corporate governance. This policy focuses on ensuring that board of directors are appropriately positioned to devote the time and attention necessary to fulfill their fiduciary duty to shareholders. It supports fiscally responsible governance structures that establish a strong board and management team with appropriate incentives and safeguards to maximize returns.​ These guidelines are ideal for investors who want to promote effective governance mechanisms on boards without taking strong positions on other types of issues.

Proxinvest Policy

The Proxinvest Policy is independently established by a steering committee chaired by Gerard Rameix, former Chairman of the Autorité des Marchés Financiers (AMF), and comprised of leading investors, companies and industry experts. This policy focuses on the long-term interest of shareholders and is considered a benchmark proxy voting policy. The proxy voting guidelines contain stringent expectations that encourage publicly listed companies in Europe to improve their practices over the long term.

BVI Policy

As applied by IVOX Glass Lewis, the BVI Analysis Guidelines for General Meetings of Shareholders (ALHV) give guidance to BVI’s members for the independent analysis of proposed resolutions at general meetings of shareholders of listed and unlisted companies.

The guideline documents are updated on the BVI website each year here.

Connect with us to discuss the Thematic Policy that is right for you.

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Catholic Policy

Reflecting the unique fiduciary responsibility of Catholic institutions and informed by the voting guidelines of the Conference of Catholic Bishops, the policy places an emphasis on the overall social and environmental impact of investments.

catholic policy

Public Pension Policy

With an eye to the special fiduciary responsibilities of public pensions and their long-term investment horizons, the policy promotes good corporate governance, shareholder rights, and enhanced disclosure on ESG-related issues.

public pension

Taft-Hartley Policy

Designed for Taft-Hartley retirement plans subject to ERISA and with a long-term view of value creation.

taft hartley glass lewis policy

Thematic Policy Overview

Learn more about policy options to meet your proxy voting goals.

Click here to view our overview document.

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 Alert

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. 

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Active Ownership Engagement

Leverage the over 1,500 engagement meetings that Glass Lewis’ holds annually across 100+ markets globally to advance your stewardship activities. 

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Viewpoint

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. 

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