Fund Votes: In-Depth Analysis of Proxy Voting
 
 
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INTRODUCTION

Fund Votes is an independent project that tracks mutual fund proxy voting in the US and Canada. It provides customized data and analysis to analysts, shareholders and researchers

Since 2004 US mutual fund companies have been required to publicly disclose how they cast their proxy votes. The same has been required of Canadian mutual funds since 2006.

Fund Votes has built a proprietary database of mutual fund proxy votes spanning eight years for US institutions and six years for Canadian institutions.

The voting records of large mainstream and SRI fund families and other influential investment institutions have been indexed to provide a complete profile of institutions' positions on environmental, social and governance issues.

Fund Votes' data and analysis have been used in a number of reports by shareholder advocacy groups and widely cited in the financial media.

FUND VOTES IN THE NEWS

Analyzing Climate Risk: Why Mandatory Reporting Matters Anne Strausboll, Institutional Investor, August 16, 2014
Ways to Assess Corporate Action on Climate Change Robert Kropp, SocialFunds, July 15, 2014
Ceres: Half of America’s Largest Companies Don’t Report on Climate Risk Bill DiBenedetto, TriplePundit, July 7, 2014
Is Climate a Material Risk? Here’s What Companies Are Really Reporting Tom Randall, Bloomberg, TheGrid, July 1, 2014
New Web Tool Provides Easy Access to SEC Climate Change Disclosure from 3,000 Public Companies Ceres, Press Release, June 30, 2014
Mutual fund companies show record high support for climate change shareholder resolutions. Ceres, Press Release, February 20, 2014
Does the SEC Need to Beef Up Enforcement of Climate Reporting? Andrea Vittorio, Bloomberg BNA, February 7, 2014
Ceres: SEC needs to better enforce climate change disclosure requirements Barry B. Burr, Pensions & Investments Online, February 7, 2014
Mutual Fund Support for Political Spending Resolutions Inches Upward  Robert Kropp, Social Funds, November 27, 2013
Mutual Funds Increasingly Support Corporate Disclosure of Donations Jonathan Salant, Bloomberg, November 25, 2013
Activist Investors Backed by Large Funds Take on Big Targets Jodi Xu, Bloomberg, September 25, 2013
Record Number of Sustainability Resolutions in 2013 Robert Kropp, Social Funds, August 21, 2013
DWS Takes Novel Approach by Embracing Advocacy Group Peter Ortiz, Ingites, June 17, 2013 (subscription required)
New Study: More U.S. Mutual Fund Companies Supporting Climate Change Resolutions, But Big Firms Still Lagging CSRWire, Ceres, Boston, June 5, 2013
JPMorgan Works to Avert Split of Chief and Chairman Roles New York Times DealBook, S. Craig and J. Silver-Greenberg, April 5, 2013
Mutual Funds Slow to Engage on Political Spending Social Funds, Robert Kropp, December 11, 2012
More CEOs Are Learning Who's the Boss BusinessWeek, Alex Nussbaum, Drew Armstrong and Jeff Green, November 12, 2012
Major Companies Quietly Reducing Emissions and Saving Money Bloomberg, Maria Galluci, InsideClimate News, September 6, 2012
Big mutual funds split with management at Citigroup, JPMorgan Ross Kerber, Reuters, August 28, 2012
Proxy Voting on Climate Change by Mutual Funds Fails to Account for Materiality Robert Kropp, SocialFunds.com, June 9, 2012
Bridging the divide between climate disclosure and investment decisions Jackie Cook on CDSB Blog, June 6, 2012
Analysis: More U.S. shareholders call for independent chairmen Ross Kerber, Reuters, May 18, 2012
Many U.S Mutual Fund Companies Falling Short in Proxy Voting on Climate Change Ceres Press Release, Boston, May 14, 2012
When Your 401(K) Provider Doesn't Vote Your Interests Lewis Braham, Bloomberg, May 4, 2012
Analysis: Citi's pay rejection a wake-up call to boards. Dena Aubin and Ross Kerber, Reuters, Apr 18, 2012
Fink Leverages BlackRock’s $3.5 Trillion in Shareholder Push Christopher Condon and Sree Vidya Bhaktavatsalam, Bloomberg, January 19, 2012
Federated cryptically votes nay on corporate pay. Ross Kerber, Reuters, Jan 12, 2012
Support by Mutual Funds for Sustainability Proposals Increases, but is it Happening Quickly Enough? Robert Kropp, Social Funds, November 16, 2011
The mystery of mutual fund proxy votes. Marla Brill, Reuters. November 1, 2011
Proxy Voting for Sustainability The Harvard Law School Forum on Corporate Governance and Financial Regulation, October 16, 2011
Ceres Report Calls on Investors to Adopt Stronger Proxy Voting Guidelines for Environmental and Social Issues Ceres Press Release, Sept 22, 2011
Key Voters, Funds Brush Aside Anger On CEO Pay Ian Salisbury, Wall Street Journal, May 18, 2011
Fewer Mutual Funds Voted for Climate Resolutions in 2010 Robert Kropp, SocialFunds.com, April 11, 2011
 
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