FUND VOTES
Canadian Companies and Fund Votes
In-depth analysis of investment fund proxy voting.
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About Fund Votes
CII Teleconference: Sustainability - How Companies are Moving Beyond Compliance.
June 25, 2010
NEW Research Report:
Mutual Funds and Climate Change: Growing Support for Shareholder Resolutions. Rob Berridge and Jackie Cook. June 2010
Research Report: Proxy Voting by Canadian Funds: 2006-2008. Laura O'Neil and Jackie Cook.
June 2009
Research Report: Mutual Funds and Climate Change: Growing Support for Shareholder Resolutions. Rob Berridge and Jackie Cook.
May 2009
Mutual Funds' Votes on Executive Compensation Resolutions
(posted Oct. 21, 2008)
Mutual Funds' Votes on Say-on-Pay at 'Bailout Banks'
(posted Oct. 16, 2008)
Mini Survey of Mutual Funds' Votes: 2004-2008
(posted Sept. 15, 2008)
Compare Governance with Social Responsibility Resolutions
(2008)
Compare Management with Shareholder Resolutions
(2008)
Votes on Management Resolutions
(2004-2008)
Votes on Shareholder Resolutions
(2004-2008)
Votes on Director Elections
(2004-2006)
Votes on Corporate Social Responsibility Resolutions
(2004-2008)
Votes on Corporate Governance Resolutions
(2004-2008)
SUPPORT FOR DIRECTOR ELECTIONS BY FUND FAMILIES FROM 2004 TO 2006
Fund Family
% Support for Director Elections (2004 2005 2006)
Unique Resns Voted (2004/2005/2006)
ABN AMRO
1909 / 2024 / 2883
AEGON
8372 / 8118 / 7047
AIM
13276 / 14096 / 15791
ALLIANCE (BERNSTEIN)
5923 / 6242 / 6322
ALLIANZ
7132 / 5028 / 5130
AMERICAN
3604 / 3880 / 4147
AMERICAN CENTURY
17517 / 17380 / 18206
AMERIPRISE/AXP
19778 / 23411 / 23362
AMERISTOCK
47 / 38 / 38
AMERITAS
5247 / 5224 / 5392
AMIDEX
30 / 33 / 35
ARIEL
788 / 479 / 449
ARTISAN
1770 / 1793 / 1716
BARCLAYS GLOBAL INVESTORS
115 / 419 / 428
BEAR STEARNS
1320 / - / -
BERKSHIRE
153 / 119 / 108
BLACKROCK
3361 / 4928 / 5092
BRIDGEWAY
1057 / 5248 / 5084
CALVERT
6106 / 6207 / 6791
CAPSTONE
970 / 160 / 2334
CATHOLIC FUNDS
3164 / 3115 / 1908
CITIZENS
2362 / 2557 / 2485
COLUMBIA
3268 / 2764 / 16271
COVENTRY
1793 / 2467 / 2276
CREDIT SUISSE
4185 / 4042 / 5255
DAVIS
681 / 485 / 687
DELAWARE
5793 / 4088 / 3902
DODGE & COX
701 / 754 / 789
DOMINI
7092 / 2370 / 2451
DREYFUS
15458 / 15290 / 15727
ENTERPRISE
4756 / 3668 / 168
ETRADE
- / 14081 / 14195
EUROPACIFIC
609 / 344 / 457
EXCELSIOR
2597 / 2437 / 2511
FEDERATED
16194 / 19210 / 18081
FIDELITY
9037 / 9392 / 9417
FIDELITY INVESTMENTS (CANADA)
- / - / 3177
FIFTH THIRD
5194 / 5036 / 6207
FIRST EAGLE
790 / 547 / 773
FRANK RUSSELL
16696 / 16335 / 14856
FRANKLIN
13348 / 12535 / 13550
GABELLI
65 / 5487 / -
GARTMORE
5561 / 7503 / 25308
GOLDMAN SACHS
5609 / 5472 / 11781
GREEN CENTURY
29 / 24 / 266
HARBOR
1291 / 1899 / 2701
INCOME FUND OF AMERICA
1090 / 1055 / -
ING
10633 / 14616 / 16180
INTEGRITY
1092 / 684 / 816
INVESTMENT CO OF AMERICA
1371 / 1333 / -
JANUS
16040 / 14771 / 15143
JOHN HANCOCK/MIT
14730 / 15130 / 33787
JP MORGAN
2898 / 831 / 5252
LAZARD
3571 / 3938 / 3858
LEGG MASON
1978 / 2166 / 5316
LIBERTY
1631 / 1892 / 1187
LONGLEAF
195 / 207 / 236
LORD ABBETT
8835 / 8797 / 10367
MASSACHUSETTS INVESTORS
826 / 610 / 661
MASSMUTUAL
15006 / 14707 / 13497
MELLON
5687 / 6494 / 2395
MERRILL LYNCH
4034 / 6785 / 3742
MFS
17358 / 12181 / 11830
MMA PRAXIS
1603 / 1792 / 1837
MORGAN STANLEY
37634 / 36872 / 35805
NEUBERGER BERMAN
3116 / 3468 / 6539
NEW ALTERNATIVES
32 / 27 / -
NEW RIVER
- / 321 / 20
NUVEEN
380 / 535 / 717
OPPENHEIMER
6667 / 7284 / 8162
PARNASSUS
533 / 648 / 893
PAX
541 / 475 / 629
PIONEER
7125 / 7693 / 9472
PUTNAM
9273 / 9547 / 11470
QUAKER
1445 / 1132 / 1971
SAFECO
1921 / 349 / -
SALOMON
2808 / 3140 / 3936
SCHRODER
2673 / 3099 / 3448
SCHWAB
5251 / 5492 / 5894
SCUDDER
1556 / 5247 / 4734
SIERRA CLUB
66 / 88 / -
SMITH BARNEY
13221 / 13906 / 9534
STATE STREET
4929 / 4145 / 1342
STEWARD
408 / 6451 / 8458
STRONG
7448 / 2021 / -
SWIB
5134 / - / 4336
T ROWE
34271 / 33417 / 38188
TEMPLETON
2537 / 2757 / 3138
TIAA-CREF
44126 / 60057 / 62860
TRAVELERS
7683 / 8945 / 4394
TRILLIUM
1134 / 2731 / -
VAN KAMPEN
6963 / 11581 / 12331
VANGUARD
58368 / 71273 / 64520
WALDEN
562 / 575 / 543
WELLS FARGO
7156 / 11448 / 9980
WINSLOW
90 / 106 / 109
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