Home › Asset managers › Compare 2023-2024 › Dimensional vs Invesco
Dimensional 2023-2024 · Invesco 2023-2024 · Download the item list (CSV)
| Common items | Same | Differ | Split (not in %) | Same position | Fund-level | |
|---|---|---|---|---|---|---|
| All ballot items | 67,523 | 61,623 | 5,567 | 333 | 91.7% | 91.5% |
| Board proposals | 56,210 | 50,709 | 5,322 | 179 | 90.5% | 90.4% |
| E&S shareholder proposals | 393 | 260 | 15 | 118 | 94.5% | 85.7% |
| Other items | 10,920 | 10,654 | 230 | 36 | 97.9% | 97.7% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
230 items. “Voted differently”: each manager’s funds all voted one way, and the two ways differ. “Split”: at least one manager’s funds did not all vote the same way.
| Company | Meeting | Proposal | On the ballot from | Board recommended | Dimensional | Invesco |
|---|---|---|---|---|---|---|
| STARPOWER SEMICONDUCTOR LTD. | October 11, 2023 | Elect Gong Yangna as Director Director Elections |
Other | For | FOR 3 funds |
AGAINST 1 fund |
| STARPOWER SEMICONDUCTOR LTD. | October 11, 2023 | Elect Hu Wei as Director Director Elections |
Other | For | FOR 3 funds |
AGAINST 1 fund |
| STARPOWER SEMICONDUCTOR LTD. | October 11, 2023 | Elect Shen Hua as Director Director Elections |
Other | For | FOR 3 funds |
AGAINST 1 fund |
| SYNOPSYS INC. | April 10, 2024 | To vote on a stockholder proposal regarding an independent Board chair requirement, if properly presented at the meeting. Corporate Governance |
Other | Against | AGAINST 11 funds |
FOR 25 funds |
| TAIYO HOLDINGS CO. LTD. | June 15, 2024 | Amend Articles to Abolish Board Structure with Statutory Auditors - Adopt Board Structure with Audit Committee - Amend Provisions on Number of Directors - Authorize Board to Determine Income Allocation Corporate Governance |
Other | For | FOR 2 funds |
AGAINST 1 fund |
| TARGET CORP. | June 12, 2024 | Shareholder proposal to adopt a policy for an independent board chair. Corporate Governance |
Other | Against | AGAINST 17 funds |
FOR 21 funds |
| TC ENERGY CORP. | June 4, 2024 | SP 1: Disclosure of Board's Independent Assessment From Failing to Obtain Free, Prior, and Informed Consent of TC Energy's Projects. Human Rights or Human Capital/workforce |
Other | Against | AGAINST 10 funds |
FOR 4 funds |
| TCL TECHNOLOGY GROUP CORP. | May 24, 2024 | Elect Liao Qian as Director Director Elections |
Other | For | FOR 7 funds |
AGAINST 1 fund |
| TELEFLEX INC. | May 3, 2024 | Stockholder proposal, if properly presented at the Annual Meeting, to reduce the ownership threshold to call a special stockholder meeting. Corporate Governance |
Other | Against | AGAINST 16 funds |
FOR 12 funds |
| TETRA TECHNOLOGIES INC. | May 21, 2024 | To vote on a stockholder proposal entitled, "Proposal 4 - Shareholder Right to Act by Written Consent", if properly presented at the meeting. Corporate Governance |
Other | Against | AGAINST 15 funds |
FOR 3 funds |
| TOTALENERGIES SE | May 24, 2024 | Approve Report on Progress of Company's Sustainability and Climate Transition Plan (Advisory) Environment or Climate |
Other | For | AGAINST 6 funds |
FOR 12 funds |
| TOTALENERGIES SE | May 24, 2024 | Approve Report on Progress of Company's Sustainability and Climate Transition Plan (Advisory) Environment or Climate |
Other | For | AGAINST 2 funds |
FOR 1 fund |
| TRIUMPH GROUP INC. | July 20, 2023 | To consider a stockholder proposal to adopt a policy and amend the Company's governing documents so that two separate people hold the office of Chairman and Chief Executive Officer of the Company. Corporate Governance |
Other | Against | AGAINST 11 funds |
FOR 4 funds |
| UNILEVER PLC | May 1, 2024 | Approve Climate Transition Action Plan Environment or Climate |
Other | For | AGAINST 9 funds |
FOR 8 funds |
| UNITED AIRLINES HOLDINGS INC. | May 22, 2024 | A Vote to Approve the Company's Tax Benefits Preservation Plan. Shareholder Rights and Defenses |
Other | For | AGAINST 17 funds |
FOR 19 funds |
| UPLAND SOFTWARE INC. | June 5, 2024 | To approve the Upland Software, Inc. 2024 Tax Benefit Preservation Plan. Shareholder Rights and Defenses |
Other | For | AGAINST 13 funds |
FOR 2 funds |
| VECTOR GROUP LTD. | July 26, 2023 | Advisory vote on a stockholder proposal requesting the Company to amend its governing documents to require the Chairman of the Board of Directors to be an independent director. Corporate Governance |
Other | Against | AGAINST 10 funds |
FOR 7 funds |
| VERIZON COMMUNICATIONS INC. | May 9, 2024 | Independent Board chair Corporate Governance |
Other | Not determined | AGAINST 19 funds |
FOR 37 funds |
| VIBRA ENERGIA SA | April 18, 2024 | Do You Wish to Adopt Cumulative Voting for the Election of the Members of the Board of Directors, Under the Terms of Article 141 of the Brazilian Corporate Law? Shareholder Rights and Defenses |
Other | None | FOR 3 funds |
ABSTAIN 1 fund |
| WALGREENS BOOTS ALLIANCE INC. | January 25, 2024 | Stockholder proposal requesting an independent board chairman. Corporate Governance |
Other | Against | AGAINST 15 funds |
FOR 25 funds |
| WARNER BROS. DISCOVERY INC. | June 3, 2024 | To vote on a stockholder proposal entitled, "Adopt a Shareholder Right to Call a Special Shareholder Meeting", if properly presented. Corporate Governance |
Other | Against | AGAINST 16 funds |
FOR 25 funds |
| WENDY'S CO. | May 21, 2024 | Stockholder proposal regarding an independent Board Chair, if properly presented at the Annual Meeting. Corporate Governance |
Other | Against | AGAINST 14 funds |
FOR 6 funds |
| WESTPAC BANKING CORP. | December 14, 2023 | Approve Westpac Climate Change Position Statement and Action Plan Environment or Climate |
Other | For | AGAINST 8 funds |
FOR 3 funds |
| WILL SEMICONDUCTOR CO., LTD. SHANGHAI | December 22, 2023 | Amend Rules and Procedures Regarding General Meetings of Shareholders Corporate Governance |
Other | For | AGAINST 4 funds |
FOR 1 fund |
| WILL SEMICONDUCTOR CO., LTD. SHANGHAI | December 22, 2023 | Amend Rules and Procedures Regarding Meetings of Board of Directors Corporate Governance |
Other | For | AGAINST 4 funds |
FOR 1 fund |
| WILL SEMICONDUCTOR CO., LTD. SHANGHAI | December 22, 2023 | Amend Rules and Procedures Regarding Meetings of Board of Supervisors Corporate Governance |
Other | For | AGAINST 4 funds |
FOR 1 fund |
| WILL SEMICONDUCTOR CO., LTD. SHANGHAI | December 22, 2023 | Amend Working System for Independent Directors Corporate Governance |
Other | For | AGAINST 4 funds |
FOR 1 fund |
| XEROX HOLDINGS CORP. | May 22, 2024 | Consider a shareholder proposal requesting a director election resignation bylaw, if properly presented at the meeting. Corporate Governance |
Other | Against | FOR 20 funds |
AGAINST 10 funds |
| YUHAN CORP. | March 15, 2024 | Amend Articles of Incorporation (Business Objectives) Corporate Governance |
Other | For | FOR 3 funds |
AGAINST 2 funds |
| ZOETIS INC. | May 22, 2024 | Shareholder proposal regarding an improvement to our director resignation policy. Corporate Governance |
Other | Against | FOR 15 funds |
AGAINST 20 funds |
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How items are matched and positions counted: see the comparison table and the methodology. Built October 18, 2026 from SEC Form N-PX filings.