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Equitable vs Russell Investments: how alike they voted, 2023-2024

94.5% When both took a single position, they voted the same way on 94.5% of 9,921 items (9,376 the same, 545 different). 1,340 items where at least one of them split its funds are listed separately below. Both voted on 11,261 items in all.

Equitable 2023-2024 · Russell Investments 2023-2024 · Download the item list (CSV)

By who put the item on the ballot. “Same position” = Same / (Same + Differ); split items are not in it. “Fund-level” is a second view over all common items: the chance that a fund of each manager, picked at random, voted the same way, which gives partial credit where a manager split.
Common itemsSame DifferSplit (not in %)Same position Fund-level
All ballot items 11,2619,376545 1,34094.5%90.8%
Board proposals 9,9918,648402 94195.6%92.8%
E&S shareholder proposals 3179814 20587.5%73.7%
Other items 953630129 19483.0%75.8%

Where they did not vote alike

Everything Voted differently Split votes

All ballot items Board proposals E&S shareholder proposals Other items

14 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.

CompanyMeetingProposalOn the ballot from Board recommendedEquitableRussell Investments
CASEY'S GENERAL STORES INC. September 6, 2023 Shareholder proposal regarding greenhouse gas emissions reporting.
Environment or Climate
Shareholder (E&S) Against AGAINST
11 funds
FOR
5 funds
CASEY'S GENERAL STORES INC. September 6, 2023 Shareholder proposal regarding responsible sourcing disclosures.
Environment or Climate
Shareholder (E&S) Against AGAINST
11 funds
FOR
5 funds
CHARLES SCHWAB CORP. May 23, 2024 Stockholder Proposal on Pay Equity Disclosure.
Diversity, Equity, and Inclusion
Shareholder (E&S) Against ABSTAIN
1 fund
AGAINST
7 funds
CHARLES SCHWAB CORP. May 23, 2024 Stockholder Proposal on Workforce Discrimination Risk Oversight and Impact.
Diversity, Equity, and Inclusion
Shareholder (E&S) Against ABSTAIN
1 fund
AGAINST
7 funds
ENBRIDGE INC. May 8, 2024 Shareholder Proposal Regarding Disclosure of All Material Scope 3 Emissions
Environment or Climate
Shareholder (E&S) Against AGAINST
2 funds
FOR
8 funds
GEO GROUP INC. May 3, 2024 To vote on a shareholder proposal regarding a third-party racial equity audit and report, if properly presented before meeting.
Diversity, Equity, and Inclusion
Shareholder (E&S) Against AGAINST
7 funds
FOR
2 funds
GRANITE CONSTRUCTION INC. June 5, 2024 Shareholder proposal regarding a report on the I-80 South Quarry Project.
Environment or Climate
Shareholder (E&S) Against ABSTAIN
1 fund
FOR
3 funds
KOSMOS ENERGY LTD. June 6, 2024 To provide a non-binding, advisory vote on a stockholder proposal regarding a report on tax payments.
Other Social Issues
Shareholder (E&S) Against AGAINST
9 funds
FOR
6 funds
MICROSOFT CORP. December 7, 2023 Report on AI Misinformation and Disinformation (The Board recommends a vote AGAINST this proposal)
Other Social Issues
Shareholder (E&S) Against FOR
1 fund
AGAINST
9 funds
MICROSOFT CORP. December 7, 2023 Report on Risks of Weapons Development (The Board recommends a vote AGAINST this proposal)
Other Social Issues
Shareholder (E&S) Against FOR
1 fund
AGAINST
9 funds
MICROSOFT CORP. December 7, 2023 Report on Tax Transparency (The Board recommends a vote AGAINST this proposal)
Other Social Issues
Shareholder (E&S) Against AGAINST
1 fund
FOR
9 funds
ORACLE CORP. November 15, 2023 Stockholder Proposal Regarding Pay Gap Report.
Diversity, Equity, and Inclusion
Shareholder (E&S) Against AGAINST
1 fund
FOR
9 funds
RYDER SYSTEM INC. May 3, 2024 To vote, on an advisory basis, on a shareholder proposal regarding managing climate risk through science-based targets and transition planning.
Environment or Climate
Shareholder (E&S) Against AGAINST
8 funds
FOR
3 funds
RYDER SYSTEM INC. May 3, 2024 To vote, on an advisory basis, on a shareholder proposal regarding the Company's climate change strategy and related impacts on employment.
Environment or Climate
Shareholder (E&S) Against AGAINST
8 funds
FOR
3 funds

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← All 20 managers, 2023-2024

How items are matched and positions counted: see the comparison table and the methodology. Built October 13, 2026 from SEC Form N-PX filings.