Home › Asset managers › Compare 2023-2024 › Fidelity vs Invesco
Fidelity 2023-2024 · Invesco 2023-2024 · Download the item list (CSV)
| Common items | Same | Differ | Split (not in %) | Same position | Fund-level | |
|---|---|---|---|---|---|---|
| All ballot items | 70,052 | 62,687 | 3,755 | 3,610 | 94.3% | 92.5% |
| Board proposals | 57,650 | 51,130 | 3,442 | 3,078 | 93.7% | 91.8% |
| E&S shareholder proposals | 393 | 242 | 16 | 135 | 93.8% | 82.6% |
| Other items | 12,009 | 11,315 | 297 | 397 | 97.4% | 96.0% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
3,610 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 | Fidelity | Invesco |
|---|---|---|---|---|---|---|
| AIR TRANSPORT SERVICES GROUP INC. | May 22, 2024 | Stockholder proposal regarding managing climate risk through science-based targets and transition planning. Environment or Climate |
Shareholder (E&S) | Against | Split 2 FOR, 14 AGAINST |
AGAINST 3 funds |
| AIRBNB INC. | June 5, 2024 | Stockholder proposal regarding political disclosure, if properly presented at the Annual Meeting. Other Social Issues |
Shareholder (E&S) | Against | Split 61 FOR, 15 AGAINST |
AGAINST 21 funds |
| ALCOA CORP. | May 10, 2024 | Stockholder proposal requesting the preparation of an annual report on lobbying activities, if properly presented Other Social Issues |
Shareholder (E&S) | Against | Split 1 FOR, 22 AGAINST |
AGAINST 8 funds |
| ALPHABET INC. | June 7, 2024 | Stockholder proposal regarding a human rights assessment of Al-driven targeted ad policies Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 83 FOR, 25 AGAINST |
Split 6 FOR, 44 AGAINST |
| ALPHABET INC. | June 7, 2024 | Stockholder proposal regarding a lobbying report Other Social Issues |
Shareholder (E&S) | Against | AGAINST 108 funds |
Split 5 FOR, 45 AGAINST |
| ALPHABET INC. | June 7, 2024 | Stockholder proposal regarding a report on generative Al misinformation and disinformation risks Other Social Issues |
Shareholder (E&S) | Against | Split 82 FOR, 26 AGAINST |
Split 9 FOR, 41 AGAINST |
| ALPHABET INC. | June 7, 2024 | Stockholder proposal regarding a report on online safety for children Other Social Issues |
Shareholder (E&S) | Against | Split 82 FOR, 26 AGAINST |
AGAINST 50 funds |
| ALPHABET INC. | June 7, 2024 | Stockholder proposal regarding a report on reproductive healthcare misinformation risks Other Social Issues |
Shareholder (E&S) | Against | AGAINST 108 funds |
Split 48 AGAINST, 2 ABSTAIN |
| AMAZON.COM INC. | May 22, 2024 | SHAREHOLDER PROPOSAL REQUESTING A REPORT ON PACKAGING MATERIALS Environment or Climate |
Shareholder (E&S) | Against | Split 91 FOR, 21 AGAINST |
Split 37 FOR, 13 AGAINST |
| AMAZON.COM INC. | May 22, 2024 | SHAREHOLDER PROPOSAL REQUESTING A REPORT ON WAREHOUSE WORKING CONDITIONS Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 112 funds |
Split 6 FOR, 44 AGAINST |
| AMAZON.COM INC. | May 22, 2024 | SHAREHOLDER PROPOSAL REQUESTING ADDITIONAL REPORTING ON FREEDOM OF ASSOCIATION Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 112 funds |
Split 33 FOR, 17 AGAINST |
| AMAZON.COM INC. | May 22, 2024 | SHAREHOLDER PROPOSAL REQUESTING ADDITIONAL REPORTING ON GENDER/RACIAL PAY Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | Split 91 FOR, 21 AGAINST |
Split 2 FOR, 48 AGAINST |
| AMAZON.COM INC. | May 22, 2024 | SHAREHOLDER PROPOSAL REQUESTING ADDITIONAL REPORTING ON LOBBYING Other Social Issues |
Shareholder (E&S) | Against | AGAINST 112 funds |
Split 33 FOR, 17 AGAINST |
| AMAZON.COM INC. | May 22, 2024 | SHAREHOLDER PROPOSAL REQUESTING ADDITIONAL REPORTING ON STAKEHOLDER IMPACTS Environment or Climate |
Shareholder (E&S) | Against | AGAINST 112 funds |
Split 2 FOR, 48 AGAINST |
| AMAZON.COM INC. | May 22, 2024 | SHAREHOLDER PROPOSAL REQUESTING ALTERNATIVE EMISSIONS REPORTING Environment or Climate |
Shareholder (E&S) | Against | Split 9 FOR, 104 AGAINST |
AGAINST 50 funds |
| AMERICAN EXPRESS CO. | May 6, 2024 | Shareholder proposal relating to climate lobbying. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 43 funds |
Split 1 FOR, 36 AGAINST |
| AMERICAN TOWER CORP. | May 22, 2024 | To consider a stockholder proposal, if properly presented, regarding disclosure of racial and gender pay gaps. Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | Split 54 FOR, 17 AGAINST |
Split 21 FOR, 1 AGAINST |
| AMKOR TECHNOLOGY INC. | May 14, 2024 | Shareholder proposal to report on effectiveness of the Company's diversity, equity, and inclusion efforts. Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | Split 6 FOR, 14 AGAINST |
AGAINST 9 funds |
| APPLE INC. | February 28, 2024 | A shareholder proposal entitled "Racial and Gender Pay Gaps" Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | Split 83 FOR, 27 AGAINST |
Split 2 FOR, 46 AGAINST |
| APPLE INC. | February 28, 2024 | A shareholder proposal requesting a report on the use of Al Other Social Issues |
Shareholder (E&S) | Against | Split 83 FOR, 27 AGAINST |
Split 38 FOR, 10 AGAINST |
| APPLIED MATERIALS INC. | March 7, 2024 | Shareholder proposal requesting that Applied Materials report on quantitative median and adjusted pay gaps across race and gender. Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | Split 33 FOR, 23 AGAINST |
AGAINST 35 funds |
| AUTONATION INC. | April 24, 2024 | Adoption of stockholder proposal regarding political contributions. Other Social Issues |
Shareholder (E&S) | Against | Split 8 FOR, 14 AGAINST |
AGAINST 14 funds |
| BALLY'S CORP. | May 16, 2024 | A shareholder proposal regarding a report on the adoption of a smokefree policy. Other Social Issues |
Shareholder (E&S) | Against | Split 11 FOR, 2 AGAINST |
AGAINST 2 funds |
| BANK OF AMERICA CORP. | April 24, 2024 | Shareholder proposal requesting disclosure of clean energy financing ratio Environment or Climate |
Shareholder (E&S) | Against | Split 8 FOR, 74 AGAINST |
AGAINST 32 funds |
| BANK OF NEW YORK MELLON CORP. | April 9, 2024 | Stockholder proposal regarding transperency in lobbying, if properly presented. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 38 funds |
Split 6 FOR, 18 AGAINST |
| BERKSHIRE HATHAWAY INC. | May 4, 2024 | Shareholder proposal regarding how the Company intends to measure, disclose and reduce GHG emissions associated with its underwriting, insuring and investing activities. Environment or Climate |
Shareholder (E&S) | Against | Split 49 FOR, 1 AGAINST |
FOR 25 funds |
| BERKSHIRE HATHAWAY INC. | May 4, 2024 | Shareholder proposal regarding the reporting on the effectiveness of the Corporation's diversity, equity and inclusion efforts. Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | Split 49 FOR, 1 AGAINST |
FOR 25 funds |
| BERKSHIRE HATHAWAY INC. | May 4, 2024 | Shareholder proposal requesting that the Board of Directors disclose in a consolidated annual report GHG emissions data by scope, as well as progress toward its net-zero decarbonization goal, for Berkshire Hathaway Energy. Environment or Climate |
Shareholder (E&S) | Against | Split 34 FOR, 16 AGAINST |
AGAINST 25 funds |
| BOEING CO. | May 17, 2024 | Racial and Gender Pay Gap Disclosure. Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | Split 1 FOR, 69 AGAINST |
AGAINST 17 funds |
| BOOKING HOLDINGS INC. | June 4, 2024 | Stockholder proposal requesting a non-binding stockholder vote regarding reproductive rights and data privacy. Other Social Issues |
Shareholder (E&S) | Not determined | AGAINST 67 funds |
Split 29 AGAINST, 2 ABSTAIN |
| BOYD GAMING CORP. | May 9, 2024 | Advisory vote on the stockholder proposal regarding the commissioning of a report on the effects of a company-wide non-smoking policy. Other Social Issues |
Shareholder (E&S) | Against | Split 15 FOR, 9 AGAINST |
AGAINST 8 funds |
| CAESARS ENTERTAINMENT INC. | June 11, 2024 | SHAREHOLDER PROPOSAL: A SHAREHOLDER PROPOSAL REGARDING ADOPTION OF A SMOKEFREE POLICY FOR CAESARS ENTERTAINMENT PROPERTIES. Other Social Issues |
Shareholder (E&S) | Against | Split 19 FOR, 21 AGAINST |
Split 6 FOR, 13 AGAINST |
| CASEY'S GENERAL STORES INC. | September 6, 2023 | Shareholder proposal regarding responsible sourcing disclosures. Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 33 AGAINST |
AGAINST 15 funds |
| CENTENE CORP. | May 14, 2024 | STOCKHOLDER PROPOSAL FOR MANAGING CLIMATE RISK THROUGH SCIENCE-BASED TARGETS AND TRANSITION PLANNING. Environment or Climate |
Shareholder (E&S) | Against | Split 12 FOR, 74 AGAINST |
Split 1 FOR, 26 AGAINST |
| CHARLES RIVER LABORATORIES INTERNATIONAL INC. | May 8, 2024 | Proposal to publish a report on non-human primates imported by Charles River Laboratories International, Inc. Other Social Issues |
Shareholder (E&S) | Against | Split 9 FOR, 19 AGAINST |
AGAINST 18 funds |
| CHARLES SCHWAB CORP. | May 23, 2024 | Stockholder Proposal on Pay Equity Disclosure Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | Split 14 FOR, 13 AGAINST |
AGAINST 30 funds |
| CHARTER COMMUNICATIONS INC. | April 23, 2024 | Stockholder proposal regarding lobbying activities. Other Social Issues |
Shareholder (E&S) | Against | Split 2 FOR, 33 AGAINST |
AGAINST 26 funds |
| CHARTER COMMUNICATIONS INC. | April 23, 2024 | Stockholder proposal regarding political expenditures report. Other Social Issues |
Shareholder (E&S) | Against | Split 2 FOR, 33 AGAINST |
AGAINST 26 funds |
| CHEVRON CORP. | May 29, 2024 | Commission a Third-Party Report on Human Rights Practices Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 8 FOR, 19 AGAINST |
AGAINST 43 funds |
| CHURCH & DWIGHT CO. INC. | May 2, 2024 | Stockholder Proposal - Transparency in Political Contributions. Other Social Issues |
Shareholder (E&S) | Not determined | AGAINST 26 funds |
Split 1 FOR, 19 AGAINST |
| CONSTELLATION BRANDS INC. | July 18, 2023 | Stockholder proposal on circular packaging. Environment or Climate |
Shareholder (E&S) | Against | Split 11 FOR, 31 AGAINST |
Split 26 FOR, 2 AGAINST |
| CONSTELLATION BRANDS INC. | July 18, 2023 | Stockholder proposal on greenhouse gas emissions. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 41 funds |
Split 26 FOR, 2 AGAINST |
| COTY INC. | November 2, 2023 | Stockholder proposal regarding a report on plastic packaging reduction Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 16 AGAINST |
FOR 7 funds |
| CROWN HOLDINGS INC. | May 2, 2024 | Consideration of a Shareholder's proposal regarding transparency in political spending. Other Social Issues |
Shareholder (E&S) | Not determined | Split 37 FOR, 15 AGAINST |
AGAINST 7 funds |
| CVS HEALTH CORP. | May 16, 2024 | Stockholder Proposal Requesting an Independent, Third Party Worker Rights Assessment and Report. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 55 FOR, 17 AGAINST |
AGAINST 32 funds |
| DANAHER CORP. | May 7, 2024 | To act upon a shareholder proposal requesting a report to shareholders on the effectiveness of the Company's diversity, equity and inclusion efforts. Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | Split 9 FOR, 89 AGAINST |
AGAINST 33 funds |
| DARDEN RESTAURANTS INC. | September 20, 2023 | To vote on a shareholder proposal requesting the Company to issue greenhouse gas reduction targets if properly presented at the meeting. Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 21 AGAINST |
FOR 18 funds |
| DELL TECHNOLOGIES INC. | June 27, 2024 | Shareholder proposal seeking a report to shareholders on the effectiveness of Dell Technologies Inc.'s diversity, equity, and inclusion efforts Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | Split 34 FOR, 13 AGAINST |
Split 8 FOR, 6 AGAINST |
| DEXCOM INC. | May 22, 2024 | To provide a non-binding, advisory vote on pay equity disclosure. Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | Split 2 FOR, 46 AGAINST |
AGAINST 31 funds |
| DEXCOM INC. | May 22, 2024 | To provide a non-binding, advisory vote on transparency in lobbying. Other Social Issues |
Shareholder (E&S) | Against | Split 29 FOR, 19 AGAINST |
AGAINST 31 funds |
| DINE BRANDS GLOBAL INC. | May 14, 2024 | Stockholder proposal regarding climate change policies and climate change risk disclosures. Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 15 AGAINST |
AGAINST 5 funds |
| DINE BRANDS GLOBAL INC. | May 14, 2024 | Stockholder proposal regarding group-housed pork. Other Social Issues |
Shareholder (E&S) | Against | Split 1 FOR, 15 AGAINST |
AGAINST 5 funds |
| DOCUSIGN INC. | May 29, 2024 | A stockholder proposal to report on the effectiveness of the Company's diversity, equity, and inclusion efforts, if properly presented at the meeting Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | Split 12 FOR, 16 AGAINST |
AGAINST 7 funds |
| DOW INC. | April 11, 2024 | Stockholder Proposal - Single-Use Plastics Report Environment or Climate |
Shareholder (E&S) | Against | Split 2 FOR, 28 AGAINST |
Split 4 FOR, 19 AGAINST |
| DRAFTKINGS INC. | May 13, 2024 | To consider a shareholder proposal regarding disclosure of certain political contributions. Other Social Issues |
Shareholder (E&S) | Against | Split 17 FOR, 16 AGAINST |
AGAINST 13 funds |
| ELI LILLY AND CO. | May 6, 2024 | Adopt a Comprehensive Human Rights Policy Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 4 FOR, 94 AGAINST |
AGAINST 40 funds |
| ELI LILLY AND CO. | May 6, 2024 | Shareholder proposal to report on effectiveness of the company's diversity, equity, and inclusion efforts. Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | Split 76 FOR, 21 AGAINST |
AGAINST 40 funds |
| ENCOMPASS HEALTH CORP. | May 2, 2024 | A vote on a resolution requesting a report on the effectiveness of the Company's diversity, equity, and inclusion efforts. Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | Split 9 FOR, 19 AGAINST |
AGAINST 21 funds |
| EXPEDITORS INTERNATIONAL OF WASHINGTON INC. | May 7, 2024 | Shareholder Proposal: Regarding Report on Effectiveness of DEI Efforts Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | Split 1 FOR, 27 AGAINST |
Split 1 FOR, 21 AGAINST |
| FEDEX CORP. | September 21, 2023 | Stockholder proposal regarding a "Just Transition" report. Environment or Climate |
Shareholder (E&S) | Against | Split 25 FOR, 14 AGAINST |
FOR 26 funds |
| GAMESTOP CORP. | June 17, 2024 | To consider and vote on the stockholder proposal requesting a Board of Directors skills and diversity matrix, if properly presented at the annual meeting. Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | Split 1 FOR, 15 AGAINST |
AGAINST 4 funds |
| GENERAL MOTORS CO. | June 4, 2024 | Shareholder Proposal Requesting a Report on the Use of Child Labor in Connection with the Company's EV Supply Chain Human Rights or Human Capital/workforce |
Shareholder (E&S) | Not determined | Split 25 FOR, 17 AGAINST |
AGAINST 28 funds |
| GOLDMAN SACHS GROUP INC. | April 24, 2024 | Shareholder Proposal Regarding Disclosure of Clean Energy Supply Financing Ratio Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 32 AGAINST |
AGAINST 31 funds |
| GOLDMAN SACHS GROUP INC. | April 24, 2024 | Shareholder Proposal Regarding Pay Equity Reporting Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | Split 1 FOR, 32 AGAINST |
AGAINST 31 funds |
| HERSHEY CO. | May 6, 2024 | Stockholder Proposal titled "Public Report on Packaging Reuse & Recycling." Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 35 AGAINST |
AGAINST 22 funds |
| HUNTINGTON INGALLS INDUSTRIES INC. | May 1, 2024 | Stockholder Proposal Regarding Science-based Greenhouse Gas Reduction Targets and Transition Plan Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 42 AGAINST |
AGAINST 25 funds |
| HUNTSMAN CORP. | May 2, 2024 | Stockholder proposal regarding transparency in political spending. Other Social Issues |
Shareholder (E&S) | Against | Split 5 FOR, 15 AGAINST |
AGAINST 9 funds |
| INGLES MARKETS INC. | February 13, 2024 | Stockholder proposal regarding cage free egg progress disclosure. Other Social Issues |
Shareholder (E&S) | Against | Split 2 FOR, 16 AGAINST |
AGAINST 2 funds |
| INTEL CORP. | May 7, 2024 | Stockholder proposal requesting a risk report of opposing state abortion regulation, if properly presented at the meeting. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 29 funds |
Split 31 AGAINST, 4 ABSTAIN |
| INTERNATIONAL BUSINESS MACHINES CORP. | April 30, 2024 | Stockholder Proposal Requesting a Public Report on Climate Lobbying Environment or Climate |
Shareholder (E&S) | Against | AGAINST 42 funds |
Split 1 FOR, 28 AGAINST |
| INTERNATIONAL BUSINESS MACHINES CORP. | April 30, 2024 | Stockholder Proposal Requesting a Public Report on Lobbying Activities Other Social Issues |
Shareholder (E&S) | Against | AGAINST 42 funds |
Split 28 FOR, 1 AGAINST |
| INTERNATIONAL BUSINESS MACHINES CORP. | April 30, 2024 | Stockholder Proposal Requesting the Adoption of Greenhouse Gas Emissions Targets Environment or Climate |
Shareholder (E&S) | Against | AGAINST 42 funds |
Split 1 FOR, 28 AGAINST |
| INTERNATIONAL FLAVORS & FRAGRANCES INC. | May 1, 2024 | Commission a third-party assessment on the Company's commitment to freedom of association and collective bargaining rights. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Not determined | Split 1 FOR, 21 AGAINST |
FOR 21 funds |
| INTERNATIONAL PAPER CO. | May 13, 2024 | Shareowner Proposal Concerning a Report on the Company's LGBTQ+ Equity and Inclusions Efforts Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 1 FOR, 23 AGAINST |
Split 1 AGAINST, 23 ABSTAIN |
| INTUITIVE SURGICAL INC. | April 25, 2024 | The stockholder proposal requesting a racial and gender pay gap report, if properly presented at the Annual Meeting. Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | Split 3 FOR, 52 AGAINST |
AGAINST 34 funds |
| ITT INC. | May 15, 2024 | A shareholder proposal regarding political spending Other Social Issues |
Shareholder (E&S) | Against | AGAINST 46 funds |
Split 11 AGAINST, 2 ABSTAIN |
| JACK IN THE BOX INC. | March 1, 2024 | Shareholder Proposal Regarding Greenhouse Gas ("GHG") Emissions Disclosures. Environment or Climate |
Shareholder (E&S) | Against | Split 2 FOR, 13 AGAINST |
AGAINST 6 funds |
| JPMORGAN CHASE & CO. | May 21, 2024 | Indigenous peoples' rights indicators Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 81 funds |
Split 37 AGAINST, 6 ABSTAIN |
| JPMORGAN CHASE & CO. | May 21, 2024 | Report on respecting workforce civil liberties Environment or Climate |
Shareholder (E&S) | Against | AGAINST 81 funds |
Split 37 AGAINST, 6 ABSTAIN |
| KELLANOVA | April 26, 2024 | Shareowner proposal requesting racial and gender pay gap disclosures, if properly presented at the meeting. Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | Split 2 FOR, 22 AGAINST |
Split 1 FOR, 21 AGAINST |
| KELLANOVA | April 26, 2024 | Shareowner proposal requesting the Company report on the risks to the Company associated with pesticide use in its supply chain, if properly presented at meeting. Environment or Climate |
Shareholder (E&S) | Against | Split 7 FOR, 17 AGAINST |
Split 1 FOR, 21 AGAINST |
| KINDER MORGAN INC. | May 8, 2024 | Stockholder proposal relating to establishing a greenhouse gas emission reduction target Environment or Climate |
Shareholder (E&S) | Against | Split 4 FOR, 17 AGAINST |
AGAINST 23 funds |
| LABORATORY CORPORATION OF AMERICA HOLDINGS | May 14, 2024 | Shareholder proposal regarding a Board report on risks of fulfilling information requests. Other Social Issues |
Shareholder (E&S) | Against | Split 5 FOR, 17 AGAINST |
AGAINST 19 funds |
| LENNAR CORP. | April 10, 2024 | Vote on a stockholder proposal requesting a report disclosing the Company's political spending and related policies and procedures. Other Social Issues |
Shareholder (E&S) | Against | Split 23 FOR, 19 AGAINST |
AGAINST 27 funds |
| LENNAR CORP. | April 10, 2024 | Vote on a stockholder proposal requesting a report on the Company's plans to reduce greenhouse gas emissions. Environment or Climate |
Shareholder (E&S) | Against | Split 23 FOR, 19 AGAINST |
AGAINST 27 funds |
| MARKEL GROUP INC. | May 22, 2024 | Shareholder proposal for a report on the Company's greenhouse gas emissions. Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 5 AGAINST, 12 ABSTAIN |
AGAINST 5 funds |
| MARRIOTT INTERNATIONAL INC. | May 10, 2024 | STOCKHOLDER RESOLUTION REQUESTING THE COMPANY ANNUALLY PREPARE A RACIAL AND GENDER PAY GAP REPORT Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | Split 49 FOR, 17 AGAINST |
AGAINST 29 funds |
| MCDONALD'S CORP. | May 22, 2024 | Advisory Vote on Worldwide Switch to Cage-Free Eggs. Other Social Issues |
Shareholder (E&S) | Against | Split 40 FOR, 22 AGAINST |
AGAINST 26 funds |
| MESA LABORATORIES INC. | August 25, 2023 | To approve the shareholder proposal to measure and annually present scope 1 through 3 greenhouse gas emissions. Environment or Climate |
Shareholder (E&S) | Against | Split 1 AGAINST, 12 ABSTAIN |
FOR 3 funds |
| META PLATFORMS INC. | May 29, 2024 | A shareholder proposal regarding human rights impact assessment on AI systems driving targeted advertising. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 104 FOR, 1 AGAINST |
AGAINST 54 funds |
| META PLATFORMS INC. | May 29, 2024 | A shareholder proposal regarding report on child safety impacts and actual harm reduction to children. Other Social Issues |
Shareholder (E&S) | Against | Split 83 FOR, 22 AGAINST |
Split 7 FOR, 47 AGAINST |
| META PLATFORMS INC. | May 29, 2024 | A shareholder proposal regarding report on framework to assess company lobbying alignment with climate goals. Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 104 AGAINST |
AGAINST 54 funds |
| META PLATFORMS INC. | May 29, 2024 | A shareholder proposal regarding report on generative AI misinformation and disinformation risks. Other Social Issues |
Shareholder (E&S) | Against | Split 104 FOR, 1 AGAINST |
Split 10 FOR, 44 AGAINST |
| MICROSOFT CORP. | December 7, 2023 | Report on AI Misinformation and Disinformation Other Social Issues |
Shareholder (E&S) | Against | Split 105 FOR, 29 AGAINST |
AGAINST 59 funds |
| MICROSOFT CORP. | December 7, 2023 | Report on Data Operations in Human Rights Hotspots Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 134 funds |
Split 51 FOR, 8 AGAINST |
| MONDELEZ INTERNATIONAL INC. | May 22, 2024 | Shareholder proposal requesting Board adopt targets and publicly report quantitative metrics to eradicate child labor from cocoa supply chain; Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 43 FOR, 17 AGAINST |
AGAINST 27 funds |
| MORGAN STANLEY | May 23, 2024 | Shareholder proposal regarding transparency in lobbying Other Social Issues |
Shareholder (E&S) | Against | AGAINST 59 funds |
Split 23 FOR, 4 AGAINST |
| MORGAN STANLEY | May 23, 2024 | Shareholder proposal requesting a clean energy supply financing ratio Environment or Climate |
Shareholder (E&S) | Against | Split 4 FOR, 55 AGAINST |
AGAINST 27 funds |
| NETFLIX INC. | June 6, 2024 | Stockholder proposal entitled, "Report on Netflix's Use of Artificial Intelligence," if properly presented at the meeting. Other Social Issues |
Shareholder (E&S) | Against | Split 80 FOR, 1 AGAINST |
Split 29 FOR, 10 AGAINST |
| NEXTERA ENERGY INC. | May 23, 2024 | A proposal entitled "Board Matrix" requesting a chart of individual Director self-identified gender, race/ethnicity and skills Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | Split 15 FOR, 61 AGAINST |
AGAINST 18 funds |
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How items are matched and positions counted: see the comparison table and the methodology. Built October 13, 2026 from SEC Form N-PX filings.