Home › Asset managers › Compare 2023-2024 › Invesco vs Brighthouse
Note on Brighthouse: its funds did not all vote the same way on 11.4% of the 112,275 ballot items it voted. Those items are not in the percentage above; the ones it shares with this pair are listed under “Split votes”.
Invesco 2023-2024 · Brighthouse 2023-2024 · Download the item list (CSV)
| Common items | Same | Differ | Split (not in %) | Same position | Fund-level | |
|---|---|---|---|---|---|---|
| All ballot items | 55,379 | 43,406 | 3,291 | 8,682 | 93.0% | 88.1% |
| Board proposals | 46,883 | 36,053 | 3,151 | 7,679 | 92.0% | 87.3% |
| E&S shareholder proposals | 390 | 5 | 5 | 380 | 50.0% | 34.9% |
| Other items | 8,106 | 7,348 | 135 | 623 | 98.2% | 95.3% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
385 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 | Invesco | Brighthouse |
|---|---|---|---|---|---|---|
| CITIGROUP INC. | April 30, 2024 | Stockholder proposal requesting a report to Shareholders on risks created by the Company's diversity, equity, and inclusion efforts. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 25 funds |
Split 6 AGAINST, 5 ABSTAIN |
| COCA-COLA CO. | May 1, 2024 | Vote on a shareowner proposal requesting a report on non-sugar sweeteners Environment or Climate |
Shareholder (E&S) | Not determined | AGAINST 28 funds |
Split 1 FOR, 5 AGAINST, 9 ABSTAIN |
| COCA-COLA CO. | May 1, 2024 | Vote on a shareowner proposal requesting a report on risks caused by the decline in the quality of accessible medical care Other Social Issues |
Shareholder (E&S) | Not determined | AGAINST 28 funds |
Split 1 FOR, 5 AGAINST, 9 ABSTAIN |
| COCA-COLA CO. | May 1, 2024 | Vote on a shareowner proposal requesting a report on risks created by the Company's diversity, equity and inclusion efforts Environment or Climate |
Shareholder (E&S) | Not determined | AGAINST 28 funds |
Split 6 AGAINST, 9 ABSTAIN |
| COCA-COLA CONSOLIDATED INC. | May 14, 2024 | Stockholder proposal requesting an annual public report on Coca-Cola Consolidated's efforts to prevent harassment and discrimination in the workplace. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 9 funds |
Split 3 AGAINST, 6 ABSTAIN |
| COMCAST CORP. | June 10, 2024 | Report on political expenditures misalignment with company values Other Social Issues |
Shareholder (E&S) | Against | AGAINST 35 funds |
Split 2 FOR, 3 AGAINST, 9 ABSTAIN |
| CONOCOPHILLIPS | May 14, 2024 | Revisit Pay Incentives for GHG Emission Reductions. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 33 funds |
Split 8 AGAINST, 8 ABSTAIN |
| CONSTELLATION BRANDS INC. | July 18, 2023 | Stockholder proposal on circular packaging. Environment or Climate |
Shareholder (E&S) | Against | Split 26 FOR, 2 AGAINST |
Split 2 FOR, 3 AGAINST, 7 ABSTAIN |
| CONSTELLATION BRANDS INC. | July 18, 2023 | Stockholder proposal on greenhouse gas emissions. Environment or Climate |
Shareholder (E&S) | Against | Split 26 FOR, 2 AGAINST |
Split 4 FOR, 1 AGAINST, 7 ABSTAIN |
| COSTCO WHOLESALE CORP. | January 18, 2024 | Shareholder proposal regarding fiduciary carbon-emission relevance report. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 33 funds |
Split 5 AGAINST, 7 ABSTAIN |
| COTY INC. | November 2, 2023 | Stockholder proposal regarding a report on plastic packaging reduction Environment or Climate |
Shareholder (E&S) | Against | FOR 7 funds |
Split 2 FOR, 1 ABSTAIN |
| 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 | AGAINST 7 funds |
Split 2 FOR, 1 AGAINST, 4 ABSTAIN |
| 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 | AGAINST 32 funds |
Split 1 FOR, 4 AGAINST, 3 ABSTAIN |
| 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 | AGAINST 33 funds |
Split 6 AGAINST, 10 ABSTAIN |
| DARDEN RESTAURANTS INC. | September 20, 2023 | To vote on a shareholder proposal requesting the Company to issue a report on the risks arising from state policies restricting reproductive health care if properly presented at the meeting. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 18 funds |
Split 2 AGAINST, 5 ABSTAIN |
| 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 | FOR 18 funds |
Split 2 FOR, 5 ABSTAIN |
| DEERE & CO. | February 28, 2024 | Shareholder proposal regarding a civil rights, non-discrimination, and return to merit audit Environment or Climate |
Shareholder (E&S) | Against | AGAINST 21 funds |
Split 5 AGAINST, 5 ABSTAIN |
| DEERE & CO. | February 28, 2024 | Shareholder proposal regarding a customer and company sustainability congruency report Environment or Climate |
Shareholder (E&S) | Against | AGAINST 21 funds |
Split 5 AGAINST, 5 ABSTAIN |
| DELTA AIR LINES INC. | June 20, 2024 | A shareholder proposal requesting reporting related to third-party political contributions. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 17 funds |
Split 3 AGAINST, 7 ABSTAIN |
| DELTA AIR LINES INC. | June 20, 2024 | A shareholder proposal requesting the adoption of a non-interference policy. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | FOR 17 funds |
Split 1 FOR, 2 AGAINST, 7 ABSTAIN |
| DENNY'S CORP. | May 15, 2024 | A proposal that asks the Company to disclose its current greenhouse gas ("GHG") emissions, emissions data for any previous year during which they've been measured, and targets for further reducing its emissions with progress meeting the goals to be disclosed regularly Environment or Climate |
Shareholder (E&S) | Against | AGAINST 3 funds |
Split 1 FOR, 1 AGAINST |
| DENNY'S CORP. | May 15, 2024 | A proposal that asks the Company to publish measurable, time-bound targets for eliminating (or at least significantly reducing) gestation crates in its pork supply and regularly report progress meeting them. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 3 funds |
Split 1 FOR, 1 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 | AGAINST 31 funds |
Split 3 FOR, 3 AGAINST, 11 ABSTAIN |
| DEXCOM INC. | May 22, 2024 | To provide a non-binding, advisory vote on transparency in lobbying. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 31 funds |
Split 6 FOR, 11 ABSTAIN |
| DICK'S SPORTING GOODS INC. | June 12, 2024 | Stockholder proposal requesting that the Board adopt a policy requiring the Company to publicly disclose its EEO-1 report. Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | AGAINST 10 funds |
Split 3 FOR, 1 AGAINST, 4 ABSTAIN |
| 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 | AGAINST 5 funds |
Split 2 FOR, 2 ABSTAIN |
| DINE BRANDS GLOBAL INC. | May 14, 2024 | Stockholder proposal regarding group-housed pork. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 5 funds |
Split 1 FOR, 1 AGAINST, 2 ABSTAIN |
| 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 | AGAINST 7 funds |
Split 1 AGAINST, 4 ABSTAIN |
| DOW INC. | April 11, 2024 | Stockholder Proposal - Single-Use Plastics Report Environment or Climate |
Shareholder (E&S) | Against | Split 4 FOR, 19 AGAINST |
Split 1 FOR, 1 AGAINST, 3 ABSTAIN |
| DTE ENERGY CO. | May 2, 2024 | Vote on a shareholder proposal relating to a climate transition plan, including gas utility downstream emissions Environment or Climate |
Shareholder (E&S) | Not determined | AGAINST 20 funds |
Split 1 AGAINST, 7 ABSTAIN |
| DUKE ENERGY CORP. | May 9, 2024 | Shareholder proposal regarding financial statement assumptions and climate change Environment or Climate |
Shareholder (E&S) | Not determined | AGAINST 23 funds |
Split 4 AGAINST, 3 ABSTAIN |
| EDISON INTERNATIONAL | April 25, 2024 | Shareholder Proposal Regarding Lobbying Other Social Issues |
Shareholder (E&S) | Against | AGAINST 23 funds |
Split 5 AGAINST, 5 ABSTAIN |
| ELEVANCE HEALTH INC. | May 15, 2024 | Shareholder proposal to adopt a policy to require certain third-party organizations to annually report political activity expenditures prior to Elevance Health donating to the organizations. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 31 funds |
Split 7 AGAINST, 9 ABSTAIN |
| ELI LILLY AND CO. | May 6, 2024 | Adopt a Comprehensive Human Rights Policy Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 40 funds |
Split 5 AGAINST, 3 ABSTAIN |
| ELI LILLY AND CO. | May 6, 2024 | Shareholder proposal to establish and report on a process by which the impact of extended patent exclusivities on product access would be considered in deciding whether to apply for secondary and tertiary patents. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 40 funds |
Split 1 FOR, 7 AGAINST, 10 ABSTAIN |
| ELI LILLY AND CO. | May 6, 2024 | Shareholder proposal to publish an annual report disclosing lobbying activities. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 40 funds |
Split 4 FOR, 3 AGAINST, 10 ABSTAIN |
| 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 | AGAINST 40 funds |
Split 1 FOR, 3 AGAINST, 3 ABSTAIN |
| 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 | AGAINST 21 funds |
Split 1 FOR, 3 ABSTAIN |
| EXPEDITORS INTERNATIONAL OF WASHINGTON INC. | May 7, 2024 | Shareholder Proposal: Regarding Establishment of Near- and Long- Term Science-Based Greenhouse Gas Reduction Targets Environment or Climate |
Shareholder (E&S) | Against | AGAINST 22 funds |
Split 3 AGAINST, 10 ABSTAIN |
| 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, 21 AGAINST |
Split 2 FOR, 1 AGAINST, 10 ABSTAIN |
| EXXON MOBIL CORP. | May 29, 2024 | Additional Pay Report on Gender and Racial Basis Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | AGAINST 38 funds |
Split 2 FOR, 6 AGAINST, 7 ABSTAIN |
| EXXON MOBIL CORP. | May 29, 2024 | Additional Social Impact Report Environment or Climate |
Shareholder (E&S) | Against | AGAINST 38 funds |
Split 1 FOR, 7 AGAINST, 7 ABSTAIN |
| EXXON MOBIL CORP. | May 29, 2024 | Report on Plastic Production Under SCS Scenario Environment or Climate |
Shareholder (E&S) | Against | AGAINST 38 funds |
Split 2 FOR, 6 AGAINST, 7 ABSTAIN |
| EXXON MOBIL CORP. | May 29, 2024 | Revisit Executive Pay Incentives for GHG Emission Reductions Environment or Climate |
Shareholder (E&S) | Against | AGAINST 38 funds |
Split 9 AGAINST, 7 ABSTAIN |
| FEDEX CORP. | September 21, 2023 | Stockholder proposal regarding a "Just Transition" report. Environment or Climate |
Shareholder (E&S) | Against | FOR 26 funds |
Split 2 FOR, 1 AGAINST, 3 ABSTAIN |
| FEDEX CORP. | September 21, 2023 | Stockholder proposal regarding a report on climate risk associated with retirement plan options. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 26 funds |
Split 1 FOR, 3 AGAINST, 5 ABSTAIN |
| FEDEX CORP. | September 21, 2023 | Stockholder proposal regarding paid sick leave disclosure. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 26 funds |
Split 1 FOR, 3 AGAINST, 5 ABSTAIN |
| FIRST CITIZENS BANCSHARES INC. | May 1, 2024 | Proposal requesting a report on the risks of politicized de-banking, if properly presented during the meeting by or on behalf of the stockholder. Environment or Climate |
Shareholder (E&S) | Not determined | AGAINST 4 funds |
Split 3 AGAINST, 6 ABSTAIN |
| FIRSTENERGY CORP. | May 22, 2024 | Report on Financial Statement Assumptions and Climate Change Environment or Climate |
Shareholder (E&S) | Against | AGAINST 25 funds |
Split 3 AGAINST, 3 ABSTAIN |
| FLOWSERVE CORP. | May 16, 2024 | Shareholder proposal requesting report on the Company's political spending and policies and procedures regarding political spending. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 5 funds |
Split 3 AGAINST, 5 ABSTAIN |
| FORD MOTOR CO. | May 9, 2024 | Relating to Disclosure of the Company's Reliance on Child Labor Outside of the United States. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Not determined | AGAINST 20 funds |
Split 2 AGAINST, 4 ABSTAIN |
| FORD MOTOR CO. | May 9, 2024 | Relating to Reporting on the Company's Supply Chain Transparency and Traceability. Environment or Climate |
Shareholder (E&S) | Not determined | AGAINST 20 funds |
Split 1 FOR, 1 AGAINST, 4 ABSTAIN |
| 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 | AGAINST 4 funds |
Split 1 FOR, 2 ABSTAIN |
| GENERAL ELECTRIC CO. | May 7, 2024 | Report Analyzing Risks Arising from Voluntary Carbon-Reduction Commitments Environment or Climate |
Shareholder (E&S) | Against | AGAINST 23 funds |
Split 4 AGAINST, 6 ABSTAIN |
| GENERAL MOTORS CO. | June 4, 2024 | Eliminate EV Targets from Incentive Compensation Programs Environment or Climate |
Shareholder (E&S) | Not determined | AGAINST 28 funds |
Split 3 AGAINST, 2 ABSTAIN |
| GENERAL MOTORS CO. | June 4, 2024 | Shareholder Proposal Requesting a Report on the Company's Use of Deep-Sea Mined Minerals in its Production and Supply Chains Environment or Climate |
Shareholder (E&S) | Not determined | AGAINST 28 funds |
Split 1 FOR, 2 AGAINST, 7 ABSTAIN |
| 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 | AGAINST 28 funds |
Split 3 AGAINST, 7 ABSTAIN |
| 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 |
Split 1 AGAINST, 1 ABSTAIN |
| GILEAD SCIENCES INC. | May 8, 2024 | To vote on a stockholder proposal requesting that the Board issue a report detailing the risks and costs to the Company caused by opposing or otherwise altering Company policy in response to state policies regulating abortion, and detailing any strategies beyond litigation and legal compliance that the Company may deploy to minimize or mitigate these risks. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 33 funds |
Split 4 AGAINST, 10 ABSTAIN |
| GLOBAL PAYMENTS INC. | April 25, 2024 | Advisory shareholder proposal on transparency in political spending. Other Social Issues |
Shareholder (E&S) | Against | FOR 16 funds |
Split 4 FOR, 2 AGAINST, 6 ABSTAIN |
| GOLDMAN SACHS GROUP INC. | April 24, 2024 | Shareholder Proposal Regarding Disclosure of Clean Energy Supply Financing Ratio Environment or Climate |
Shareholder (E&S) | Against | AGAINST 31 funds |
Split 2 FOR, 4 AGAINST, 3 ABSTAIN |
| GOLDMAN SACHS GROUP INC. | April 24, 2024 | Shareholder Proposal Regarding Environmental Justice Impact Assessment Environment or Climate |
Shareholder (E&S) | Against | AGAINST 31 funds |
Split 1 FOR, 5 AGAINST, 3 ABSTAIN |
| GOLDMAN SACHS GROUP INC. | April 24, 2024 | Shareholder Proposal Regarding Outcome Report on Efforts Regarding Protected Classes of Employees Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 31 funds |
Split 2 FOR, 4 AGAINST, 3 ABSTAIN |
| GOLDMAN SACHS GROUP INC. | April 24, 2024 | Shareholder Proposal Regarding Pay Equity Reporting Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | AGAINST 31 funds |
Split 1 FOR, 5 AGAINST, 3 ABSTAIN |
| GOLDMAN SACHS GROUP INC. | April 24, 2024 | Shareholder Proposal Regarding a GSAM Proxy Voting Review Environment or Climate |
Shareholder (E&S) | Against | AGAINST 31 funds |
Split 6 AGAINST, 3 ABSTAIN |
| GOLDMAN SACHS GROUP INC. | April 24, 2024 | Shareholder Proposal Regarding a Report on Financial Statement Assumptions Regarding Climate Change Environment or Climate |
Shareholder (E&S) | Against | AGAINST 31 funds |
Split 6 AGAINST, 3 ABSTAIN |
| GOLDMAN SACHS GROUP INC. | April 24, 2024 | Shareholder Proposal Regarding a Transparency In Lobbying Report Other Social Issues |
Shareholder (E&S) | Against | AGAINST 31 funds |
Split 3 FOR, 3 AGAINST, 3 ABSTAIN |
| 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 | AGAINST 5 funds |
Split 1 AGAINST, 1 ABSTAIN |
| HCA HEALTHCARE INC. | April 25, 2024 | Stockholder proposal, if properly presented at the meeting, regarding report on risk mitigation regarding state restrictions for emergency abortions. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 24 funds |
Split 1 FOR, 4 AGAINST, 5 ABSTAIN |
| HCA HEALTHCARE INC. | April 25, 2024 | Stockholder proposal, if property presented at the meeting, regarding report on maternal health outcomes. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 24 funds |
Split 2 AGAINST, 3 ABSTAIN |
| HERSHEY CO. | May 6, 2024 | Stockholder Proposal titled "Public Report on Living Wage & Income." Other Social Issues |
Shareholder (E&S) | Against | AGAINST 22 funds |
Split 1 AGAINST, 3 ABSTAIN |
| HERSHEY CO. | May 6, 2024 | Stockholder Proposal titled "Public Report on Packaging Reuse & Recycling." Environment or Climate |
Shareholder (E&S) | Against | AGAINST 22 funds |
Split 1 FOR, 3 ABSTAIN |
| HOME DEPOT INC. | May 16, 2024 | Shareholder Proposal Regarding Corporate Giving Report Other Social Issues |
Shareholder (E&S) | Against | AGAINST 27 funds |
Split 3 AGAINST, 3 ABSTAIN |
| HOME DEPOT INC. | May 16, 2024 | Shareholder Proposal Regarding Disclosure of Director Donations Environment or Climate |
Shareholder (E&S) | Against | AGAINST 27 funds |
Split 3 AGAINST, 3 ABSTAIN |
| HOME DEPOT INC. | May 16, 2024 | Shareholder Proposal Regarding Political Contributions Congruency Analysis Other Social Issues |
Shareholder (E&S) | Against | AGAINST 27 funds |
Split 3 AGAINST, 3 ABSTAIN |
| HOME DEPOT INC. | May 16, 2024 | Shareholder Proposal Regarding a Report on Biodiversity Impact and Dependency Assessment Environment or Climate |
Shareholder (E&S) | Against | AGAINST 27 funds |
Split 3 AGAINST, 3 ABSTAIN |
| HOME DEPOT INC. | May 16, 2024 | Shareholder Proposal Regarding a Report on Respecting Workforce Civil Liberties Environment or Climate |
Shareholder (E&S) | Against | AGAINST 27 funds |
Split 3 AGAINST, 3 ABSTAIN |
| 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 | AGAINST 25 funds |
Split 2 FOR, 5 ABSTAIN |
| HUNTSMAN CORP. | May 2, 2024 | Stockholder proposal regarding transparency in political spending. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 9 funds |
Split 2 FOR, 2 ABSTAIN |
| IDEX CORP. | May 7, 2024 | Vote on a stockholder proposal regarding a report on hiring practices related to people with arrest or incarceration records. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 20 funds |
Split 2 AGAINST, 5 ABSTAIN |
| INGLES MARKETS INC. | February 13, 2024 | Stockholder proposal concerning risk disclosure related to consumer expectations on significant policy matters. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 2 funds |
Split 1 FOR, 1 ABSTAIN |
| INGLES MARKETS INC. | February 13, 2024 | Stockholder proposal regarding cage free egg progress disclosure. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 2 funds |
Split 1 FOR, 1 ABSTAIN |
| INTEL CORP. | May 7, 2024 | Stockholder proposal requesting a corporate financial sustainability board committee, if properly presented at the meeting. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 35 funds |
Split 6 AGAINST, 7 ABSTAIN |
| 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 | Split 31 AGAINST, 4 ABSTAIN |
Split 6 AGAINST, 7 ABSTAIN |
| INTERNATIONAL BUSINESS MACHINES CORP. | April 30, 2024 | Stockholder Proposal Requesting a Public Report on Climate Lobbying Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 28 AGAINST |
Split 1 FOR, 1 AGAINST, 1 ABSTAIN |
| INTERNATIONAL BUSINESS MACHINES CORP. | April 30, 2024 | Stockholder Proposal Requesting a Public Report on Congruency in China Business Operations and ESG Activities Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 29 funds |
Split 3 AGAINST, 3 ABSTAIN |
| INTERNATIONAL BUSINESS MACHINES CORP. | April 30, 2024 | Stockholder Proposal Requesting a Public Report on Lobbying Activities Other Social Issues |
Shareholder (E&S) | Against | Split 28 FOR, 1 AGAINST |
Split 1 FOR, 1 AGAINST, 1 ABSTAIN |
| INTERNATIONAL BUSINESS MACHINES CORP. | April 30, 2024 | Stockholder Proposal Requesting the Adoption of Greenhouse Gas Emissions Targets Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 28 AGAINST |
Split 2 FOR, 1 AGAINST, 3 ABSTAIN |
| 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 | FOR 21 funds |
Split 1 AGAINST, 2 ABSTAIN |
| 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 AGAINST, 23 ABSTAIN |
Split 2 AGAINST, 3 ABSTAIN |
| INTUIT INC. | January 18, 2024 | Stockholder proposal requesting a retirement plan investment report Environment or Climate |
Shareholder (E&S) | Against | AGAINST 32 funds |
Split 1 FOR, 6 AGAINST, 7 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 | AGAINST 34 funds |
Split 2 FOR, 6 AGAINST, 7 ABSTAIN |
| IQVIA HOLDINGS INC. | April 16, 2024 | If properly presented, a stockholder proposal concerning political spending. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 17 funds |
Split 1 FOR, 3 AGAINST, 6 ABSTAIN |
| ITT INC. | May 15, 2024 | A shareholder proposal regarding political spending Other Social Issues |
Shareholder (E&S) | Against | Split 11 AGAINST, 2 ABSTAIN |
Split 1 FOR, 2 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 | AGAINST 6 funds |
Split 1 FOR, 1 AGAINST, 2 ABSTAIN |
| JOHNSON & JOHNSON | April 25, 2024 | Gender-based compensation gaps and associated risks Environment or Climate |
Shareholder (E&S) | Against | AGAINST 36 funds |
Split 8 AGAINST, 6 ABSTAIN |
| JPMORGAN CHASE & CO. | May 21, 2024 | Humanitarian risks due to climate change policies Environment or Climate |
Shareholder (E&S) | Against | AGAINST 43 funds |
Split 7 AGAINST, 9 ABSTAIN |
| JPMORGAN CHASE & CO. | May 21, 2024 | Indigenous peoples' rights indicators Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 37 AGAINST, 6 ABSTAIN |
Split 1 FOR, 3 AGAINST, 3 ABSTAIN |
| JPMORGAN CHASE & CO. | May 21, 2024 | Proxy voting alignment Environment or Climate |
Shareholder (E&S) | Against | AGAINST 43 funds |
Split 7 AGAINST, 9 ABSTAIN |
| JPMORGAN CHASE & CO. | May 21, 2024 | Report on due diligence in conflict-affected and high-risk areas Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 43 funds |
Split 7 AGAINST, 9 ABSTAIN |
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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.