Home › Asset managers › Compare 2023-2024 › Russell Investments 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”.
Russell Investments 2023-2024 · Brighthouse 2023-2024 · Download the item list (CSV)
| Common items | Same | Differ | Split (not in %) | Same position | Fund-level | |
|---|---|---|---|---|---|---|
| All ballot items | 21,114 | 6,283 | 4,633 | 10,198 | 57.6% | 55.2% |
| Board proposals | 18,878 | 5,415 | 4,306 | 9,157 | 55.7% | 55.0% |
| E&S shareholder proposals | 397 | 17 | 25 | 355 | 40.5% | 31.6% |
| Other items | 1,839 | 851 | 302 | 686 | 73.8% | 62.3% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
380 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 | Russell Investments | Brighthouse |
|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO. | May 21, 2024 | Proxy voting alignment Environment or Climate |
Shareholder (E&S) | Against | AGAINST 9 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 9 funds |
Split 7 AGAINST, 9 ABSTAIN |
| JPMORGAN CHASE & CO. | May 21, 2024 | Report on respecting workforce civil liberties Environment or Climate |
Shareholder (E&S) | Against | AGAINST 9 funds |
Split 7 AGAINST, 9 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 | AGAINST 6 funds |
Split 1 FOR, 5 ABSTAIN |
| 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 | AGAINST 6 funds |
Split 1 FOR, 5 ABSTAIN |
| KELLANOVA | April 26, 2024 | Shareowner proposal requesting the Company to reduce greenwashing risk, if properly presented at meeting. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 6 funds |
Split 1 AGAINST, 5 ABSTAIN |
| KEURIG DR PEPPER INC. | June 10, 2024 | To vote on a stockholder proposal requesting additional reporting on plastic packaging, if properly presented at Annual Meeting. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 4 funds |
Split 6 AGAINST, 4 ABSTAIN |
| KINDER MORGAN INC. | May 8, 2024 | Stockholder proposal relating to establishing a greenhouse gas emission reduction target Environment or Climate |
Shareholder (E&S) | Against | FOR 8 funds |
Split 2 FOR, 2 ABSTAIN |
| KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC. | May 14, 2024 | Proposal No. 4: Vote on a stockholder proposal regarding managing climate risk through science-based targets and transition planning. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 9 funds |
Split 3 AGAINST, 2 ABSTAIN |
| 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 | FOR 6 funds |
Split 1 FOR, 2 AGAINST |
| KRAFT HEINZ CO. | May 2, 2024 | Stockholder Proposal - Report on greenhouse gas goals, if properly presented. Environment or Climate |
Shareholder (E&S) | Not determined | AGAINST 4 funds |
Split 2 AGAINST, 4 ABSTAIN |
| KRAFT HEINZ CO. | May 2, 2024 | Stockholder Proposal - Report on group-housed pork, if properly presented. Other Social Issues |
Shareholder (E&S) | Not determined | AGAINST 4 funds |
Split 1 FOR, 1 AGAINST, 4 ABSTAIN |
| KRAFT HEINZ CO. | May 2, 2024 | Stockholder Proposal - Report on recyclability claims, if properly presented. Environment or Climate |
Shareholder (E&S) | Not determined | AGAINST 4 funds |
Split 1 FOR, 1 AGAINST, 4 ABSTAIN |
| KROGER CO. | June 27, 2024 | Just Transition Report. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 9 funds |
Split 1 FOR, 2 AGAINST, 6 ABSTAIN |
| KROGER CO. | June 27, 2024 | Listing of Charitable Contributions of $10,000 or More. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 9 funds |
Split 3 AGAINST, 6 ABSTAIN |
| KROGER CO. | June 27, 2024 | Living Wage Policy. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 9 funds |
Split 1 FOR, 2 AGAINST, 6 ABSTAIN |
| KROGER CO. | June 27, 2024 | Report on Public Health Costs from Sale of Tobacco Products. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 9 funds |
Split 1 FOR, 2 AGAINST, 6 ABSTAIN |
| L3HARRIS TECHNOLOGIES INC. | April 19, 2024 | Shareholder Proposal titled "Transparency in Lobbying" Other Social Issues |
Shareholder (E&S) | Against | FOR 5 funds |
Split 4 FOR, 1 AGAINST, 5 ABSTAIN |
| LABORATORY CORP. 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 | AGAINST 5 funds |
Split 1 AGAINST, 2 ABSTAIN |
| LABORATORY CORP. OF AMERICA HOLDINGS | May 14, 2024 | Shareholder proposal regarding a Board report on transport of nonhuman primates within the U.S. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 5 funds |
Split 1 AGAINST, 2 ABSTAIN |
| LENNAR CORP. | April 10, 2024 | Vote on a stockholder proposal requesting a report disclosing the Company's LGBTQ equity and inclusion efforts in its human capital management strategy. Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | FOR 9 funds |
Split 2 FOR, 2 AGAINST, 7 ABSTAIN |
| 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 | FOR 9 funds |
Split 2 FOR, 2 AGAINST, 7 ABSTAIN |
| 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 | FOR 9 funds |
Split 2 FOR, 2 AGAINST, 7 ABSTAIN |
| LOCKHEED MARTIN CORP. | May 2, 2024 | Stockholder Proposal Requesting a Report on Alignment of Political Activities with Human Rights Policy Other Social Issues |
Shareholder (E&S) | Not determined | AGAINST 4 funds |
Split 2 AGAINST, 9 ABSTAIN |
| LOCKHEED MARTIN CORP. | May 2, 2024 | Stockholder Proposal Requesting a Report on Reducing Full Value Chain GHG Emissions Environment or Climate |
Shareholder (E&S) | Not determined | FOR 4 funds |
Split 2 FOR, 9 ABSTAIN |
| LULULEMON ATHLETICA INC. | June 6, 2024 | Shareholder proposal regarding a report on the impact of the production and sale of animal-derived products (if properly presented at the meeting). Other Social Issues |
Shareholder (E&S) | Against | AGAINST 7 funds |
Split 1 FOR, 3 AGAINST, 6 ABSTAIN |
| 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 | AGAINST 3 funds |
Split 1 FOR, 3 ABSTAIN |
| 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 | AGAINST 4 funds |
Split 2 FOR, 5 AGAINST, 4 ABSTAIN |
| MARRIOTT INTERNATIONAL INC. | May 10, 2024 | STOCKHOLDER RESOLUTION REQUESTING THE COMPANY COMMISSION A THIRD-PARTY CIVIL RIGHTS AUDIT Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | AGAINST 4 funds |
Split 1 FOR, 6 AGAINST, 4 ABSTAIN |
| MASTERCARD INC. | June 18, 2024 | Consideration of a stockholder proposal requesting a congruency report on privacy and human rights Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 8 funds |
Split 8 AGAINST, 13 ABSTAIN |
| MASTERCARD INC. | June 18, 2024 | Consideration of a stockholder proposal requesting a human rights congruency report Other Social Issues |
Shareholder (E&S) | Against | AGAINST 8 funds |
Split 8 AGAINST, 13 ABSTAIN |
| MASTERCARD INC. | June 18, 2024 | Consideration of a stockholder proposal requesting a report on gender-based compensation and benefit gaps Environment or Climate |
Shareholder (E&S) | Against | AGAINST 8 funds |
Split 1 FOR, 7 AGAINST, 13 ABSTAIN |
| MASTERCARD INC. | June 18, 2024 | Consideration of a stockholder proposal requesting transparency in lobbying. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 8 funds |
Split 3 AGAINST, 9 ABSTAIN |
| MCDONALD'S CORP. | May 22, 2024 | Advisory Vote on Adoption of Antibiotics Policy. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 8 funds |
Split 1 FOR, 2 AGAINST, 9 ABSTAIN |
| MCDONALD'S CORP. | May 22, 2024 | Advisory Vote on Congruency Analysis on Human Rights. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 8 funds |
Split 3 AGAINST, 9 ABSTAIN |
| MCDONALD'S CORP. | May 22, 2024 | Advisory Vote on Corporate Giving Disclosure. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 8 funds |
Split 3 AGAINST, 9 ABSTAIN |
| MCDONALD'S CORP. | May 22, 2024 | Advisory Vote on Poultry Welfare Disclosure. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 8 funds |
Split 2 FOR, 1 AGAINST, 9 ABSTAIN |
| MCDONALD'S CORP. | May 22, 2024 | Advisory vote on Annual Report on Global Political Influence. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 8 funds |
Split 1 FOR, 2 AGAINST, 9 ABSTAIN |
| MCDONALD'S CORP. | May 22, 2024 | Proposal Withdrawn Other Social Issues |
Shareholder (E&S) | Against | AGAINST 8 funds |
Split 1 FOR, 2 AGAINST, 6 ABSTAIN |
| MERCK & CO. INC. | May 28, 2024 | Shareholder proposal regarding a government censorship transparency report. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 9 funds |
Split 9 AGAINST, 11 ABSTAIN |
| MERCK & CO. INC. | May 28, 2024 | Shareholder proposal regarding a report on respecting workforce civil liberties. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 9 funds |
Split 9 AGAINST, 11 ABSTAIN |
| 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 | AGAINST 2 funds |
Split 1 FOR, 2 ABSTAIN |
| 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 | AGAINST 9 funds |
Split 2 FOR, 8 AGAINST, 15 ABSTAIN |
| META PLATFORMS INC. | May 29, 2024 | A shareholder proposal regarding report and advisory vote on minimum age for social media. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 9 funds |
Split 10 AGAINST, 15 ABSTAIN |
| 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 | FOR 9 funds |
Split 6 FOR, 4 AGAINST, 15 ABSTAIN |
| 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 | AGAINST 9 funds |
Split 2 FOR, 8 AGAINST, 15 ABSTAIN |
| 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 | AGAINST 9 funds |
Split 6 FOR, 4 AGAINST, 15 ABSTAIN |
| META PLATFORMS INC. | May 29, 2024 | A shareholder proposal regarding report on human rights risks in non-US markets. Other Social Issues |
Shareholder (E&S) | Against | FOR 9 funds |
Split 3 FOR, 7 AGAINST, 15 ABSTAIN |
| META PLATFORMS INC. | May 29, 2024 | A shareholder proposal regarding report on political advertising and election cycle enhanced actions. Other Social Issues |
Shareholder (E&S) | Against | FOR 9 funds |
Split 1 FOR, 9 AGAINST, 15 ABSTAIN |
| MGM RESORTS INTERNATIONAL | May 1, 2024 | A stockholder proposal requesting a report to stockholders on risks created by the Company's diversity, equity and inclusion efforts. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 1 fund |
Split 1 AGAINST, 10 ABSTAIN |
| MICROCHIP TECHNOLOGY INC. | August 22, 2023 | Stockholder proposal requesting that our Board of Directors commission an independent third-party report, at reasonable expense and excluding proprietary information, on our due diligence process to determine whether our customers' use of our products contribute or are linked to violations of international law. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | FOR 3 funds |
Split 1 FOR, 2 AGAINST, 7 ABSTAIN |
| MICROSOFT CORP. | December 7, 2023 | Mandate for Third-Party Political Reporting (The Board recommends a vote AGAINST this proposal) Other Social Issues |
Shareholder (E&S) | Against | AGAINST 9 funds |
Split 5 AGAINST, 9 ABSTAIN |
| 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 | AGAINST 9 funds |
Split 3 FOR, 2 AGAINST, 9 ABSTAIN |
| MICROSOFT CORP. | December 7, 2023 | Report on Climate Risks to Retirement Plan Beneficiaries (The Board recommends a vote AGAINST this proposal) Environment or Climate |
Shareholder (E&S) | Against | AGAINST 9 funds |
Split 1 FOR, 4 AGAINST, 9 ABSTAIN |
| MICROSOFT CORP. | December 7, 2023 | Report on Data Operations in Human Rights Hotspots (The Board recommends a vote AGAINST this proposal) Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 9 funds |
Split 1 FOR, 4 AGAINST, 9 ABSTAIN |
| MICROSOFT CORP. | December 7, 2023 | Report on Gender-Based Compensation and Benefit Gaps (The Board recommends a vote AGAINST this proposal) Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 9 funds |
Split 5 AGAINST, 9 ABSTAIN |
| MICROSOFT CORP. | December 7, 2023 | Report on Government Takedown Requests (The Board recommends a vote AGAINST this proposal) Other Social Issues |
Shareholder (E&S) | Against | AGAINST 9 funds |
Split 5 AGAINST, 9 ABSTAIN |
| MICROSOFT CORP. | December 7, 2023 | Report on Risk from Omitting Ideology in EEO Policy (The Board recommends a vote AGAINST this proposal) Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | AGAINST 9 funds |
Split 5 AGAINST, 9 ABSTAIN |
| 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 | AGAINST 9 funds |
Split 4 FOR, 1 AGAINST, 9 ABSTAIN |
| MICROSOFT CORP. | December 7, 2023 | Report on Tax Transparency (The Board recommends a vote AGAINST this proposal) Other Social Issues |
Shareholder (E&S) | Against | FOR 9 funds |
Split 1 FOR, 4 AGAINST, 9 ABSTAIN |
| MONDELEZ INTERNATIONAL INC. | May 22, 2024 | Shareholder Proposal Requesting An Audit Committee'subCommittee'study On Company Affiliations. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 9 funds |
Split 1 AGAINST, 3 ABSTAIN |
| 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 | AGAINST 9 funds |
Split 1 FOR, 2 AGAINST, 6 ABSTAIN |
| MONDELEZ INTERNATIONAL INC. | May 22, 2024 | Shareholder proposal requesting third-party report assessing effectiveness of implementation of human rights policy; and Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 9 funds |
Split 2 FOR, 1 AGAINST, 6 ABSTAIN |
| MORGAN STANLEY | May 23, 2024 | Shareholder proposal regarding transparency in lobbying. Other Social Issues |
Shareholder (E&S) | Against | FOR 6 funds |
Split 1 FOR, 1 ABSTAIN |
| MORGAN STANLEY | May 23, 2024 | Shareholder proposal requesting a clean energy supply financing ratio. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 6 funds |
Split 1 FOR, 1 ABSTAIN |
| MORGAN STANLEY | May 23, 2024 | Shareholder proposal requesting a report on risks of politicized de-banking. Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | AGAINST 6 funds |
Split 1 AGAINST, 1 ABSTAIN |
| MSCI INC. | April 23, 2024 | To approve shareholder proposal to report on Chinese military-industry companies in Company indices. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 5 funds |
Split 2 AGAINST, 3 ABSTAIN |
| NETFLIX INC. | June 6, 2024 | Stockholder proposal entitled, Amendments to the Code of Ethics and report on the board members compliance with the amended code, if properly presented at the meeting. Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | AGAINST 8 funds |
Split 1 FOR, 3 AGAINST, 7 ABSTAIN |
| NETFLIX INC. | June 6, 2024 | Stockholder proposal entitled, Corporate Financial Sustainability Proposal, if properly presented at the meeting. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 8 funds |
Split 4 AGAINST, 7 ABSTAIN |
| 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 | FOR 8 funds |
Split 4 AGAINST, 7 ABSTAIN |
| NEXTERA ENERGY INC. | May 23, 2024 | A proposal entitled Climate Lobbying Report requesting a report on the Company's lobbying and trade association memberships in relation to the Company's emissions goal Environment or Climate |
Shareholder (E&S) | Against | AGAINST 9 funds |
Split 1 FOR, 2 AGAINST, 2 ABSTAIN |
| NIKE INC. | September 12, 2023 | To consider a shareholder proposal regarding Supplemental Pay Equity Disclosure, if properly presented at the meeting. Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | AGAINST 8 funds |
Split 1 FOR, 7 AGAINST, 8 ABSTAIN |
| NIKE INC. | September 12, 2023 | To consider a shareholder proposal regarding a Supply Chain Management Report, if properly presented at the meeting. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 8 funds |
Split 1 FOR, 8 AGAINST, 8 ABSTAIN |
| NORFOLK SOUTHERN CORP. | May 9, 2024 | A Shareholder proposal regarding an annual report on lobbying activities, policies and communications. Other Social Issues |
Shareholder (E&S) | Contested | FOR 8 funds |
Split 4 FOR, 1 AGAINST, 1 ABSTAIN |
| NORTHERN TRUST CORP. | April 16, 2024 | Stockholder proposal to ascertain voting preferences. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 7 funds |
Split 4 AGAINST, 5 ABSTAIN |
| NORTHROP GRUMMAN CORP. | May 15, 2024 | Shareholder proposal to annually conduct an evaluation and issue a report describing the alignment of the Company's political activities with its human rights policy. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 8 funds |
Split 4 AGAINST, 3 ABSTAIN |
| NVR INC. | May 7, 2024 | Shareholder proposal to expand political spending disclosure. Other Social Issues |
Shareholder (E&S) | Against | FOR 8 funds |
Split 2 FOR, 6 ABSTAIN |
| NVR INC. | May 7, 2024 | Shareholder proposal to publish report on impact of diversity, equity, and inclusion efforts. Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | FOR 8 funds |
Split 2 FOR, 6 ABSTAIN |
| OCCIDENTAL PETROLEUM CORP. | May 2, 2024 | Shareholder Proposal Requesting an Annual Report on Lobbying Other Social Issues |
Shareholder (E&S) | Not determined | FOR 5 funds |
Split 2 FOR, 2 ABSTAIN |
| OLD DOMINION FREIGHT LINE INC. | May 15, 2024 | Shareholder Proposal Regarding Greenhouse Gas Reduction Targets. Environment or Climate |
Shareholder (E&S) | Against | FOR 7 funds |
Split 1 FOR, 7 ABSTAIN |
| ORACLE CORP. | November 15, 2023 | Stockholder Proposal Regarding Pay Gap Report. Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | FOR 9 funds |
Split 1 FOR, 4 ABSTAIN |
| PACCAR INC. | April 30, 2024 | Stockholder proposal regarding a report on climate-related policy engagement. Environment or Climate |
Shareholder (E&S) | Against | FOR 8 funds |
Split 1 FOR, 5 ABSTAIN |
| PAPA JOHN'S INTERNATIONAL INC. | May 2, 2024 | Stockholder proposal regarding pork housing disclosure. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 3 funds |
Split 1 FOR, 2 AGAINST, 3 ABSTAIN |
| PAYPAL HOLDINGS INC. | May 22, 2024 | Stockholder Proposal - Report on Respecting Workforce Civil Liberties. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 2 funds |
Split 5 AGAINST, 5 ABSTAIN |
| PEPSICO INC. | May 1, 2024 | Shareholder Proposal - Global Transparency Report. Other Social Issues |
Shareholder (E&S) | Not determined | AGAINST 9 funds |
Split 4 AGAINST, 10 ABSTAIN |
| PEPSICO INC. | May 1, 2024 | Shareholder Proposal - Report on Gender-Based Compensation Gaps and Associated Risks. Environment or Climate |
Shareholder (E&S) | Not determined | AGAINST 9 funds |
Split 4 AGAINST, 10 ABSTAIN |
| PEPSICO INC. | May 1, 2024 | Shareholder Proposal - Report on Risks Created by the Company s Diversity, Equity and Inclusion Efforts. Diversity, Equity, and Inclusion |
Shareholder (E&S) | Not determined | AGAINST 9 funds |
Split 2 AGAINST, 7 ABSTAIN |
| PEPSICO INC. | May 1, 2024 | Shareholder Proposal - Report on Risks Related to Biodiversity and Nature Loss. Environment or Climate |
Shareholder (E&S) | Not determined | AGAINST 9 funds |
Split 1 FOR, 3 AGAINST, 10 ABSTAIN |
| PEPSICO INC. | May 1, 2024 | Shareholder Proposal - Third-Party Assessment on Non-Sugar Sweetener Risks. Environment or Climate |
Shareholder (E&S) | Not determined | AGAINST 9 funds |
Split 1 FOR, 3 AGAINST, 10 ABSTAIN |
| PEPSICO INC. | May 1, 2024 | Shareholder Proposal - Third-Party Racial Equity Audit. Diversity, Equity, and Inclusion |
Shareholder (E&S) | Not determined | FOR 9 funds |
Split 1 FOR, 3 AGAINST, 10 ABSTAIN |
| PFIZER INC. | April 25, 2024 | Publish a Congruency Report on Political, Lobbying, Electioneering Expenditures Other Social Issues |
Shareholder (E&S) | Against | AGAINST 9 funds |
Split 6 AGAINST, 6 ABSTAIN |
| PFIZER INC. | April 25, 2024 | Publish a Report on Corporate Contributions Other Social Issues |
Shareholder (E&S) | Against | AGAINST 9 funds |
Split 6 AGAINST, 6 ABSTAIN |
| PHILLIPS 66 | May 15, 2024 | Shareholder Proposal Requesting Report Analyzing The Impact Of The System Change Scenario On The Chemicals Business. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 10 funds |
Split 1 FOR, 4 ABSTAIN |
| PNC FINANCIAL SERVICES GROUP INC. | April 24, 2024 | Shareholder proposal regarding report on risk management and implementation of PNCs Human Rights Statement in financing Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 8 funds |
Split 2 AGAINST, 2 ABSTAIN |
| PREFORMED LINE PRODUCTS CO. | May 7, 2024 | To vote on shareholder proposal requesting that the Board of Directors prepare a report by January 2025, at reasonable expense and omitting proprietary information, on steps the Company is taking to enhance board diversity; and Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | FOR 2 funds |
Split 1 FOR, 1 ABSTAIN |
| PROCTER & GAMBLE CO. | October 10, 2023 | Shareholder Proposal - Annual Report on Operations in China Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 9 funds |
Split 4 AGAINST, 8 ABSTAIN |
| PROCTER & GAMBLE CO. | October 10, 2023 | Shareholder Proposal - Civil Rights Audit of Reverse Discrimination Environment or Climate |
Shareholder (E&S) | Against | AGAINST 9 funds |
Split 5 AGAINST, 8 ABSTAIN |
| PROGRESSIVE CORP. | May 10, 2024 | Shareholder proposal regarding a report on the Company s diversity, equity, and inclusion efforts. Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | AGAINST 9 funds |
Split 3 AGAINST, 6 ABSTAIN |
| REGIONS FINANCIAL CORP. | April 17, 2024 | Shareholder Proposal Relating to a Report on the Risks of Politicized De-Banking. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 4 funds |
Split 3 AGAINST, 4 ABSTAIN |
| REPUBLIC SERVICES INC. | May 23, 2024 | Shareholder proposal to report on stakeholder impact from the Company's climate change strategy. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 4 funds |
Split 1 FOR, 3 AGAINST, 9 ABSTAIN |
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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.