Home › Asset managers › Compare 2023-2024 › State Street vs Equitable
State Street 2023-2024 · Equitable 2023-2024 · Download the item list (CSV)
| Common items | Same | Differ | Split (not in %) | Same position | Fund-level | |
|---|---|---|---|---|---|---|
| All ballot items | 66,246 | 55,957 | 4,056 | 6,233 | 93.2% | 89.7% |
| Board proposals | 54,951 | 45,912 | 3,594 | 5,445 | 92.7% | 89.1% |
| E&S shareholder proposals | 395 | 113 | 8 | 274 | 93.4% | 76.9% |
| Other items | 10,900 | 9,932 | 454 | 514 | 95.6% | 93.5% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
6,233 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 | State Street | Equitable |
|---|---|---|---|---|---|---|
| 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 26 funds |
Split 10 FOR, 10 AGAINST |
| 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 12 funds |
Split 6 FOR, 3 AGAINST |
| 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 2 FOR, 21 AGAINST |
| 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 | AGAINST 22 funds |
Split 11 FOR, 11 AGAINST |
| EXXON MOBIL CORP. | May 29, 2024 | Additional Pay Report on Gender and Racial Basis Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | AGAINST 24 funds |
Split 1 FOR, 22 AGAINST, 1 ABSTAIN |
| EXXON MOBIL CORP. | May 29, 2024 | Additional Social Impact Report Environment or Climate |
Shareholder (E&S) | Against | AGAINST 24 funds |
Split 1 FOR, 22 AGAINST, 1 ABSTAIN |
| EXXON MOBIL CORP. | May 29, 2024 | Report on Plastic Production Under SCS Scenario Environment or Climate |
Shareholder (E&S) | Against | AGAINST 24 funds |
Split 1 FOR, 22 AGAINST, 1 ABSTAIN |
| EXXON MOBIL CORP. | May 29, 2024 | Revisit Executive Pay Incentives for GHG Emission Reductions Environment or Climate |
Shareholder (E&S) | Against | AGAINST 24 funds |
Split 23 AGAINST, 1 ABSTAIN |
| FEDEX CORP. | September 21, 2023 | Stockholder proposal regarding a "Just Transition" report. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 19 funds |
Split 4 FOR, 15 AGAINST |
| 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 19 funds |
Split 1 FOR, 18 AGAINST |
| FEDEX CORP. | September 21, 2023 | Stockholder proposal regarding paid sick leave disclosure. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 19 funds |
Split 1 FOR, 18 AGAINST |
| 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 13 funds |
Split 8 AGAINST, 1 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 22 funds |
Split 1 FOR, 15 AGAINST |
| 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 22 funds |
Split 1 FOR, 15 AGAINST |
| 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 1 FOR, 19 AGAINST |
| 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 24 funds |
Split 11 AGAINST, 7 ABSTAIN |
| GLOBAL PAYMENTS INC. | April 25, 2024 | Advisory shareholder proposal on transparency in political spending. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 19 funds |
Split 10 FOR, 10 AGAINST |
| GOLDMAN SACHS GROUP INC. | April 24, 2024 | Shareholder Proposal Regarding Disclosure of Clean Energy Supply Financing Ratio Environment or Climate |
Shareholder (E&S) | Against | FOR 22 funds |
Split 8 FOR, 7 AGAINST |
| GOLDMAN SACHS GROUP INC. | April 24, 2024 | Shareholder Proposal Regarding Environmental Justice Impact Assessment Environment or Climate |
Shareholder (E&S) | Against | AGAINST 22 funds |
Split 1 FOR, 15 AGAINST |
| 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 22 funds |
Split 1 FOR, 15 AGAINST |
| GOLDMAN SACHS GROUP INC. | April 24, 2024 | Shareholder Proposal Regarding Pay Equity Reporting Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | FOR 22 funds |
Split 8 FOR, 7 AGAINST |
| GOLDMAN SACHS GROUP INC. | April 24, 2024 | Shareholder Proposal Regarding a GSAM Proxy Voting Review Environment or Climate |
Shareholder (E&S) | Against | AGAINST 22 funds |
Split 1 FOR, 15 AGAINST |
| GOLDMAN SACHS GROUP INC. | April 24, 2024 | Shareholder Proposal Regarding a Transparency In Lobbying Report Other Social Issues |
Shareholder (E&S) | Against | FOR 22 funds |
Split 8 FOR, 7 AGAINST |
| 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 19 funds |
Split 1 FOR, 9 AGAINST |
| 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 19 funds |
Split 1 FOR, 21 AGAINST |
| HERSHEY CO. | May 6, 2024 | Stockholder Proposal titled "Public Report on Living Wage & Income." Other Social Issues |
Shareholder (E&S) | Against | AGAINST 24 funds |
Split 1 FOR, 20 AGAINST |
| HERSHEY CO. | May 6, 2024 | Stockholder Proposal titled "Public Report on Packaging Reuse & Recycling." Environment or Climate |
Shareholder (E&S) | Against | AGAINST 24 funds |
Split 2 FOR, 19 AGAINST |
| HOME DEPOT INC. | May 16, 2024 | Shareholder Proposal Regarding Political Contributions Congruency Analysis Other Social Issues |
Shareholder (E&S) | Against | AGAINST 28 funds |
Split 2 FOR, 19 AGAINST |
| 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 28 funds |
Split 2 FOR, 19 AGAINST |
| 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 24 funds |
Split 8 FOR, 9 AGAINST |
| HUNTSMAN CORP. | May 2, 2024 | Stockholder proposal regarding transparency in political spending. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 6 funds |
Split 3 FOR, 1 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 21 funds |
Split 1 FOR, 21 AGAINST, 1 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 | Split 1 FOR, 3 ABSTAIN |
Split 2 FOR, 3 AGAINST, 1 ABSTAIN |
| INGLES MARKETS INC. | February 13, 2024 | Stockholder proposal regarding cage free egg progress disclosure. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 4 funds |
Split 2 FOR, 3 AGAINST, 1 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 | AGAINST 26 funds |
Split 13 AGAINST, 8 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 26 funds |
Split 10 FOR, 8 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 26 funds |
Split 12 FOR, 6 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 26 funds |
Split 2 FOR, 17 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 | AGAINST 25 funds |
Split 3 FOR, 15 AGAINST |
| 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 | AGAINST 21 funds |
Split 1 FOR, 15 AGAINST, 3 ABSTAIN |
| INTUIT INC. | January 18, 2024 | Stockholder proposal requesting a retirement plan investment report Environment or Climate |
Shareholder (E&S) | Against | AGAINST 27 funds |
Split 1 FOR, 24 AGAINST |
| 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 23 funds |
Split 8 FOR, 13 AGAINST |
| IQVIA HOLDINGS INC. | April 16, 2024 | If properly presented, a stockholder proposal concerning political spending. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 21 funds |
Split 1 FOR, 22 AGAINST |
| 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, 6 ABSTAIN |
Split 4 FOR, 2 AGAINST |
| JOHNSON & JOHNSON | April 25, 2024 | Gender-based compensation gaps and associated risks Environment or Climate |
Shareholder (E&S) | Against | AGAINST 29 funds |
Split 1 FOR, 20 AGAINST |
| JPMORGAN CHASE & CO. | May 21, 2024 | Indigenous peoples' rights indicators Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | FOR 27 funds |
Split 2 FOR, 17 AGAINST |
| JPMORGAN CHASE & CO. | May 21, 2024 | Proxy voting alignment Environment or Climate |
Shareholder (E&S) | Against | AGAINST 27 funds |
Split 2 FOR, 19 AGAINST |
| 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 22 funds |
Split 9 FOR, 9 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 | AGAINST 22 funds |
Split 9 FOR, 9 AGAINST |
| 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 22 funds |
Split 1 FOR, 18 AGAINST |
| 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 19 funds |
Split 2 FOR, 18 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 | AGAINST 22 funds |
Split 9 FOR, 7 AGAINST |
| 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 19 funds |
Split 8 FOR, 11 AGAINST |
| KRAFT HEINZ CO. | May 2, 2024 | Stockholder Proposal - Report on recyclability claims, if properly presented. Environment or Climate |
Shareholder (E&S) | Not determined | AGAINST 19 funds |
Split 2 FOR, 18 AGAINST |
| KROGER CO. | June 27, 2024 | Just Transition Report. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 21 funds |
Split 1 FOR, 18 AGAINST |
| KROGER CO. | June 27, 2024 | Living Wage Policy. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 21 funds |
Split 2 FOR, 17 AGAINST |
| KROGER CO. | June 27, 2024 | Report on Public Health Costs from Sale of Tobacco Products. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 21 funds |
Split 1 FOR, 18 AGAINST |
| L3HARRIS TECHNOLOGIES INC. | April 19, 2024 | Shareholder Proposal titled "Transparency in Lobbying" Other Social Issues |
Shareholder (E&S) | Against | AGAINST 25 funds |
Split 11 FOR, 7 AGAINST |
| 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 | AGAINST 21 funds |
Split 1 FOR, 10 AGAINST, 7 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 | AGAINST 21 funds |
Split 7 FOR, 10 AGAINST, 2 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 | AGAINST 21 funds |
Split 7 FOR, 10 AGAINST, 2 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 | AGAINST 21 funds |
Split 1 FOR, 18 AGAINST, 2 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 25 funds |
Split 1 FOR, 18 AGAINST |
| 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 | AGAINST 25 funds |
Split 3 FOR, 7 AGAINST, 8 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 21 funds |
Split 9 FOR, 13 AGAINST |
| 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 21 funds |
Split 1 FOR, 22 AGAINST |
| MASTERCARD INC. | June 18, 2024 | Consideration of a stockholder proposal requesting transparency in lobbying Other Social Issues |
Shareholder (E&S) | Against | AGAINST 27 funds |
Split 2 FOR, 22 AGAINST |
| MAXIMUS INC. | March 12, 2024 | Shareholder proposal regarding the commission of 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) | Against | Split 2 AGAINST, 8 ABSTAIN |
AGAINST 11 funds |
| MCDONALD'S CORP. | May 22, 2024 | Advisory Vote on Adoption of Antibiotics Policy. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 28 funds |
Split 2 FOR, 20 AGAINST |
| MCDONALD'S CORP. | May 22, 2024 | Advisory Vote on Poultry Welfare Disclosure. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 28 funds |
Split 2 FOR, 20 AGAINST |
| MCDONALD'S CORP. | May 22, 2024 | Advisory Vote on Worldwide Switch to Cage-Free Eggs. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 28 funds |
Split 1 FOR, 21 AGAINST |
| MCDONALD'S CORP. | May 22, 2024 | Advisory vote on Annual Report on Global Political Influence. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 28 funds |
Split 2 FOR, 20 AGAINST |
| MERCK & CO. INC. | May 28, 2024 | Shareholder proposal regarding a report on respecting workforce civil liberties. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 30 funds |
Split 1 FOR, 24 AGAINST |
| 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 2 FOR, 7 AGAINST |
AGAINST 6 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 | AGAINST 27 funds |
Split 5 FOR, 23 AGAINST |
| 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 | AGAINST 27 funds |
Split 18 FOR, 7 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 | AGAINST 27 funds |
Split 8 FOR, 18 AGAINST |
| 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 27 funds |
Split 16 FOR, 9 AGAINST |
| 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 | AGAINST 28 funds |
Split 2 FOR, 26 AGAINST |
| 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 | AGAINST 28 funds |
Split 1 FOR, 28 AGAINST |
| METLIFE INC. | June 18, 2024 | Shareholder proposal requesting a third-party racial equity audit Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | AGAINST 22 funds |
Split 1 FOR, 17 AGAINST |
| 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 | AGAINST 17 funds |
Split 1 FOR, 24 AGAINST |
| MICROSOFT CORP. | December 7, 2023 | Mandate for Third-Party Political Reporting Other Social Issues |
Shareholder (E&S) | Against | AGAINST 31 funds |
Split 1 FOR, 31 AGAINST |
| MICROSOFT CORP. | December 7, 2023 | Report on AI Misinformation and Disinformation Other Social Issues |
Shareholder (E&S) | Against | AGAINST 31 funds |
Split 2 FOR, 30 AGAINST |
| MICROSOFT CORP. | December 7, 2023 | Report on Climate Risks to Retirement Plan Beneficiaries Environment or Climate |
Shareholder (E&S) | Against | AGAINST 31 funds |
Split 1 FOR, 31 AGAINST |
| MICROSOFT CORP. | December 7, 2023 | Report on Data Operations in Human Rights Hotspots Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 31 funds |
Split 7 FOR, 22 AGAINST |
| MICROSOFT CORP. | December 7, 2023 | Report on Risks of Weapons Development Other Social Issues |
Shareholder (E&S) | Against | AGAINST 31 funds |
Split 2 FOR, 30 AGAINST |
| MICROSOFT CORP. | December 7, 2023 | Report on Tax Transparency Other Social Issues |
Shareholder (E&S) | Against | AGAINST 31 funds |
Split 3 FOR, 29 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 | AGAINST 24 funds |
Split 3 FOR, 18 AGAINST |
| 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 24 funds |
Split 8 FOR, 11 AGAINST |
| MORGAN STANLEY | May 23, 2024 | Shareholder proposal regarding transparency in lobbying Other Social Issues |
Shareholder (E&S) | Against | FOR 22 funds |
Split 10 FOR, 8 AGAINST |
| MORGAN STANLEY | May 23, 2024 | Shareholder proposal requesting a clean energy supply financing ratio Environment or Climate |
Shareholder (E&S) | Against | FOR 22 funds |
Split 7 FOR, 10 AGAINST |
| 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 | AGAINST 25 funds |
Split 12 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 | AGAINST 27 funds |
Split 2 FOR, 19 AGAINST |
| 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 27 funds |
Split 2 FOR, 19 AGAINST |
| 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 | Split 23 AGAINST, 1 ABSTAIN |
Split 14 FOR, 9 AGAINST |
| 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 | Split 23 AGAINST, 1 ABSTAIN |
Split 1 FOR, 24 AGAINST |
| 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 12 funds |
Split 10 FOR, 3 AGAINST |
| NORTHERN TRUST CORP. | April 16, 2024 | Stockholder proposal to ascertain voting preferences. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 24 funds |
Split 1 FOR, 19 AGAINST |
| 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 25 funds |
Split 1 FOR, 19 AGAINST |
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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.