“A Summary of Certain Proxy Advisory Firm and Institutional Investor Board Diversity Policies” from Bass Berry & Sims provides a helpful summary of select institutional investor and proxy advisor policies, perspectives, and expectations on board diversity-related proxy voting and engagement as of May 2, 2022. In addition to ISS, Glass Lewis, and the Council of Institutional Investors, coverage includes BlackRock, State Street, Vanguard, the New York State and City Comptrollers, JP Morgan, Fidelity, Goldman Sachs (GSAM), CalPERS, and CalSTRS. The memo also covers proxy advisor and select institutional investor voting policies on board diversity shareholder proposals.
Access additional resources on our Institutional Investors and Board Diversity pages.
This post first appeared in the weekly Society Alert!