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Exchange Place Advisors Trust proxy voting record, 2024-2025

Exchange Place Advisors Trust reported 10,142 proxy votes on Form N-PX for the 2025 season. On the 8,394 ballot items the board itself put forward — directors, pay, the auditor, capital — it voted FOR 61.7% of the time. On the 230 environmental and social proposals put on the ballot by shareholders, it voted FOR 53.5% of the time.

2024-2025

On the board’s own proposals

61.7% FOR of 8,394 fund votes on board proposals in 2024-2025: directors, pay, auditor, capital.

FOR 5,179 AGAINST 2,732 Abstained or withheld 483

How we count these

On proposals shareholders put on the ballot

53.5% FOR of 230 fund votes on environmental and social proposals shareholders put on the ballot. The board opposed 230.

FOR 123 AGAINST 107 Abstained 0

See the 123 it backed →

How we count these

By proposal type

A single “voted with management” figure makes every manager look the same: director elections are most of the volume and nearly everyone votes FOR them. The record is therefore reported per category, using the category the filer itself put on each item in its N-PX.

Exchange Place Advisors Trust, 2024-2025. “Decided” is FOR + AGAINST, the denominator of the two percentage columns; abstentions and withheld votes are shown separately and are never inside a percentage. Counted in ballot items — one fund’s vote on one proposal at one meeting — never in shares.
Proposal typePut on the ballot by ItemsDecided Voted FORVoted AGAINST Abstained / withheld
Director Elections Board 6,396 5,748 64.5% 35.5% 483
Director Elections Shareholders (1 inferred) 1 1 100.0% 0.0% 0
Audit-related Board 929 914 78.8% 21.2% 0
Audit-related Shareholders (1 inferred) 1 1 0.0% 100.0% 0
Say-on-Pay Board 929 854 50.7% 49.3% 0
Say-on-Pay Shareholders (1 inferred) 1 1 0.0% 100.0% 0
Corporate Governance Board 245 240 81.7% 18.3% 0
Corporate Governance Shareholders (3 inferred) 104 100 81.0% 19.0% 0
Compensation Board 239 232 75.9% 24.1% 0
Compensation Shareholders (1 inferred) 33 32 78.1% 21.9% 0
Other Board 182 158 91.8% 8.2% 22
Other Shareholders 1 1 0.0% 100.0% 0
Capital Structure Board 167 160 87.5% 12.5% 0
Capital Structure Shareholders 2 2 50.0% 50.0% 0
Other Social Issues Board 4 4 100.0% 0.0% 0
Other Social Issues Shareholders 139 137 35.0% 65.0% 0
Environment or Climate Shareholders 82 80 70.0% 30.0% 0
Shareholder Rights and Defenses Board 29 28 96.4% 3.6% 0
Shareholder Rights and Defenses Shareholders (4 inferred) 21 20 90.0% 10.0% 0
Human Rights or Human Capital/workforce Shareholders 49 48 75.0% 25.0% 0
Extraordinary Transactions Board 13 13 100.0% 0.0% 0
Diversity, Equity, and Inclusion Shareholders 11 11 72.7% 27.3% 0

An item the filer put in two categories is counted in both rows, so the rows add up to more than the total. Who put an item on the ballot is decided item by item: the filer’s own answer on Form N-PX (Item 1(h)), or, where the filing does not give one, the proposal’s own wording (11 items, shown as inferred). The two figures above use only part of these rows: the board figure, board proposals on directors, pay, the auditor, capital, transactions and fund matters; the shareholder figure, environmental, social, workforce and diversity shareholder proposals at US-listed companies. How we count these

Every proposal where Exchange Place Advisors Trust broke with the board (3,306 distinct proposals) →

What is being counted

The unit is a fund-level observation: one fund’s vote on one proposal at one meeting. It is not a share, not a filing line and not a proposal.
Exchange Place Advisors Trust filed 10,142 vote records for 2024-2025; after removing votes filed twice in different N-PX filings, that is 9,413 ballot items (fund-level observations) across 866 issuer names and 12 funds. They cover 8,505 distinct proposals: one proposal voted by twenty of its funds is twenty ballot items here and one proposal. Proposals are counted per issuer name and meeting, and wordings of the same director nominee are counted once; two different wordings of any other proposal count twice, so this is an upper bound. A fund that reported several directions for the same item is a split vote, counted on its own (see the table below) and not collapsed into the larger direction. “Issuer names” is literal: filers spell the same company several ways and those are counted separately here, so this runs higher than the number of distinct companies.
Share counts are not used anywhere on this page.
Share figures in N-PX carry their own long list of corrections in this dataset, and a share-weighted rate would inherit every one of them. Every percentage here is a count of items.
Abstentions are reported, never hidden inside a percentage.
On the board’s own proposals an abstention or a withheld vote is not support, so it is in the denominator of the FOR figure and not in its numerator. On shareholder proposals an abstention is neither support nor opposition, so it is excluded from the denominator and shown on its own.
286 items are outside both headline figures.
Besides the table rows neither figure uses:
ExcludedItemsWhy
Not voted162 Reported as not voted, take no action or do not vote. No position was expressed, so there is nothing to count.
Other ballot type62 Frequency ballots (one / two / three years) and anything else that is not a FOR, AGAINST, abstention or withhold.
Direction indeterminate0 The fund reported several directions for one ballot item with no shares attached to any of them, so which way it voted cannot be established.
Split vote62 The fund voted its shares in more than one direction on the item (for example some FOR and some AGAINST), the smaller part at least 5% of its shares. It is not collapsed into the larger part.

About this page

Every figure is derived from Form N-PX, the filing in which registered funds disclose how they voted every proxy and institutional managers disclose their votes on executive pay (say-on-pay, say-on-frequency and golden parachutes). Figures are rebuilt weekly; this page was built on October 13, 2026. The interactive database shows the same votes company by company, including every individual fund.

Exchange Place Advisors Trust proxy season coverage: 2024-2025 (this page).