Home › Asset managers › Compare 2023-2024 › Equitable 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”.
Equitable 2023-2024 · Brighthouse 2023-2024 · Download the item list (CSV)
| Common items | Same | Differ | Split (not in %) | Same position | Fund-level | |
|---|---|---|---|---|---|---|
| All ballot items | 58,462 | 42,917 | 2,485 | 13,060 | 94.5% | 86.3% |
| Board proposals | 50,472 | 36,431 | 2,340 | 11,701 | 94.0% | 85.8% |
| E&S shareholder proposals | 422 | 6 | 6 | 410 | 50.0% | 34.8% |
| Other items | 7,568 | 6,480 | 139 | 949 | 97.9% | 92.7% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
949 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 | Equitable | Brighthouse |
|---|---|---|---|---|---|---|
| 3M CO. | May 14, 2024 | Shareholder proposal on enhanced share ownership policy. Compensation |
Other | Against | AGAINST 17 funds |
Split 5 AGAINST, 1 ABSTAIN |
| A.P. MOLLER-MAERSK A/S | March 14, 2024 | Approve Enforcement of the Supplier Code of Conduct Human Rights or Human Capital/workforce |
Other | For | FOR 7 funds |
Split 2 FOR, 1 ABSTAIN |
| A.P. MOLLER-MAERSK A/S | March 14, 2024 | Report on Efforts and Risks Related to Human Rights Human Rights or Human Capital/workforce |
Other | Against | AGAINST 7 funds |
Split 2 AGAINST, 1 ABSTAIN |
| ABB LTD. | March 21, 2024 | Approve Sustainability Report (Non-Binding) Corporate Governance |
Other | For | FOR 1 fund |
Split 2 FOR, 2 ABSTAIN |
| ABBVIE INC. | May 3, 2024 | Stockholder Proposal - to Implement Simple Majority Vote Corporate Governance |
Other | Against | Split 14 FOR, 8 AGAINST |
Split 7 FOR, 3 AGAINST, 6 ABSTAIN |
| ACCIONA SA | June 19, 2024 | Approve Discharge of Board Corporate Governance |
Other | For | Split 3 FOR, 3 AGAINST |
FOR 4 funds |
| ACCIONA SA | June 19, 2024 | Approve Non-Financial Information Statement Corporate Governance |
Other | For | FOR 7 funds |
Split 3 FOR, 1 ABSTAIN |
| ACS ACTIVIDADES DE CONSTRUCCION Y SERVICIOS SA | May 9, 2024 | Approve Non-Financial Information Statement Corporate Governance |
Other | For | FOR 7 funds |
Split 2 FOR, 1 ABSTAIN |
| ACUITY BRANDS INC. | January 24, 2024 | Approval of the proposed amendment to the Certificate of Incorporation to incorporate new Delaware law provision regarding officer exculpation. Corporate Governance |
Other | For | FOR 8 funds |
Split 2 FOR, 1 ABSTAIN |
| ADOBE INC. | April 17, 2024 | Stockholder Proposal - Mandatory Director Resignation Policy. Corporate Governance |
Other | Against | Split 1 FOR, 26 AGAINST |
Split 5 FOR, 6 AGAINST, 6 ABSTAIN |
| ADT INC. | May 22, 2024 | Approval of an amendment to the articles of incorporation for the exculpation of officers Corporate Governance |
Other | For | Split 1 FOR, 3 AGAINST |
Split 1 AGAINST, 1 ABSTAIN |
| ADVANCE AUTO PARTS INC. | May 22, 2024 | Amend our Restated Certificate of Incorporation to eliminate or limit the personal liability of officers to the extent permitted by recent amendments to the Delaware General Corporation Law. Corporate Governance |
Other | For | FOR 4 funds |
Split 2 FOR, 1 ABSTAIN |
| ADVANCED ENERGY INDUSTRIES INC. | April 25, 2024 | Approval of Advanced Energy's Second Amended and Restated Certificate of Incorporation to provide exculpation from personal liability for certain officers as permitted by Delaware law and make certain other minor, non-substantive updates; and Corporate Governance |
Other | For | FOR 8 funds |
Split 3 FOR, 2 AGAINST |
| ADVANCED MICRO DEVICES INC. | May 8, 2024 | Stockholder proposal regarding special meeting right. Corporate Governance |
Other | Against | Split 10 FOR, 13 AGAINST |
Split 5 FOR, 4 AGAINST, 3 ABSTAIN |
| AENA S.M.E. SA | April 18, 2024 | Advisory Vote on Company's 2023 Updated Report on Climate Action Plan Environment or Climate |
Other | For | FOR 7 funds |
Split 2 FOR, 1 ABSTAIN |
| AENA S.M.E. SA | April 18, 2024 | Approve Non-Financial Information Statement Corporate Governance |
Other | For | FOR 7 funds |
Split 2 FOR, 1 ABSTAIN |
| AERCAP HOLDINGS NV | April 17, 2024 | Approve Discharge of Directors Corporate Governance |
Other | For | Split 4 FOR, 3 AGAINST |
FOR 5 funds |
| AGILENT TECHNOLOGIES INC. | March 14, 2024 | To vote on a shareholder proposal regarding simple majority vote, if properly presented at the meeting. Corporate Governance |
Other | None | FOR 24 funds |
Split 9 FOR, 7 ABSTAIN |
| AGILYSYS INC. | August 21, 2023 | Approval of an amendment to the Company's certificate of incorporation to reflect new Delaware law provisions regarding officer exculpation. Corporate Governance |
Other | For | FOR 8 funds |
Split 3 FOR, 1 ABSTAIN |
| AIRBNB INC. | June 5, 2024 | To approve the amendment and restatement of our Restated Certificate of Incorporation to provide for the exculpation of officers. Corporate Governance |
Other | For | Split 6 FOR, 12 AGAINST |
Split 3 FOR, 7 AGAINST, 3 ABSTAIN |
| AKAMAI TECHNOLOGIES INC. | May 10, 2024 | To adjourn the Annual Meeting to a later date or dates, if necessary, to solicit additional proxies to establish a quorum or if there are insufficient votes to adopt any proposal (other than Proposal 7) Corporate Governance |
Other | For | Split 18 FOR, 1 AGAINST |
Split 4 AGAINST, 3 ABSTAIN |
| AKAMAI TECHNOLOGIES INC. | May 10, 2024 | To approve our Amended and Restated Certificate of Incorporation to limit the liability of certain officers as permitted by recent amendments to Delaware law and certain additional clarifying changes Corporate Governance |
Other | For | FOR 19 funds |
Split 4 FOR, 3 ABSTAIN |
| AKAMAI TECHNOLOGIES INC. | May 10, 2024 | To vote upon a shareholder proposal regarding a simple majority vote, if properly presented at the Annual Meeting Corporate Governance |
Other | Against | FOR 19 funds |
Split 4 FOR, 3 ABSTAIN |
| AKERO THERAPEUTICS INC. | June 7, 2024 | To approve an Amendment to our Fourth Amended and Restated Certificate of Incorporation, to limit the liability of certain officers of Akero Therapeutics, Inc., as permitted by recent amendments to Delaware law. Corporate Governance |
Other | For | FOR 8 funds |
Split 5 FOR, 2 ABSTAIN |
| ALCON INC. | May 8, 2024 | Approve Non-Financial Report (Non-Binding) Corporate Governance |
Other | For | FOR 11 funds |
Split 4 FOR, 1 ABSTAIN |
| ALCON INC. | May 8, 2024 | Transact Other Business (Voting) Corporate Governance |
Other | For | Split 3 FOR, 4 AGAINST, 3 ABSTAIN |
AGAINST 5 funds |
| ALIGN TECHNOLOGY INC. | May 22, 2024 | Stockholder Proposal Regarding Simple Majority Vote. Shareholder Rights and Defenses |
Other | Against | AGAINST 1 fund |
Split 2 FOR, 4 ABSTAIN |
| ALLSTATE CORP. | May 14, 2024 | Stockholder proposal on independent chair. Corporate Governance |
Other | Against | Split 4 FOR, 18 AGAINST |
Split 1 FOR, 6 AGAINST, 2 ABSTAIN |
| ALPHABET INC. | June 7, 2024 | Stockholder proposal regarding "Bylaw Amendment: Stockholder Approval of Director Compensation" Compensation |
Other | Against | AGAINST 25 funds |
Split 16 AGAINST, 8 ABSTAIN |
| ALPHABET INC. | June 7, 2024 | Stockholder proposal regarding AI principles and Board oversight Corporate Governance |
Other | Against | AGAINST 1 fund |
Split 1 FOR, 3 AGAINST, 8 ABSTAIN |
| ALPHABET INC. | June 7, 2024 | Stockholder proposal regarding Al principles and Board oversight Corporate Governance |
Other | Against | Split 3 FOR, 22 AGAINST |
Split 1 FOR, 11 AGAINST |
| ALPHABET INC. | June 7, 2024 | Stockholder proposal regarding equal shareholder voting Shareholder Rights and Defenses |
Other | Against | Split 23 FOR, 1 AGAINST |
Split 15 FOR, 1 AGAINST, 8 ABSTAIN |
| AMADEUS IT GROUP SA | June 5, 2024 | Approve Non-Financial Information Statement Corporate Governance |
Other | For | FOR 11 funds |
Split 4 FOR, 1 ABSTAIN |
| AMAZON.COM INC. | May 22, 2024 | SHAREHOLDER PROPOSAL REQUESTING AN ADDITIONAL BOARD COMMITTEE TO OVERSEE ARTIFICIAL INTELLIGENCE Corporate Governance |
Other | Against | Split 2 FOR, 26 AGAINST |
Split 12 AGAINST, 16 ABSTAIN |
| AMAZON.COM INC. | May 22, 2024 | SHAREHOLDER PROPOSAL REQUESTING AN ADDITIONAL BOARD COMMITTEE TO OVERSEE PUBLIC POLICY Corporate Governance |
Other | Against | Split 1 FOR, 27 AGAINST |
Split 12 AGAINST, 16 ABSTAIN |
| AMAZON.COM INC. | May 22, 2024 | SHAREHOLDER PROPOSAL REQUESTING AN ADDITIONAL BOARD COMMITTEE TO OVERSEE THE FINANCIAL IMPACT OF POLICY POSITIONS Corporate Governance |
Other | Against | AGAINST 28 funds |
Split 12 AGAINST, 16 ABSTAIN |
| AMC ENTERTAINMENT HOLDINGS INC. | November 8, 2023 | Proposal to approve one or more adjournments of the Annual Meeting, if necessary, to permit further solicitation of proxies if there are insufficient votes to adopt the foregoing proposals. Corporate Governance |
Other | For | Split 1 FOR, 3 AGAINST |
AGAINST 1 fund |
| AMDOCS LTD. | February 2, 2024 | To approve our Consolidated Financial Statements for the fiscal year ended September 30, 2023 Corporate Governance |
Other | For | FOR 6 funds |
Split 5 FOR, 5 ABSTAIN |
| AMEDISYS INC. | September 8, 2023 | To approve the adjournment of the Amedisys Special Meeting, if necessary or appropriate, including to solicit additional proxies if there are insufficient votes at the time of the Amedisys Special Meeting to approve proposal 1 to adopt the Merger Agreement. Corporate Governance |
Other | For | Split 3 FOR, 4 ABSTAIN |
Split 2 FOR, 1 AGAINST, 1 ABSTAIN |
| AMERICAN EQUITY INVESTMENT LIFE HLDG CO | November 10, 2023 | The Adjournment Proposal - To approve the adjournment of the Special Meeting, if necessary or appropriate, to solicit additional proxies if there are not sufficient votes to approve the Merger Proposal. Corporate Governance |
Other | For | Split 4 FOR, 3 ABSTAIN |
Split 6 FOR, 1 ABSTAIN |
| AMERICAN EXPRESS CO. | May 6, 2024 | Shareholder proposal relating to golden parachutes. Compensation |
Other | Against | Split 3 FOR, 17 AGAINST |
Split 5 FOR, 4 AGAINST, 1 ABSTAIN |
| AMERICAN INTERNATIONAL GROUP INC. | May 15, 2024 | Shareholder Proposal Requesting a Director Resignation By-Law. Corporate Governance |
Other | Against | AGAINST 18 funds |
Split 1 FOR, 6 AGAINST, 2 ABSTAIN |
| AMERICAN INTERNATIONAL GROUP INC. | May 15, 2024 | Shareholder Proposal Requesting an Independent Board Chair Policy. Corporate Governance |
Other | Against | Split 4 FOR, 14 AGAINST |
Split 5 FOR, 2 AGAINST, 2 ABSTAIN |
| AMERICAN NATIONAL BANKSHARES INC. | November 14, 2023 | Proposal to approve one or more adjournments of the special meeting, if necessary or appropriate, to solicit additional proxies in favor of approval of Proposal 1. Corporate Governance |
Other | For | Split 4 FOR, 2 ABSTAIN |
FOR 1 fund |
| AMERICAN TOWER CORP. | May 22, 2024 | To consider a stockholder proposal, if properly presented, regarding the ownership threshold required to call a special meeting. Corporate Governance |
Other | Against | Split 12 FOR, 8 AGAINST |
Split 12 FOR, 1 ABSTAIN |
| AMERIPRISE FINANCIAL INC. | April 24, 2024 | To approve the amendment of the Ameriprise Financial, Inc. Amended and Restated Certificate of Incorporation to allow for exculpation of officers as permitted by Delaware law. Corporate Governance |
Other | For | FOR 21 funds |
Split 6 FOR, 2 ABSTAIN |
| AMN HEALTHCARE SERVICES INC. | April 19, 2024 | To approve a proposed amendment and restatement of our certificate of incorporation to provide for exculpation of certain officers of the Company from personal liability under certain circumstances as permitted by Delaware law. Corporate Governance |
Other | For | FOR 7 funds |
Split 7 FOR, 3 ABSTAIN |
| AMPHENOL CORP. | May 16, 2024 | Approval of an Amendment to the Company's Restated Certificate of Incorporation to reflect new Delaware law provisions regarding officer exculpation Corporate Governance |
Other | For | Split 23 FOR, 1 AGAINST |
Split 9 FOR, 1 AGAINST, 3 ABSTAIN |
| AMPHENOL CORP. | May 16, 2024 | Stockholder Proposal regarding Special Shareholder Meeting Improvement Corporate Governance |
Other | Against | Split 14 FOR, 9 AGAINST |
Split 7 FOR, 1 AGAINST |
| AMPLITUDE INC. | June 11, 2024 | The approval of the amendment and restatement of our restated certificate to provide for the exculpation of officers. Corporate Governance |
Other | For | Split 3 FOR, 2 AGAINST |
AGAINST 1 fund |
| AMUNDI SA | May 24, 2024 | Approve Report on Progress of Company's Sustainability and Climate Transition Plan (Advisory) Environment or Climate |
Other | For | FOR 7 funds |
Split 2 FOR, 1 ABSTAIN |
| ANALOG DEVICES INC. | March 13, 2024 | Shareholder proposal regarding simple majority voting, if properly presented at the Annual Meeting. Corporate Governance |
Other | Not determined | Split 21 FOR, 1 AGAINST |
Split 10 FOR, 3 ABSTAIN |
| ANAVEX LIFE SCIENCES CORP. | June 18, 2024 | Shareholder Proposal regarding Shareholder Opportunity to Vote on Excessive Golden Parachutes. Compensation |
Other | Against | Split 3 FOR, 5 AGAINST |
FOR 1 fund |
| ANHUI CONCH CEMENT COMPANY LTD. | May 30, 2024 | Amend Articles of Association Corporate Governance |
Other | For | Split 1 AGAINST, 1 ABSTAIN |
AGAINST 1 fund |
| ANHUI CONCH CEMENT COMPANY LTD. | May 30, 2024 | Approve Report of the Board of Directors Corporate Governance |
Other | For | Split 1 FOR, 1 AGAINST |
AGAINST 1 fund |
| ANSYS INC. | May 22, 2024 | Proposal to approve the adjournment of the special meeting to solicit additional proxies if there are not sufficient votes at the time of the special meeting to approve the merger agreement proposal or to ensure that any supplement or amendment to the accompanying proxy statement/prospectus is timely provided to Ansys stockholders (the "adjournment proposal"). Corporate Governance |
Other | For | FOR 24 funds |
Split 5 FOR, 3 ABSTAIN |
| ANSYS INC. | June 7, 2024 | Stockholder Proposal Requesting the Adoption of a Shareholder Right to Call a Special Shareholder Meeting, if Properly Presented Corporate Governance |
Other | Against | Split 14 FOR, 9 AGAINST |
Split 5 FOR, 3 ABSTAIN |
| APA CORP. | March 27, 2024 | to consider and vote on a proposal to approve the adjournment of the APA Special Meeting, if necessary or appropriate, for the purpose of soliciting additional votes for the approval of the Stock Issuance Proposal (the "APA Adjournment Proposal"). Corporate Governance |
Other | For | Split 10 FOR, 10 ABSTAIN |
FOR 4 funds |
| APARTMENT INCOME REIT CORP. | September 15, 2023 | Approval of amendments to our Charter to eliminate language that is by its terms no longer applicable due to the passage of time. Corporate Governance |
Other | For | FOR 8 funds |
Split 4 FOR, 2 ABSTAIN |
| APARTMENT INCOME REIT CORP. | September 15, 2023 | Approval of amendments to our Charter to provide stockholders the ability to remove directors without cause. Corporate Governance |
Other | For | FOR 8 funds |
Split 4 FOR, 2 ABSTAIN |
| APARTMENT INCOME REIT CORP. | June 25, 2024 | Proposal to approve any adjournment of the special meeting for the purpose of soliciting additional proxies if there are not sufficient votes at the special meeting to approve the merger proposal. Corporate Governance |
Other | For | FOR 9 funds |
Split 2 FOR, 1 ABSTAIN |
| ARCHER AVIATION INC. | June 21, 2024 | Approval of an amendment to our amended and restated certificate of incorporation to limit the liability of certain officers of the Company as permitted by Delaware General Corporation Law. Corporate Governance |
Other | For | Split 4 FOR, 2 AGAINST |
AGAINST 2 funds |
| ARCHER-DANIELS-MIDLAND CO. | May 23, 2024 | Stockholder Proposal Regarding an Independent Board Chairman. Corporate Governance |
Other | Against | Split 4 FOR, 16 AGAINST |
Split 2 FOR, 4 AGAINST, 3 ABSTAIN |
| ARCONIC CORP. | July 25, 2023 | To approve any adjournment of the Special Meeting, if necessary or appropriate, to solicit additional proxies if there are insufficient votes to adopt the Merger Agreement at the time of the Special Meeting. Corporate Governance |
Other | For | Split 4 FOR, 3 ABSTAIN |
Split 5 FOR, 1 AGAINST, 1 ABSTAIN |
| ARGENX SE | May 7, 2024 | Amend Articles of Association and Authorization to Execute the Deed of Amendment Corporate Governance |
Other | For | Split 3 FOR, 3 AGAINST |
Split 2 FOR, 4 AGAINST |
| ARGENX SE | May 7, 2024 | Amend Articles of Association and Authorization to Execute the Deed of Amendment Corporate Governance |
Other | For | Split 3 FOR, 2 AGAINST |
AGAINST 3 funds |
| ARKO CORP. | June 6, 2024 | Approval of a stockholder proposal to have an independent board chairman. Corporate Governance |
Other | Against | Split 2 FOR, 3 AGAINST |
FOR 1 fund |
| ARTIENCE CO. LTD. | March 26, 2024 | Initiate Share Repurchase Program Capital Structure |
Other | Against | Split 1 FOR, 1 AGAINST |
FOR 1 fund |
| ASR NEDERLAND NV | May 29, 2024 | Opportunity to Make Recommendations Corporate Governance |
Other | For | Split 3 FOR, 3 ABSTAIN |
FOR 3 funds |
| AT&T INC. | May 16, 2024 | Improve Clawback Policy For Unearned Pay For Each Neo Compensation |
Other | Against | AGAINST 18 funds |
Split 1 FOR, 3 AGAINST, 3 ABSTAIN |
| AT&T INC. | May 16, 2024 | Independent Board Chairman Corporate Governance |
Other | Against | Split 4 FOR, 14 AGAINST |
Split 4 AGAINST, 3 ABSTAIN |
| ATARA BIOTHERAPEUTICS INC. | June 10, 2024 | To approve the adjournment of the Annual Meeting to a later date or dates, if necessary, to permit further solicitation and vote of proxies in the event there are not sufficient votes in favor of the Charter Amendment Proposal. Corporate Governance |
Other | For | Split 8 FOR, 1 AGAINST |
FOR 3 funds |
| ATRICURE INC. | May 13, 2024 | Proposal to approve an Amendment to the Company's Second Amended and Restated Certificate of Incorporation to limit the liability of certain officers of the Company. Corporate Governance |
Other | For | FOR 8 funds |
Split 6 FOR, 2 AGAINST, 3 ABSTAIN |
| AURORA INNOVATION INC. | May 23, 2024 | Approval of amendment to the Company's Certificate of Incorporation to reflect recently adopted Delaware law provisions regarding officer exculpation. Corporate Governance |
Other | For | Split 3 FOR, 6 AGAINST |
AGAINST 5 funds |
| AUTONATION INC. | April 24, 2024 | Approval and adoption of an Amended and Restated Certificate of Incorporation to reflect new Delaware law provisions regarding officer exculpation. Corporate Governance |
Other | For | FOR 10 funds |
Split 3 FOR, 5 ABSTAIN |
| AVANGRID INC. | July 18, 2023 | APPROVE AMENDED AND RESTATED BY-LAWS TO IMPLEMENT COMMITTEE CHANGES. Corporate Governance |
Other | For | FOR 3 funds |
Split 1 FOR, 1 ABSTAIN |
| AVANTAX INC | November 21, 2023 | Proposal to adjourn the special meeting from time to time to a later date or time, if necessary or appropriate, including to solicit additional proxies in favor of the proposal to adopt the merger agreement if there are insufficient votes at the time of the special meeting to adopt the merger agreement. Corporate Governance |
Other | For | Split 6 FOR, 1 ABSTAIN |
FOR 4 funds |
| AVANTOR INC. | May 9, 2024 | Approve the Officer Exculpation Amendment and Other Immaterial Amendments to our Certificate of Incorporation. Corporate Governance |
Other | For | FOR 7 funds |
Split 3 FOR, 1 AGAINST, 2 ABSTAIN |
| AVERY DENNISON CORP. | April 25, 2024 | Approval of a Certificate of Amendment to our Amended and Restated Certificate of Incorporation to provide that stockholders holding at least 25% of our common stock have the right to request that we call special meetings of stockholders. Corporate Governance |
Other | For | FOR 22 funds |
Split 5 FOR, 1 ABSTAIN |
| AVIAT NETWORKS INC. | November 8, 2023 | Amendment to the Company's Amended and Restated Certificate of Incorporation to reflect new Delaware law provisions regarding officer exculpation. Corporate Governance |
Other | For | FOR 8 funds |
Split 4 FOR, 1 AGAINST |
| AVID TECHNOLOGY INC. | November 2, 2023 | To adjourn the special meeting from time to time to a later date or time, if necessary or appropriate, including to solicit additional proxies in favor of the proposal to adopt the merger agreement if there are insufficient votes at the time of the special meeting to adopt the merger agreement. Corporate Governance |
Other | For | Split 5 FOR, 3 ABSTAIN |
FOR 5 funds |
| AVIVA PLC | May 2, 2024 | Approve Climate-Related Financial Disclosure Environment or Climate |
Other | For | FOR 9 funds |
Split 2 FOR, 1 ABSTAIN |
| AVOLTA AG | May 15, 2024 | Approve Non-Financial Report (Non-Binding) Corporate Governance |
Other | For | FOR 7 funds |
Split 3 FOR, 1 ABSTAIN |
| AVOLTA AG | May 15, 2024 | Transact Other Business (Voting) Corporate Governance |
Other | For | Split 3 AGAINST, 3 ABSTAIN |
AGAINST 4 funds |
| AXCELIS TECHNOLOGIES INC. | May 9, 2024 | Proposal to amend Restated Certificate of Incorporation to limit certain executive officers' liability under Delaware law. Corporate Governance |
Other | For | FOR 9 funds |
Split 6 FOR, 2 ABSTAIN |
| AXONICS INC. | March 22, 2024 | To adjourn the special meeting of the Axonics stockholders (the "Special Meeting") to a later date or dates, if necessary or appropriate, including to solicit additional proxies to approve the proposal to adopt the Merger Agreement if there are insufficient votes to adopt the Merger Agreement at the time of the Special Meeting. Corporate Governance |
Other | For | Split 5 FOR, 2 ABSTAIN |
Split 6 FOR, 2 ABSTAIN |
| BACHEM HOLDING AG | April 24, 2024 | Approve Sustainability Report Corporate Governance |
Other | For | FOR 7 funds |
Split 2 FOR, 1 ABSTAIN |
| BACHEM HOLDING AG | April 24, 2024 | Transact Other Business (Voting) Corporate Governance |
Other | For | Split 3 AGAINST, 3 ABSTAIN |
AGAINST 3 funds |
| BAKER HUGHES CO. | May 13, 2024 | Amendment and Restatement of the Certificate of Incorporation to add a federal forum selection provision Shareholder Rights and Defenses |
Other | For | FOR 20 funds |
Split 7 FOR, 1 AGAINST, 5 ABSTAIN |
| BAKER HUGHES CO. | May 13, 2024 | Amendment and Restatement of the Certificate of Incorporation to clarify and modernize the Certificate of Incorporation Corporate Governance |
Other | For | FOR 20 funds |
Split 8 FOR, 5 ABSTAIN |
| BAKER HUGHES CO. | May 13, 2024 | Amendment and Restatement of the Certificate of Incorporation to limit the liability of certain officers of the Company Corporate Governance |
Other | For | Split 18 FOR, 2 AGAINST |
Split 7 FOR, 1 AGAINST, 5 ABSTAIN |
| BALOISE HOLDING AG | April 26, 2024 | Additional Voting Instructions - Board of Directors Proposals (Voting) Corporate Governance |
Other | For | Split 3 AGAINST, 3 ABSTAIN |
AGAINST 4 funds |
| BALOISE HOLDING AG | April 26, 2024 | Additional Voting Instructions - Shareholder Proposals (Voting) Corporate Governance |
Other | None | Split 3 AGAINST, 3 ABSTAIN |
AGAINST 4 funds |
| BALOISE HOLDING AG | April 26, 2024 | Amend Articles Re: Regulation on Nominees Corporate Governance |
Other | Against | Split 3 FOR, 3 ABSTAIN |
FOR 4 funds |
| BALOISE HOLDING AG | April 26, 2024 | Approve Non-Financial Report Corporate Governance |
Other | For | FOR 7 funds |
Split 3 FOR, 1 ABSTAIN |
| BANCO BILBAO VIZCAYA ARGENTARIA SA | March 14, 2024 | Approve Non-Financial Information Statement Corporate Governance |
Other | For | FOR 9 funds |
Split 2 FOR, 2 ABSTAIN |
| BANCO DO BRASIL SA | February 2, 2024 | In the Event of a Second Call, Can the Voting Instructions Contained in this Proxy Card Be Considered Valid for the Second Call? Corporate Governance |
Other | None | FOR 2 funds |
Split 1 FOR, 1 AGAINST |
| BANCO DO BRASIL SA | April 26, 2024 | In the Event of a Second Call, Can the Voting Instructions Contained in this Proxy Card Be Considered Valid for the Second Call? Corporate Governance |
Other | None | FOR 2 funds |
Split 1 FOR, 1 AGAINST |
| BANCO SANTANDER SA | March 21, 2024 | Accounts and Reports Corporate Governance |
Other | For | FOR 1 fund |
Split 1 FOR, 1 ABSTAIN |
| BANCO SANTANDER SA | March 21, 2024 | Approve Non-Financial Information Statement Corporate Governance |
Other | For | FOR 9 funds |
Split 2 FOR, 2 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.