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Equitable vs Russell Investments: how alike they voted, 2023-2024

94.5% When both took a single position, they voted the same way on 94.5% of 9,921 items (9,376 the same, 545 different). 1,340 items where at least one of them split its funds are listed separately below. Both voted on 11,261 items in all.

Equitable 2023-2024 · Russell Investments 2023-2024 · Download the item list (CSV)

By who put the item on the ballot. “Same position” = Same / (Same + Differ); split items are not in it. “Fund-level” is a second view over all common items: the chance that a fund of each manager, picked at random, voted the same way, which gives partial credit where a manager split.
Common itemsSame DifferSplit (not in %)Same position Fund-level
All ballot items 11,2619,376545 1,34094.5%90.8%
Board proposals 9,9918,648402 94195.6%92.8%
E&S shareholder proposals 3179814 20587.5%73.7%
Other items 953630129 19483.0%75.8%

Where they did not vote alike

Everything Voted differently Split votes

All ballot items Board proposals E&S shareholder proposals Other items

219 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.

CompanyMeetingProposalOn the ballot from Board recommendedEquitableRussell Investments
EXXON MOBIL CORP. May 29, 2024 Revisit Executive Pay Incentives for GHG Emission Reductions
Environment or Climate
Shareholder (E&S) Against Split
23 AGAINST, 1 ABSTAIN
AGAINST
10 funds
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 Split
1 FOR, 18 AGAINST
AGAINST
9 funds
FEDEX CORP. September 21, 2023 Stockholder proposal regarding paid sick leave disclosure.
Other Social Issues
Shareholder (E&S) Against Split
1 FOR, 18 AGAINST
AGAINST
9 funds
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 Split
8 AGAINST, 1 ABSTAIN
FOR
4 funds
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 Split
1 FOR, 15 AGAINST
AGAINST
6 funds
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 Split
1 FOR, 15 AGAINST
AGAINST
6 funds
GENERAL ELECTRIC CO. May 7, 2024 Report Analyzing Risks Arising from Voluntary Carbon-Reduction Commitments
Environment or Climate
Shareholder (E&S) Against Split
1 FOR, 19 AGAINST
AGAINST
3 funds
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 Split
11 AGAINST, 7 ABSTAIN
AGAINST
9 funds
GLOBAL PAYMENTS INC. April 25, 2024 Advisory shareholder proposal on transparency in political spending.
Other Social Issues
Shareholder (E&S) Against Split
10 FOR, 10 AGAINST
FOR
6 funds
GOLDMAN SACHS GROUP INC. April 24, 2024 Shareholder Proposal Regarding Disclosure of Clean Energy Supply Financing Ratio
Environment or Climate
Shareholder (E&S) Against Split
8 FOR, 7 AGAINST
AGAINST
5 funds
GOLDMAN SACHS GROUP INC. April 24, 2024 Shareholder Proposal Regarding Environmental Justice Impact Assessment
Environment or Climate
Shareholder (E&S) Against Split
1 FOR, 15 AGAINST
AGAINST
5 funds
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 Split
1 FOR, 15 AGAINST
FOR
5 funds
GOLDMAN SACHS GROUP INC. April 24, 2024 Shareholder Proposal Regarding Pay Equity Reporting
Diversity, Equity, and Inclusion
Shareholder (E&S) Against Split
8 FOR, 7 AGAINST
AGAINST
5 funds
GOLDMAN SACHS GROUP INC. April 24, 2024 Shareholder Proposal Regarding a GSAM Proxy Voting Review
Environment or Climate
Shareholder (E&S) Against Split
1 FOR, 15 AGAINST
AGAINST
5 funds
GOLDMAN SACHS GROUP INC. April 24, 2024 Shareholder Proposal Regarding a Transparency In Lobbying Report
Other Social Issues
Shareholder (E&S) Against Split
8 FOR, 7 AGAINST
FOR
5 funds
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 Split
8 FOR, 9 AGAINST
FOR
4 funds
HUNTSMAN CORP. May 2, 2024 Stockholder proposal regarding transparency in political spending.
Other Social Issues
Shareholder (E&S) Against Split
3 FOR, 1 ABSTAIN
FOR
7 funds
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 Split
1 FOR, 21 AGAINST, 1 ABSTAIN
AGAINST
1 fund
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 Split
13 AGAINST, 8 ABSTAIN
AGAINST
7 funds
INTERNATIONAL BUSINESS MACHINES CORP. April 30, 2024 Stockholder Proposal Requesting the Adoption of Greenhouse Gas Emissions Targets
Environment or Climate
Shareholder (E&S) Against Split
2 FOR, 17 AGAINST
AGAINST
9 funds
INTUIT INC. January 18, 2024 Stockholder proposal requesting a retirement plan investment report
Environment or Climate
Shareholder (E&S) Against Split
1 FOR, 24 AGAINST
AGAINST
6 funds
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 Split
8 FOR, 13 AGAINST
AGAINST
6 funds
IQVIA HOLDINGS INC. April 16, 2024 If properly presented, a stockholder proposal concerning political spending.
Other Social Issues
Shareholder (E&S) Against Split
1 FOR, 22 AGAINST
AGAINST
3 funds
JOHNSON & JOHNSON April 25, 2024 Gender-based compensation gaps and associated risks
Environment or Climate
Shareholder (E&S) Against Split
1 FOR, 20 AGAINST
AGAINST
9 funds
JPMORGAN CHASE & CO. May 21, 2024 Proxy voting alignment
Environment or Climate
Shareholder (E&S) Against Split
2 FOR, 19 AGAINST
AGAINST
9 funds
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 Split
9 FOR, 9 AGAINST
AGAINST
6 funds
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 Split
9 FOR, 9 AGAINST
AGAINST
6 funds
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 Split
1 FOR, 18 AGAINST
AGAINST
6 funds
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 Split
2 FOR, 18 AGAINST
AGAINST
4 funds
KINDER MORGAN INC. May 8, 2024 Stockholder proposal relating to establishing a greenhouse gas emission reduction target
Environment or Climate
Shareholder (E&S) Against Split
9 FOR, 7 AGAINST
FOR
8 funds
KRAFT HEINZ CO. May 2, 2024 Stockholder Proposal - Report on group-housed pork, if properly presented.
Other Social Issues
Shareholder (E&S) Not determined Split
8 FOR, 11 AGAINST
AGAINST
4 funds
KRAFT HEINZ CO. May 2, 2024 Stockholder Proposal - Report on recyclability claims, if properly presented.
Environment or Climate
Shareholder (E&S) Not determined Split
2 FOR, 18 AGAINST
AGAINST
4 funds
KROGER CO. June 27, 2024 Just Transition Report.
Environment or Climate
Shareholder (E&S) Against Split
1 FOR, 18 AGAINST
AGAINST
9 funds
KROGER CO. June 27, 2024 Living Wage Policy.
Other Social Issues
Shareholder (E&S) Against Split
2 FOR, 17 AGAINST
AGAINST
9 funds
KROGER CO. June 27, 2024 Report on Public Health Costs from Sale of Tobacco Products.
Other Social Issues
Shareholder (E&S) Against Split
1 FOR, 18 AGAINST
AGAINST
9 funds
L3HARRIS TECHNOLOGIES INC. April 19, 2024 Shareholder Proposal titled "Transparency in Lobbying"
Other Social Issues
Shareholder (E&S) Against Split
11 FOR, 7 AGAINST
FOR
5 funds
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 Split
7 FOR, 10 AGAINST, 2 ABSTAIN
FOR
9 funds
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 Split
7 FOR, 10 AGAINST, 2 ABSTAIN
FOR
9 funds
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 Split
1 FOR, 18 AGAINST, 2 ABSTAIN
FOR
9 funds
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 Split
1 FOR, 18 AGAINST
AGAINST
4 funds
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 Split
3 FOR, 7 AGAINST, 8 ABSTAIN
FOR
4 funds
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 Split
9 FOR, 13 AGAINST
AGAINST
4 funds
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 Split
1 FOR, 22 AGAINST
AGAINST
4 funds
MCDONALD'S CORP. May 22, 2024 Advisory Vote on Adoption of Antibiotics Policy.
Environment or Climate
Shareholder (E&S) Against Split
2 FOR, 20 AGAINST
AGAINST
8 funds
MCDONALD'S CORP. May 22, 2024 Advisory Vote on Poultry Welfare Disclosure.
Other Social Issues
Shareholder (E&S) Against Split
2 FOR, 20 AGAINST
AGAINST
8 funds
MCDONALD'S CORP. May 22, 2024 Advisory vote on Annual Report on Global Political Influence.
Other Social Issues
Shareholder (E&S) Against Split
2 FOR, 20 AGAINST
AGAINST
8 funds
MERCK & CO. INC. May 28, 2024 Shareholder proposal regarding a report on respecting workforce civil liberties.
Environment or Climate
Shareholder (E&S) Against Split
1 FOR, 24 AGAINST
AGAINST
9 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 Split
5 FOR, 23 AGAINST
AGAINST
9 funds
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 Split
18 FOR, 7 AGAINST
FOR
9 funds
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 Split
8 FOR, 18 AGAINST
AGAINST
9 funds
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 Split
16 FOR, 9 AGAINST
AGAINST
9 funds
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 Split
2 FOR, 26 AGAINST
FOR
9 funds
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 Split
1 FOR, 28 AGAINST
FOR
9 funds
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 Split
1 FOR, 24 AGAINST
FOR
3 funds
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 Split
3 FOR, 18 AGAINST
AGAINST
9 funds
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 Split
8 FOR, 11 AGAINST
AGAINST
9 funds
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
14 FOR, 9 AGAINST
AGAINST
8 funds
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
1 FOR, 24 AGAINST
AGAINST
8 funds
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 Split
10 FOR, 3 AGAINST
FOR
8 funds
NORTHERN TRUST CORP. April 16, 2024 Stockholder proposal to ascertain voting preferences.
Environment or Climate
Shareholder (E&S) Against Split
1 FOR, 19 AGAINST
AGAINST
7 funds
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 Split
1 FOR, 19 AGAINST
AGAINST
8 funds
NVR INC. May 7, 2024 Shareholder proposal to expand political spending disclosure.
Other Social Issues
Shareholder (E&S) Against Split
3 FOR, 17 AGAINST
FOR
8 funds
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 Split
3 FOR, 17 AGAINST
FOR
8 funds
OCCIDENTAL PETROLEUM CORP. May 2, 2024 Shareholder Proposal Requesting an Annual Report on Lobbying
Other Social Issues
Shareholder (E&S) Not determined Split
11 FOR, 6 AGAINST
FOR
5 funds
PAPA JOHN'S INTERNATIONAL INC. May 2, 2024 Stockholder proposal regarding pork housing disclosure.
Other Social Issues
Shareholder (E&S) Against Split
3 FOR, 4 AGAINST
AGAINST
3 funds
PEPSICO INC. May 1, 2024 Shareholder Proposal - Global Transparency Report.
Other Social Issues
Shareholder (E&S) Not determined Split
2 FOR, 21 AGAINST
AGAINST
9 funds
PEPSICO INC. May 1, 2024 Shareholder Proposal - Report on Gender-Based Compensation Gaps and Associated Risks.
Environment or Climate
Shareholder (E&S) Not determined Split
1 FOR, 22 AGAINST
AGAINST
9 funds
PEPSICO INC. May 1, 2024 Shareholder Proposal - Report on Risks Related to Biodiversity and Nature Loss.
Environment or Climate
Shareholder (E&S) Not determined Split
10 FOR, 11 AGAINST
AGAINST
9 funds
PEPSICO INC. May 1, 2024 Shareholder Proposal - Third-Party Assessment on Non-Sugar Sweetener Risks.
Environment or Climate
Shareholder (E&S) Not determined Split
2 FOR, 21 AGAINST
AGAINST
9 funds
PEPSICO INC. May 1, 2024 Shareholder Proposal - Third-Party Racial Equity Audit.
Diversity, Equity, and Inclusion
Shareholder (E&S) Not determined Split
2 FOR, 21 AGAINST
FOR
9 funds
PFIZER INC. April 25, 2024 Publish a Congruency Report on Political, Lobbying, Electioneering Expenditures
Other Social Issues
Shareholder (E&S) Against Split
1 FOR, 15 AGAINST
AGAINST
9 funds
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 Split
1 FOR, 17 AGAINST, 1 ABSTAIN
AGAINST
4 funds
ROSS STORES INC. May 22, 2024 To vote on a stockholder proposal regarding reporting on material value chain GHG emissions, if properly presented at the Annual Meeting.
Environment or Climate
Shareholder (E&S) Against Split
1 FOR, 21 AGAINST
AGAINST
8 funds
RTX CORP. May 2, 2024 Shareowner Proposal Requesting a Human Rights Impact Assessment
Human Rights or Human Capital/workforce
Shareholder (E&S) Not determined Split
1 FOR, 18 AGAINST
AGAINST
3 funds
RTX CORP. May 2, 2024 Shareowner Proposal Requesting a Lobbying Transparency Report
Other Social Issues
Shareholder (E&S) Not determined Split
10 FOR, 8 AGAINST
FOR
3 funds
RTX CORP. May 2, 2024 Shareowner Proposal Requesting a Report on Full Value Chain Emissions Reduction Plan
Environment or Climate
Shareholder (E&S) Not determined Split
3 FOR, 8 AGAINST, 6 ABSTAIN
FOR
3 funds
SEMPRA May 9, 2024 Shareholder proposal requesting a report on certain safety and environmental matters
Human Rights or Human Capital/workforce
Shareholder (E&S) Not determined Split
9 FOR, 12 AGAINST
AGAINST
6 funds
SKYWEST INC. May 7, 2024 A shareholder proposal regarding collective bargaining policy.
Human Rights or Human Capital/workforce
Shareholder (E&S) Against Split
2 FOR, 3 AGAINST
FOR
2 funds
SKYWORKS SOLUTIONS INC. May 14, 2024 To approve a stockholder proposal regarding adoption of greenhouse gas emissions reduction targets.
Environment or Climate
Shareholder (E&S) Against Split
1 FOR, 19 AGAINST
AGAINST
10 funds
SMITH & WESSON BRANDS INC. September 19, 2023 A stockholder proposal (human rights impact assessment).
Human Rights or Human Capital/workforce
Shareholder (E&S) Against Split
2 FOR, 4 AGAINST
FOR
2 funds
SONOCO PRODUCTS CO. April 17, 2024 Advisory (non-binding) shareholder proposal regarding transparency in political spending.
Other Social Issues
Shareholder (E&S) Against Split
4 FOR, 4 AGAINST, 1 ABSTAIN
FOR
3 funds
SOUTHERN CO. May 22, 2024 Stockholder proposal regarding disclosing short-, medium-, and long-term operational GHG targets
Environment or Climate
Shareholder (E&S) Against Split
1 FOR, 19 AGAINST
AGAINST
7 funds
STRYKER CORP. May 9, 2024 Shareholder Proposal on Transparency in Political Spending.
Other Social Issues
Shareholder (E&S) Not determined Split
16 FOR, 7 AGAINST
FOR
8 funds
SYSCO CORP. November 17, 2023 To consider a stockholder proposal related to re-establishing a policy for eliminating or reducing gestation crates in the Company's pork supply chain.
Other Social Issues
Shareholder (E&S) Against Split
10 FOR, 10 AGAINST
AGAINST
5 funds
TARGET CORP. June 12, 2024 Shareholder proposal requesting a political contributions congruency analysis.
Other Social Issues
Shareholder (E&S) Against Split
1 FOR, 21 AGAINST
AGAINST
7 funds
TARGET CORP. June 12, 2024 Shareholder proposal to establish wage policies.
Other Social Issues
Shareholder (E&S) Against Split
1 FOR, 21 AGAINST
AGAINST
7 funds
TENET HEALTHCARE CORP. May 22, 2024 To report on risk mitigation regarding state restrictions for emergency abortions.
Other Social Issues
Shareholder (E&S) Against Split
3 AGAINST, 4 ABSTAIN
AGAINST
6 funds
TESLA INC. June 13, 2024 A stockholder proposal regarding adoption of a freedom of association and collective bargaining policy, if properly presented.
Human Rights or Human Capital/workforce
Shareholder (E&S) Against Split
13 FOR, 10 AGAINST
FOR
6 funds
TESLA INC. June 13, 2024 A stockholder proposal regarding annual reporting on anti-harassment and discrimination efforts, if properly presented.
Human Rights or Human Capital/workforce
Shareholder (E&S) Against Split
23 FOR, 1 AGAINST
FOR
6 funds
TESLA INC. June 13, 2024 A stockholder proposal regarding committing to a moratorium on sourcing minerals from deep sea mining, if properly presented.
Environment or Climate
Shareholder (E&S) Against Split
1 FOR, 23 AGAINST
AGAINST
6 funds
TEXAS INSTRUMENTS INC. April 25, 2024 Stockholder proposal to report on due diligence efforts to identify risks associated with product misuse.
Human Rights or Human Capital/workforce
Shareholder (E&S) Against Split
3 FOR, 21 AGAINST
AGAINST
9 funds
THE TJX COMPANIES, INC. June 4, 2024 Shareholder proposal for a report on effectiveness of social compliance efforts in TJX's supply chain
Human Rights or Human Capital/workforce
Shareholder (E&S) Against Split
2 FOR, 17 AGAINST
AGAINST
8 funds
THE TRAVELERS COMPANIES, INC. May 15, 2024 Shareholder proposal relating to CEO pay ratio and executive compensation, if presented at the Annual Meeting of Shareholders
Diversity, Equity, and Inclusion
Shareholder (E&S) Against Split
1 FOR, 18 AGAINST
AGAINST
9 funds
THE TRAVELERS COMPANIES, INC. May 15, 2024 Shareholder proposal relating to GHG emissions, if presented at the Annual Meeting of Shareholders
Environment or Climate
Shareholder (E&S) Against Split
2 FOR, 17 AGAINST
AGAINST
9 funds
THE TRAVELERS COMPANIES, INC. May 15, 2024 Shareholder proposal relating to a report on methane in the energy sector, if presented at the Annual Meeting of Shareholders
Environment or Climate
Shareholder (E&S) Against Split
2 FOR, 17 AGAINST
AGAINST
9 funds
THE TRAVELERS COMPANIES, INC. May 15, 2024 Shareholder proposal relating to human rights risks in underwriting, if presented at the Annual Meeting of Shareholders
Human Rights or Human Capital/workforce
Shareholder (E&S) Against Split
2 FOR, 17 AGAINST
AGAINST
9 funds
TRUIST FINANCIAL CORP. April 23, 2024 Shareholder proposal regarding an annual report on lobbying activities, if properly presented at the Annual Meeting.
Other Social Issues
Shareholder (E&S) Against Split
10 FOR, 9 AGAINST
FOR
3 funds
TYSON FOODS INC. February 8, 2024 Shareholder proposal regarding a circular economy for packaging.
Environment or Climate
Shareholder (E&S) Against Split
2 FOR, 17 AGAINST
AGAINST
9 funds
TYSON FOODS INC. February 8, 2024 Shareholder proposal regarding corporate climate lobbying.
Environment or Climate
Shareholder (E&S) Against Split
9 FOR, 9 AGAINST
FOR
9 funds
TYSON FOODS INC. February 8, 2024 Shareholder proposal regarding deforestation-free supply chains.
Environment or Climate
Shareholder (E&S) Against Split
1 FOR, 18 AGAINST
AGAINST
9 funds

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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.