Home › Asset managers › Compare 2023-2024 › JPMorgan 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”.
JPMorgan 2023-2024 · Brighthouse 2023-2024 · Download the item list (CSV)
| Common items | Same | Differ | Split (not in %) | Same position | Fund-level | |
|---|---|---|---|---|---|---|
| All ballot items | 17,021 | 13,069 | 873 | 3,079 | 93.7% | 87.0% |
| Board proposals | 14,488 | 11,321 | 779 | 2,388 | 93.6% | 88.2% |
| E&S shareholder proposals | 320 | 39 | 4 | 277 | 90.7% | 44.2% |
| Other items | 2,213 | 1,709 | 90 | 414 | 95.0% | 84.7% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
3,079 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 | JPMorgan | Brighthouse |
|---|---|---|---|---|---|---|
| A. O. SMITH CORP. | April 9, 2024 | Stockholder proposal requesting a Board report on our hiring practices with respect to formerly incarcerated people, if properly presented at the Annual Meeting. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 5 funds |
Split 1 FOR, 1 AGAINST, 10 ABSTAIN |
| ABBVIE INC. | May 3, 2024 | Stockholder Proposal - to Issue a Report on Patent Process Other Social Issues |
Shareholder (E&S) | Against | AGAINST 30 funds |
Split 1 FOR, 6 AGAINST, 9 ABSTAIN |
| ABBVIE INC. | May 3, 2024 | Stockholder Proposal - to Issue an Annual Report on Lobbying Other Social Issues |
Shareholder (E&S) | Against | AGAINST 30 funds |
Split 4 AGAINST, 6 ABSTAIN |
| ADOBE INC. | April 17, 2024 | Stockholder Proposal - Reporting on Hiring of Persons with Arrest or Incarceration Records. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 24 funds |
Split 1 FOR, 8 AGAINST, 9 ABSTAIN |
| ALCOA CORP. | May 10, 2024 | Stockholder proposal requesting the preparation of an annual report on lobbying activities, if properly presented Other Social Issues |
Shareholder (E&S) | Against | FOR 7 funds |
Split 1 FOR, 5 ABSTAIN |
| ALPHABET INC. | June 7, 2024 | Stockholder proposal regarding a human rights assessment of AI-driven targeted ad policies Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 2 FOR, 18 AGAINST |
Split 2 FOR, 2 AGAINST, 8 ABSTAIN |
| ALPHABET INC. | June 7, 2024 | Stockholder proposal regarding a lobbying report Other Social Issues |
Shareholder (E&S) | Against | FOR 20 funds |
Split 7 FOR, 5 AGAINST, 12 ABSTAIN |
| ALPHABET INC. | June 7, 2024 | Stockholder proposal regarding a policy for director transparency on political and charitable giving Environment or Climate |
Shareholder (E&S) | Against | AGAINST 20 funds |
Split 12 AGAINST, 12 ABSTAIN |
| ALPHABET INC. | June 7, 2024 | Stockholder proposal regarding a report on climate risks to retirement plan beneficiaries Environment or Climate |
Shareholder (E&S) | Against | AGAINST 20 funds |
Split 2 FOR, 10 AGAINST, 12 ABSTAIN |
| ALPHABET INC. | June 7, 2024 | Stockholder proposal regarding a report on electromagnetic radiation and wireless technologies risks Other Social Issues |
Shareholder (E&S) | Against | AGAINST 20 funds |
Split 12 AGAINST, 12 ABSTAIN |
| ALPHABET INC. | June 7, 2024 | Stockholder proposal regarding a report on generative AI misinformation and disinformation risks Other Social Issues |
Shareholder (E&S) | Against | FOR 20 funds |
Split 4 FOR, 8 ABSTAIN |
| ALPHABET INC. | June 7, 2024 | Stockholder proposal regarding a report on online safety for children Other Social Issues |
Shareholder (E&S) | Against | FOR 20 funds |
Split 3 FOR, 9 AGAINST, 12 ABSTAIN |
| ALPHABET INC. | June 7, 2024 | Stockholder proposal regarding a report on reproductive healthcare misinformation risks Other Social Issues |
Shareholder (E&S) | Against | AGAINST 20 funds |
Split 2 FOR, 10 AGAINST, 12 ABSTAIN |
| ALPHABET INC. | June 7, 2024 | Stockholder proposal regarding an EEO policy risk report Environment or Climate |
Shareholder (E&S) | Against | AGAINST 20 funds |
Split 12 AGAINST, 12 ABSTAIN |
| ALTRIA GROUP INC. | May 16, 2024 | Shareholder Proposal - Report on Congruence of Political and Lobbying Expenditures with the Company's Vision, Responsibility Focus Areas and Cultural Aspiration Other Social Issues |
Shareholder (E&S) | Against | AGAINST 16 funds |
Split 1 AGAINST, 4 ABSTAIN |
| AMAZON.COM INC. | May 22, 2024 | SHAREHOLDER PROPOSAL REQUESTING A POLICY TO DISCLOSE DIRECTORS' POLITICAL AND CHARITABLE DONATIONS Environment or Climate |
Shareholder (E&S) | Against | AGAINST 36 funds |
Split 8 AGAINST, 7 ABSTAIN |
| AMAZON.COM INC. | May 22, 2024 | SHAREHOLDER PROPOSAL REQUESTING A REPORT ON CUSTOMER DUE DILIGENCE Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | FOR 36 funds |
Split 2 FOR, 10 AGAINST, 16 ABSTAIN |
| AMAZON.COM INC. | May 22, 2024 | SHAREHOLDER PROPOSAL REQUESTING A REPORT ON CUSTOMER USE OF CERTAIN TECHNOLOGIES Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 3 FOR, 33 AGAINST |
Split 1 FOR, 11 AGAINST, 16 ABSTAIN |
| AMAZON.COM INC. | May 22, 2024 | SHAREHOLDER PROPOSAL REQUESTING A REPORT ON PACKAGING MATERIALS Environment or Climate |
Shareholder (E&S) | Against | AGAINST 36 funds |
Split 3 FOR, 9 AGAINST, 16 ABSTAIN |
| AMAZON.COM INC. | May 22, 2024 | SHAREHOLDER PROPOSAL REQUESTING A REPORT ON VIEWPOINT RESTRICTION Environment or Climate |
Shareholder (E&S) | Against | AGAINST 36 funds |
Split 12 AGAINST, 16 ABSTAIN |
| AMAZON.COM INC. | May 22, 2024 | SHAREHOLDER PROPOSAL REQUESTING A REPORT ON WAREHOUSE WORKING CONDITIONS Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 36 funds |
Split 6 FOR, 6 AGAINST, 16 ABSTAIN |
| AMAZON.COM INC. | May 22, 2024 | SHAREHOLDER PROPOSAL REQUESTING ADDITIONAL REPORTING ON FREEDOM OF ASSOCIATION Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 36 funds |
Split 3 FOR, 9 AGAINST, 16 ABSTAIN |
| AMAZON.COM INC. | May 22, 2024 | SHAREHOLDER PROPOSAL REQUESTING ADDITIONAL REPORTING ON GENDER/RACIAL PAY Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | Split 3 FOR, 33 AGAINST |
Split 3 FOR, 9 AGAINST, 16 ABSTAIN |
| AMAZON.COM INC. | May 22, 2024 | SHAREHOLDER PROPOSAL REQUESTING ADDITIONAL REPORTING ON LOBBYING Other Social Issues |
Shareholder (E&S) | Against | Split 3 FOR, 33 AGAINST |
Split 3 FOR, 9 AGAINST, 16 ABSTAIN |
| AMAZON.COM INC. | May 22, 2024 | SHAREHOLDER PROPOSAL REQUESTING ADDITIONAL REPORTING ON STAKEHOLDER IMPACTS Environment or Climate |
Shareholder (E&S) | Against | AGAINST 36 funds |
Split 4 FOR, 8 AGAINST, 16 ABSTAIN |
| AMAZON.COM INC. | May 22, 2024 | SHAREHOLDER PROPOSAL REQUESTING ALTERNATIVE EMISSIONS REPORTING Environment or Climate |
Shareholder (E&S) | Against | AGAINST 36 funds |
Split 1 FOR, 11 AGAINST, 16 ABSTAIN |
| AMERICAN EXPRESS CO. | May 6, 2024 | Shareholder proposal relating to climate lobbying Environment or Climate |
Shareholder (E&S) | Against | Split 2 FOR, 18 AGAINST |
AGAINST 1 fund |
| AMERICAN TOWER CORP. | May 22, 2024 | To consider a stockholder proposal, if properly presented, regarding disclosure of racial and gender pay gaps. Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | Split 2 FOR, 9 AGAINST |
Split 3 FOR, 1 AGAINST, 9 ABSTAIN |
| AMKOR TECHNOLOGY INC. | May 14, 2024 | Shareholder proposal to report on effectiveness of the Company's diversity, equity, and inclusion efforts. Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | FOR 5 funds |
Split 2 FOR, 4 ABSTAIN |
| APPLE INC. | February 28, 2024 | A shareholder proposal entitled ''Racial and Gender Pay Gaps'' Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | Split 2 FOR, 26 AGAINST |
AGAINST 1 fund |
| APPLIED MATERIALS INC. | March 7, 2024 | Shareholder proposal requesting that Applied Materials prepare a report disclosing Applied Materials' policy and procedures governing lobbying and payments by Applied Materials used for lobbying. Other Social Issues |
Shareholder (E&S) | Against | Split 1 FOR, 7 AGAINST |
Split 4 AGAINST, 9 ABSTAIN |
| APPLIED MATERIALS INC. | March 7, 2024 | Shareholder proposal requesting that Applied Materials report on quantitative median and adjusted pay gaps across race and gender. Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | Split 1 FOR, 7 AGAINST |
Split 4 AGAINST, 9 ABSTAIN |
| AT&T INC. | May 16, 2024 | Report on Respecting Workforce Civil Liberties Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 8 funds |
Split 3 AGAINST, 5 ABSTAIN |
| BADGER METER INC. | April 26, 2024 | SHAREHOLDER PROPOSAL REQUESTING THE BOARD TO PREPARE A REPORT ON HIRING PRACTICES. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 1 FOR, 6 AGAINST |
Split 1 AGAINST, 2 ABSTAIN |
| BANK OF AMERICA CORP. | April 24, 2024 | Shareholder proposal requesting changes to executive compensation program Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | AGAINST 35 funds |
Split 6 AGAINST, 8 ABSTAIN |
| BANK OF AMERICA CORP. | April 24, 2024 | Shareholder proposal requesting disclosure of clean energy financing ratio Environment or Climate |
Shareholder (E&S) | Against | Split 4 FOR, 31 AGAINST |
Split 2 FOR, 4 AGAINST, 8 ABSTAIN |
| BANK OF AMERICA CORP. | April 24, 2024 | Shareholder proposal requesting report on lobbying alignment with Bank of America's climate goals Environment or Climate |
Shareholder (E&S) | Against | Split 4 FOR, 31 AGAINST |
Split 2 FOR, 4 AGAINST, 8 ABSTAIN |
| BANK OF AMERICA CORP. | April 24, 2024 | Shareholder proposal requesting report on risks of politicized de-banking Environment or Climate |
Shareholder (E&S) | Against | AGAINST 35 funds |
Split 1 FOR, 5 AGAINST, 8 ABSTAIN |
| BERKSHIRE HATHAWAY INC. | May 4, 2024 | Shareholder proposal regarding how the Company intends to measure, disclose and reduce GHG emissions associated with its underwriting, insuring and investing activities. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 21 funds |
Split 4 FOR, 1 AGAINST, 9 ABSTAIN |
| BERKSHIRE HATHAWAY INC. | May 4, 2024 | Shareholder proposal regarding the reporting on the effectiveness of the Corporation's diversity, equity and inclusion efforts. Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | Split 1 FOR, 20 AGAINST |
Split 1 FOR, 1 AGAINST, 2 ABSTAIN |
| BERKSHIRE HATHAWAY INC. | May 4, 2024 | Shareholder proposal requesting that the Board of Directors disclose in a consolidated annual report GHG emissions data by scope, as well as progress toward its net-zero decarbonization goal, for Berkshire Hathaway Energy. Environment or Climate |
Shareholder (E&S) | Against | FOR 21 funds |
Split 2 FOR, 3 AGAINST, 9 ABSTAIN |
| BERKSHIRE HATHAWAY INC. | May 4, 2024 | Shareholder proposal requesting that the Board seek an audited report assessing how applying the findings of the Energy Policy Research Foundation would affect the assumptions, costs, estimates and valuations underlying the Company's financial statements. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 21 funds |
Split 5 AGAINST, 9 ABSTAIN |
| BERKSHIRE HATHAWAY INC. | May 4, 2024 | Shareholder proposal requesting that the Company report annually on the nature and extent to which the Company's operations depend on and are vulnerable to China. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 21 funds |
Split 5 AGAINST, 9 ABSTAIN |
| BLACKROCK INC. | May 15, 2024 | Shareholder Proposal - Report on Proxy Voting Record and Policies for Climate Change-Related Proposals. Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 11 AGAINST |
Split 4 AGAINST, 2 ABSTAIN |
| BOOKING HOLDINGS INC. | June 4, 2024 | Stockholder proposal requesting a non-binding stockholder vote regarding reproductive rights and data privacy. Other Social Issues |
Shareholder (E&S) | Not determined | AGAINST 26 funds |
Split 1 FOR, 4 AGAINST, 10 ABSTAIN |
| BOYD GAMING CORP. | May 9, 2024 | Advisory vote on the stockholder proposal regarding the commissioning of a report on the effects of a company-wide non-smoking policy. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 11 funds |
Split 2 FOR, 2 AGAINST, 9 ABSTAIN |
| CAMPBELL SOUP CO. | November 29, 2023 | To vote on a shareholder proposal regarding a report on how the Company is protecting 401(k) retirement fund plan beneficiaries with a longer investment time horizon from future portfolio risk created by present-day investments in high carbon companies. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 7 funds |
Split 1 AGAINST, 6 ABSTAIN |
| CAMPBELL SOUP CO. | November 29, 2023 | To vote on a shareholder proposal regarding a report relating to the progress of our cage-free egg commitment. Other Social Issues |
Shareholder (E&S) | Against | FOR 7 funds |
Split 1 AGAINST, 6 ABSTAIN |
| CAPITAL ONE FINANCIAL CORP. | May 2, 2024 | Stockholder proposal requesting a report on respecting workforce civil liberties. Environment or Climate |
Shareholder (E&S) | Not determined | AGAINST 25 funds |
Split 3 AGAINST, 5 ABSTAIN |
| CAPITAL ONE FINANCIAL CORP. | May 2, 2024 | Stockholder proposal requesting setting of near - and long-term greenhouse gas emission reduction targets. Environment or Climate |
Shareholder (E&S) | Not determined | AGAINST 25 funds |
Split 1 FOR, 2 AGAINST, 5 ABSTAIN |
| CARRIER GLOBAL CORP. | April 18, 2024 | Shareowner Proposal regarding transparency in lobbying Other Social Issues |
Shareholder (E&S) | Against | FOR 8 funds |
Split 2 FOR, 8 ABSTAIN |
| CATERPILLAR INC. | June 12, 2024 | Shareholder Proposal - Lobbying Disclosure Other Social Issues |
Shareholder (E&S) | Against | Split 1 FOR, 5 AGAINST |
Split 1 FOR, 2 AGAINST, 5 ABSTAIN |
| CDW CORP. | May 21, 2024 | To consider and act upon the stockholder proposal, if properly presented at the meeting, regarding political spending disclosure. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 17 funds |
Split 2 AGAINST, 3 ABSTAIN |
| CENTENE CORP. | May 14, 2024 | STOCKHOLDER PROPOSAL FOR MANAGING CLIMATE RISK THROUGH SCIENCE-BASED TARGETS AND TRANSITION PLANNING. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 22 funds |
Split 2 FOR, 3 AGAINST, 5 ABSTAIN |
| CENTERPOINT ENERGY INC. | April 26, 2024 | Shareholder proposal relating to setting additional interim and long-term Scope 3 emissions goals. Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 5 AGAINST |
Split 1 AGAINST, 6 ABSTAIN |
| CHARLES RIVER LABORATORIES INTERNATIONAL INC. | May 8, 2024 | Proposal to publish a report on non-human primates imported by Charles River Laboratories International, Inc. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 2 funds |
Split 1 FOR, 3 AGAINST, 6 ABSTAIN |
| CHARLES SCHWAB CORP. | May 23, 2024 | Stockholder Proposal on Pay Equity Discloser Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | Split 4 FOR, 28 AGAINST |
AGAINST 1 fund |
| CHEVRON CORP. | May 29, 2024 | Commission a Third-Party Report on Human Rights Practices Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 1 FOR, 26 AGAINST |
Split 2 FOR, 5 AGAINST, 9 ABSTAIN |
| CHEVRON CORP. | May 29, 2024 | Report on Plastic Demand Scenario Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 26 AGAINST |
Split 1 FOR, 6 AGAINST, 9 ABSTAIN |
| CHEVRON CORP. | May 29, 2024 | Report on Tax Practices Other Social Issues |
Shareholder (E&S) | Against | AGAINST 27 funds |
Split 4 FOR, 3 AGAINST, 9 ABSTAIN |
| CHEVRON CORP. | May 29, 2024 | Report on Voluntary Carbon Reduction Risks Environment or Climate |
Shareholder (E&S) | Against | AGAINST 27 funds |
Split 3 AGAINST, 6 ABSTAIN |
| CHIPOTLE MEXICAN GRILL INC. | June 6, 2024 | Shareholder Proposal - Requesting a report on harassment and discrimination statistics. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 25 funds |
Split 3 FOR, 3 AGAINST, 6 ABSTAIN |
| CIGNA GROUP | April 24, 2024 | Shareholder proposal - Report to shareholders on risks created by the The Cigna Group's diversity, equity, and inclusion efforts. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 19 funds |
Split 7 AGAINST, 9 ABSTAIN |
| CINTAS CORP. | October 24, 2023 | A shareholder proposal regarding greater disclosure of material corporate diversity, equity and inclusion data, if properly presented at the meeting. Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | AGAINST 16 funds |
Split 2 FOR, 3 AGAINST, 13 ABSTAIN |
| CINTAS CORP. | October 24, 2023 | A shareholder proposal regarding managing climate risk through science-based targets and transition planning, if properly presented at the meeting. Environment or Climate |
Shareholder (E&S) | Against | FOR 16 funds |
Split 2 FOR, 3 AGAINST, 13 ABSTAIN |
| CITIGROUP INC. | April 30, 2024 | Stockholder proposal requesting a report disclosing the Board's oversight regarding material risks associated with animal welfare. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 15 funds |
Split 5 AGAINST, 3 ABSTAIN |
| CITIGROUP INC. | April 30, 2024 | Stockholder proposal requesting a report on the effectiveness of Citi's policies and practices in respecting Indigenous Peoples' rights in Citi's existing and proposed financing. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 1 FOR, 14 AGAINST |
Split 1 FOR, 4 AGAINST, 3 ABSTAIN |
| CITIGROUP INC. | April 30, 2024 | Stockholder proposal requesting a report to Shareholders on risks created by the Company's diversity, equity, and inclusion efforts. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 15 funds |
Split 6 AGAINST, 5 ABSTAIN |
| COCA-COLA CO. | May 1, 2024 | Vote on a shareowner proposal requesting a report on non-sugar sweeteners Environment or Climate |
Shareholder (E&S) | Not determined | AGAINST 29 funds |
Split 1 FOR, 5 AGAINST, 9 ABSTAIN |
| COCA-COLA CO. | May 1, 2024 | Vote on a shareowner proposal requesting a report on risks caused by the decline in the quality of accessible medical care Other Social Issues |
Shareholder (E&S) | Not determined | AGAINST 29 funds |
Split 1 FOR, 5 AGAINST, 9 ABSTAIN |
| COCA-COLA CO. | May 1, 2024 | Vote on a shareowner proposal requesting a report on risks created by the Company's diversity, equity and inclusion efforts Environment or Climate |
Shareholder (E&S) | Not determined | AGAINST 29 funds |
Split 6 AGAINST, 9 ABSTAIN |
| COCA-COLA CONSOLIDATED INC. | May 14, 2024 | Stockholder proposal requesting an annual public report on Coca-Cola Consolidated's efforts to prevent harassment and discrimination in the workplace. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 5 funds |
Split 3 AGAINST, 6 ABSTAIN |
| COMCAST CORP. | June 10, 2024 | Report on political expenditures misalignment with company values Other Social Issues |
Shareholder (E&S) | Against | AGAINST 27 funds |
Split 2 FOR, 3 AGAINST, 9 ABSTAIN |
| CONOCOPHILLIPS | May 14, 2024 | Revisit Pay Incentives for GHG Emission Reductions. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 29 funds |
Split 8 AGAINST, 8 ABSTAIN |
| CONSTELLATION BRANDS INC. | July 18, 2023 | Stockholder proposal on circular packaging Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 29 AGAINST |
AGAINST 1 fund |
| COTY INC. | November 2, 2023 | Stockholder proposal regarding a report on plastic packaging reduction Environment or Climate |
Shareholder (E&S) | Against | FOR 3 funds |
Split 2 FOR, 1 ABSTAIN |
| CROWN HOLDINGS INC. | May 2, 2024 | Consideration of a Shareholder's proposal regarding transparency in political spending. Other Social Issues |
Shareholder (E&S) | Not determined | AGAINST 5 funds |
Split 2 FOR, 1 AGAINST, 4 ABSTAIN |
| CVS HEALTH CORP. | May 16, 2024 | Stockholder Proposal Requesting an Independent, Third Party Worker Rights Assessment and Report. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 23 funds |
Split 1 FOR, 4 AGAINST, 3 ABSTAIN |
| DANAHER CORP. | May 7, 2024 | To act upon a shareholder proposal requesting a report to shareholders on the effectiveness of the Company's diversity, equity and inclusion efforts. Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | Split 1 FOR, 24 AGAINST |
Split 6 AGAINST, 10 ABSTAIN |
| DARDEN RESTAURANTS INC. | September 20, 2023 | To vote on a shareholder proposal requesting the Company to issue a report on the risks arising from state policies restricting reproductive health care if properly presented at the meeting. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 12 funds |
Split 2 AGAINST, 5 ABSTAIN |
| DARDEN RESTAURANTS INC. | September 20, 2023 | To vote on a shareholder proposal requesting the Company to issue greenhouse gas reduction targets if properly presented at the meeting. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 12 funds |
Split 2 FOR, 5 ABSTAIN |
| DEERE & CO. | February 28, 2024 | Shareholder proposal regarding a civil rights, non-discrimination, and return to merit audit Environment or Climate |
Shareholder (E&S) | Against | AGAINST 36 funds |
Split 5 AGAINST, 5 ABSTAIN |
| DEERE & CO. | February 28, 2024 | Shareholder proposal regarding a customer and company sustainability congruency report Environment or Climate |
Shareholder (E&S) | Against | AGAINST 36 funds |
Split 5 AGAINST, 5 ABSTAIN |
| DELTA AIR LINES INC. | June 20, 2024 | A shareholder proposal requesting reporting related to third-party political contributions. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 14 funds |
Split 3 AGAINST, 7 ABSTAIN |
| DICK'S SPORTING GOODS INC. | June 12, 2024 | Stockholder proposal requesting that the Board adopt a policy requiring the Company to publicly disclose its EEO-1 report. Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | FOR 13 funds |
Split 3 FOR, 1 AGAINST, 4 ABSTAIN |
| DOCUSIGN INC. | May 29, 2024 | A stockholder proposal to report on the effectiveness of the Company's diversity, equity, and inclusion efforts, if properly presented at the meeting Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | AGAINST 3 funds |
Split 1 AGAINST, 4 ABSTAIN |
| DOW INC. | April 11, 2024 | Stockholder Proposal - Single-Use Plastics Report Environment or Climate |
Shareholder (E&S) | Against | AGAINST 18 funds |
Split 1 FOR, 1 AGAINST, 3 ABSTAIN |
| DTE ENERGY CO. | May 2, 2024 | Vote on a shareholder proposal relating to a climate transition plan, including gas utility downstream emissions Environment or Climate |
Shareholder (E&S) | Not determined | AGAINST 21 funds |
Split 1 AGAINST, 7 ABSTAIN |
| DUKE ENERGY CORP. | May 9, 2024 | Shareholder proposal regarding financial statement assumptions and climate change Environment or Climate |
Shareholder (E&S) | Not determined | AGAINST 4 funds |
Split 4 AGAINST, 3 ABSTAIN |
| EDISON INTERNATIONAL | April 25, 2024 | Shareholder Proposal Regarding Lobbying Other Social Issues |
Shareholder (E&S) | Against | Split 1 FOR, 10 AGAINST |
Split 5 AGAINST, 5 ABSTAIN |
| ELEVANCE HEALTH INC. | May 15, 2024 | Shareholder proposal to adopt a policy to require certain third-party organizations to annually report political activity expenditures prior to Elevance Health donating to the organizations. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 18 funds |
Split 7 AGAINST, 9 ABSTAIN |
| ELI LILLY AND CO. | May 6, 2024 | Adopt a Comprehensive Human Rights Policy Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 40 funds |
Split 5 AGAINST, 3 ABSTAIN |
| ELI LILLY AND CO. | May 6, 2024 | Shareholder proposal to establish and report on a process by which the impact of extended patent exclusivities on product access would be considered in deciding whether to apply for secondary and tertiary patents. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 40 funds |
Split 1 FOR, 7 AGAINST, 10 ABSTAIN |
| 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 40 funds |
Split 1 FOR, 3 AGAINST, 3 ABSTAIN |
| 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 | Split 1 FOR, 13 AGAINST |
Split 1 FOR, 3 ABSTAIN |
| EXXON MOBIL CORP. | May 29, 2024 | Additional Pay Report on Gender and Racial Basis Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | Split 1 FOR, 33 AGAINST |
Split 2 FOR, 6 AGAINST, 7 ABSTAIN |
| EXXON MOBIL CORP. | May 29, 2024 | Additional Social Impact Report Environment or Climate |
Shareholder (E&S) | Against | AGAINST 34 funds |
Split 1 FOR, 7 AGAINST, 7 ABSTAIN |
| EXXON MOBIL CORP. | May 29, 2024 | Report on Plastic Production Under SCS Scenario Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 33 AGAINST |
Split 2 FOR, 6 AGAINST, 7 ABSTAIN |
| EXXON MOBIL CORP. | May 29, 2024 | Revisit Executive Pay Incentives for GHG Emission Reductions Environment or Climate |
Shareholder (E&S) | Against | AGAINST 34 funds |
Split 9 AGAINST, 7 ABSTAIN |
| FIRST CITIZENS BANCSHARES INC. | May 1, 2024 | Proposal requesting a report on the risks of politicized de-banking, if properly presented during the meeting by or on behalf of the stockholder. Environment or Climate |
Shareholder (E&S) | Not determined | AGAINST 17 funds |
Split 3 AGAINST, 6 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.