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JPMorgan vs Brighthouse: how alike they voted, 2023-2024

93.7% When both took a single position, they voted the same way on 93.7% of 13,942 items (13,069 the same, 873 different). 3,079 items where at least one of them split its funds are listed separately below. Both voted on 17,021 items in all.

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)

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 17,02113,069873 3,07993.7%87.0%
Board proposals 14,48811,321779 2,38893.6%88.2%
E&S shareholder proposals 320394 27790.7%44.2%
Other items 2,2131,70990 41495.0%84.7%

Where they did not vote alike

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.

CompanyMeetingProposalOn the ballot from Board recommendedJPMorganBrighthouse
FIRSTENERGY CORP. May 22, 2024 Report on Financial Statement Assumptions and Climate Change
Environment or Climate
Shareholder (E&S) Against AGAINST
7 funds
Split
3 AGAINST, 3 ABSTAIN
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 AGAINST
2 funds
Split
3 AGAINST, 5 ABSTAIN
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 FOR
4 funds
Split
2 AGAINST, 4 ABSTAIN
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 AGAINST
4 funds
Split
1 FOR, 1 AGAINST, 4 ABSTAIN
GAMESTOP CORP. June 17, 2024 To consider and vote on the stockholder proposal requesting a Board of Directors skills and diversity matrix, if properly presented at the annual meeting.
Diversity, Equity, and Inclusion
Shareholder (E&S) Against AGAINST
1 fund
Split
1 FOR, 2 ABSTAIN
GENERAL ELECTRIC CO. May 7, 2024 Report Analyzing Risks Arising from Voluntary Carbon-Reduction Commitments
Environment or Climate
Shareholder (E&S) Against FOR
3 funds
Split
4 AGAINST, 6 ABSTAIN
GENERAL MOTORS CO. June 4, 2024 Eliminate EV Targets from Incentive Compensation Programs
Environment or Climate
Shareholder (E&S) Not determined AGAINST
3 funds
Split
3 AGAINST, 2 ABSTAIN
GENERAL MOTORS CO. June 4, 2024 Shareholder Proposal Requesting a Report on the Company's Use of Deep-Sea Mined Minerals in its Production and Supply Chains
Environment or Climate
Shareholder (E&S) Not determined AGAINST
3 funds
Split
1 FOR, 2 AGAINST, 7 ABSTAIN
GENERAL MOTORS CO. June 4, 2024 Shareholder Proposal Requesting a Report on the Use of Child Labor in Connection with the Company's EV Supply Chain
Human Rights or Human Capital/workforce
Shareholder (E&S) Not determined FOR
3 funds
Split
3 AGAINST, 7 ABSTAIN
GEO GROUP INC. May 3, 2024 To vote on a shareholder proposal regarding a third-party racial equity audit and report, if properly presented before meeting.
Diversity, Equity, and Inclusion
Shareholder (E&S) Against AGAINST
2 funds
Split
1 AGAINST, 1 ABSTAIN
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 AGAINST
8 funds
Split
4 AGAINST, 10 ABSTAIN
GOLDMAN SACHS GROUP INC. April 24, 2024 Shareholder Proposal Regarding Disclosure of Clean Energy Supply Financing Ratio
Environment or Climate
Shareholder (E&S) Against FOR
6 funds
Split
2 FOR, 4 AGAINST, 3 ABSTAIN
GOLDMAN SACHS GROUP INC. April 24, 2024 Shareholder Proposal Regarding Environmental Justice Impact Assessment
Environment or Climate
Shareholder (E&S) Against Split
1 FOR, 5 AGAINST
Split
1 FOR, 5 AGAINST, 3 ABSTAIN
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
5 FOR, 1 AGAINST
Split
2 FOR, 4 AGAINST, 3 ABSTAIN
GOLDMAN SACHS GROUP INC. April 24, 2024 Shareholder Proposal Regarding Pay Equity Reporting
Diversity, Equity, and Inclusion
Shareholder (E&S) Against Split
2 FOR, 4 AGAINST
Split
1 FOR, 5 AGAINST, 3 ABSTAIN
GOLDMAN SACHS GROUP INC. April 24, 2024 Shareholder Proposal Regarding a GSAM Proxy Voting Review
Environment or Climate
Shareholder (E&S) Against AGAINST
6 funds
Split
6 AGAINST, 3 ABSTAIN
GOLDMAN SACHS GROUP INC. April 24, 2024 Shareholder Proposal Regarding a Report on Financial Statement Assumptions Regarding Climate Change
Environment or Climate
Shareholder (E&S) Against AGAINST
6 funds
Split
6 AGAINST, 3 ABSTAIN
GOLDMAN SACHS GROUP INC. April 24, 2024 Shareholder Proposal Regarding a Transparency In Lobbying Report
Other Social Issues
Shareholder (E&S) Against FOR
6 funds
Split
3 FOR, 3 AGAINST, 3 ABSTAIN
GRANITE CONSTRUCTION INC. June 5, 2024 Shareholder proposal regarding a report on the I-80 South Quarry Project
Environment or Climate
Shareholder (E&S) Against AGAINST
1 fund
Split
1 AGAINST, 1 ABSTAIN
HERSHEY CO. May 6, 2024 Stockholder Proposal titled "Public Report on Living Wage & Income."
Other Social Issues
Shareholder (E&S) Against AGAINST
12 funds
Split
1 AGAINST, 3 ABSTAIN
HOME DEPOT INC. May 16, 2024 Shareholder Proposal Regarding Corporate Giving Report
Other Social Issues
Shareholder (E&S) Against AGAINST
19 funds
Split
3 AGAINST, 3 ABSTAIN
HOME DEPOT INC. May 16, 2024 Shareholder Proposal Regarding Disclosure of Director Donations
Environment or Climate
Shareholder (E&S) Against AGAINST
19 funds
Split
3 AGAINST, 3 ABSTAIN
HOME DEPOT INC. May 16, 2024 Shareholder Proposal Regarding Political Contributions Congruency Analysis
Other Social Issues
Shareholder (E&S) Against AGAINST
19 funds
Split
3 AGAINST, 3 ABSTAIN
HOME DEPOT INC. May 16, 2024 Shareholder Proposal Regarding a Report on Biodiversity Impact and Dependency Assessment
Environment or Climate
Shareholder (E&S) Against Split
1 FOR, 18 AGAINST
Split
3 AGAINST, 3 ABSTAIN
HOME DEPOT INC. May 16, 2024 Shareholder Proposal Regarding a Report on Respecting Workforce Civil Liberties
Environment or Climate
Shareholder (E&S) Against AGAINST
19 funds
Split
3 AGAINST, 3 ABSTAIN
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 AGAINST
4 funds
Split
2 FOR, 5 ABSTAIN
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, 9 AGAINST
Split
2 AGAINST, 5 ABSTAIN
INTEL CORP. May 7, 2024 Stockholder proposal requesting a corporate financial sustainability board committee, if properly presented at the meeting.
Environment or Climate
Shareholder (E&S) Against AGAINST
8 funds
Split
6 AGAINST, 7 ABSTAIN
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 AGAINST
8 funds
Split
6 AGAINST, 7 ABSTAIN
INTERNATIONAL BUSINESS MACHINES CORP. April 30, 2024 Stockholder Proposal Requesting a Public Report on Climate Lobbying
Environment or Climate
Shareholder (E&S) Against Split
1 FOR, 11 AGAINST
Split
1 FOR, 1 AGAINST, 1 ABSTAIN
INTERNATIONAL BUSINESS MACHINES CORP. April 30, 2024 Stockholder Proposal Requesting a Public Report on Congruency in China Business Operations and ESG Activities
Human Rights or Human Capital/workforce
Shareholder (E&S) Against AGAINST
12 funds
Split
3 AGAINST, 3 ABSTAIN
INTERNATIONAL BUSINESS MACHINES CORP. April 30, 2024 Stockholder Proposal Requesting a Public Report on Lobbying Activities
Other Social Issues
Shareholder (E&S) Against Split
1 FOR, 11 AGAINST
Split
1 FOR, 1 AGAINST, 1 ABSTAIN
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
1 FOR, 11 AGAINST
Split
2 FOR, 1 AGAINST, 3 ABSTAIN
INTERNATIONAL FLAVORS & FRAGRANCES INC. May 1, 2024 Commission a third-party assessment on the Company's commitment to freedom of association and collective bargaining rights.
Human Rights or Human Capital/workforce
Shareholder (E&S) Not determined Split
1 FOR, 3 AGAINST
Split
1 AGAINST, 2 ABSTAIN
INTERNATIONAL PAPER CO. May 13, 2024 Shareowner Proposal Concerning a Report on the Company's LGBTQ+ Equity and Inclusions Efforts
Human Rights or Human Capital/workforce
Shareholder (E&S) Against AGAINST
14 funds
Split
2 AGAINST, 3 ABSTAIN
INTUIT INC. January 18, 2024 Stockholder proposal requesting a retirement plan investment report
Environment or Climate
Shareholder (E&S) Against Split
3 FOR, 24 AGAINST
Split
1 FOR, 6 AGAINST, 7 ABSTAIN
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
1 FOR, 20 AGAINST
Split
2 FOR, 6 AGAINST, 7 ABSTAIN
ITT INC. May 15, 2024 A shareholder proposal regarding political spending
Other Social Issues
Shareholder (E&S) Against AGAINST
13 funds
Split
1 FOR, 2 AGAINST, 2 ABSTAIN
JOHNSON & JOHNSON April 25, 2024 Gender-based compensation gaps and associated risks
Environment or Climate
Shareholder (E&S) Against AGAINST
23 funds
Split
8 AGAINST, 6 ABSTAIN
JOHNSON & JOHNSON April 25, 2024 Shareholder proposal withdrawn.
Other Social Issues
Shareholder (E&S) Against ABSTAIN
23 funds
Split
1 AGAINST, 6 ABSTAIN
JPMORGAN CHASE & CO. May 21, 2024 Humanitarian risks due to climate change policies
Environment or Climate
Shareholder (E&S) Against AGAINST
2 funds
Split
7 AGAINST, 9 ABSTAIN
JPMORGAN CHASE & CO. May 21, 2024 Indigenous peoples' rights indicators
Human Rights or Human Capital/workforce
Shareholder (E&S) Against AGAINST
2 funds
Split
1 FOR, 3 AGAINST, 3 ABSTAIN
JPMORGAN CHASE & CO. May 21, 2024 Proxy voting alignment
Environment or Climate
Shareholder (E&S) Against AGAINST
2 funds
Split
7 AGAINST, 9 ABSTAIN
JPMORGAN CHASE & CO. May 21, 2024 Report on due diligence in conflict-affected and high-risk areas
Human Rights or Human Capital/workforce
Shareholder (E&S) Against AGAINST
2 funds
Split
7 AGAINST, 9 ABSTAIN
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 AGAINST
7 funds
Split
1 FOR, 5 ABSTAIN
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 AGAINST
7 funds
Split
1 FOR, 5 ABSTAIN
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 AGAINST
7 funds
Split
1 AGAINST, 5 ABSTAIN
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
1 FOR, 9 AGAINST
Split
6 AGAINST, 4 ABSTAIN
KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC May 14, 2024 Vote on a stockholder proposal regarding managing climate risk through science-based targets and transition planning
Environment or Climate
Shareholder (E&S) Against AGAINST
12 funds
Split
3 AGAINST, 2 ABSTAIN
KOSMOS ENERGY LTD. June 6, 2024 To provide a non-binding, advisory vote on a stockholder proposal regarding a report on tax payments.
Other Social Issues
Shareholder (E&S) Against AGAINST
1 fund
Split
1 FOR, 2 AGAINST
KRAFT HEINZ CO. May 2, 2024 Stockholder Proposal - Report on recyclability claims, if properly presented
Environment or Climate
Shareholder (E&S) Not determined Split
1 FOR, 13 AGAINST
AGAINST
1 fund
L3HARRIS TECHNOLOGIES INC. April 19, 2024 Shareholder Proposal titled "Transparency in Lobbying"
Other Social Issues
Shareholder (E&S) Against AGAINST
6 funds
Split
4 FOR, 1 AGAINST, 5 ABSTAIN
LABORATORY CORP. OF AMERICA HOLDINGS May 14, 2024 Shareholder proposal regarding a Board report on risks of fulfilling information requests.
Other Social Issues
Shareholder (E&S) Against AGAINST
10 funds
Split
1 AGAINST, 2 ABSTAIN
LABORATORY CORP. OF AMERICA HOLDINGS May 14, 2024 Shareholder proposal regarding a Board report on transport of nonhuman primates within the U.S.
Environment or Climate
Shareholder (E&S) Against AGAINST
10 funds
Split
1 AGAINST, 2 ABSTAIN
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 AGAINST
13 funds
Split
2 FOR, 2 AGAINST, 7 ABSTAIN
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 AGAINST
13 funds
Split
2 FOR, 2 AGAINST, 7 ABSTAIN
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 AGAINST
13 funds
Split
2 FOR, 2 AGAINST, 7 ABSTAIN
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 AGAINST
4 funds
Split
2 AGAINST, 9 ABSTAIN
LULULEMON ATHLETICA INC. June 6, 2024 Shareholder proposal regarding a report on the impact of the production and sale of animal-derived products (if properly presented at the meeting).
Other Social Issues
Shareholder (E&S) Against AGAINST
10 funds
Split
1 FOR, 3 AGAINST, 6 ABSTAIN
MARKEL GROUP INC. May 22, 2024 Shareholder proposal for a report on the Company's greenhouse gas emissions.
Environment or Climate
Shareholder (E&S) Against AGAINST
1 fund
Split
1 FOR, 3 ABSTAIN
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 AGAINST
19 funds
Split
2 FOR, 5 AGAINST, 4 ABSTAIN
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 AGAINST
19 funds
Split
1 FOR, 6 AGAINST, 4 ABSTAIN
MASTERCARD INC. June 18, 2024 Consideration of a stockholder proposal requesting a congruency report on privacy and human rights
Human Rights or Human Capital/workforce
Shareholder (E&S) Against AGAINST
35 funds
Split
8 AGAINST, 13 ABSTAIN
MASTERCARD INC. June 18, 2024 Consideration of a stockholder proposal requesting a human rights congruency report
Other Social Issues
Shareholder (E&S) Against AGAINST
35 funds
Split
8 AGAINST, 13 ABSTAIN
MASTERCARD INC. June 18, 2024 Consideration of a stockholder proposal requesting a report on gender-based compensation and benefit gaps
Environment or Climate
Shareholder (E&S) Against AGAINST
35 funds
Split
1 FOR, 7 AGAINST, 13 ABSTAIN
MASTERCARD INC. June 18, 2024 Consideration of a stockholder proposal requesting transparency in lobbying
Other Social Issues
Shareholder (E&S) Against Split
3 FOR, 32 AGAINST
Split
1 FOR, 4 AGAINST, 4 ABSTAIN
MATTEL INC. May 29, 2024 Stockholder proposal requesting additional disclosure regarding political contributions and expenditures.
Other Social Issues
Shareholder (E&S) Against AGAINST
2 funds
Split
1 FOR, 2 AGAINST, 2 ABSTAIN
MCDONALD'S CORP. May 22, 2024 Proposal Withdrawn
Other Social Issues
Shareholder (E&S) Against AGAINST
31 funds
Split
1 FOR, 2 AGAINST, 6 ABSTAIN
MERCK & CO. INC. May 28, 2024 Shareholder proposal regarding a government censorship transparency report.
Other Social Issues
Shareholder (E&S) Against AGAINST
33 funds
Split
9 AGAINST, 11 ABSTAIN
MERCK & CO. INC. May 28, 2024 Shareholder proposal regarding a report on respecting workforce civil liberties.
Environment or Climate
Shareholder (E&S) Against AGAINST
33 funds
Split
9 AGAINST, 11 ABSTAIN
MESA LABORATORIES INC. August 25, 2023 To approve the shareholder proposal to measure and annually present scope 1 through 3 greenhouse gas emissions.
Environment or Climate
Shareholder (E&S) Against FOR
1 fund
Split
1 FOR, 2 ABSTAIN
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
42 FOR, 3 AGAINST
FOR
1 fund
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
42 FOR, 3 AGAINST
FOR
1 fund
META PLATFORMS INC. May 29, 2024 Report on Framework to Assess Company Lobbying Alignment with Climate Goals
Other Social Issues
Shareholder (E&S) Against Split
1 FOR, 44 AGAINST
Split
1 FOR, 1 AGAINST
META PLATFORMS INC. May 29, 2024 Report on Generative AI Misinformation and Disinformation Risks
Other Social Issues
Shareholder (E&S) Against AGAINST
45 funds
Split
1 FOR, 1 AGAINST
METLIFE INC. June 18, 2024 Shareholder proposal requesting a third-party racial equity audit
Diversity, Equity, and Inclusion
Shareholder (E&S) Against AGAINST
27 funds
Split
2 AGAINST, 3 ABSTAIN
MGM RESORTS INTERNATIONAL May 1, 2024 A stockholder proposal requesting a report to stockholders on risks created by the Company's diversity, equity and inclusion efforts.
Environment or Climate
Shareholder (E&S) Against AGAINST
4 funds
Split
1 AGAINST, 10 ABSTAIN
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 FOR
8 funds
Split
1 FOR, 2 AGAINST, 7 ABSTAIN
MICROSOFT CORP. December 7, 2023 Mandate for Third-Party Political Reporting
Other Social Issues
Shareholder (E&S) Against AGAINST
45 funds
Split
9 AGAINST, 4 ABSTAIN
MICROSOFT CORP. December 7, 2023 Report on AI Misinformation and Disinformation
Other Social Issues
Shareholder (E&S) Against Split
43 FOR, 2 AGAINST
Split
1 FOR, 8 AGAINST, 4 ABSTAIN
MICROSOFT CORP. December 7, 2023 Report on Climate Risks to Retirement Plan Beneficiaries
Environment or Climate
Shareholder (E&S) Against AGAINST
45 funds
Split
9 AGAINST, 4 ABSTAIN
MICROSOFT CORP. December 7, 2023 Report on Data Operations in Human Rights Hotspots
Human Rights or Human Capital/workforce
Shareholder (E&S) Against Split
43 FOR, 2 AGAINST
Split
4 FOR, 5 AGAINST, 4 ABSTAIN
MICROSOFT CORP. December 7, 2023 Report on Gender-Based Compensation and Benefit Gaps
Environment or Climate
Shareholder (E&S) Against AGAINST
45 funds
Split
9 AGAINST, 4 ABSTAIN
MICROSOFT CORP. December 7, 2023 Report on Government Takedown Requests
Environment or Climate
Shareholder (E&S) Against AGAINST
45 funds
Split
9 AGAINST, 4 ABSTAIN
MICROSOFT CORP. December 7, 2023 Report on Risk from Omitting Ideology in EEO Policy
Environment or Climate
Shareholder (E&S) Against AGAINST
45 funds
Split
9 AGAINST, 4 ABSTAIN
MICROSOFT CORP. December 7, 2023 Report on Risks of Weapons Development
Other Social Issues
Shareholder (E&S) Against AGAINST
45 funds
Split
10 AGAINST, 4 ABSTAIN
MICROSOFT CORP. December 7, 2023 Report on Tax Transparency
Other Social Issues
Shareholder (E&S) Against AGAINST
45 funds
Split
1 FOR, 8 AGAINST, 4 ABSTAIN
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 AGAINST
33 funds
Split
1 FOR, 2 AGAINST, 6 ABSTAIN
MONDELEZ INTERNATIONAL INC. May 22, 2024 Shareholder proposal requesting an Audit Committee subcommittee study on Company affiliations;
Other Social Issues
Shareholder (E&S) Against AGAINST
33 funds
Split
2 AGAINST, 3 ABSTAIN
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 AGAINST
33 funds
Split
2 FOR, 1 AGAINST, 6 ABSTAIN
MORGAN STANLEY May 23, 2024 Shareholder proposal regarding transparency in lobbying
Other Social Issues
Shareholder (E&S) Against Split
3 FOR, 14 AGAINST
Split
3 FOR, 2 AGAINST, 3 ABSTAIN
MORGAN STANLEY May 23, 2024 Shareholder proposal requesting a clean energy supply financing ratio
Environment or Climate
Shareholder (E&S) Against Split
3 FOR, 14 AGAINST
Split
1 FOR, 4 AGAINST, 3 ABSTAIN
MORGAN STANLEY May 23, 2024 Shareholder proposal requesting a report on risks of politicized de-banking
Environment or Climate
Shareholder (E&S) Against AGAINST
17 funds
Split
5 AGAINST, 3 ABSTAIN
MSCI INC. April 23, 2024 To approve shareholder proposal to report on "Chinese military-industry companies" in Company indices.
Human Rights or Human Capital/workforce
Shareholder (E&S) Against AGAINST
5 funds
Split
2 AGAINST, 5 ABSTAIN
NETFLIX INC. June 6, 2024 Stockholder proposal entitled, "Corporate Financial Sustainability Proposal," if properly presented at the meeting.
Environment or Climate
Shareholder (E&S) Against AGAINST
26 funds
Split
6 AGAINST, 3 ABSTAIN
NETFLIX INC. June 6, 2024 Stockholder proposal entitled, "Report on Netflix's Use of Artificial Intelligence," if properly presented at the meeting.
Other Social Issues
Shareholder (E&S) Against AGAINST
26 funds
Split
1 FOR, 5 AGAINST, 3 ABSTAIN
NEXTERA ENERGY INC. May 23, 2024 A Proposal entitled ''Climate Lobbying Report'' requesting a report on the Company's lobbying and trade association memberships in relation to the Company's emissions goal
Environment or Climate
Shareholder (E&S) Against Split
5 FOR, 37 AGAINST
AGAINST
1 fund
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
2 FOR, 24 AGAINST
Split
1 FOR, 7 AGAINST, 8 ABSTAIN
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
2 FOR, 24 AGAINST
Split
1 FOR, 8 AGAINST, 8 ABSTAIN
NORFOLK SOUTHERN CORP. May 9, 2024 A shareholder proposal regarding an annual report on lobbying activities, policies, and communications, if properly presented
Other Social Issues
Shareholder (E&S) Contested Split
1 FOR, 26 AGAINST
FOR
1 fund

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← All 20 managers, 2023-2024

How items are matched and positions counted: see the comparison table and the methodology. Built October 13, 2026 from SEC Form N-PX filings.