Proxy Guidelines

U.S. Guidelines (2013)

These guidelines are intended to provide a general overview of Glass Lewis’ United States Policy Guidelines by highlighting the key policies that we apply to companies listed in the United States. However, Glass Lewis’ analysis is on a case-by-case basis, taking into consideration sector, industry and business performance factors.

Download U.S. Abridged Guidelines


Canadian Guidelines (2013)

These guidelines are intended to provide a general overview of Glass Lewis’ Canadian Policy Guidelines by highlighting the key policies that we apply to companies listed in Canada. However, Glass Lewis’ analysis is on a case-by-case basis, taking into consideration sector, industry and business performance factors.

Download Canadian Abridged Guidelines


Continental Europe Guidelines (2012)

While corporate governance practices in Europe vary significantly by country, many principles and regulations are common to most European countries. Therefore, we have consolidated our proxy voting guidelines for companies located in Europe (with the exception of the UK and Ireland, which retain separate voting guidelines) into a single pan-European policy to reflect the growing convergence of both corporate governance regulations among EU member states as well as governance practices among European companies. This convergence was accelerated by the 2007 EU Shareholder Rights Directive. Furthermore, corporate governance practices in Europe are increasingly codified by legally-binding directives and non-binding recommendations of the European Commission and other European regulatory authorities, which apply to all European Union member states and are frequently adopted by non-member European states such as Switzerland and Norway.

These guidelines are intended to summarize the underlying principles and definitions used by Glass Lewis and European regulatory authorities when applying market-specific policies across continental Europe. Throughout these guidelines, as applicable, we will identify policies, principles and definitions that may vary by market.

Download Continental Europe Abridged Guidelines