Best Practice Principles & Stewardship Codes
Best Practice Principles & Stewardship Codes
Glass Lewis has issued statements on a variety of global stewardship codes, and is a charter signatory of the Best Practice Principles for Shareholder Voting Research & Analysis, which were launched in March 2014.
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Swiss Stewardship Code Statement
Best Practice Principle
Glass Lewis’ Statement of Compliance with the Best Practice Principles for Providers of Shareholder Voting Research & Analysis details how Glass Lewis applies each of the three principles of Service Quality, Conflicts of Interest Management, and Market Communications and all related guidance to the work we perform on behalf of our clients.
Statements of Compliance are available for the following years:
2024 (current)20232022202120202019Statements of Compliance are available for the following years:
The Best Practice Principles Group (BPPG) website provides details on the principles, an overview of how they were developed and lists members and signatories. Visit the BPPG website.
UK Stewardship Code Statement
Glass Lewis’ annual Statement on the UK Stewardship Code. The Code was published by the Financial Reporting Council in July 2010 and last updated in 2020. The purpose of the UK Stewardship Code is to promote greater transparency among investor groups with respect to the handling of responsible investment activities.
France AMF Recommendation for Proxy Advisors
Glass Lewis’ Statement on AMF Recommendation No. 2011-06 on proxy advisory firms, issued by the Autorité des Marches Financiers (“AMF”) in March 2011. The purpose of the AMF Recommendation is to secure greater transparency with regard to the operation and role of proxy advisors.
Japan Stewardship Code Statement
Glass Lewis’ Statement on Japan’s Stewardship Code, published by the Council of Experts on the Stewardship Code in February 2014 and updated in March 2020. The Code was published in an effort to endorse greater transparency among investor groups with respect to the handling of responsible investment activities.
Korea Stewardship Code Statement
Glass Lewis’ Statement on Korea’s Stewardship Code, published by the Korea Stewardship Code Council on December 16, 2016, in an effort to enhance investor stewardship, reflecting the responsibility of institutional investors to engage constructively with invested companies.
Glass Lewis Submission on APRA’s Governance Review Discussion Paper
Glass Lewis recently provided a submission to the Australian Prudential Regulation Authority (APRA) in response to its Governance Review Discussion Paper.
Glass Lewis Submission on APRA’s Governance Review Discussion Paper
Glass Lewis recently provided a submission to the Australian Prudential Regulation Authority (APRA) in response to its Governance Review Discussion Paper.
Fuji Media & Keisei Electric Railway
Japanese companies continue to face heightened levels of shareholder activism.This week, investors have raised questions about board composition, governance practices and the financial/capital strategy at both Fuji Media and Keisei Electric Railway.
Fuji Media & Keisei Electric Railway
Japanese companies continue to face heightened levels of shareholder activism.This week, investors have raised questions about board composition, governance practices and the financial/capital strategy at both Fuji Media and Keisei Electric Railway.
How Glass Lewis Helps Investors Meet the UN PRI Principles and Reporting Requirements
As the world’s largest responsible investing initiative, with over 5,000 investor signatories and €130 trillion in assets under management, the UN PRI reporting exercise (closing on July 30th) represents an important undertaking for investors globally. As a trusted partner to the global investment community, Glass Lewis provides solutions that help investors implement these principles — from voting research and custom engagement services to streamlined stewardship tracking and reporting.
How Glass Lewis Helps Investors Meet the UN PRI Principles and Reporting Requirements
As the world’s largest responsible investing initiative, with over 5,000 investor signatories and €130 trillion in assets under management, the UN PRI reporting exercise (closing on July 30th) represents an important undertaking for investors globally. As a trusted partner to the global investment community, Glass Lewis provides solutions that help investors implement these principles — from voting research and custom engagement services to streamlined stewardship tracking and reporting.
Bridging the Gap: Integrating Proxy Voting and Engagement for Effective Stewardship
In the evolving landscape of investment stewardship, institutional investors are increasingly recognizing the need to harmonize proxy voting and corporate engagement. Historically treated as distinct activities, these disciplines are now seen as complementary levers that, when aligned, can enhance outcomes and long-term value.
Bridging the Gap: Integrating Proxy Voting and Engagement for Effective Stewardship
In the evolving landscape of investment stewardship, institutional investors are increasingly recognizing the need to harmonize proxy voting and corporate engagement. Historically treated as distinct activities, these disciplines are now seen as complementary levers that, when aligned, can enhance outcomes and long-term value.