Client Custom Policies

Custom Policies to Advance Your Stewardship Goals

Vote according to your outlook and approach to governance matters with a Custom Policy.

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Institutional investors often need to tailor voting practices to meet client mandates, regulations, or investment philosophies. Glass Lewis' Custom Policies combine advanced technology, expert guidance, and extensive data to deliver flexible solutions aligned with your firm's proxy voting goals.

Key Features and Benefits

Timely Custom Voting Recommendations

Receive tailored recommendations within four hours of our Proxy Papers publishing. This timely access enables you to make informed voting decisions well ahead of your deadlines.

Flexible and Configurable

Our rules engine supports seamless policy updates as your needs evolve, with options to craft nuanced policies using company factors, market trends, and diverse data sources.

Dedicated Custom Policy Team

Our Custom Policy team works as an extension of your own, collaborating to establish, maintain, and audit your policy. Supported by our research experts, we ensure alignment with market best practices and your stewardship goals.
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HOW IT WORKS

Custom Policy Development, Implementation and Maintenance

1

Define Your Current Policy

  • Identify stewardship objectives.

  • Evaluate coverage universe and regulatory requirements.

  • Review thought leadership and affiliations.

2

Review Existing Implemented Policy

  • Ensure alignment with stewardship goals and key focus areas (SRDII, SDGs, etc.)

  • Benchmark against peer investors.

  • Integrate current governance trends and market best practices.

3

Recommend a Proxy Voting Policy Approach

Team collaboration to refine policy and finalize approach.

4

Build Policy

Our policy operations analysts codify your policy in our rules-based application.

5

Rigorously Test Your Policy

All changes undergo peer review, testing, and logging through an internal change management system.

6

Implement Your Policy

Complete the technical implementation, with activation in our proxy voting platform, Viewpoint, upon approval.

7

Monitor and Maintain Your Policy

Policy changes are monitored, with select recommendations audited for accuracy. Annual guideline review ensures the policy stays aligned with current trends.

8

Report Policy Outcomes

  • Access policy outcome data through Viewpoint.

  • Review KPI reports on recommendation accuracy.

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