IVOX Glass Lewis Updates Engagement Policy
SAN FRANCISCO, KARLSRUHE (January 4, 2016) – IVOX Glass Lewis, Germany’s leading independent provider of governance research and voting services for institutional investors, is pleased to announce an updated engagement policy for the 2016 proxy season that aligns with the conflicts-of-interest policies and procedures of its parent company, Glass Lewis.
IVOX Glass Lewis recognizes that discussion, at the appropriate time, with issuers and other stakeholders fosters mutual understanding while promoting better disclosure by subject companies. However, in order to focus on providing objective, conflict-free research and analysis to clients that is based solely on publicly available information, IVOX Glass Lewis staff will refrain from discussing policies or recommendations with issuers during the solicitation period, which begins on the date the notice of meeting is released and ends on the date of the meeting. However, IVOX Glass Lewis will address a purported factual error or omission brought to its attention at any time.
Read the full IVOX Glass Lewis Fact Sheet on the Engagement Policy page of the Glass Lewis website. IVOX Glass Lewis will host a webinar regarding its engagement policies and procedures on 21 January 2016. If you would like to participate, please send an inquiry to mailto:firstname.lastname@example.org.
The IVOX Glass Lewis research team plans to maintain regular engagement with German listed companies, institutional clients, other stakeholders/advisers and the BVI, as it has since its foundation in 2005.
Please refer to Glass Lewis’ Statement of Compliance to the Best Practice Principles for Providers of Shareholder Voting Research & Analysis for additional information regarding the engagement policies and procedures that apply across all Glass Lewis divisions, including IVOX Glass Lewis.
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