Nuanced, Timely Insights.
Sophisticated Voting Capabilities.
Informed Stewardship.
Soros Fund Management’s mission-driven strategy—pursuing financial returns while fostering meaningful global change—reflects a pragmatic and intentional approach to responsible investment.
Glass Lewis can complement this approach with research breadth and depth, industry-leading research delivery times, flexible voting policy options, and sophisticated voting capabilities.
Why Choose Glass Lewis
20+
Years of Governance and Proxy Voting Leadership
1500+
Company Engagement Meetings
30,500+
Shareholder Meetings in 100+ Markets
5,500
Companies Globally with ESG Profile Scores
140+
Controversy Alerts
3,000
Issuer Data Reports
270+
Report Feedback Statements
Proxy Research that Aligns with Soros’ Themes
The following proxy research reports illustrate how Glass Lewis’ insights can enhance Soros’ proxy voting strategy. Each example highlights how context-rich, case-by-case analysis helps inform decision-making on diversity, executive compensation, and environmental and social risks.
Advancing Workforces through Inclusive Cultures
Alphabet
Limited gender representation and a lack of transparent disclosure on racial and ethnic diversity underscore shareholder concerns about the board’s inclusiveness and the company’s commitment to evolving governance standards.
Download Alphabet Report
Executive Compensation
Tesla
The assessment of Tesla’s CEO Performance Award finds that while latter tranches of the award require substantial growth and outperformance, earlier tranches do not require such levels of outperformance but would still lead to excessive quantum and dilution to shareholders.
Download Tesla Report
Driving the Transition to a Low Carbon Economy
Shell plc
Comprehensive overview of the company’s climate targets and reporting provides a contextual, peer-based perspective on the necessity of a shareholder resolution calling for additional disclosures.
Download Shell Report
Promoting AI Risk Management and Transparency
Meta
Detailed insight into the company and its peers’ disclosures, relevant regulations and high-profile controversies related to AI use and development highlight concerns around privacy, security and governance risks.
Download Meta Report
How Glass Lewis’ ESG Profile Scores Can Support Soros’ Efforts
Glass Lewis’ ESG Profiles offer a snapshot of a company’s performance and disclosure across key environmental, social, and governance (ESG) topics, including Human Rights, Climate Risk and Targets, Board Accountability, and Diversity. Our proprietary scores focus on key material issues, including companies’ governance of ESG areas.
We collect and publish ESG data near public company AGM dates, ensuring high accuracy as companies verify this information via our Issuer Data Reports. All available ESG data can be used in custom policies.
We collect and publish ESG data near public company AGM dates, ensuring high accuracy as companies verify this information via our Issuer Data Reports. All available ESG data can be used in custom policies.
Why Vote with Glass Lewis?
95%
Client Retention: Reflecting satisfaction with our high-touch, personalized client service and 95 CSAT (Customer Satisfaction) score.
200+
Regional Experts Fluent in 30+ Languages: Delivering rigorous principles-based research—tailored to reflect local market practices.
~3 Weeks
Corporate governance research reports are delivered ~3 weeks in advance of AGMs.
9+
Thematic policies that reflect your goals and values.
45+
Region-specific policies to help ensure your governance decisions reflect market best practices.
440+
Custom policies designed to meet the unique needs of our voting clients.
Onboarding Q&A with Heidi Little, Glass Lewis' VP of Operations
Will it be a lot of work to switch my voting to Glass Lewis?
Not at all. The process is a much lighter lift for the client’s team than many expect. There are just three primary points in the onboarding process where the client needs to be directly involved: completing some brief documentation, reviewing and confirming your custom policy, and testing an SFTP site with your IT team if you’re sending holdings.
The Glass Lewis team does the rest of the work on your behalf. We’ll provide training on Viewpoint, and you’ll be ready to vote with confidence.
The Glass Lewis team does the rest of the work on your behalf. We’ll provide training on Viewpoint, and you’ll be ready to vote with confidence.
How do I ensure all my accounts and ballots will be transferred?
If you’re transitioning your voting from another established provider, we’re familiar with their formats. We know the exact report you need to download—and then let us take it from there. We’ll fill out the Custodian Bank letters for you and match your existing voting setup to our templates for your verification.
Best of all, once we have your list of master accounts, we’ll audit everything and highlight accounts to review. What a great opportunity to head into the season knowing that everything is set up exactly how you want it!
Best of all, once we have your list of master accounts, we’ll audit everything and highlight accounts to review. What a great opportunity to head into the season knowing that everything is set up exactly how you want it!
What support will I have after on-boarding?
Your Client Services Manager – and Policy Analyst, if you have a custom policy – are part of the onboarding team. They’re there to completely understand the ins and outs of your setup from the very beginning. As soon as the onboarding project is done, the Client Services manager is your day-to-day person going forward, from training to continuous support throughout the year.
Soros’ Onboarding Timeline
Custom Policy Implementation and Maintenance
Collaborating with Soros Fund Management for Long-Term Value Creation
Glass Lewis combines rigorous, contextual research with flexible policy options and intuitive voting tools to strengthen Soros’ stewardship program and advance long-term value creation.
Let’s Continue the Conversation