Thematic Voting Policies 

Fulfill Your Unique Governance Objectives

Choose a thematic policy that reflects your goals and values.

Many institutional investors face diverse priorities and regulations, making proxy voting policy development resource intensive. Glass Lewis' Thematic Proxy Voting Policies provide tailored guidelines to streamline policy management and support distinct governance objectives.

Policy Options

Bowyer Research Policy

Bowyer Research, an investment and proxy consulting firm, offers policy guidelines for investors skeptical of politicized ESG and DEI initiatives. They oppose proposals advancing these practices, whether from shareholder activists or company management. At the same time, they support shareholder proposals that aim to counter ESG and DEI policies and move companies back toward political neutrality.

Corporate Governance Focused Policy

Ensures compliance with fiduciary duties to drive long-term shareholder value while emphasizing key corporate governance principles.

Climate Policy

Incorporates governance, oversight, management, and reporting of climate risks and opportunities into proxy voting practices.

ESG Policy

Supports investors focused on environmental and social issues or serves as a supplemental voting policy for ESG-focused funds.

BVI Policy

Provides guidance to BVI members for independent analysis of resolutions at general meetings of both listed and unlisted companies.

Proxinvest Policy

Encourages European public companies to enhance governance and ESG practices through rigorous voting guidelines.

Catholic Policy

Aligns with principles of the United States Conference of Catholic Bishops, serving religious investors or funds for religious institutions.

Public Pension Policy

Supports public pension plans in meeting fiduciary responsibilities, emphasizing extremely long-term investment horizons.

Taft Hartley Policy

Facilitates compliance with the fiduciary voting requirements of the Taft-Hartley Labor Act and ERISA, reviewing labor practices, EEOC compliance, union relations, and job safety.

Key Features and Benefits

Comprehensive Governance and ESG Focus Areas

Our policies address a broad spectrum of governance and ESG topics, such as climate risk, labor practices, or religious values, ensuring alignment with diverse investor goals.

Support for Regulatory and Fiduciary Obligations

Designed to meet specific fiduciary obligations, our Taft-Hartley Policy supports compliance with ERISA, the Taft-Hartley Act, and regional governance standards.

Regional Expertise and Industry-Specific Insights

Incorporating local governance norms and industry-specific practices, our BVI and Proxinvest guidelines provide market-specific guidance for more informed decision-making.

Focus on Long-Term Value Creation

With a focus on governance and ESG priorities, our policies aim to drive long-term shareholder value, safeguard investments, and fulfill fiduciary responsibilities for clients with extended investment horizons.