Resources

InvestorRightsForum.com

A deep dive into the debates and issues regarding the shareholder proposal process.

Broadridge: Shareholder Education

A simple guide to understanding proxy voting, how to vote your shares, and why it matters. A good starting point for anyone new to the process. 

As You Vote

A tool that helps individual investors align their proxy votes with their values. Shows how your mutual funds vote on shareholder proposals and whether they reflect your priorities. 

Diligent: Proxy Voting Guidelines

An overview of how institutional investors set and apply proxy voting guidelines. Helpful for asset managers and governance professionals looking to understand best practices. 

Intentional Endowments Network 

IEN is a network supporting universities and nonprofits, in aligning their investment portfolios with their mission. Useful for endowments and foundations looking to engage.

Proxy Advisors 101

An informative resource explaining the role of proxy advisory firms and how they provide institutional investors with independent, timely, and expert research on proxy statement items.