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Christian Brothers Investment Services, Inc.

PRI reporting framework 2017

You are in Direct - Listed Equity Active Ownership » (Proxy) voting and shareholder resolutions » Overview


LEA 17. Voting policy & approach

New selection options have been added to this indicator. Please review your prefilled responses carefully.

17.1. Indicate whether your organisation has a formal voting policy.

17.2. Indicate what your voting policy covers:

17.3. Attach or provide a URL to your voting policy. [Optional]

17.4. Provide a brief overview of your organization’s approach to (proxy) voting.

CBIS has developed a comprehensive list of proxy voting guidelines to positively influence the behavior of companies we invest in — whether on corporate governance matters (e.g., director independence, excessive executive compensation), social concerns (human rights, diversity, employee health and safety), or environmental issues (climate change, energy efficiency). Each year, we vote more than 3,000 proxies — consistently calling on companies to adopt higher ethical, environmental and human rights standards.

We publicly publish our proxy votes on an ongoing, real-time basis to identify how we are voting shares during the course of the voting season. We make available on our website our voting guidelines, and have graphics that summarize our voting trends (like voting for and against management, geographical voting and by sector, etc.).

17.5. Provide an overview of how you ensure your voting policy is adhered to, giving details of your approach when exceptions to the policy are made (if applicable).

Our proxy voting service provider votes our shares according to our specific guidelines. Where there are extenuating circumstances, or where the guidelines do not clearly indicate how to vote, they are referred to our CRI team for direct assessment and voting instructions.