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Connor, Clark & Lunn Investment Management Ltd.

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]


Attach document

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

The global proxy research and voting services of ISS are employed to help analyze and vote proxies on behalf of our clients. ISS prepares the voting recommendations for all items for which we are entitled to vote. We review these recommendations to ensure that they correctly reflect our position and make changes where appropriate. Unusual proposals are identified and reviewed in greater detail by the portfolio manager with direct responsibility for that investment within the context of our proxy voting guidelines. The rationale for changes in voting recommendations is documented by the portfolio manager.

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).

The Entitlements team within the Investment Resource Group (IRG) provide support by supplying reporting of upcoming votes to managers and monitoring ballots ready for voting.