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AJO

PRI reporting framework 2018

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

Overview

LEA 15. Voting policy & approach

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

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

15.2. Indicate what your voting policy covers:

other description

          Record-keeping
        

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

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

AJO exercises proxy voting responsibilities on behalf of many of the firm’s clients pursuant to express or implied authorization in the client’s investment management agreement, though some clients retain this authority.

 

We rely primarily on the work of Institutional Shareholder Services (ISS) for detailed analyses of proxy issues, and client proxies are voted based on the ISS recommendations. Proxy votes in each account are monitored by the AJO proxy manager, and our proxy voting is overseen by our Proxy Oversight Committee. ISS implements and records our proxy votes and provides the data we use to prepare client reports. We provide clients a quarterly proxy-voting record, detailing all votes by company and issue. 


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