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Bank of America Global Wealth and Investment Management

PRI reporting framework 2018

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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:

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.

U.S. Trust clients delegate authority to U.S. Trust to vote proxies on their behalf.  U.S. Trust has a fiduciary focused proxy voting policy and custom guidelines and employs Glass Lewis to execute the votes.  Clients may also withhold this delegation and vote themselves if they choose to do so.

Merrill Lynch Wealth Management clients enrolled in our investment advisory programs directly determine how to vote their proxies. Through our investment advisory agreement, clients may delegate proxy voting authority directly to ISS or elect to vote proxies themselves.  As part of delegating to ISS, clients may, at their discretion, choose among the ISS Benchmark, ISS Socially Responsible Investing, and ISS Catholic proxy voting guidelines.

 


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