Provide an overview of how you ensure that your agreed-upon voting policy is adhered to, giving details of your approach when exceptions to the policy are made.
We utilize the ESG proxy voting capability of Glass Lewis and we review Glass Lewis’ voting record to make sure they comply with their policy. In certain instances we will adjust their recommended vote if we have a different perspective on what is in the long term best interest.
All proxies voted by Matarin on behalf of its clients are voted based upon ESG standards, through our proxy-voting partner, Glass Lewis which is partnered with Sustainalytics for ESG research. Our ESG proxy guidelines focus on sustainable business practices such as ESG disclosure, risk mitigation and good governance.