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Jackson Square Partners

PRI reporting framework 2020

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

(Proxy) voting and shareholder resolutions

LEA 12. Typical approach to (proxy) voting decisions

12.1. Indicate how you typically make your (proxy) voting decisions.

Approach

Based on

12.2. 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.

Jackson Square’s default position for proxy voting is to comply with the recommendations set forth in the ISS guidelines, which summarizes Jackson Square’s position on various issues and gives a general indication as to how proxies will be voted on each issue.  Although Jackson Square usually votes proxies in accordance with the guidelines, Jackson Square reserves the right to vote certain issues counter the guidelines, if, after a review of the matter, Jackson Square determines that its clients’ best interest would be served by such a vote.   After receiving the proxy statements, ISS reviews the proxy issues and votes them in accordance with the Procedures, which are based on ISS’s proxy voting guidelines. In these circumstances, ISS will review the relevant facts and circumstances and research the issue to determine how the proxy should be voted, so that the proxy is voted in the best interests of the client and pursuant to the guidelines.  Jackson Square assigns a member of the investment team with responsibility for reviewing the proxies for each holding.  As part of the review, the investment team member determines whether to vote proxies in accordance with the guidelines or whether to recommend to the Committee to override the ISS vote recommendation.  When the Proxy Committee has decided to vote contrary to the guidelines, the CCO reviews the instructions against the vote recommendation inputted into ISS to ensure the accuracy of the instructions.

The Committee is responsible for overseeing ISS’s proxy voting activities for Jackson Square’s clients and will attempt to ensure that ISS is voting proxies pursuant to the Procedures. Jackson Square reviews proxies voted to ensure the accuracy of the voting records and that all accounts were voted.  The results of such reviews are discussed during Committee meetings.  As part of the Committee’s oversight of ISS, the Committee periodically reviews ISS’s conflict of interest procedures and any other pertinent procedures or representations from ISS in an attempt to ensure that ISS will make recommendations for voting proxies in an impartial manner and in the best interests of Jackson Square’s clients.   In addition, on an annual basis, the CCO reviews ISS’s proxy voting procedures, disclosures, control reports and Form ADV to assess for any issues that should be escalated to the Committee. 

12.3. Additional information.[Optional]


LEA 13. Percentage of voting recommendations reviewed (Not Applicable)


LEA 14. Securities lending programme (Not Completed)


LEA 15. Informing companies of the rationale of abstaining/voting against management

15.1. Indicate the proportion of votes participated in within the reporting year in which where you or the service providers acting on your behalf raised concerns with companies ahead of voting.

15.2. Indicate the reasons for raising your concerns with these companies ahead of voting.

15.3. Additional information. [Optional]


LEA 16. Informing companies of the rationale of abstaining/voting against management

16.1. Indicate the proportion of votes where you, and/or the service provider(s) acting on your behalf, communicated the rationale to companies for abstaining or voting against management recommendations. Indicate this as a percentage out of all eligible votes.

16.2. Indicate the reasons why your organisation would communicate to companies, the rationale for abstaining or voting against management recommendations.

16.3. In cases where your organisation does communicate the rationale for abstaining or voting against management recommendations, indicate whether this rationale is made public.

16.4. Additional information. [Optional]


LEA 17. Percentage of (proxy) votes cast

17.1. For listed equities in which you or your service provider have the mandate to issue (proxy) voting instructions, indicate the percentage of votes cast during the reporting year.

Votes cast (to the nearest 1%)

100 %

Specify the basis on which this percentage is calculated

17.3. Additional information. [Optional]


LEA 18. Proportion of ballot items that were for/against/abstentions (Not Completed)


LEA 19. Proportion of ballot items that were for/against/abstentions

19.1. Indicate whether your organisation has a formal escalation strategy following unsuccessful voting.

19.3. Additional information. [Optional]


LEA 20. Shareholder resolutions (Not Completed)


LEA 21. Examples of (proxy) voting activities (Not Completed)


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