Proxy Research & Voting

Jantzi-Sustainalytics has partnered with Shareholder Association for Research and Education to provide proxy research and agency voting services to our clients. Our service includes the following elements:

Agency Voting

Proxy Guideline Refinement - results in consistent, defensible votes that are reflective of client’s investment objectives
Meeting/issue Notification – notification of upcoming shareholder meetings and developments in individual markets
Vote Decisions and Execution- votes cast in a timely manner and in accordance with the client’s proxy voting policy
Compliance Reporting and Recordkeeping – delivery of a complete proxy voting record

Proxy Research

Corporate Governance and Social Issues - provides an analysis of key issues on the ballot.
Jantzi-Sustainalytics keeps its clients abreast of social and
environmental shareholder proposals beforehand, in order to
proactively guide the manager’s vote. This minimizes the chances of a
vote being cast incorrectly, or in the case of a large portfolio with
numerous managers, being cast in different and contradictory ways.

For more information about Jantzi-Sustainalytics' proxy voting research and voting platform, please email us at contact@jantzisustainalytics.com.

Jantzi-Sustainalytics News

Jantzi-Sustainalytics Co-Sponsors Social Disclosure Consultation

Jantzi-Sustainalytics and the Hennick Centre for Business and Law at York University are conducting a consultation on corporate social disclosure requirements in Ontario.

Now, the organizers are soliciting additional, written input and feedback on the consultation paper and the questions that it raises. From an investor perspective key questions include:

What are the needs of investors for disclosure on corporate social performance?
What form should disclosure requirements take? How prescriptive should such requirement be?
How standardized should reporting be?
Is the “materiality” standard sufficient to ensure adequate corporate disclosure on social performance?
What options, if any, should be considered for the reform of existing disclosure requirements?

Focus

In case you were not able to attend our event Perspectives on Responsible Investment on November 16 you can download the hour-long session about integrating the PRI into your responsible investment strategy.

PERSPECTIVES ON ENGAGEMENT: IMPLEMENTING THE PRI

GLOBAL ESG PLATFORM

Access global ESG research on hundreds of companies.

Acuity Investment Management has used Jantzi-Sustainalytics' services since 2000. Jantzi-Sustainalytics was chosen due to its clear leadership in Canadian focused ESG research. We have found that their analysts continue to have the best understanding of the unique nature of the Canadian investment universe given its high resource sector weighting.