All You Need to Know About Proxy Advisor Reports (Correcting & More)

Our guests – Thompson Hines’ Jurgita Ashley and Alliance Advisors’ Jim Miller – walk us through the “in’s” & “out’s” of proxy advisor voting reports (both ISS and Glass Lewis), including:

1. How, and for whom, does ISS formulate its voting policies?
2. Can investors or companies ask policy-related questions during the year?
3. How does ISS and Glass Lewis prepare their voting research reports/proxy papers for a company?
4. Are companies given the opportunity to review those reports prior to issuance by a proxy advisor to its clients?
5. Can a company share its report with outside advisors?
6. How can companies address and correct errors in voting reports both during the review process – and after the report has been issued – by a proxy advisor?

This Vid-Guide was taped a few months ago – and Glass Lewis just released this engagement policy. And ISS posted these FAQs about engagement with them…