Summary of Stewardship Activities: Q4 2023
During the quarter, we exercised our clients’ voting rights at a total of 219 shareholder meetings.
Across all regions, votes were instructed against management recommendations on 266 separate resolutions, which equated to 47% of the 219 meetings.
3
took no action**
114
in favor of management***
0
abstained
102
against management*
Voting profile: Q4 2023
GLOBAL VOTING SUMMARY
RESOLUTIONS VOTED AGAINST MANAGEMENT
* Voted against management recommendations on one or more resolutions, including abstentions and withhold votes where there was no option to vote against.
** Took no action owing to shareblocking or sanctions considerations
*** Voted in favor of management on all resolutions
Important Information
Your capital may be at risk. The value of investments and the income from them can fall as well as rise and investors may not get back the original amount invested.
For Institutional Clients Only. Issued by Newton Investment Management North America LLC (“NIMNA”). NIMNA is a registered investment adviser with the US Securities and Exchange Commission (“SEC”) and subsidiary of The Bank of New York Mellon Corporation (“BNY Mellon”). The Firm was established in 2021,comprised of equity and multi-asset teams from an affiliate, Mellon Investments Corporation. The Firm is part of the group of affiliated companies that individually or collectively provide investment advisory services under the brand “Newton” or “Newton Investment Management” (“Newton”). Newton currently includes NIMNA and Newton Investment Management Ltd. (“NIM”).
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