Event Calendar
Webinar: Managing Delegated Proxy Voting
Date(s): July 30, 2015
Time: 11:30 AM ET - 12:15 PM ET
Since proxy voting is a seasonal and staff-intensive undertaking, many CII members delegate their proxy voting to investment managers and other third parties. But fund fiduciaries that delegate voting have an obligation to monitor how their funds’ votes are being cast. In late 2014, CII published a members-only guide, "Monitoring Delegated Proxy Voting" (which can be found in CII's Guides to Governance Basics) to help fiduciaries that delegate benchmark their practices and better exercise their oversight and monitoring duties.
CII staff hosted a discussion about the recommendations in the report, which identified a range of straight-forward approaches that members who delegate can be implemented internally. The call may be valuable to fiduciaries that do not delegate proxy voting but are interested in evaluating the alignment of their asset managers' voting practices/policies with their funds' internal voting guidelines.
Our featured speaker was attorney Beth Young who assisted with the drafting of the report. CII Interim Executive Director Amy Borrus moderated.
CII members may log in to access the presentation slides and an audio recording from the webinar.
CII members may log in to access the presentation slides and an audio recording from the webinar.
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