White papers

We have two available for download:

Part I: A deep dive into pass-through voting

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Part II: A playbook for pass-through voting

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Featured cover from the Playbook for Pass-through Voting. Typographical with two arrows pointing towards the top right-hand corner of the cover.

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Part II: A playbook for pass-through voting: Insights into the latest progress and processes

We cover:

  • The growing adoption of pass-through voting across the global investment sphere.

  • The rising demand for bespoke stewardship solutions, driven by regulation and the influence of retail investors.

  • A practical guide on implementing pass-through voting for institutional investors, wealth managers, and asset managers.
Features a collection of pages from the "Deep dive into Pass-through voting" paper,

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Part I: A deep dive into pass-through voting

We cover:

  • How voting works today. 

  • All about pass-through voting, how it works and challenges to implementation.

  • Why the industry is moving towards pass-through voting.

  • The benefits of pass-through voting for different stakeholders (fund managers, institutional investors and retail investors).