I rapporten ”Voting Matters 2022” gennemgår NGO’en ShareAction verdens 68 største kapitalforvalteres stemmeafgivning i forhold til 252 ESG-relaterede aktionærforslag.
Rapporten konkluderer blandt andet, at de fire største kapitalforvaltere, dvs. BlackRock, Fidelity Investments, Vanguard og State Street, var blandt de kapitalforvaltere, som støttede færrest forslag. Af disse fire er det Vanguard, som klarede sig værst, og State Street som klarede sig bedst.
I gennemsnit støttede disse fire kapitalforvaltere faktisk færre aktionærforslag i 2022 end i 2021: ”On average, the four largest asset managers supported 20% of resolutions in our 2022 assessment, compared to 32% in 2021.”
Rapporten konkluderer blandt andet:
- The four largest asset managers backed fewer shareholder resolutions on environmental and social issues in 2022 than they did in 2021.
- 49 additional resolutions would have received majority support if the largest asset managers had voted in favour of them.
- Voting performance has been stagnant in the US and the UK compared to 2021, while European asset managers have shown a large improvement.
- Asset managers across the board are hesitant to back action-oriented resolutions, which would have the most transformative impact on environmental and social issues.
- European asset managers vote much more strongly in favour of healthcare companies aligning their political spending with their publicly stated values than North American asset managers.
- There is limited investor interest in incorporating climate considerations into executive compensation.
- Some asset managers are using their voting power to show strong support for biodiversity issues, although very few environmental resolutions currently target global biodiversity loss.
- Asset managers are slowing down progress on diversity within their own sector.
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