ICI and IDC have developed numerous publications on proxy voting, both to assist fund directors as they fulfill their responsibilities and to serve as an educational tool for interested parties. These resources are included below.
ICI and IDC Publications
Costs of Eliminating Discretionary Broker Voting on Uncontested Elections of Investment Company Directors, Dec 2006
Board Oversight of Certain Service Providers, Jun 2007
Oversight of Fund Proxy Voting, Jul 2008
Proxy Voting by Registered Investment Companies: Promoting the Interests of Fund Shareholders, Jul 2008
Board Oversight of Subadvisers, Jan 2010
Trends in Proxy Voting by Registered Investment Companies, 2007-2009, Nov 2010
Report on Funds’ Use of Proxy Advisory Firms, Jan 2015
Overview of Fund Governance Practices, 1994–2016, Oct 2017
Proxy Voting by Registered Investment Companies, Jul 2017
Fund Adviser Proxy Votes Align with Fund, Sept 2018
Analysis of Fund Proxy Campaigns: 2012 Through 2019, Dec 2019
More ICI Resources
Focus on Funds: New ICI Analysis Sheds Light on Proxy Voting
ICI has released new research on how funds manage proxy voting. In the August 2, 2019, edition of...