How Did Fund Companies Use Their Proxy Votes to Tackle Racial Inequality in 2020?

Today, an increasing number of corporations and investment institutions are making public commitments and pledges to advancing racial equality and addressing implicit workplace and operational biases that present structural barriers to equality. In this report, Morningstar analyzes key resolutions brought to vote at hundreds of companies in the 2020 proxy calendar ranging from workplace diversity, equity and inclusion to human and civil rights impacts on workers, customers and communities.


In this report, you will learn:
  • How resolutions on the proxy ballot in 2020 can offer an investor agenda for addressing systemic racial inequality
  • How the 20 largest U.S. fund providers voted on the 48 key resolutions – who is most and least supportive?
  • How the new amendment to the SEC’s shareholder proposal rule could limit minority outside shareholders’ ability to proactively address ESG risks via the proxy process
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