Serving investment professionals of all types and at every scale.
Asset owner
We streamline proxy voting for asset managers with tailored voting recommendations, on-time execution, and custom reporting to support asset owners' fiduciary mandates.
Asset manager
We support institutional investors with custom voting policies, detailed research reports, and seamless execution to uphold long-term investment principles.
Wealth manager or RIA
We help RIAs achieve their compliance goals with policy-aligned vote recommendations and automated vote execution across client accounts.
Plus +++
We assist issuers and solicitors in their duties by providing our research reports and recommendations.
Our scale
Built for scale
From boutique firms to global portfolios, we're built to meet your needs.
$25tn+
combined AUM of customers
40+
countries where we issue recommendations
Services
One-stop proxy voting
Offering all the services you need to confidently cast your vote.
Vote guidance
Get recommendations and justifications for every proposal at every meeting.
Vote execution
Egan-Jones submits votes on your behalf to the appropriate proxy voting networks.
N-PX
Easily and quickly create N-PX forms ready for submission to EDGAR.
Analytics
Access custom reporting and comprehensive vote records tailored to your requirements.
Our finances are entirely aligned with investors’ stewardship interests
Zero benchmark anchoring
Reports are built from scratch rather than based off a potentially misaligned “benchmark”
Zero proposals excluded
We provide recommendations for all proposals on the proxy ballot
Made for stewardship
We recommended against management in ~30% of say-on-pay cases under some policies
Clear policies
Our policies are clearly defined and and focus on objective metrics so they are consistently applied
Global coverage
If you hold it, we cover it; we provide recommendations for meetings across the globe
Support
Frequently asked questions
Everything you need to know about the product and billing.
Is there a limit to the number of users I can have?
Our standard contract comes with up to 10 users. We can accommodate more users - contact our team for more info.
How does billing work?
Customers are billed once annually for base service and may face reasonable ballot or report overages if they require more than their initial contract allotted.
How much does Egan-Jones charge?
Pricing starts at $6K and scales based on volume and complexity. Contact the team to find a solution that works for you.
How often are policies updated?
Egan-Jones' policies undergo a major update annually and minor updates in and around the proxy season if there are new proposals that require attention.
What is your onboarding process?
Customers complete a simple onboarding form. Egan-Jones will also supply a letter to send to your custodian confirming the transfer of voting rights to Egan-Jones. In some cases, a custodian has a special process to confer voting permissions to a third-party.
How long before a meeting will I receive a recommendation?
The goal is to provide two to three weeks' notice before a vote due date.
Can I receive your recommendations on my current proxy network?
Egan-Jones works with all major proxy networks to submit vote recommendations.
Can I choose more than one policy?
Guidance can be received from one or multiple policies for your custodian accounts. However, one policy must be selected for vote submission.
How do you know which issuers I want research on?
Research will be received for any issuers that send ballots. Research will also be received for any issuers on your watchlist.
Can I use only one of your services?
You can receive just our N-PX reporting or vote guidance services, however, vote submission services require vote guidance reports.
Egan-Jones has always provided us with timely and excellent customer service. We are very satisfied with our relationship!
Ellen, Operations manager
We have had a terrific relationship with Egan Jones for more than 15 years.
Compliance professional
It is easy to understand how Egan-Jones considers proposals and comes to a recommendation.
Compliance professional
Egan-Jones was able to quickly provide us new research for all our holdings.
Compliance professional
Egan-Jones helped us stay organized and compliant with the regulations and their client service level is terrific.
General Partner and Co-Founder at Cambridge-Based Investment Management Firm
The N-PX generation from their portal was extremely smooth as well.
Brad Bauer, Portfolio Manager, Cambridge Financial Group, Inc. Columbus, Ohio
I am very satisfied with Egan-Jones as their research and voting processes meet our client’s needs.
Jon Bishopp, Managing Director, Private Advisory Group
Egan-Jones provides excellent service, they are accommodating and always willing to help with our requests.
Jessica, Operations, RIA
Everything works great and by providing the N-PX feature Egan-Jones made generating the reports easier than what it had appeared.
Kim, VP & CCO, RIA
It's been a huge relief not having to personally vote the proxies. Egan-Jones has a seamless process in place.
Ron, CFA, RIA
Egan-Jones has always provided us with timely and excellent customer service. We are very satisfied with our relationship!
Ellen, Operations manager
We have had a terrific relationship with Egan Jones for more than 15 years.
Compliance professional
It is easy to understand how Egan-Jones considers proposals and comes to a recommendation.
Compliance professional
Egan-Jones was able to quickly provide us new research for all our holdings.
Compliance professional
Egan-Jones helped us stay organized and compliant with the regulations and their client service level is terrific.
General Partner and Co-Founder at Cambridge-Based Investment Management Firm
The N-PX generation from their portal was extremely smooth as well.
Brad Bauer, Portfolio Manager, Cambridge Financial Group, Inc. Columbus, Ohio
I am very satisfied with Egan-Jones as their research and voting processes meet our client’s needs.
Jon Bishopp, Managing Director, Private Advisory Group
Egan-Jones provides excellent service, they are accommodating and always willing to help with our requests.
Jessica, Operations, RIA
Everything works great and by providing the N-PX feature Egan-Jones made generating the reports easier than what it had appeared.
Kim, VP & CCO, RIA
It's been a huge relief not having to personally vote the proxies. Egan-Jones has a seamless process in place.
Ron, CFA, RIA
Disclosure on Texas Senate Bill 2337
According to Texas Senate Bill 2337, proxy advisors must "publicly and conspicuously disclose on the home or front page of the proxy advisor's publicly accessible Internet website that the advisor's proxy advisory services include advice and recommendations that are not based solely on the financial interest of shareholders."
According to definitions contained in SB 2337, proxy advisory services are not provided solely in the financial interest of the shareholders of a company if the service takes into account, “one or more nonfinancial factors, including ... governance goal[s] ... [or] involves providing a voting recommendation with respect to a shareholder-sponsored proposal that: (A) is inconsistent with the voting recommendation of the board of directors or a board committee composed of a majority of independent directors; and (B) ... does not include a written economic analysis of the financial impact on shareholders of the proposal ... A written economic analysis ... must include the projected quantifiable impact of the proposal, if adopted, on the investment returns of the client,” among other items. Based on the definitions set forth in SB 2337, Egan-Jones does not provide recommendations solely in the financial interest of the shareholders of a company. Egan-Jones has clearly defined policies that apply specific analysis to each category of proposal. However, we acknowledge that circumstances may lead to an exception to the rule. Recommendations contained in Egan-Jones reports are reviewed for a variety of factors, some of which are non-financial as defined in SB 2337. Examples of such factors include, but are not limited to, fraudulent practices, criminal behavior, regulatory failures, material controversies, and poor disclosure. Egan-Jones polices can be viewed at ejproxy.com/methodology.
Note: recent preliminary injunctions by Judge Alan D. Albright regarding SB 2337 only provided relief for two proxy advisors, excluding Egan-Jones.
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