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Egan-Jones Proxy Publishes Its 2026 Draft Proxy Policies and Seeks Feedback by Dec 3rd, 2025

via Business Wire

Egan-Jones Proxy issued an announcement that the 2026 Draft Policy Overviews are now available and that the firm is seeking feedback by December 3. The publication invites clients to review updates across all policies.

The announcement states, "We welcome your feedback and questions; please submit your responses here by December 3rd." The release emphasizes the firm’s commitment to understanding its clients’ interests, stating, "Egan-Jones strives to clearly define and faithfully implement proxy voting policies that are aligned with our clients’ voting philosophies."

The posted materials include the following policy overview documents:

  • Wealth-Focused Policy - Recommendations are based only on protecting and enhancing investor wealth. Unlike conventional ESG frameworks that impose uniform governance and sustainability standards, this policy’s guiding philosophy is to allow management the freedom to manage, while holding directors accountable for poor returns to shareholders. The policy is not a "board-aligned" policy because directors with poor impact on shareholder returns will be opposed.
  • Governance (previously Blended) Policy - Recommendations are designed to prioritize shareholder returns and implement market-standard governance practices. This policy emphasizes standard governance practices for both management and shareholder proposals. Shareholder proposals regarding environmental and social issues will generally be opposed.
  • Faith-Based: Catholic Policy - Recommendations are governed by the Socially Responsible Investment Guidelines for the United States Conference of Catholic Bishops (USCCB). This policy generally supports shareholder proposals that seek to promote corporate social responsibility.
  • ESG Policy - The Environmental, Social, and Governance policy considers ESG risks as key business risks that impact long-term returns. Most carbon-neutral and environmental impact reduction proposals as well as proposals seeking to promote social goals such as DE&I are supported by the ESG policy.
  • Taft-Hartley Policy - Recommendations are tailored for Taft-Hartley pension and benefit plans. These plans are governed by the Employee Retirement Income Security Act (ERISA), which enumerates rules under which pension fund assets must be managed and invested. Additionally, the Taft-Hartley Policy is informed by the AFL-CIO proxy voting guidelines, which put special emphasis on labor-union relations and worker’s rights. The Policy is also generally aligned with market-standard governance and socially responsible business practices.

About Egan-Jones Proxy Services

Egan-Jones Proxy Services provides independent proxy-voting analysis, recommendations, and reporting for institutional investors.

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