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The goal of this survey is to inform Glass Lewis’ policy development along with our processes and understanding of the governance landscape by gathering a wide range of perspectives. The topics included should be relevant to all parties involved in corporate governance. However, some of the questions are directly related to proxy voting, and their phrasing reflects Glass Lewis’ role supporting investors in their proxy voting and broader stewardship work, as well as our understanding of investor expectations. We have indicated where questions may not be applicable to non-investors, but nonetheless welcome their perspective on these topics. In addition, we have indicated where questions are relevant to specific markets.

The survey should be understood in the context of Glass Lewis’ approach to proxy research, which combines broad initial filters, used to identify outliers based on market best practices and investor expectations, with nuanced, case-by-case analysis. We do not employ (nor does this survey seek to establish) one-size-fits-all rules in determining ultimate vote recommendations – every recommendation reflects the company’s unique circumstances. For more information on our approach to proxy research, please see Glass Lewis’ Benchmark Policy Guidelines and Thematic Policy Guidelines, available in the Resource Center of our website.

Survey Logistics
The entire survey should take about 45 minutes to complete. After a brief set of required profiling questions, all policy-related questions are completely optional. If you have no opinion on a given question or statement, please skip it. You may complete the entire survey, or pick and choose which topics are relevant to you – all responses are invaluable. They are also confidential.

To ensure that interested parties have the opportunity to present their perspectives in full context, we have included an optional comment box after each question where you can clarify your answer and provide your views on the topic more broadly, including perspectives that are not addressed in the question itself or answer options. Given the complexity of these subjects, your written comments are an integral part of our feedback process and will be closely considered.

Responses will be accepted until 5pm PT on September 15. Please fill out the initial section accurately; responses that cannot be verified may not be included.

Please contact guidelinescomments@glasslewis.com if you have any questions.
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