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2009 Policy Information
Following are details on RiskMetrics Group's core policies for the 2009 proxy season, which will be in effect for shareholder meetings on or after February 1, 2009. For 2008 policies, click here.
For information on how RiskMetrics Group's develops its policies and engages in dialogue with companies as part of its proxy analysis, click here.
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Download Executive Summary of 2009 Updates and Process
US policies
International policies
Canadian policies
UK policies
Socially Responsible Investment (SRI) policies
Faith-based policies
Taft-Hartley policies
Public Fund policies
2009 U.S. Policy
The RiskMetrics core U.S. corporate governance policy is used to analyze proposals on the proxy ballots of U.S. corporations.
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Download 2009 U.S. Corporate Governance Policy Updates
Download 2009 U.S. Corporate Governance Policy Summary Guidelines
Download 2009 U.S. Corporate Governance Policy Concise Guidelines
Download the 2009 Policy Matrix
Frequently-asked questions about TARP and Capital Purchase Program-related proposals
Frequently-asked questions about Compensation
Frequently-asked questions about Poison Pills
Companies identified under Director Performance and Pay for Performance Policies
2009 International Policy
RiskMetrics' core International corporate governance policy is used to analyze proposals on the proxy ballots of companies domiciled outside of the United States and Canada. Our international policy guidelines cover more than 115 markets worldwide and take local market practices into account. Disclosure and transparency requirements, which vary widely across global markets, are a major focus of our core international policy.
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Download 2009 International Corporate Governance Policy Updates
Download 2009 International Corporate Governance Policy Summary Guidelines
Download 2009 Hong Kong Corporate Governance Policy Summary
Download 2009 Singapore Corporate Governance Policy Summary
Download 2009 Australia Voting Guidelines
Download 2009 New Zealand Voting Guidelines
Frequently-asked questions about Companies Reincorporating to Switzerland
2009 Canadian Policy
RiskMetrics' Canadian corporate governance policy is incorporated into its core International corporate governance policy described above. However, recognizing certain local market practices, annual policy updates for Canada are published separately.
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Download 2009 Canadian Corporate Governance Policy Updates
Download 2009 Canadian Policy Guidelines
Download 2009 Canadian Policy Guidelines - Venture Companies
Canadian TSX Composite Index issuers identified under Pay for Performance Policy
2009 UK Policy
The RiskMetrics UK Corporate Governance Policy is based exclusively on the Policy and Voting Guidelines published by the National Association of Pension Funds (NAPF). During 2007 the NAPF carried out a full review of its Policy, which resulted in a substantial overhaul of the 2004 publication. The NAPF review process involved consultation with leading institutional investors in the UK and with other interested parties including a number of issuers and advisers.
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Download 2009 U.K. Remuneration Guidance
Download NAPF Corporate Governance Policy & Voting Guidelines - Updates 2008/09
Download NAPF Corporate Governance Policy and Voting Guidelines 2007
NAPF Corporate Governance Page
2009 Socially Responsible Investment (SRI) Policies
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Download 2009 SRI Policy Executive Summary
Download 2009 U.S. SRI Policy Guidelines
Download 2009 Global SRI Policy Guidelines
2009 Faith-Based Policies
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Download 2009 Catholic Policy Executive Summary
Download 2009 U.S. Catholic Policy Guidelines
Download 2009 Global Catholic Policy Guidelines
2009 Taft-Hartley Policy Guidelines
Policy guidelines based on the AFL-CIO proxy voting policy.
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Download 2009 Taft-Hartley Guidelines Executive Summary
Download 2009 Taft-Hartley U.S. Proxy Voting Statement & Guidelines
Download 2009 Taft-Hartley Global Proxy Voting Statement & Guidelines
2009 Public Fund Policy Guidelines
Proxy voting policies designed for public pension fund plan sponsors and their investment managers.