Portfolios on the Ballot 2024

Our 2024 proxy voting guide is the first publication specifically designed to help investors vote their proxies on a systems-first basis.


We have collected nearly 60 shareholder initiatives that integrate arguments in the proposal or supporting materials that aim to address diversified investors’ common interests in a thriving economy. These initiatives illustrate the growing interest of investors in addressing environmental and social issues from a systemic perspective. By flagging initiatives designed to protect the systems that support a diversified portfolio, Portfolios on the Ballot protects your entire portfolio from the bad choices of individual companies.

Read the report to find out about:

  • Proposals designed to accelerate reductions in greenhouse gas emissions. Companies targeted include Illinois Tool Works and Shell.
  • Proposals at Meta Platforms and Alphabet to improve oversight over the development of artificial intelligence.
  • A proposal at McDonald’s addressing the abuse of antimicrobials in supply chains.
  • Proposals at Bank of America and Citigroup, asking that asset management clients be offered customized voting platforms allowing them to vote in the best interests of their diversified portfolios.
  • Proposals at Walmart, Target, Kroger, Home Depot, and Amazon asking companies to pay workers a living wage or report on the impacts of failing to do so.
  • Other matters include fair treatment of shareholder nominees, tax transparency, sick leave policies, and conversion to benefit corporation status.