Jackie Cook: On the "Investor Stewardship Movement"

Welcome to the Boardroom Governance Podcast. I’m your host, Evan Epstein. In this episode, I talk with Jackie Cook, the Director of Stewardship, Product Strategy & Development at Morningstar. Jackie joined Morningstar in October 2018, when Morningstar acquired Fund Votes, a company that she founded in 2007. Fund Votes had been a provider of mutual-fund and exchange-traded fund proxy voting data on corporate resolutions and shareholder proposals across ESG topics. In this podcast, we talk about say-on-pay, exec comp, the rise of investor support for ESG proposals, including the role of large asset managers and investor advocacy groups. We also talk about dual-class shares, the Exxon Mobil and Engine No. 1 proxy contest, shareholder driven climate governance, and what to expect in the next proxy season, among other matters relevant to directors and corporate governance generally. If you like this show, please consider subscribing, leaving a review or sharing this podcast on social media. You can find all the show notes on the website boardroom-governance.com and please feel free to subscribe to the Boardroom Governance Newsletter at evanepstein.substack.com