Prism
Prism sample report
See a complete Prism report. A 12-page example prepared for a foundation, comparing its asset manager's votes with the foundation's policy. It shows what foundations, pensions and other institutional asset owners receive. Only on iconik.
Inside the report
What the foundation receives.
Overall alignment
How often the manager's votes matched the foundation's policy, across every data point in the period.
Alignment by topic
Governance, environment, and people and communities, broken down topic by topic.
Case studies
Individual proposals where the voting record diverges from the policy, with the policy position and the vote cast.
Questions for a manager review
Suggested questions that follow from the divergence, ready for your next review meeting.
Prism · Voting alignment reportExample
The Klara Bowen Foundation policy compared withZylex S&P 500
61%overall alignment across 9,128 data points
Topic area · People & communities
Halvern Foods: racial and gender pay gapsJun 21, 2023 · Shareholder proposal
Policy: ForManager: Against
Suggested question for your manager review"How do you assess proposals on workforce pay and equity?"
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Next steps
Two ways to close the gap.
Holdings can be voted under the owner's own policy without changing the investment strategy.