Proxy voting

UPP’s public equity holdings consist of externally managed fund mandates. Our Proxy Voting Policy applies to all public equity holdings where UPP has the authority to direct voting rights. Visit our Investment Policies for more detail.

We believe that disclosing our public company votes is an important step that supports transparency with our members and increases the impact of our votes. Proxy voting activity for UPP’s segregated fund mandates is publicly searchable in our real-time database. We also publish a searchable Proxy Voting Report each quarter which provides details on our proxy voting activity on management and shareholder proposals for all funds where we direct voting rights.

To search records using a specific company name, ticker or meeting date, use the database below:

To search records by keyword, select relevant report below.

Responsible investing

Impact is a core value at UPP, which we define as fostering a financially, socially, and environmentally resilient future for members in all we do.

Statements and submissions

We participate in direct and collective advocacy and engagement with policymakers, regulators, and within the financial sector.

Responsible investing policies

We are committed to communicating openly and transparently about our investment practices.


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