Sun Life Real Assets Private Pool (formerly, Sun Life Real Assets Fund *)
Vote Summary Report Sub-Advisor (infrastructure sleeve) - Lazard Asset Management (Canada), Inc. Reporting Period: 07/01/2019 to 09/30/2019 Location(s): Lazard Asset Management LLC Institution Account(s): SUN LIFE INFRASTRUCTURE FUND
AusNet Services Ltd.
Meeting Date: 07/18/2019 Country: Australia Meeting Type: Annual Ticker: AST
Primary CUSIP: Q0708Q109 Primary ISIN: AU000000AST5 Primary SEDOL: BPXR7J0
Shares Voted: 2,142,074 Votable Shares: 2,142,074 Shares on Loan: 0 Shares Instructed: 2,142,074
Proposal Vote Number Proposal Text Proponent Mgmt Rec ISS Rec Instruction
2a Elect Li Lequan as Director Mgmt For For For
2b Elect Tan Chee Meng as Director Mgmt For For For
2c Elect Peter Mason as Director Mgmt For Against Against
3 Approve Remuneration Report Mgmt For For For
4a Approve Grant of Equity Awards to Nino Ficca Mgmt For For For
4b Approve Grant of Equity Awards to Tony Narvaez Mgmt For For For
5 Approve the Issuance of Up to 10 Percent of the Company's Issued Mgmt For For For Capital
6 Approve Issuance of Shares Under the Dividend Reinvestment Plan Mgmt For For For
7 Approve Issuance of Shares Under the Employee Incentive Scheme Mgmt For For For
National Grid Plc
Meeting Date: 07/29/2019 Country: United Kingdom Meeting Type: Annual Ticker: NG
Primary CUSIP: G6S9A7120 Primary ISIN: GB00BDR05C01 Primary SEDOL: BDR05C0
* Effective February 26, 2020, the Sun Life Real Assets Fund has been renamed Sun Life Real Assets Private Pool. Vote Summary Report Reporting Period: 07/01/2019 to 09/30/2019 Location(s): Lazard Asset Management LLC Institution Account(s): SUN LIFE INFRASTRUCTURE FUND
National Grid Plc
Shares Voted: 2,064,767 Votable Shares: 2,064,767 Shares on Loan: 0 Shares Instructed: 2,064,767
Proposal Vote Number Proposal Text Proponent Mgmt Rec ISS Rec Instruction
1 Accept Financial Statements and Statutory Reports Mgmt For For For
2 Approve Final Dividend Mgmt For For For
3 Re-elect Sir Peter Gershon as Director Mgmt For For For
4 Re-elect John Pettigrew as Director Mgmt For For For
5 Elect Andy Agg as Director Mgmt For For For
6 Re-elect Dean Seavers as Director Mgmt For For For
7 Re-elect Nicola Shaw as Director Mgmt For For For
8 Re-elect Jonathan Dawson as Director Mgmt For For For
9 Re-elect Therese Esperdy as Director Mgmt For For For
10 Re-elect Paul Golby as Director Mgmt For For For
11 Re-elect Amanda Mesler as Director Mgmt For For For
12 Elect Earl Shipp as Director Mgmt For For For
13 Elect Jonathan Silver as Director Mgmt For For For
14 Re-elect Mark Williamson as Director Mgmt For For For
15 Reappoint Deloitte LLP as Auditors Mgmt For For For
16 Authorise Board to Fix Remuneration of Auditors Mgmt For For For
17 Approve Remuneration Policy Mgmt For For For
18 Approve Remuneration Report Mgmt For For For Vote Summary Report Reporting Period: 07/01/2019 to 09/30/2019 Location(s): Lazard Asset Management LLC Institution Account(s): SUN LIFE INFRASTRUCTURE FUND
National Grid Plc
Proposal Vote Number Proposal Text Proponent Mgmt Rec ISS Rec Instruction
19 Authorise EU Political Donations and Expenditure Mgmt For For For
20 Authorise Issue of Equity Mgmt For For For
21 Approve Scrip Dividend Scheme Mgmt For For For
22 Authorise Directors to Capitalise the Appropriate Nominal Amounts Mgmt For For For of New Shares of the Company Allotted Pursuant to the Company's Scrip Dividend Scheme
23 Authorise Issue of Equity without Pre-emptive Rights Mgmt For For For
24 Authorise Issue of Equity without Pre-emptive Rights in Connection Mgmt For For For with an Acquisition or Other Capital Investment
25 Authorise Market Purchase of Ordinary Shares Mgmt For For For
26 Authorise the Company to Call General Meeting with Two Weeks' Mgmt For For For Notice
Pennon Group Plc
Meeting Date: 07/25/2019 Country: United Kingdom Meeting Type: Annual Ticker: PNN
Primary CUSIP: G8295T213 Primary ISIN: GB00B18V8630 Primary SEDOL: B18V863
Shares Voted: 798,944 Votable Shares: 798,944 Shares on Loan: 0 Shares Instructed: 798,944
Proposal Vote Number Proposal Text Proponent Mgmt Rec ISS Rec Instruction
1 Accept Financial Statements and Statutory Reports Mgmt For For For
2 Approve Final Dividend Mgmt For For For Vote Summary Report Reporting Period: 07/01/2019 to 09/30/2019 Location(s): Lazard Asset Management LLC Institution Account(s): SUN LIFE INFRASTRUCTURE FUND
Pennon Group Plc
Proposal Vote Number Proposal Text Proponent Mgmt Rec ISS Rec Instruction
3 Approve Remuneration Report Mgmt For For For
4 Re-elect Sir John Parker as Director Mgmt For For For
5 Re-elect Neil Cooper as Director Mgmt For For For
6 Re-elect Susan Davy as Director Mgmt For For For
7 Elect Iain Evans as Director Mgmt For For For
8 Re-elect Christopher Loughlin as Director Mgmt For For For
9 Re-elect Gill Rider as Director Mgmt For For For
10 Reappoint Ernst & Young LLP as Auditors Mgmt For For For
11 Authorise the Audit Committee to Fix Remuneration of Auditors Mgmt For For For
12 Authorise EU Political Donations and Expenditure Mgmt For For For
13 Authorise Issue of Equity Mgmt For For For
14 Authorise Issue of Equity without Pre-emptive Rights Mgmt For For For
15 Authorise Issue of Equity without Pre-emptive Rights in Connection Mgmt For For For with an Acquisition or Specified Capital Investment
16 Authorise Market Purchase of Ordinary Shares Mgmt For For For
17 Authorise the Company to Call General Meeting with Two Weeks' Mgmt For For For Notice
18 Amend Articles of Association Mgmt For For For
19 Approve Issuance of WaterShare+ Share in Connection with the Mgmt For For For WaterShare+ Scheme of South West Water Limited Vote Summary Report Reporting Period: 07/01/2019 to 09/30/2019 Location(s): Lazard Asset Management LLC Institution Account(s): SUN LIFE INFRASTRUCTURE FUND
Severn Trent Plc
Meeting Date: 07/17/2019 Country: United Kingdom Meeting Type: Annual Ticker: SVT
Primary CUSIP: G8056D159 Primary ISIN: GB00B1FH8J72 Primary SEDOL: B1FH8J7
Shares Voted: 455,654 Votable Shares: 455,654 Shares on Loan: 0 Shares Instructed: 455,654
Proposal Vote Number Proposal Text Proponent Mgmt Rec ISS Rec Instruction
1 Accept Financial Statements and Statutory Reports Mgmt For For For
2 Approve Remuneration Report Mgmt For For For
3 Amend Long Term Incentive Plan 2014 Mgmt For For For
4 Approve Sharesave Scheme Mgmt For For For
5 Approve Final Dividend Mgmt For For For
6 Re-elect Kevin Beeston as Director Mgmt For For For
7 Re-elect James Bowling as Director Mgmt For For For
8 Re-elect John Coghlan as Director Mgmt For For For
9 Re-elect Andrew Duff as Director Mgmt For For For
10 Re-elect Olivia Garfield as Director Mgmt For For For
11 Re-elect Dominique Reiniche as Director Mgmt For For For
12 Re-elect Philip Remnant as Director Mgmt For For For
13 Re-elect Angela Strank as Director Mgmt For For For
14 Reappoint Deloitte LLP as Auditors Mgmt For For For
15 Authorise the Audit Committee to Fix Remuneration of Auditors Mgmt For For For Vote Summary Report Reporting Period: 07/01/2019 to 09/30/2019 Location(s): Lazard Asset Management LLC Institution Account(s): SUN LIFE INFRASTRUCTURE FUND
Severn Trent Plc
Proposal Vote Number Proposal Text Proponent Mgmt Rec ISS Rec Instruction
16 Authorise EU Political Donations and Expenditure Mgmt For For For
17 Authorise Issue of Equity Mgmt For For For
18 Authorise Issue of Equity without Pre-emptive Rights Mgmt For For For
19 Authorise Issue of Equity without Pre-emptive Rights in Connection Mgmt For For For with an Acquisition or Other Capital Investment
20 Authorise Market Purchase of Ordinary Shares Mgmt For For For
21 Authorise the Company to Call General Meeting with Two Weeks' Mgmt For For For Notice
United Utilities Group Plc
Meeting Date: 07/26/2019 Country: United Kingdom Meeting Type: Annual Ticker: UU
Primary CUSIP: G92755100 Primary ISIN: GB00B39J2M42 Primary SEDOL: B39J2M4
Shares Voted: 1,386,039 Votable Shares: 1,386,039 Shares on Loan: 0 Shares Instructed: 1,386,039
Proposal Vote Number Proposal Text Proponent Mgmt Rec ISS Rec Instruction
1 Accept Financial Statements and Statutory Reports Mgmt For For For
2 Approve Final Dividend Mgmt For For For
3 Approve Remuneration Report Mgmt For For For
4 Approve Remuneration Policy Mgmt For For For
5 Re-elect Dr John McAdam as Director Mgmt For For For Vote Summary Report Reporting Period: 07/01/2019 to 09/30/2019 Location(s): Lazard Asset Management LLC Institution Account(s): SUN LIFE INFRASTRUCTURE FUND
United Utilities Group Plc
Proposal Vote Number Proposal Text Proponent Mgmt Rec ISS Rec Instruction
6 Re-elect Steve Mogford as Director Mgmt For For For
7 Re-elect Russ Houlden as Director Mgmt For For For
8 Re-elect Steve Fraser as Director Mgmt For For For
9 Re-elect Mark Clare as Director Mgmt For For For
10 Re-elect Sara Weller as Director Mgmt For For For
11 Re-elect Brian May as Director Mgmt For For For
12 Re-elect Stephen Carter as Director Mgmt For For For
13 Re-elect Alison Goligher as Director Mgmt For For For
14 Re-elect Paulette Rowe as Director Mgmt For For For
15 Elect Sir David Higgins as Director Mgmt For For For
16 Reappoint KPMG LLP as Auditors Mgmt For For For
17 Authorise the Audit Committee to Fix Remuneration of Auditors Mgmt For For For
18 Authorise Issue of Equity Mgmt For For For
19 Authorise Issue of Equity without Pre-emptive Rights Mgmt For For For
20 Authorise Issue of Equity without Pre-emptive Rights in Connection Mgmt For For For with an Acquisition or Other Capital Investment
21 Authorise Market Purchase of Ordinary Shares Mgmt For For For
22 Authorise the Company to Call General Meeting with 14 Working Mgmt For For For Days' Notice
23 Authorise EU Political Donations and Expenditure Mgmt For For For Vote Summary Report Reporting Period: 07/01/2019 to 09/30/2019 Location(s): Lazard Asset Management LLC Institution Account(s): SUN LIFE INFRASTRUCTURE FUND Vote Summary Report
Date range covered : 10/01/2019 to 12/31/2019 Location(s): All Locations Institution Account(s): SUN LIFE INFRASTRUCTURE FUND
ASTM SpA
Meeting Date: 10/16/2019 Country: Italy Record Date: 10/07/2019 Meeting Type: Special Ticker: AT
Primary CUSIP: T0510N101 Primary ISIN: IT0000084027 Primary SEDOL: 4063980
Shares Voted: 82,001 Votable Shares: 82,001 Shares on Loan: 0 Shares Instructed: 82,001
Proposal Vote Number Proposal Text Proponent Mgmt Rec ISS Rec Instruction
Extraordinary Business Mgmt
1 Approve Merger by Incorporation of Societa Iniziative Autostradali Mgmt For For For e Servizi SpA into ASTM SpA
Eutelsat Communications SA
Meeting Date: 11/07/2019 Country: France Record Date: 11/04/2019 Meeting Type: Annual/Special Ticker: ETL
Primary CUSIP: F3692M128 Primary ISIN: FR0010221234 Primary SEDOL: B0M7KJ7
Shares Voted: 418,584 Votable Shares: 418,584 Shares on Loan: 0 Shares Instructed: 418,584
Proposal Vote Number Proposal Text Proponent Mgmt Rec ISS Rec Instruction
Ordinary Business Mgmt
1 Approve Financial Statements and Statutory Reports Mgmt For For For
2 Approve Consolidated Financial Statements and Statutory Reports Mgmt For For For
3 Approve Auditors' Special Report on Related-Party Transactions Mgmt For For For Vote Summary Report
Date range covered : 10/01/2019 to 12/31/2019 Location(s): All Locations Institution Account(s): SUN LIFE INFRASTRUCTURE FUND
Eutelsat Communications SA
Proposal Vote Number Proposal Text Proponent Mgmt Rec ISS Rec Instruction
4 Approve Allocation of Income and Dividends of EUR 1.27 per Share Mgmt For For For
5 Elect Cynthia Gordon as Director Mgmt For For For
6 Reelect Ana Garcia Fau as Director Mgmt For For For
7 Approve Compensation of Dominique D Hinnin, Chairman of the Mgmt For For For Board
8 Approve Compensation of Rodolphe Belmer, CEO Mgmt For For For
9 Approve Compensation of Michel Azibert, Vice-CEO Mgmt For For For
10 Approve Compensation of Yohann Leroy, Vice-CEO Mgmt For For For
11 Approve Remuneration Policy of Chairman of the Board Mgmt For For For
12 Approve Remuneration Policy of CEO Mgmt For For For
13 Approve Remuneration Policy of Vice-CEOs Mgmt For For For
14 Authorize Repurchase of Up to 10 Percent of Issued Share Capital Mgmt For For For
Extraordinary Business Mgmt
15 Authorize Decrease in Share Capital via Cancellation of Mgmt For For For Repurchased Shares
16 Authorize Capitalization of Reserves of Up to EUR 44 Million for Mgmt For For For Bonus Issue or Increase in Par Value
17 Authorize Issuance of Equity or Equity-Linked Securities with Mgmt For For For Preemptive Rights up to Aggregate Nominal Amount of EUR 44 Million
18 Authorize Issuance of Equity or Equity-Linked Securities without Mgmt For For For Preemptive Rights up to Aggregate Nominal Amount of EUR 22 Million
19 Approve Issuance of Equity or Equity-Linked Securities for Private Mgmt For For For Placements, up to Aggregate Nominal Amount of EUR 22 Million Vote Summary Report
Date range covered : 10/01/2019 to 12/31/2019 Location(s): All Locations Institution Account(s): SUN LIFE INFRASTRUCTURE FUND
Eutelsat Communications SA
Proposal Vote Number Proposal Text Proponent Mgmt Rec ISS Rec Instruction
20 Authorize Board to Set Issue Price for 10 Percent Per Year of Mgmt For For For Issued Capital Pursuant to Issue Authority without Preemptive Rights
21 Authorize Board to Increase Capital in the Event of Additional Mgmt For For For Demand Related to Delegation Submitted to Shareholder Vote Above
22 Authorize Capital Increase of Up to EUR 22 Million for Future Mgmt For For For Exchange Offers
23 Authorize Capital Increase of up to 10 Percent of Issued Capital for Mgmt For For For Contributions in Kind
24 Authorize Issuance of Equity upon Conversion of a Subsidiary's Mgmt For For For Equity-Linked Securities for Up to EUR 22 Million
25 Authorize Capital Issuances for Use in Employee Stock Purchase Mgmt For For For Plans
Ordinary Business Mgmt
26 Authorize Filing of Required Documents/Other Formalities Mgmt For For For
SNAM SpA
Meeting Date: 10/23/2019 Country: Italy Record Date: 10/14/2019 Meeting Type: Special Ticker: SRG
Primary CUSIP: T8578N103 Primary ISIN: IT0003153415 Primary SEDOL: 7251470 Vote Summary Report
Date range covered : 10/01/2019 to 12/31/2019 Location(s): All Locations Institution Account(s): SUN LIFE INFRASTRUCTURE FUND
SNAM SpA
Shares Voted: 4,032,215 Votable Shares: 4,032,215 Shares on Loan: 0 Shares Instructed: 4,032,215
Proposal Vote Number Proposal Text Proponent Mgmt Rec ISS Rec Instruction
Extraordinary Business Mgmt
1 Amend Company Bylaws Re: Articles 13 and 20; Introduce Article Mgmt For For For 24
Ordinary Business Mgmt
1 Revoke Auditors; Approve New Auditors and Authorize Board to Fix Mgmt For For For Their Remuneration
Societa Iniziative Autostradali e Servizi SpA
Meeting Date: 10/16/2019 Country: Italy Record Date: 10/07/2019 Meeting Type: Special Ticker: SIS
Primary CUSIP: T86587101 Primary ISIN: IT0003201198 Primary SEDOL: 7307425
Shares Voted: 119,568 Votable Shares: 119,568 Shares on Loan: 0 Shares Instructed: 119,568
Proposal Vote Number Proposal Text Proponent Mgmt Rec ISS Rec Instruction
Extraordinary Business Mgmt
1 Approve Merger by Incorporation into ASTM SpA Mgmt For Against For Vote Summary Report
Date range covered : 10/01/2019 to 12/31/2019 Location(s): All Locations Institution Account(s): SUN LIFE INFRASTRUCTURE FUND
Transurban Group Ltd.
Meeting Date: 10/10/2019 Country: Australia Record Date: 10/08/2019 Meeting Type: Annual Ticker: TCL
Primary CUSIP: Q9194A106 Primary ISIN: AU000000TCL6 Primary SEDOL: 6200882
Shares Voted: 158,661 Votable Shares: 158,661 Shares on Loan: 0 Shares Instructed: 158,661
Proposal Vote Number Proposal Text Proponent Mgmt Rec ISS Rec Instruction
Resolutions for Transurban Holdings Limited and Transurban Mgmt International Limited
2a Elect Lindsay Maxsted as Director Mgmt For For For
2b Elect Samantha Mostyn as Director Mgmt For For For
2c Elect Peter Scott as Director Mgmt For For For
3 Approve the Remuneration Report Mgmt For For For
Resolution for Transurban Holdings Limited, Transurban Mgmt International Limited, and Transurban Holding Trust
4 Approve Grant of Performance Awards to Scott Charlton Mgmt For For For Vote Summary Report
Date range covered : 01/01/2020 to 03/31/2020 Location(s): All Locations Institution Account(s): SUN LIFE INFRASTRUCTURE FUND
ASTM SpA
Meeting Date: 02/12/2020 Country: Italy Record Date: 02/03/2020 Meeting Type: Special Ticker: AT
Primary CUSIP: T0510N101 Primary ISIN: IT0000084027 Primary SEDOL: 4063980
Shares Voted: 132,182 Votable Shares: 132,182 Shares on Loan: 0 Shares Instructed: 132,182
Proposal Vote Number Proposal Text Proponent Mgmt Rec ISS Rec Instruction
Ordinary Business Mgmt
1.1 Fix Number of Directors Mgmt For For For
1.2 Fix Board Terms for Directors Mgmt For For For
Appoint Directors (Slate Election) - Choose One of the Following Mgmt Slates
1.3.1 Slate Submitted by Nuova Argo Finanziaria SpA SH None Do Not Vote Do Not Vote
1.3.2 Slate Submitted by Institutional Investors (Assogestioni) SH None For For
1.4 Elect Board Chair Mgmt None Against Against
1.5 Approve Remuneration of Directors Mgmt For Against Against
2 Appoint One Internal Statutory Auditor and One Alternate Auditor Mgmt For Against Against Vote Summary Report
Date range covered : 04/01/2020 to 06/30/2020 Location(s): All Locations Institution Account(s): SUN LIFE INFRASTRUCTURE FUND
ASTM SpA
Meeting Date: 05/25/2020 Country: Italy Record Date: 05/14/2020 Meeting Type: Annual Ticker: AT
Primary CUSIP: T0510N101 Primary ISIN: IT0000084027 Primary SEDOL: 4063980
Meeting Notes:
Shares Voted: 132,182 Votable Shares: 132,182 Shares on Loan: 0 Shares Instructed: 132,182
Proposal Vote Number Proposal Text Proponent Mgmt Rec ISS Rec Instruction
Ordinary Business Mgmt
Management Proposals Mgmt
1 Accept Financial Statements and Statutory Reports Mgmt For For For
2 Approve Allocation of Income Mgmt For For For
3.1 Approve Remuneration Policy Mgmt For Against Against
3.2 Approve Second Section of the Remuneration Report Mgmt For For For
4 Integrate Remuneration of External Auditors Mgmt For For For
Appoint Internal Statutory Auditors (Slate Election) - Choose One Mgmt of the Following Slates
5.1.1 Slate Submitted by Nuova Argo Finanziaria SpA SH None Against Against
5.1.2 Slate Submitted by Institutional Investors (Assogestioni) SH None For For
5.2 Appoint Chairman of Internal Statutory Auditors SH None For For
Shareholder Proposal Submitted by Nuova Argo Finanziaria SpA Mgmt
5.3 Approve Internal Auditors' Remuneration SH None For For
Management Proposals Mgmt Vote Summary Report
Date range covered : 04/01/2020 to 06/30/2020 Location(s): All Locations Institution Account(s): SUN LIFE INFRASTRUCTURE FUND
ASTM SpA
Proposal Vote Number Proposal Text Proponent Mgmt Rec ISS Rec Instruction
6 Authorize Share Repurchase Program and Reissuance of Mgmt For Against Against Repurchased Shares
A Deliberations on Possible Legal Action Against Directors if Mgmt None Against Against Presented by Shareholders
Atlantia SpA
Meeting Date: 05/29/2020 Country: Italy Record Date: 05/20/2020 Meeting Type: Annual Ticker: ATL
Primary CUSIP: T05404107 Primary ISIN: IT0003506190 Primary SEDOL: 7667163
Meeting Notes:
Shares Voted: 651,333 Votable Shares: 651,333 Shares on Loan: 0 Shares Instructed: 651,333
Proposal Vote Number Proposal Text Proponent Mgmt Rec ISS Rec Instruction
Ordinary Business Mgmt
1 Approve Financial Statements, Statutory Reports, and Allocation of Mgmt For For For Income
2 Approve Auditors and Authorize Board to Fix Their Remuneration Mgmt For For For
3 Elect Directors (Bundled) Mgmt For For For
4 Revoke Authorization on Repurchase of Shares Mgmt For For For
5 Approve Free Share Scheme for Employees 2020 Mgmt For For For
6.1 Approve Remuneration Policy Mgmt For For For Vote Summary Report
Date range covered : 04/01/2020 to 06/30/2020 Location(s): All Locations Institution Account(s): SUN LIFE INFRASTRUCTURE FUND
Atlantia SpA
Proposal Vote Number Proposal Text Proponent Mgmt Rec ISS Rec Instruction
6.2 Approve Second Section of the Remuneration Report Mgmt For Against Against
A Deliberations on Possible Legal Action Against Directors if Mgmt None Against Against Presented by Shareholders
Atlas Arteria
Meeting Date: 05/19/2020 Country: Australia Record Date: 05/17/2020 Meeting Type: Annual Ticker: ALX
Primary CUSIP: Q06180105 Primary ISIN: AU0000013559 Primary SEDOL: BZ03TZ1
Meeting Notes:
Shares Voted: 1,289,892 Votable Shares: 1,289,892 Shares on Loan: 0 Shares Instructed: 1,289,892
Proposal Vote Number Proposal Text Proponent Mgmt Rec ISS Rec Instruction
Annual Meeting Agenda of Atlas Arteria Limited (ATLAX) Mgmt
2 Elect Debra Goodin as Director Mgmt For For For
3 Approve the Remuneration Report Mgmt For For For
4 Approve Grant of Performance Rights to Graeme Bevans Mgmt For For For
5 Approve Grant of Restricted Securities to Graeme Bevans Mgmt For For For
6 Ratify Past Issuance of ATLAX Shares to Existing Institutional Mgmt For For For Investors and New Institutional Investors
Annual Meeting Agenda of Atlas Arteria International Limited Mgmt (ATLIX) Vote Summary Report
Date range covered : 04/01/2020 to 06/30/2020 Location(s): All Locations Institution Account(s): SUN LIFE INFRASTRUCTURE FUND
Atlas Arteria
Proposal Vote Number Proposal Text Proponent Mgmt Rec ISS Rec Instruction
2 Appoint PricewaterhouseCoopers as Auditor and Authorize Board Mgmt For For For to Fix Their Remuneration
3 Elect Fiona Beck as Director Mgmt For For For
4a Elect Jeffrey Conyers as Director Mgmt For For For
4b Elect Derek Stapley as Director Mgmt For For For
5 Ratify Past Issuance of ATLIX Shares to Existing Institutional Mgmt For For For Investors and New Institutional Investors
6 Approve Amendments to ATLIX Bye-Laws Mgmt For For For
CSX Corporation
Meeting Date: 05/06/2020 Country: USA Record Date: 03/06/2020 Meeting Type: Annual Ticker: CSX
Primary CUSIP: 126408103 Primary ISIN: US1264081035 Primary SEDOL: 2160753
Meeting Notes:
Shares Voted: 259,706 Votable Shares: 259,706 Shares on Loan: 0 Shares Instructed: 259,706
Proposal Vote Number Proposal Text Proponent Mgmt Rec ISS Rec Instruction
1a Elect Director Donna M. Alvarado Mgmt For For For
1b Elect Director Pamela L. Carter Mgmt For For For
1c Elect Director James M. Foote Mgmt For For For
1d Elect Director Steven T. Halverson Mgmt For For For Vote Summary Report
Date range covered : 04/01/2020 to 06/30/2020 Location(s): All Locations Institution Account(s): SUN LIFE INFRASTRUCTURE FUND
CSX Corporation
Proposal Vote Number Proposal Text Proponent Mgmt Rec ISS Rec Instruction
1e Elect Director Paul C. Hilal Mgmt For For For
1f Elect Director John D. McPherson Mgmt For For For
1g Elect Director David M. Moffett Mgmt For For For
1h Elect Director Linda H. Riefler Mgmt For For For
1i Elect Director Suzanne M. Vautrinot Mgmt For For For
1j Elect Director J. Steven Whisler Mgmt For For For
1k Elect Director John J. Zillmer Mgmt For For For
2 Ratify Ernst & Young LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Mgmt For Against For
Ferrovial SA
Meeting Date: 04/16/2020 Country: Spain Record Date: 04/08/2020 Meeting Type: Annual Ticker: FER
Primary CUSIP: E49512119 Primary ISIN: ES0118900010 Primary SEDOL: B038516
Meeting Notes:
Shares Voted: 657,299 Votable Shares: 657,299 Shares on Loan: 0 Shares Instructed: 657,299
Proposal Vote Number Proposal Text Proponent Mgmt Rec ISS Rec Instruction
1.1 Approve Consolidated and Standalone Financial Statements Mgmt For For For Vote Summary Report
Date range covered : 04/01/2020 to 06/30/2020 Location(s): All Locations Institution Account(s): SUN LIFE INFRASTRUCTURE FUND
Ferrovial SA
Proposal Vote Number Proposal Text Proponent Mgmt Rec ISS Rec Instruction
1.2 Approve Non-Financial Information Statement Mgmt For For For
2 Approve Allocation of Income Mgmt For For For
3 Approve Discharge of Board Mgmt For For For
4 Appoint Ernst & Young as Auditor Mgmt For For For
5.1 Reelect Philip Bowman as Director Mgmt For For For
5.2 Reelect Hanne Birgitte Breinbjerb Sorensen as Director Mgmt For For For
5.3 Ratify Appointment of and Elect Ignacio Madridejos Fernandez as Mgmt For For For Director
5.4 Ratify Appointment of and Elect Juan Hoyos Martinez de Irujo as Mgmt For For For Director
5.5 Ratify Appointment of and Elect Gonzalo Urquijo Fernandez de Mgmt For For For Araoz as Director
6 Approve Scrip Dividends Mgmt For For For
7 Approve Scrip Dividends Mgmt For For For
8 Approve Reduction in Share Capital via Amortization of Treasury Mgmt For For For Shares
9 Amend Remuneration Policy Mgmt For Against Against
10 Approve Restricted Stock Plan Mgmt For For For
11 Authorize Board to Continue the Total or Partial Sale of Assets of Mgmt For Against For the Services Division of the Ferrovial Group
12 Authorize Board to Ratify and Execute Approved Resolutions Mgmt For For For
13 Advisory Vote on Remuneration Report Mgmt For Against Against
14 Receive Amendments to Board of Directors Regulations Mgmt Vote Summary Report
Date range covered : 04/01/2020 to 06/30/2020 Location(s): All Locations Institution Account(s): SUN LIFE INFRASTRUCTURE FUND
Fraport AG Frankfurt Airport Services Worldwide
Meeting Date: 05/26/2020 Country: Germany Record Date: 05/04/2020 Meeting Type: Annual Ticker: FRA
Primary CUSIP: D3856U108 Primary ISIN: DE0005773303 Primary SEDOL: 7107551
Meeting Notes:
Shares Voted: 84,384 Votable Shares: 84,384 Shares on Loan: 0 Shares Instructed: 84,384
Proposal Vote Number Proposal Text Proponent Mgmt Rec ISS Rec Instruction
1 Receive Financial Statements and Statutory Reports for Fiscal 2019 Mgmt (Non-Voting)
2 Approve Allocation of Income and Omission of Dividends Mgmt For For For
3 Approve Discharge of Management Board for Fiscal 2019 Mgmt For For For
4 Approve Discharge of Supervisory Board for Fiscal 2019 Mgmt For For For
5 Ratify PricewaterhouseCoopers GmbH as Auditors for Fiscal 2020 Mgmt For For For
6 Elect Michael Boddenberg to the Supervisory Board Mgmt For Against Against
7 Approve Remuneration Policy Mgmt For For For
8 Approve Remuneration of Supervisory Board Mgmt For For For
9.1 Amend Articles Re: Registration Deadline Mgmt For For For
9.2 Amend Articles Re: Proof of Entitlement Mgmt For For For
9.3 Amend Articles Re: Online Participation Mgmt For For For Vote Summary Report
Date range covered : 04/01/2020 to 06/30/2020 Location(s): All Locations Institution Account(s): SUN LIFE INFRASTRUCTURE FUND
Hera SpA
Meeting Date: 04/29/2020 Country: Italy Record Date: 04/20/2020 Meeting Type: Annual/Special Ticker: HER
Primary CUSIP: T5250M106 Primary ISIN: IT0001250932 Primary SEDOL: 7598003
Meeting Notes:
Shares Voted: 1,543,311 Votable Shares: 1,543,311 Shares on Loan: 0 Shares Instructed: 1,543,311
Proposal Vote Number Proposal Text Proponent Mgmt Rec ISS Rec Instruction
Extraordinary Business Mgmt
Management Proposals Mgmt
1 Amend Company Bylaws Re: Articles 16, 26, and 34 Mgmt For For For
2 Amend Company Bylaws Re: Article 17 Mgmt For For For
Ordinary Business Mgmt
1 Approve Financial Statements, Statutory Reports, and Allocation of Mgmt For For For Income
2.1 Approve Remuneration Policy Mgmt For For For
2.2 Approve Second Section of the Remuneration Report Mgmt For Against Against
3 Authorize Share Repurchase Program and Reissuance of Mgmt For For For Repurchased Shares
Appoint Directors (Slate Election) - Choose One of the Following Mgmt Slates
4.1 Slate 1 Submitted by the Shareholder Agreement (41.58 Percent of SH None Against Against the Share Capital)
4.2 Slate 2 Submitted by Gruppo Societa Gas Rimini SpA SH None Against Against
4.3 Slate 3 Submitted by Institutional Investors (Assogestioni) SH None For For Vote Summary Report
Date range covered : 04/01/2020 to 06/30/2020 Location(s): All Locations Institution Account(s): SUN LIFE INFRASTRUCTURE FUND
Hera SpA
Proposal Vote Number Proposal Text Proponent Mgmt Rec ISS Rec Instruction
Shareholder Proposal Submitted by the Shareholder Agreement Mgmt (41.58 Percent of the Share Capital)
5 Approve Remuneration of Directors SH None For For
Appoint Internal Statutory Auditors (Slate Election) - Choose One Mgmt of the Following Slates
6.1 Slate 1 Submitted by the Shareholder Agreement (41.58 Percent of SH None Against Against the Share Capital)
6.2 Slate 2 Submitted by Gruppo Societa Gas Rimini SpA SH None Against Against
6.3 Slate 3 Submitted by Institutional Investors (Assogestioni) SH None For For
Shareholder Proposal Submitted by the Shareholder Agreement Mgmt (41.58 Percent of the Share Capital)
7 Approve Internal Auditors' Remuneration SH None For For
A Deliberations on Possible Legal Action Against Directors if Mgmt None Against Against Presented by Shareholders
Italgas SpA
Meeting Date: 05/12/2020 Country: Italy Record Date: 04/30/2020 Meeting Type: Annual Ticker: IG
Primary CUSIP: T6R89Z103 Primary ISIN: IT0005211237 Primary SEDOL: BD2Z8S7
Meeting Notes: Vote Summary Report
Date range covered : 04/01/2020 to 06/30/2020 Location(s): All Locations Institution Account(s): SUN LIFE INFRASTRUCTURE FUND
Italgas SpA
Shares Voted: 1,141,317 Votable Shares: 1,141,317 Shares on Loan: 0 Shares Instructed: 1,141,317
Proposal Vote Number Proposal Text Proponent Mgmt Rec ISS Rec Instruction
Ordinary Business Mgmt
1 Accept Financial Statements and Statutory Reports Mgmt For For For
2 Approve Allocation of Income Mgmt For For For
3 Revoke Auditors; Approve New Auditors and Authorize Board to Fix Mgmt For For For Their Remuneration
4.1 Approve Remuneration Policy Mgmt For For For
4.2 Approve Second Section of the Remuneration Report Mgmt For For For
5 Approve 2020-2022 Long-Term Monetary Incentive Plan Mgmt For For For
A Deliberations on Possible Legal Action Against Directors if Mgmt None Against Against Presented by Shareholders
Kansas City Southern
Meeting Date: 05/21/2020 Country: USA Record Date: 03/23/2020 Meeting Type: Annual Ticker: KSU
Primary CUSIP: 485170302 Primary ISIN: US4851703029 Primary SEDOL: 2607647
Meeting Notes: Vote Summary Report
Date range covered : 04/01/2020 to 06/30/2020 Location(s): All Locations Institution Account(s): SUN LIFE INFRASTRUCTURE FUND
Kansas City Southern
Shares Voted: 16,062 Votable Shares: 16,062 Shares on Loan: 0 Shares Instructed: 16,062
Proposal Vote Number Proposal Text Proponent Mgmt Rec ISS Rec Instruction
1.1 Elect Director Lydia I. Beebe Mgmt For For For
1.2 Elect Director Lu M. Cordova Mgmt For For For
1.3 Elect Director Robert J. Druten Mgmt For For For
1.4 Elect Director Antonio O. Garza, Jr. Mgmt For For For
1.5 Elect Director David Garza-Santos Mgmt For For For
1.6 Elect Director Janet H. Kennedy Mgmt For For For
1.7 Elect Director Mitchell J. Krebs Mgmt For For For
1.8 Elect Director Henry J. Maier Mgmt For For For
1.9 Elect Director Thomas A. McDonnell Mgmt For For For
1.10 Elect Director Patrick J. Ottensmeyer Mgmt For For For
2 Ratify PricewaterhouseCoopers LLP as Auditor Mgmt For For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Mgmt For For For
4 Provide Right to Act by Written Consent SH Against Against Against Vote Summary Report
Date range covered : 04/01/2020 to 06/30/2020 Location(s): All Locations Institution Account(s): SUN LIFE INFRASTRUCTURE FUND
Norfolk Southern Corporation
Meeting Date: 05/14/2020 Country: USA Record Date: 03/06/2020 Meeting Type: Annual Ticker: NSC
Primary CUSIP: 655844108 Primary ISIN: US6558441084 Primary SEDOL: 2641894
Meeting Notes:
Shares Voted: 121,359 Votable Shares: 121,359 Shares on Loan: 0 Shares Instructed: 121,359
Proposal Vote Number Proposal Text Proponent Mgmt Rec ISS Rec Instruction
1a Elect Director Thomas D. Bell, Jr. Mgmt For For For
1b Elect Director Mitchell E. Daniels, Jr. Mgmt For For For
1c Elect Director Marcela E. Donadio Mgmt For For For
1d Elect Director John C. Huffard, Jr. Mgmt For For For
1e Elect Director Christopher T. Jones Mgmt For For For
1f Elect Director Thomas C. Kelleher Mgmt For For For
1g Elect Director Steven F. Leer Mgmt For For For
1h Elect Director Michael D. Lockhart Mgmt For For For
1i Elect Director Amy E. Miles Mgmt For For For
1j Elect Director Claude Mongeau Mgmt For For For
1k Elect Director Jennifer F. Scanlon Mgmt For For For
1l Elect Director James A. Squires Mgmt For For For
1m Elect Director John R. Thompson Mgmt For For For
2a Amend Articles Re: Voting Standard for Amendment of Articles Mgmt For For For Vote Summary Report
Date range covered : 04/01/2020 to 06/30/2020 Location(s): All Locations Institution Account(s): SUN LIFE INFRASTRUCTURE FUND
Norfolk Southern Corporation
Proposal Vote Number Proposal Text Proponent Mgmt Rec ISS Rec Instruction
2b Amend Articles Re: Simple Majority Voting Standard to Approve Mgmt For For For Merger, Share Exchange, Conversion, Sale,or Dissolution of the Corporation
2c Amend Articles Re: Simple Majority Voting Standard to Approve Mgmt For For For Re-Domestication of the Corporation and Affiliated Transactions
3 Ratify KPMG LLP as Auditor Mgmt For For For
4 Advisory Vote to Ratify Named Executive Officers' Compensation Mgmt For For For
5 Provide Right to Act by Written Consent SH Against Against Against
Pennon Group Plc
Meeting Date: 05/28/2020 Country: United Kingdom Record Date: 05/26/2020 Meeting Type: Special Ticker: PNN
Primary CUSIP: G8295T213 Primary ISIN: GB00B18V8630 Primary SEDOL: B18V863
Meeting Notes:
Shares Voted: 763,611 Votable Shares: 763,611 Shares on Loan: 0 Shares Instructed: 763,611
Proposal Vote Number Proposal Text Proponent Mgmt Rec ISS Rec Instruction
1 Approve Matters Relating to the Disposal by the Company of the Mgmt For For For Viridor Business Vote Summary Report
Date range covered : 04/01/2020 to 06/30/2020 Location(s): All Locations Institution Account(s): SUN LIFE INFRASTRUCTURE FUND
Power Assets Holdings Limited
Meeting Date: 05/13/2020 Country: Hong Kong Record Date: 05/07/2020 Meeting Type: Annual Ticker: 6
Primary CUSIP: Y7092Q109 Primary ISIN: HK0006000050 Primary SEDOL: 6435327
Meeting Notes:
Shares Voted: 1,198,529 Votable Shares: 1,198,529 Shares on Loan: 0 Shares Instructed: 1,198,529
Proposal Vote Number Proposal Text Proponent Mgmt Rec ISS Rec Instruction
1 Accept Financial Statements and Statutory Reports Mgmt For For For
2 Approve Final Dividend Mgmt For For For
3a Elect Andrew John Hunter as Director Mgmt For Against Against
3b Elect Ip Yuk-keung, Albert as Director Mgmt For For Against
3c Elect Li Tzar Kuoi, Victor as Director Mgmt For Against Against
3d Elect Tsai Chao Chung, Charles as Director Mgmt For For For
3e Elect Lui Wai Yu, Albert as Director Mgmt For For For
4 Approve KPMG as Auditor and Authorize Board to Fix Their Mgmt For For For Remuneration
5 Approve Issuance of Equity or Equity-Linked Securities without Mgmt For Against Against Preemptive Rights
6 Authorize Repurchase of Issued Share Capital Mgmt For For For
7 Authorize Reissuance of Repurchased Shares Mgmt For Against Against
8 Amend Articles of Association Mgmt For For For Vote Summary Report
Date range covered : 04/01/2020 to 06/30/2020 Location(s): All Locations Institution Account(s): SUN LIFE INFRASTRUCTURE FUND
Redes Energeticas Nacionais SGPS SA
Meeting Date: 05/07/2020 Country: Portugal Record Date: 04/29/2020 Meeting Type: Annual Ticker: RENE
Primary CUSIP: X70955103 Primary ISIN: PTREL0AM0008 Primary SEDOL: B233HR5
Meeting Notes:
Shares Voted: 713,303 Votable Shares: 713,303 Shares on Loan: 0 Shares Instructed: 713,303
Proposal Vote Number Proposal Text Proponent Mgmt Rec ISS Rec Instruction
1 Approve Individual and Consolidated Financial Statements and Mgmt For For For Statutory Reports
2 Approve Allocation of Income Mgmt For For For
3 Appraise Management and Supervision of Company and Approve Mgmt For For For Vote of Confidence to Corporate Bodies
4 Authorize Repurchase and Reissuance of Shares Mgmt For For For
5 Authorize Repurchase and Reissuance of Repurchased Debt Mgmt For For For Instruments
6 Approve Statement on Remuneration Policy Mgmt For For For
SES SA
Meeting Date: 04/02/2020 Country: Luxembourg Record Date: 03/19/2020 Meeting Type: Annual Ticker: SESG
Primary CUSIP: L8300G135 Primary ISIN: LU0088087324 Primary SEDOL: B00ZQQ2
Meeting Notes: Vote Summary Report
Date range covered : 04/01/2020 to 06/30/2020 Location(s): All Locations Institution Account(s): SUN LIFE INFRASTRUCTURE FUND
SES SA
Shares Voted: 734,273 Votable Shares: 734,273 Shares on Loan: 0 Shares Instructed: 734,273
Proposal Vote Number Proposal Text Proponent Mgmt Rec ISS Rec Instruction
Annual Meeting Agenda Mgmt
1 Attendance List, Quorum, and Adoption of Agenda Mgmt
2 Accept Nomination of One Secretary and Two Meeting Scrutineers Mgmt
3 Receive Board's Report Mgmt
4 Receive Explanations on Main Developments During 2019 and Mgmt Perspectives
5 Receive Information on 2019 Financial Results Mgmt
6 Receive Auditor's Reports Mgmt
7 Approve Financial Statements Mgmt For For For
8 Approve Allocation of Income Mgmt For For For
9 Approve Discharge of Directors Mgmt For For For
10 Fix Number of Directors at Twelve Mgmt For For For
11.1 Elect Paul Konsbruck as B Director Mgmt For For For
11.2 Elect Marc Serres as B Director Mgmt For For For
11.3 Elect Frank Esser as A Director Mgmt For For For
12.1 Reelect Ramu Potarazu as A Director Mgmt For For For
12.2 Reelect Kaj-Erik Relander as A Director Mgmt For For For
12.3 Reelect Anne-Catherine Ries as B Director Mgmt For For For
12.4 Elect Beatrice de Clermont-Tonnerre as A Director Mgmt For For For Vote Summary Report
Date range covered : 04/01/2020 to 06/30/2020 Location(s): All Locations Institution Account(s): SUN LIFE INFRASTRUCTURE FUND
SES SA
Proposal Vote Number Proposal Text Proponent Mgmt Rec ISS Rec Instruction
12.5 Elect Peter van Bommel as A Director Mgmt For For For
13 Approve Remuneration Policy Mgmt For Against Against
14 Approve Remuneration of Directors Mgmt For For For
15 Approve Remuneration Report Mgmt For Against Against
16 Approve Auditors and Authorize Board to Fix Their Remuneration Mgmt For For For
17 Approve Share Repurchase Mgmt For For For
18 Transact Other Business (Non-Voting) Mgmt
SNAM SpA
Meeting Date: 06/18/2020 Country: Italy Record Date: 06/09/2020 Meeting Type: Annual/Special Ticker: SRG
Primary CUSIP: T8578N103 Primary ISIN: IT0003153415 Primary SEDOL: 7251470
Meeting Notes:
Shares Voted: 2,971,806 Votable Shares: 2,971,806 Shares on Loan: 0 Shares Instructed: 2,971,806
Proposal Vote Number Proposal Text Proponent Mgmt Rec ISS Rec Instruction
Extraordinary Business Mgmt
Management Proposals Mgmt
1 Authorize Cancellation of Treasury Shares without Reduction of Mgmt For For For Share Capital; Amend Article 5.1 Vote Summary Report
Date range covered : 04/01/2020 to 06/30/2020 Location(s): All Locations Institution Account(s): SUN LIFE INFRASTRUCTURE FUND
SNAM SpA
Proposal Vote Number Proposal Text Proponent Mgmt Rec ISS Rec Instruction
Ordinary Business Mgmt
1 Accept Financial Statements and Statutory Reports Mgmt For For For
2 Approve Allocation of Income Mgmt For For For
3 Authorize Share Repurchase Program and Reissuance of Mgmt For For For Repurchased Shares
4.1 Approve Remuneration Policy Mgmt For For For
4.2 Approve Second Section of the Remuneration Report Mgmt For For For
5 Approve 2020-2022 Long Term Share Incentive Plan Mgmt For For For
Shareholder Proposals Submitted by CDP Reti SpA Mgmt
6 Elect Nicola Bedin as Director SH None For For
7 Elect Nicola Bedin as Board Chair SH None For For
A Deliberations on Possible Legal Action Against Directors if Mgmt None Against Against Presented by Shareholders
Spark Infrastructure Group
Meeting Date: 05/27/2020 Country: Australia Record Date: 05/25/2020 Meeting Type: Annual Ticker: SKI
Primary CUSIP: Q8604W120 Primary ISIN: AU000000SKI7 Primary SEDOL: B0T9JZ5
Meeting Notes: Vote Summary Report
Date range covered : 04/01/2020 to 06/30/2020 Location(s): All Locations Institution Account(s): SUN LIFE INFRASTRUCTURE FUND
Spark Infrastructure Group
Shares Voted: 2,949,495 Votable Shares: 2,949,495 Shares on Loan: 0 Shares Instructed: 2,949,495
Proposal Vote Number Proposal Text Proponent Mgmt Rec ISS Rec Instruction
1 Approve Remuneration Report Mgmt For For For
2 Elect Greg Martin as Director of Spark Infrastructure RE, Spark Mgmt For For For Holdings No 1, Spark Holdings No 2, Spark Holdings No 3 and Spark Holdings No 4
3 Elect Miles George as Director of Spark Infrastructure RE, Spark Mgmt For For For Holdings No 1, Spark Holdings No 2, Spark Holdings No 3 and Spark Holdings No 4
4 Approve Grant of Performance Rights to Rick Francis Mgmt For For For
5 Appoint Melbourne Securities Corporation Limited as Note Trustee Mgmt For For For
6 Elect Alexandra Finley as Director of Spark Infrastructure Holdings Mgmt For For For No 6
7 Elect Gerard Dover as Director of Spark Infrastructure Holdings No Mgmt For For For 6
TERNA Rete Elettrica Nazionale SpA
Meeting Date: 05/18/2020 Country: Italy Record Date: 05/07/2020 Meeting Type: Annual/Special Ticker: TRN
Primary CUSIP: T9471R100 Primary ISIN: IT0003242622 Primary SEDOL: B01BN57
Meeting Notes: Vote Summary Report
Date range covered : 04/01/2020 to 06/30/2020 Location(s): All Locations Institution Account(s): SUN LIFE INFRASTRUCTURE FUND
TERNA Rete Elettrica Nazionale SpA
Shares Voted: 2,088,576 Votable Shares: 2,088,576 Shares on Loan: 0 Shares Instructed: 2,088,576
Proposal Vote Number Proposal Text Proponent Mgmt Rec ISS Rec Instruction
Ordinary Business Mgmt
Management Proposals Mgmt
1 Accept Financial Statements and Statutory Reports Mgmt For For For
2 Approve Allocation of Income Mgmt For For For
Shareholder Proposals Submitted by CDP Reti SpA Mgmt
3 Fix Number of Directors SH None For Against
4 Fix Board Terms for Directors SH None For For
Appoint Directors (Slate Election) - Choose One of the Following Mgmt Slates
5.1 Slate 1 Submitted by CDP Reti SpA SH None Against Against
5.2 Slate 2 Submitted by Institutional Investors (Assogestioni) SH None For For
Shareholder Proposals Submitted by CDP Reti SpA Mgmt
6 Elect Valentina Bosetti as Board Chair SH None For For
7 Approve Remuneration of Directors SH None For For
Appoint Internal Statutory Auditors (Slate Election) - Choose One Mgmt of the Following Slates
8.1 Slate 1 Submitted by CDP Reti SpA SH None For For
8.2 Slate 2 Submitted by Institutional Investors (Assogestioni) SH None Against Against
Shareholder Proposal Submitted by CDP Reti SpA Mgmt Vote Summary Report
Date range covered : 04/01/2020 to 06/30/2020 Location(s): All Locations Institution Account(s): SUN LIFE INFRASTRUCTURE FUND
TERNA Rete Elettrica Nazionale SpA
Proposal Vote Number Proposal Text Proponent Mgmt Rec ISS Rec Instruction
9 Approve Internal Auditors' Remuneration SH None For For
Management Proposals Mgmt
10 Approve Long Term Incentive Plan Mgmt For For For
11 Authorize Share Repurchase Program and Reissuance of Mgmt For For For Repurchased Shares
12.1 Approve Remuneration Policy Mgmt For For For
12.2 Approve Second Section of the Remuneration Report Mgmt For For For
Extraordinary Business Mgmt
1 Amend Company Bylaws Re: Article 31 Mgmt For For For
A Deliberations on Possible Legal Action Against Directors if Mgmt None Against Against Presented by Shareholders
Union Pacific Corporation
Meeting Date: 05/14/2020 Country: USA Record Date: 03/20/2020 Meeting Type: Annual Ticker: UNP
Primary CUSIP: 907818108 Primary ISIN: US9078181081 Primary SEDOL: 2914734
Meeting Notes:
Shares Voted: 20,867 Votable Shares: 20,867 Shares on Loan: 0 Shares Instructed: 20,867
Proposal Vote Number Proposal Text Proponent Mgmt Rec ISS Rec Instruction
1a Elect Director Andrew H. Card, Jr. Mgmt For For For Vote Summary Report
Date range covered : 04/01/2020 to 06/30/2020 Location(s): All Locations Institution Account(s): SUN LIFE INFRASTRUCTURE FUND
Union Pacific Corporation
Proposal Vote Number Proposal Text Proponent Mgmt Rec ISS Rec Instruction
1b Elect Director William J. DeLaney Mgmt For For For
1c Elect Director David B. Dillon Mgmt For For For
1d Elect Director Lance M. Fritz Mgmt For For For
1e Elect Director Deborah C. Hopkins Mgmt For For For
1f Elect Director Jane H. Lute Mgmt For For For
1g Elect Director Michael R. McCarthy Mgmt For For For
1h Elect Director Thomas F. McLarty, III Mgmt For For For
1i Elect Director Bhavesh V. Patel Mgmt For For For
1j Elect Director Jose H. Villarreal Mgmt For For For
1k Elect Director Christopher J. Williams Mgmt For For For
2 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Officers' Compensation Mgmt For For For
4 Require Independent Board Chairman SH Against Against For
5 Report on Climate Change SH Against Against For
VINCI SA
Meeting Date: 06/18/2020 Country: France Record Date: 06/15/2020 Meeting Type: Annual/Special Ticker: DG
Primary CUSIP: F5879X108 Primary ISIN: FR0000125486 Primary SEDOL: B1XH026
Meeting Notes: Vote Summary Report
Date range covered : 04/01/2020 to 06/30/2020 Location(s): All Locations Institution Account(s): SUN LIFE INFRASTRUCTURE FUND
VINCI SA
Shares Voted: 104,398 Votable Shares: 104,398 Shares on Loan: 0 Shares Instructed: 104,398
Proposal Vote Number Proposal Text Proponent Mgmt Rec ISS Rec Instruction
Ordinary Business Mgmt
1 Approve Consolidated Financial Statements and Statutory Reports Mgmt For For For
2 Approve Financial Statements and Statutory Reports Mgmt For For For
3 Approve Allocation of Income and Dividends of EUR 2.04 per Share Mgmt For For For
4 Approve Stock Dividend Program Mgmt For For For
5 Elect Benoit Bazin as Director Mgmt For For For
6 Authorize Repurchase of Up to 10 Percent of Issued Share Capital Mgmt For For For
7 Approve Remuneration Policy of Board Members Mgmt For For For
8 Approve Remuneration Policy of Xavier Huillard, Chairman and Mgmt For For For CEO
9 Approve Compensation Report of Corporate Officers Mgmt For For For
10 Approve Compensation of Xavier Huillard, Chairman and CEO Mgmt For For For
Extraordinary Business Mgmt
11 Authorize Decrease in Share Capital via Cancellation of Mgmt For For For Repurchased Shares
12 Authorize Capital Issuances for Use in Employee Stock Purchase Mgmt For For For Plans
13 Authorize Capital Issuances for Use in Employee Stock Purchase Mgmt For For For Plans Reserved for Employees of International Subsidiaries
14 Authorize up to 1 Percent of Issued Capital for Use in Restricted Mgmt For For For Stock Plans Reserved for Employees With Performance Conditions Attached Vote Summary Report
Date range covered : 04/01/2020 to 06/30/2020 Location(s): All Locations Institution Account(s): SUN LIFE INFRASTRUCTURE FUND
VINCI SA
Proposal Vote Number Proposal Text Proponent Mgmt Rec ISS Rec Instruction
15 Amend Article 13 of Bylaws Re: Board Members Deliberation via Mgmt For For For Written Consultation
16 Amend Article 14 of Bylaws Re: Board Members Remuneration Mgmt For For For
17 Amend Article 15 of Bylaws Re: Board Powers Mgmt For For For
18 Authorize Filing of Required Documents/Other Formalities Mgmt For For For Vote Summary Report Sun Life Real Assets Private Pool (formerly, Sun Life Real Assets Fund)* - Date range covered: 07/01/2019 to 09/30/2019 Sub-advisor (REITs sleeve) - MFS Investment Location(s): Massachusetts Financial Services Institution Account(s): Sun Life Real Assets Fund Management Canada Limited Ascendas India Trust
Meeting Date: 07/08/2019 Country: Singapore Primary Security ID: Y0259C104 Meeting ID: 1347721 Record Date: Meeting Type: Annual Ticker: CY6U
Primary CUSIP: Y0259C104 Primary ISIN: SG1V35936920 Primary SEDOL: B23DMQ9
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1 Adopt Statement by the Trustee-Manager, Mgmt For For Audited Financial Statements and Auditor's Report
2 Approve Ernst & Young LLP as Auditors and Mgmt For For Authorize Directors of the Trustee-Manager to Fix Their Remuneration
3 Approve Issuance of Equity or Equity-Linked Mgmt For For Securities with or without Preemptive Rights
4 Amend Trust Deed Mgmt For For
5 Amend Trust Deed to Include Provisions Mgmt For For Regarding Electronic Communications of Notices and Documents to Unitholders
LondonMetric Property Plc
Meeting Date: 07/11/2019 Country: United Kingdom Primary Security ID: G5689W109 Meeting ID: 1347028 Record Date: 07/09/2019 Meeting Type: Annual Ticker: LMP
Primary CUSIP: G5689W109 Primary ISIN: GB00B4WFW713 Primary SEDOL: B4WFW71
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1 Accept Financial Statements and Statutory Mgmt For For Reports
2 Approve Remuneration Report Mgmt For For
3 Reappoint Deloitte LLP as Auditors Mgmt For For
4 Authorise Board to Fix Remuneration of Mgmt For For Auditors
5 Re-elect Patrick Vaughan as Director Mgmt For For
6 Re-elect Andrew Jones as Director Mgmt For For
7 Re-elect Martin McGann as Director Mgmt For For
8 Re-elect James Dean as Director Mgmt For For
Page 1 of 6
* Effective February 26, 2020, the Sun Life Real Assets Fund has been renamed Sun Life Real Assets Private Pool. Vote Summary Report
Date range covered: 07/01/2019 to 09/30/2019 Location(s): Massachusetts Financial Services Institution Account(s): Sun Life Real Assets Fund
LondonMetric Property Plc
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
9 Re-elect Rosalyn Wilton as Director Mgmt For For
10 Re-elect Andrew Livingston as Director Mgmt For For
11 Re-elect Suzanne Avery as Director Mgmt For For
12 Elect Robert Fowlds as Director Mgmt For For
13 Authorise Issue of Equity Mgmt For For
14 Authorise Board to Offer Scrip Dividend Mgmt For For
15 Authorise Issue of Equity without Pre-emptive Mgmt For For Rights
16 Authorise Issue of Equity without Pre-emptive Mgmt For For Rights in Connection with an Acquisition or Other Capital Investment
17 Authorise Market Purchase of Ordinary Shares Mgmt For For
18 Authorise the Company to Call General Mgmt For For Meeting with Two Weeks' Notice
Mapletree Logistics Trust
Meeting Date: 07/15/2019 Country: Singapore Primary Security ID: Y5759Q107 Meeting ID: 1349883 Record Date: Meeting Type: Annual Ticker: M44U
Primary CUSIP: Y5759Q107 Primary ISIN: SG1S03926213 Primary SEDOL: B0D6P43
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1 Adopt Report of the Trustee, Statement by Mgmt For For the Manager, Audited Financial Statements and Auditors' Report
2 Approve PricewaterhouseCoopers LLP as Mgmt For For Auditors and Authorize Manager to Fix Their Remuneration
3 Approve Issuance of Equity or Equity-Linked Mgmt For For Securities with or without Preemptive Rights
Big Yellow Group Plc
Meeting Date: 07/19/2019 Country: United Kingdom Primary Security ID: G1093E108 Meeting ID: 1339469 Record Date: 07/17/2019 Meeting Type: Annual Ticker: BYG
Primary CUSIP: G1093E108 Primary ISIN: GB0002869419 Primary SEDOL: 0286941
Page 2 of 6 Vote Summary Report
Date range covered: 07/01/2019 to 09/30/2019 Location(s): Massachusetts Financial Services Institution Account(s): Sun Life Real Assets Fund
Big Yellow Group Plc
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1 Accept Financial Statements and Statutory Mgmt For For Reports
2 Approve Remuneration Report Mgmt For For
3 Approve Final Dividend Mgmt For For
4 Re-elect Richard Cotton as Director Mgmt For For
5 Re-elect James Gibson as Director Mgmt For For
6 Re-elect Georgina Harvey as Director Mgmt For For
7 Re-elect Steve Johnson as Director Mgmt For For
8 Re-elect Dr Anna Keay as Director Mgmt For For
9 Re-elect Adrian Lee as Director Mgmt For For
10 Re-elect Vince Niblett as Director Mgmt For For
11 Re-elect John Trotman as Director Mgmt For For
12 Re-elect Nicholas Vetch as Director Mgmt For For
13 Reappoint KPMG LLP as Auditors Mgmt For For
14 Authorise Board to Fix Remuneration of Mgmt For For Auditors
15 Authorise Issue of Equity Mgmt For For
16 Authorise Issue of Equity without Pre-emptive Mgmt For For Rights
17 Authorise Issue of Equity without Pre-emptive Mgmt For For Rights in Connection with an Acquisition or Other Capital Investment
18 Authorise Market Purchase of Ordinary Shares Mgmt For For
19 Authorise the Company to Call General Mgmt For For Meeting with Two Weeks' Notice
The UNITE Group Plc
Meeting Date: 07/23/2019 Country: United Kingdom Primary Security ID: G9283N101 Meeting ID: 1350694 Record Date: 07/19/2019 Meeting Type: Special Ticker: UTG
Primary CUSIP: G9283N101 Primary ISIN: GB0006928617 Primary SEDOL: 0692861
Page 3 of 6 Vote Summary Report
Date range covered: 07/01/2019 to 09/30/2019 Location(s): Massachusetts Financial Services Institution Account(s): Sun Life Real Assets Fund
The UNITE Group Plc
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1 Approve Matters Relating to the Acquisition of Mgmt For For Liberty Living
Atrium European Real Estate Ltd.
Meeting Date: 07/24/2019 Country: Jersey Primary Security ID: G0621C113 Meeting ID: 1311499 Record Date: 07/22/2019 Meeting Type: Annual Ticker: ATRS
Primary CUSIP: G0621C113 Primary ISIN: JE00B3DCF752 Primary SEDOL: B3DCF75
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1 Accept Financial Statements and Statutory Mgmt For For Reports
2 Re-elect Chaim Katzman as Director Mgmt For Against
3 Re-elect Michael Errichetti as Director Mgmt For Against
4 Re-elect Neil Flanzraich as Director Mgmt For Against
5 Re-elect Simon Radford as Director Mgmt For Against
6 Re-elect Andrew Wignall as Director Mgmt For Against
7 Re-elect Lucy Lilley as Director Mgmt For Against
8 Ratify PricewaterhouseCoopers CI LLP as Mgmt For For Auditors
9 Authorise Board to Fix Remuneration of Mgmt For For Auditors
10 Authorise Market Purchase of Ordinary Shares Mgmt For For
11 Authorise Issue of Shares and Convertible Mgmt For For Securities
Link Real Estate Investment Trust
Meeting Date: 07/24/2019 Country: Hong Kong Primary Security ID: Y5281M111 Meeting ID: 1348613 Record Date: 07/18/2019 Meeting Type: Annual Ticker: 823
Primary CUSIP: Y5281M111 Primary ISIN: HK0823032773 Primary SEDOL: B0PB4M7
Page 4 of 6 Vote Summary Report
Date range covered: 07/01/2019 to 09/30/2019 Location(s): Massachusetts Financial Services Institution Account(s): Sun Life Real Assets Fund
Link Real Estate Investment Trust
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1 Note the Financial Statements and Statutory Mgmt Reports
2 Note the Appointment of Auditor and Fixing Mgmt of Their Remuneration
3.1 Elect Ed Chan Yiu Cheong as Director Mgmt For For
3.2 Elect Blair Chilton Pickerell as Director Mgmt For For
3.3 Elect May Siew Boi Tan as Director Mgmt For For
4 Authorize Repurchase of Issued Units Mgmt For For
Warehouses De Pauw SCA
Meeting Date: 09/11/2019 Country: Belgium Primary Security ID: B9774V120 Meeting ID: 1357144 Record Date: 08/28/2019 Meeting Type: Special Ticker: WDP
Primary CUSIP: B9774V120 Primary ISIN: BE0003763779 Primary SEDOL: 5710360
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
Special Meeting Agenda Mgmt
A1 Receive Special Board Report Re: Renewal Mgmt and Expansion of Authorized Capital
A2.1 Authorize Increase in Share Capital of up to Mgmt For For 50 Percent of Authorized Capital With Preemptive Rights If Increase Is In Cash
A2.2 Authorize Increase in Share Capital of up to Mgmt For For 50 Percent of Authorized Capital If Increase is Within the Context of Paying an Optional Dividend
A2.3 Authorize Increase in Share Capital of up to Mgmt For For 10 Percent of Authorized Capital Without Preemptive Rights
B3 Authorize Share Repurchase Program and Mgmt For For Reissuance of Repurchased Shares
C4 Voluntary Early Application of the Code of Mgmt Companies and Associations
C5a Change of Corporate Form Mgmt For For
Page 5 of 6 Vote Summary Report
Date range covered: 07/01/2019 to 09/30/2019 Location(s): Massachusetts Financial Services Institution Account(s): Sun Life Real Assets Fund
Warehouses De Pauw SCA
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
C5b Approve Discharge of Statutory Manager Mgmt For For
C5c.1 Elect Rik Vandenberghe as Independent Mgmt For For Director
C5c.2 Elect Frank Meysman as Director Mgmt For For
C5c.3 Elect Anne Leclercq as Independent Director Mgmt For For
C5c.4 Elect Cynthia Van Hulle as Independent Mgmt For For Director
C5c.5 Elect Jurgen Ingels as Independent Director Mgmt For For
C5c.6 Elect Tony De Pauw as Director Mgmt For For
C5c.7 Elect Joost Uwents as Director Mgmt For For
C5d Approve Remuneration of Directors Mgmt For For
D6 Approve 7:1 Stock Split Mgmt For For
E7 Authorize Implementation of Approved Mgmt For For Resolutions and Filing of Required Documents/Formalities at Trade Registry
Page 6 of 6 Vote Summary Report
Date range covered: 10/01/2019 to 12/31/2019 Location(s): Massachusetts Financial Services Institution Account(s): Sun Life Real Assets Fund
Advance Residence Investment Corp.
Meeting Date: 10/24/2019 Country: Japan Primary Security ID: J00184101 Meeting ID: 1365905 Record Date: 07/31/2019 Meeting Type: Special Ticker: 3269
Primary CUSIP: J00184101 Primary ISIN: JP3047160001 Primary SEDOL: B62WZW2
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1 Amend Articles to Amend Asset Management Mgmt For For Compensation
2 Elect Executive Director Higuchi, Wataru Mgmt For For
3 Elect Alternate Executive Director Takano, Mgmt For For Takeshi
4.1 Elect Supervisory Director Oba, Yoshitsugu Mgmt For For
4.2 Elect Supervisory Director Kobayashi, Satoru Mgmt For For
5 Elect Alternate Supervisory Director Mgmt For For Yamauchi, Hiromitsu
Japan Logistics Fund, Inc.
Meeting Date: 10/24/2019 Country: Japan Primary Security ID: J2785A104 Meeting ID: 1365747 Record Date: 07/31/2019 Meeting Type: Special Ticker: 8967
Primary CUSIP: J2785A104 Primary ISIN: JP3046230003 Primary SEDOL: B07NL19
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1 Amend Articles to Amend Permitted Mgmt For For Investment Types
2 Elect Executive Director Kameoka, Naohiro Mgmt For For
3 Elect Alternate Executive Director Ogaku, Mgmt For For Yasushi
4.1 Elect Supervisory Director Suto, Takachiyo Mgmt For For
4.2 Elect Supervisory Director Araki, Toshima Mgmt For For
4.3 Elect Supervisory Director Azuma, Tetsuya Mgmt For For
Page 1 of 4 Vote Summary Report
Date range covered: 10/01/2019 to 12/31/2019 Location(s): Massachusetts Financial Services Institution Account(s): Sun Life Real Assets Fund
Atrium European Real Estate Ltd.
Meeting Date: 10/25/2019 Country: Jersey Primary Security ID: G0621C113 Meeting ID: 1367559 Record Date: 10/23/2019 Meeting Type: Court Ticker: ATRS
Primary CUSIP: G0621C113 Primary ISIN: JE00B3DCF752 Primary SEDOL: B3DCF75
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
Court Meeting Mgmt
1 Approve Scheme of Arrangement Mgmt For For
Atrium European Real Estate Ltd.
Meeting Date: 10/25/2019 Country: Jersey Primary Security ID: G0621C113 Meeting ID: 1368189 Record Date: 10/23/2019 Meeting Type: Special Ticker: ATRS
Primary CUSIP: G0621C113 Primary ISIN: JE00B3DCF752 Primary SEDOL: B3DCF75
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1 Approve Cash Acquisition of Atrium European Mgmt For For Real Estate Ltd by Nb (2019) BV
National Storage REIT
Meeting Date: 11/13/2019 Country: Australia Primary Security ID: Q6605D109 Meeting ID: 1370403 Record Date: 11/11/2019 Meeting Type: Annual/Special Ticker: NSR
Primary CUSIP: Q6605D109 Primary ISIN: AU000000NSR2 Primary SEDOL: BGP6479
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
Resolutions for National Storage Holdings Mgmt Limited
2 Approve Remuneration Report Mgmt For For
3 Elect Anthony Keane as Director Mgmt For For
Resolution for National Storage Holdings Mgmt Limited and National Storage Property Trust
Page 2 of 4 Vote Summary Report
Date range covered: 10/01/2019 to 12/31/2019 Location(s): Massachusetts Financial Services Institution Account(s): Sun Life Real Assets Fund
National Storage REIT
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
4 Ratify Past Issuance of Stapled Securities to Mgmt For For Institutional and Professional Securityholders
Resolution for National Storage Property Trust Mgmt
5 Approve the Amendments to the Constitution Mgmt For For
Resolution for National Storage Holdings Mgmt Limited
6 Approve the Increase in Maximum Aggregate Mgmt For For Remuneration of Non-Executive Directors
Mirvac Group
Meeting Date: 11/19/2019 Country: Australia Primary Security ID: Q62377108 Meeting ID: 1356873 Record Date: 11/17/2019 Meeting Type: Annual/Special Ticker: MGR
Primary CUSIP: Q62377108 Primary ISIN: AU000000MGR9 Primary SEDOL: 6161978
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
2.1 Elect John Mulcahy as Director Mgmt For For
2.2 Elect James M. Millar as Director Mgmt For For
2.3 Elect Jane Hewitt as Director Mgmt For For
2.4 Elect Peter Nash as Director Mgmt For For
3 Approve Remuneration Report Mgmt For For
4.1 Approve Long-Term Performance Plan Mgmt For For
4.2 Approve General Employee Exemption Plan Mgmt For For
5 Approve Participation of Susan Lloyd-Hurwitz Mgmt For For in the Long-Term Performance Plan
6 Ratify Past Issuance of Stapled Securities to Mgmt For For Institutional, Professional and Other Wholesale Investors
Goodman Group
Meeting Date: 11/20/2019 Country: Australia Primary Security ID: Q4229W132 Meeting ID: 1371871 Record Date: 11/18/2019 Meeting Type: Annual Ticker: GMG
Primary CUSIP: Q4229W132 Primary ISIN: AU000000GMG2 Primary SEDOL: B03FYZ4
Page 3 of 4 Vote Summary Report
Date range covered: 10/01/2019 to 12/31/2019 Location(s): Massachusetts Financial Services Institution Account(s): Sun Life Real Assets Fund
Goodman Group
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1 Appoint KPMG as Auditors of Goodman Mgmt For For Logistics (HK) Limited and Authorize the Board to Fix Their Remuneration
2 Elect Phillip Pryke as Director Mgmt For Against
3 Elect Anthony Rozic as Director Mgmt For For
4 Elect Chris Green as Director Mgmt For For
5 Approve Remuneration Report Mgmt For For
6 Approve Issuance of Performance Rights to Mgmt For For Gregory Goodman
7 Approve Issuance of Performance Rights to Mgmt For For Danny Peeters
8 Approve Issuance of Performance Rights to Mgmt For For Anthony Rozic
9 Approve the Spill Resolution Mgmt Against Against
Mapletree Logistics Trust
Meeting Date: 11/20/2019 Country: Singapore Primary Security ID: Y5759Q107 Meeting ID: 1375384 Record Date: Meeting Type: Special Ticker: M44U
Primary CUSIP: Y5759Q107 Primary ISIN: SG1S03926213 Primary SEDOL: B0D6P43
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1 Approve Proposed Acquisitions of the Mgmt For For Properties as Interested Person Transactions
Page 4 of 4 Vote Summary Report
Date range covered: 01/01/2020 to 03/31/2020 Location(s): Massachusetts Financial Services Institution Account(s): Sun Life Real Assets Fund
Fortune Real Estate Investment Trust
Meeting Date: 01/10/2020 Country: Singapore Primary Security ID: Y2616W104 Meeting ID: 1385713 Record Date: 01/06/2020 Meeting Type: Special Ticker: 778
Primary CUSIP: Y2616W104 Primary ISIN: SG1O33912138 Primary SEDOL: B5T50H7
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1 Approve Trust Deed Amendments Relating to Mgmt For For the Provisions Applicable to Singapore Property Funds
2 Approve Trust Deed Amendments Relating to Mgmt For For the Calculation of the General Mandate Threshold for Non-pro Rata Issue of Units
3 Approve Trust Deed Amendments Relating to Mgmt For For the Insurance of Investments
4 Approve Trustee's Additional Fee and the Mgmt For For Proposed Trust Deed Amendments Relating to Trustee's Additional Fee
5 Approve Trust Deed Amendments Relating to Mgmt For For the Manager's Duties
6 Approve Trust Deed Amendments Relating to Mgmt For For the Removal of the Manager
7 Approve Trust Deed Amendments Relating to Mgmt For For Advertisements
8 Approve Trust Deed Amendments Relating to Mgmt For For the Termination of Fortune REIT
9 Approve Trust Deed Amendments Relating to Mgmt For For Voting at General Meetings
10 Approve Trust Deed Amendments Relating to Mgmt For For Maximum Number of Proxies
11 Approve Trust Deed Amendments Relating to Mgmt For For Conflicting Provision
Kenedix Office Investment Corp.
Meeting Date: 01/27/2020 Country: Japan Primary Security ID: J32922106 Meeting ID: 1385862 Record Date: 10/31/2019 Meeting Type: Special Ticker: 8972
Primary CUSIP: J32922106 Primary ISIN: JP3046270009 Primary SEDOL: B0C5Q59
Page 1 of 6 Vote Summary Report
Date range covered: 01/01/2020 to 03/31/2020 Location(s): Massachusetts Financial Services Institution Account(s): Sun Life Real Assets Fund
Kenedix Office Investment Corp.
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1 Amend Articles to Amend Asset Management Mgmt For For Compensation
2 Elect Executive Director Takeda, Jiro Mgmt For For
3 Elect Alternate Executive Director Momoi, Mgmt For For Hiroaki
4.1 Elect Supervisory Director Toba, Shiro Mgmt For For
4.2 Elect Supervisory Director Morishima, Mgmt For For Yoshihiro
4.3 Elect Supervisory Director Seki, Takahiro Mgmt For For
Shaftesbury Plc
Meeting Date: 01/31/2020 Country: United Kingdom Primary Security ID: G80603106 Meeting ID: 1382282 Record Date: 01/29/2020 Meeting Type: Annual Ticker: SHB
Primary CUSIP: G80603106 Primary ISIN: GB0007990962 Primary SEDOL: 0799096
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1 Accept Financial Statements and Statutory Mgmt For For Reports
2 Approve Remuneration Report Mgmt For For
3 Approve Final Dividend Mgmt For For
4 Re-elect Jonathan Nicholls as Director Mgmt For For
5 Re-elect Brian Bickell as Director Mgmt For For
6 Re-elect Simon Quayle as Director Mgmt For For
7 Re-elect Thomas Welton as Director Mgmt For For
8 Re-elect Christopher Ward as Director Mgmt For For
9 Re-elect Richard Akers as Director Mgmt For For
10 Re-elect Dermot Mathias as Director Mgmt For For
11 Re-elect Jennelle Tilling as Director Mgmt For For
12 Re-elect Sally Walden as Director Mgmt For For
Page 2 of 6 Vote Summary Report
Date range covered: 01/01/2020 to 03/31/2020 Location(s): Massachusetts Financial Services Institution Account(s): Sun Life Real Assets Fund
Shaftesbury Plc
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
13 Reappoint Ernst & Young LLP as Auditors Mgmt For For
14 Authorise Board to Fix Remuneration of Mgmt For For Auditors
15 Authorise Issue of Equity Mgmt For For
16 Authorise Issue of Equity without Pre-emptive Mgmt For For Rights
17 Authorise Issue of Equity without Pre-emptive Mgmt For For Rights in Connection with an Acquisition or Other Capital Investment
18 Authorise Market Purchase of Shares Mgmt For For
19 Authorise the Company to Call General Mgmt For For Meeting with Two Weeks' Notice
Grainger Plc
Meeting Date: 02/05/2020 Country: United Kingdom Primary Security ID: G40432117 Meeting ID: 1382758 Record Date: 02/03/2020 Meeting Type: Annual Ticker: GRI
Primary CUSIP: G40432117 Primary ISIN: GB00B04V1276 Primary SEDOL: B04V127
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1 Accept Financial Statements and Statutory Mgmt For For Reports
2 Approve Remuneration Report Mgmt For For
3 Approve Remuneration Policy Mgmt For For
4 Approve Final Dividend Mgmt For For
5 Re-elect Mark Clare as Director Mgmt For For
6 Re-elect Helen Gordon as Director Mgmt For For
7 Re-elect Vanessa Simms as Director Mgmt For For
8 Re-elect Andrew Carr-Locke as Director Mgmt For For
9 Re-elect Rob Wilkinson as Director Mgmt For For
10 Re-elect Justin Read as Director Mgmt For For
11 Elect Janette Bell as Director Mgmt For For
12 Reappoint KPMG LLP as Auditors Mgmt For For
Page 3 of 6 Vote Summary Report
Date range covered: 01/01/2020 to 03/31/2020 Location(s): Massachusetts Financial Services Institution Account(s): Sun Life Real Assets Fund
Grainger Plc
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
13 Authorise Board to Fix Remuneration of Mgmt For For Auditors
14 Authorise Issue of Equity Mgmt For For
15 Authorise Issue of Equity without Pre-emptive Mgmt For For Rights
16 Authorise Issue of Equity without Pre-emptive Mgmt For For Rights in Connection with an Acquisition or Other Capital Investment
17 Authorise Market Purchase of Ordinary Shares Mgmt For For
18 Authorise the Company to Call General Mgmt For For Meeting with Two Weeks' Notice
19 Authorise EU Political Donations and Mgmt For For Expenditure
20 Amend Long-Term Incentive Plan Mgmt For For
Mapletree Logistics Trust
Meeting Date: 02/21/2020 Country: Singapore Primary Security ID: Y5759Q107 Meeting ID: 1393160 Record Date: Meeting Type: Special Ticker: M44U
Primary CUSIP: Y5759Q107 Primary ISIN: SG1S03926213 Primary SEDOL: B0D6P43
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1 Approve Proposed Acquisition Mgmt For For
Toll Brothers, Inc.
Meeting Date: 03/10/2020 Country: USA Primary Security ID: 889478103 Meeting ID: 1392437 Record Date: 01/15/2020 Meeting Type: Annual Ticker: TOL
Primary CUSIP: 889478103 Primary ISIN: US8894781033 Primary SEDOL: 2896092
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1.1 Elect Director Robert I. Toll Mgmt For For
1.2 Elect Director Douglas C. Yearley, Jr. Mgmt For For
Page 4 of 6 Vote Summary Report
Date range covered: 01/01/2020 to 03/31/2020 Location(s): Massachusetts Financial Services Institution Account(s): Sun Life Real Assets Fund
Toll Brothers, Inc.
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1.3 Elect Director Edward G. Boehne Mgmt For For
1.4 Elect Director Richard J. Braemer Mgmt For For
1.5 Elect Director Stephen F. East Mgmt For For
1.6 Elect Director Christine N. Garvey Mgmt For For
1.7 Elect Director Karen H. Grimes Mgmt For For
1.8 Elect Director Carl B. Marbach Mgmt For For
1.9 Elect Director John A. McLean Mgmt For For
1.10 Elect Director Stephen A. Novick Mgmt For For
1.11 Elect Director Wendell E. Pritchett Mgmt For For
1.12 Elect Director Paul E. Shapiro Mgmt For For
2 Ratify Ernst & Young LLP as Auditors Mgmt For For
3 Advisory Vote to Ratify Named Executive Mgmt For For Officers' Compensation
Corporacion Inmobiliaria Vesta SAB de CV
Meeting Date: 03/13/2020 Country: Mexico Primary Security ID: P9781N108 Meeting ID: 1398198 Record Date: 03/05/2020 Meeting Type: Annual Ticker: VESTA
Primary CUSIP: P9781N108 Primary ISIN: MX01VE0M0003 Primary SEDOL: B8F6ZF8
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1 Approve CEO's Report Mgmt For For
2 Approve Board's Report Mgmt For For
3 Approve Report of Audit, Corporate Practices, Mgmt For For Investment, Ethics, Debt and Capital, and Social and Environmental Responsibility Committees
4 Receive Report on Adherence to Fiscal Mgmt For For Obligations
5 Approve Audited and Consolidated Financial Mgmt For For Statements
6 Approve Cash Dividends, Considering Current Mgmt For For Dividend Policy and Board's Recommendation
Page 5 of 6 Vote Summary Report
Date range covered: 01/01/2020 to 03/31/2020 Location(s): Massachusetts Financial Services Institution Account(s): Sun Life Real Assets Fund
Corporacion Inmobiliaria Vesta SAB de CV
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
7 Approve Long-Term Incentive Plan for Mgmt For For Company's Executives
8 Approve Report on Share Repurchase Mgmt For For
9 Authorize Share Repurchase Reserve Mgmt For For
10 Approve Annual Budget of Company for Social Mgmt For For and Environmental Responsibility Actions
11 Elect or Ratify Directors; Elect Chairmen of Mgmt For For Audit and Corporate Practices Committees, and Approve their Remuneration
12 Approve Cancellation of 10.84 Million Shares Mgmt For For Representing Variable Portion of Company's Capital
13 Appoint Legal Representatives Mgmt For For
Page 6 of 6 Vote Summary Report
Date range covered: 04/01/2020 to 06/30/2020 Location(s): Massachusetts Financial Services Institution Account(s): Sun Life Real Assets Fund
Helios Towers Plc
Meeting Date: 04/09/2020 Country: United Kingdom Primary Security ID: G4431S102 Meeting ID: 1408533 Record Date: 04/07/2020 Meeting Type: Annual Ticker: HTWS
Primary CUSIP: G4431S102 Primary ISIN: GB00BJVQC708 Primary SEDOL: BJVQC70
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1 Accept Financial Statements and Statutory Mgmt For For Reports
2 Approve Remuneration Report Mgmt For For
3 Approve Remuneration Policy Mgmt For For
4 Elect Samuel Jonah as Director Mgmt For Against
5 Elect Kashyap Pandya as Director Mgmt For For
6 Elect Thomas Greenwood as Director Mgmt For For
7 Elect Magnus Mandersson as Director Mgmt For For
8 Elect Alison Baker as Director Mgmt For For
9 Elect Richard Byrne as Director Mgmt For For
10 Elect David Wassong as Director Mgmt For For
11 Elect Temitope Lawani as Director Mgmt For For
12 Appoint Deloitte LLP as Auditors Mgmt For For
13 Authorise the Audit Committee to Fix Mgmt For For Remuneration of Auditors
14 Authorise Issue of Equity Mgmt For For
15 Authorise Issue of Equity without Pre-emptive Mgmt For For Rights
16 Authorise Issue of Equity without Pre-emptive Mgmt For For Rights in Connection with an Acquisition or Other Capital Investment
17 Authorise Market Purchase of Ordinary Shares Mgmt For For
18 Authorise the Company to Call General Mgmt For For Meeting with Two Weeks' Notice
Public Storage
Meeting Date: 04/21/2020 Country: USA Primary Security ID: 74460D109 Meeting ID: 1406909 Record Date: 02/28/2020 Meeting Type: Annual Ticker: PSA
Primary CUSIP: 74460D109 Primary ISIN: US74460D1090 Primary SEDOL: 2852533
Page 1 of 32 Vote Summary Report
Date range covered: 04/01/2020 to 06/30/2020 Location(s): Massachusetts Financial Services Institution Account(s): Sun Life Real Assets Fund
Public Storage
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1.1 Elect Director Ronald L. Havner, Jr. Mgmt For For
1.2 Elect Director Tamara Hughes Gustavson Mgmt For For
1.3 Elect Director Uri P. Harkham Mgmt For For
1.4 Elect Director Leslie S. Heisz Mgmt For For
1.5 Elect Director B. Wayne Hughes, Jr. Mgmt For For
1.6 Elect Director Avedick B. Poladian Mgmt For For
1.7 Elect Director Gary E. Pruitt Mgmt For For
1.8 Elect Director John Reyes Mgmt For For
1.9 Elect Director Joseph D. Russell, Jr. Mgmt For For
1.10 Elect Director Tariq M. Shaukat Mgmt For For
1.11 Elect Director Ronald P. Spogli Mgmt For For
1.12 Elect Director Daniel C. Staton Mgmt For For
2 Advisory Vote to Ratify Named Executive Mgmt For For Officers' Compensation
3 Ratify Ernst & Young LLP as Auditors Mgmt For For
Atrium European Real Estate Ltd.
Meeting Date: 04/23/2020 Country: Jersey Primary Security ID: G0621C113 Meeting ID: 1415554 Record Date: 04/21/2020 Meeting Type: Annual Ticker: ATRS
Primary CUSIP: G0621C113 Primary ISIN: JE00B3DCF752 Primary SEDOL: B3DCF75
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
This Meeting is Originally Scheduled on 16 Mgmt April 2020
1 Accept Financial Statements and Statutory Mgmt For For Reports
2 Re-elect Chaim Katzman as Director Mgmt For Abstain
3 Re-elect Neil Flanzraich as Director Mgmt For Against
4 Re-elect Andrew Wignall as Director Mgmt For Against
Page 2 of 32 Vote Summary Report
Date range covered: 04/01/2020 to 06/30/2020 Location(s): Massachusetts Financial Services Institution Account(s): Sun Life Real Assets Fund
Atrium European Real Estate Ltd.
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
5 Re-elect Lucy Lilley as Director Mgmt For Against
6 Elect David Fox as Director Mgmt For For
7 Ratify PricewaterhouseCoopers CI LLP as Mgmt For For Auditors
8 Authorise Board to Fix Remuneration of Mgmt For For Auditors
9 Authorise Market Purchase of Ordinary Shares Mgmt For For
10 Authorise Issue of Shares and Convertible Mgmt For For Securities
11 Adopt New Articles of Association Mgmt For For
Brixmor Property Group Inc.
Meeting Date: 04/28/2020 Country: USA Primary Security ID: 11120U105 Meeting ID: 1406864 Record Date: 02/12/2020 Meeting Type: Annual Ticker: BRX
Primary CUSIP: 11120U105 Primary ISIN: US11120U1051 Primary SEDOL: BFTDJL8
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1.1 Elect Director James M. Taylor, Jr. Mgmt For For
1.2 Elect Director John G. Schreiber Mgmt For For
1.3 Elect Director Michael Berman Mgmt For For
1.4 Elect Director Julie Bowerman Mgmt For For
1.5 Elect Director Sheryl M. Crosland Mgmt For For
1.6 Elect Director Thomas W. Dickson Mgmt For For
1.7 Elect Director Daniel B. Hurwitz Mgmt For For
1.8 Elect Director William D. Rahm Mgmt For For
1.9 Elect Director Gabrielle Sulzberger Mgmt For For
2 Ratify Deloitte & Touche LLP as Auditors Mgmt For For
3 Advisory Vote to Ratify Named Executive Mgmt For For Officers' Compensation
4 Advisory Vote on Say on Pay Frequency Mgmt One Year One Year
Page 3 of 32 Vote Summary Report
Date range covered: 04/01/2020 to 06/30/2020 Location(s): Massachusetts Financial Services Institution Account(s): Sun Life Real Assets Fund
Equity LifeStyle Properties, Inc.
Meeting Date: 04/28/2020 Country: USA Primary Security ID: 29472R108 Meeting ID: 1405402 Record Date: 02/20/2020 Meeting Type: Annual Ticker: ELS
Primary CUSIP: 29472R108 Primary ISIN: US29472R1086 Primary SEDOL: 2563125
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1.1 Elect Director Andrew Berkenfield Mgmt For For
1.2 Elect Director Philip Calian Mgmt For For
1.3 Elect Director David Contis Mgmt For For
1.4 Elect Director Constance Freedman Mgmt For For
1.5 Elect Director Thomas Heneghan Mgmt For For
1.6 Elect Director Tao Huang Mgmt For For
1.7 Elect Director Marguerite Nader Mgmt For For
1.8 Elect Director Scott Peppet Mgmt For For
1.9 Elect Director Sheli Rosenberg Mgmt For Withhold
1.10 Elect Director Samuel Zell Mgmt For Withhold
2 Ratify Ernst & Young LLP as Auditors Mgmt For For
3 Advisory Vote to Ratify Named Executive Mgmt For For Officers' Compensation
4 Increase Authorized Common Stock Mgmt For For
Hang Lung Properties Ltd.
Meeting Date: 04/29/2020 Country: Hong Kong Primary Security ID: Y30166105 Meeting ID: 1411043 Record Date: 04/23/2020 Meeting Type: Annual Ticker: 101
Primary CUSIP: Y30166105 Primary ISIN: HK0101000591 Primary SEDOL: 6030506
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1 Accept Financial Statements and Statutory Mgmt For For Reports
2 Approve Final Dividend Mgmt For For
3a Elect Nelson Wai Leung Yuen as Director Mgmt For For
Page 4 of 32 Vote Summary Report
Date range covered: 04/01/2020 to 06/30/2020 Location(s): Massachusetts Financial Services Institution Account(s): Sun Life Real Assets Fund
Hang Lung Properties Ltd.
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
3b Elect Andrew Ka Ching Chan as Director Mgmt For For
3c Elect Hsin Kang Chang as Director Mgmt For For
3d Elect Adriel Wenbwo Chan as Director Mgmt For For
3e Authorize Board to Fix Remuneration of Mgmt For For Directors
4 Approve KPMG as Auditor and Authorize Mgmt For For Board to Fix Their Remuneration
5 Authorize Repurchase of Issued Share Capital Mgmt For For
6 Approve Issuance of Equity or Equity-Linked Mgmt For Against Securities without Preemptive Rights
7 Authorize Reissuance of Repurchased Shares Mgmt For Against
Prologis, Inc.
Meeting Date: 04/29/2020 Country: USA Primary Security ID: 74340W103 Meeting ID: 1409833 Record Date: 03/06/2020 Meeting Type: Annual Ticker: PLD
Primary CUSIP: 74340W103 Primary ISIN: US74340W1036 Primary SEDOL: B44WZD7
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1a Elect Director Hamid R. Moghadam Mgmt For For
1b Elect Director Cristina G. Bita Mgmt For For
1c Elect Director George L. Fotiades Mgmt For Against
1d Elect Director Lydia H. Kennard Mgmt For For
1e Elect Director Irving F. Lyons, III Mgmt For For
1f Elect Director Avid Modjtabai Mgmt For For
1g Elect Director David P. O'Connor Mgmt For For
1h Elect Director Olivier Piani Mgmt For For
1i Elect Director Jeffrey L. Skelton Mgmt For For
1j Elect Director Carl B. Webb Mgmt For For
1k Elect Director William D. Zollars Mgmt For For
2 Advisory Vote to Ratify Named Executive Mgmt For For Officers' Compensation
Page 5 of 32 Vote Summary Report
Date range covered: 04/01/2020 to 06/30/2020 Location(s): Massachusetts Financial Services Institution Account(s): Sun Life Real Assets Fund
Prologis, Inc.
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
3 Approve Omnibus Stock Plan Mgmt For For
4 Increase Authorized Common Stock Mgmt For For
5 Ratify KPMG LLP as Auditors Mgmt For For
Shurgard Self Storage SA
Meeting Date: 04/29/2020 Country: Luxembourg Primary Security ID: L8230B107 Meeting ID: 1408524 Record Date: 04/15/2020 Meeting Type: Annual Ticker: SHUR
Primary CUSIP: L8230B107 Primary ISIN: LU1883301340 Primary SEDOL: BGT2VM7
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
Annual Meeting Agenda Mgmt
1 Receive Board's and Auditor's Reports Mgmt
2 Approve Consolidated Financial Statements Mgmt For For and Statutory Reports
3 Approve Financial Statements and Statutory Mgmt For For Reports
4 Approve Allocation of Income and Dividends Mgmt For For
5 Approve Discharge of Directors Mgmt For For
6 Approve Share Repurchase Mgmt For For
7.1 Reelect Ronald L. Havner, Jr. as Director Mgmt For For
7.2 Reelect Marc Oursin as Director Mgmt For For
7.3 Reelect Z. Jamie Behar as Director Mgmt For For
7.4 Reelect Daniel C. Staton as Director Mgmt For For
7.5 Reelect Olivier Faujour as Director Mgmt For For
7.6 Reelect Frank Fiskers as Director Mgmt For For
7.7 Reelect Ian Marcus as Director Mgmt For For
7.8 Reelect Padraig McCarthy as Director Mgmt For For
7.9 Reelect Isabelle Moins as Director Mgmt For For
7.10 Reelect Muriel de Lathouwer as Director Mgmt For For
8 Elect Everett Miller III as Director Mgmt For For
Page 6 of 32 Vote Summary Report
Date range covered: 04/01/2020 to 06/30/2020 Location(s): Massachusetts Financial Services Institution Account(s): Sun Life Real Assets Fund
Shurgard Self Storage SA
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
9 Renew Appointment of Auditor Mgmt For For
10 Approve Remuneration Policy Mgmt For For
11 Approve Remuneration Report Mgmt For For
STAG Industrial, Inc.
Meeting Date: 04/29/2020 Country: USA Primary Security ID: 85254J102 Meeting ID: 1410135 Record Date: 03/11/2020 Meeting Type: Annual Ticker: STAG
Primary CUSIP: 85254J102 Primary ISIN: US85254J1025 Primary SEDOL: B64BRQ5
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1a Elect Director Benjamin S. Butcher Mgmt For For
1b Elect Director Jit Kee Chin Mgmt For For
1c Elect Director Virgis W. Colbert Mgmt For For
1d Elect Director Michelle S. Dilley Mgmt For For
1e Elect Director Jeffrey D. Furber Mgmt For For
1f Elect Director Larry T. Guillemette Mgmt For For
1g Elect Director Francis X. Jacoby, III Mgmt For For
1h Elect Director Christopher P. Marr Mgmt For For
1i Elect Director Hans S. Weger Mgmt For For
2 Ratify PricewaterhouseCoopers LLP as Mgmt For For Auditors
3 Advisory Vote to Ratify Named Executive Mgmt For For Officers' Compensation
Warehouses De Pauw SCA
Meeting Date: 04/29/2020 Country: Belgium Primary Security ID: B9T59Z100 Meeting ID: 1391423 Record Date: 04/15/2020 Meeting Type: Annual Ticker: WDP
Primary CUSIP: B9T59Z100 Primary ISIN: BE0974349814 Primary SEDOL: BK8VQD9
Page 7 of 32 Vote Summary Report
Date range covered: 04/01/2020 to 06/30/2020 Location(s): Massachusetts Financial Services Institution Account(s): Sun Life Real Assets Fund
Warehouses De Pauw SCA
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
Annual Meeting Agenda Mgmt
1 Receive Directors' Reports on Statutory and Mgmt Consolidated Financial Statements (Non-Voting)
2 Receive Auditors' Reports Re: Item 1 Mgmt
3 Receive Directors' Reports on Statutory Mgmt Financial Statements of De Pauw NV/SA (Non-Voting)
4 Receive Auditors' Reports Re: Item 3 Mgmt
5 Receive Directors' Reports on Statutory Mgmt Financial Statements of BST-Logistics NV/SA (Non-Voting)
6 Receive Auditors' Reports Re: Item 5 Mgmt
7 Receive Explanation of Company's Dividend Mgmt Policy
8 Approve Financial Statements and Allocation Mgmt For For of Income
9 Approve Discharge of De Pauw NV/SA, Mgmt For For Permanently Represented by Tony De Pauw as Statutory Manager
10 Approve Discharge of Directors Mgmt For For
11 Approve Discharge of Auditor Mgmt For For
12 Approve Financial Statements and Allocation Mgmt For For of Income of De Pauw NV/SA
13 Approve Discharge of Directors of De Pauw Mgmt For For NV/SA
14 Approve Discharge of Sole Director of De Mgmt For For Pauw NV/SA
15 Approve Discharge of Auditor of De Pauw Mgmt For For NV/SA
16 Approve Financial Statements and Allocation Mgmt For For of Income of BST-Logistics NV/SA
17 Approve Discharge of Directors of Mgmt For For BST-Logistics NV/SA
18 Approve Discharge of Auditor of BST-Logistics Mgmt For For NV/SA
19 Ratify Deloitte as Auditor and Approve Mgmt For For Auditors' Remuneration
Page 8 of 32 Vote Summary Report
Date range covered: 04/01/2020 to 06/30/2020 Location(s): Massachusetts Financial Services Institution Account(s): Sun Life Real Assets Fund
Warehouses De Pauw SCA
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
20 Approve Remuneration Report Mgmt For For
21 Approve Variable Remuneration of Co-CEOs Mgmt For For and other Members of the Management Committee Re: Article 7:91 of the Code of Companies and Association
22 Approve Severance Agreements Mgmt For For
23 Approve Remuneration Policy Mgmt For For
24 Approve Remuneration of Non-Executive Mgmt For For Directors
25.1 Approve Change-of-Control Clause Re: Term Mgmt For For and Revolving Credit Loan Facility Agreement with Banque Europeenne du Credit Mutuel (BECM)
25.2 Approve Change-of-Control Clause Re: Term Mgmt For For Credit Facility Agreement with Caisse d'epargne et de prevoyance hauts de France
25.3 Approve Change-of-Control Clause Re: Mgmt For For Amendment to the Note Purchase and Private Shelf Agreement with MetLife Investment Management, LLC and MetLife Investment Management Limited
25.4 Approve Change-of-Control Clause Re: Every Mgmt For Against Clause Permitted Between the Date of the Convocation and the Effective Session of the General Meeting
Warehouses De Pauw SCA
Meeting Date: 04/29/2020 Country: Belgium Primary Security ID: B9T59Z100 Meeting ID: 1413486 Record Date: 04/15/2020 Meeting Type: Special Ticker: WDP
Primary CUSIP: B9T59Z100 Primary ISIN: BE0974349814 Primary SEDOL: BK8VQD9
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
Special Meeting Agenda Mgmt
A1 Receive Special Board Report Re: Renewal of Mgmt Authorized Capital
A2.1 Authorize Increase in Share Capital of up to Mgmt For For 50 Percent of Authorized Capital With Preemptive Rights by Cash Contributions
Page 9 of 32 Vote Summary Report
Date range covered: 04/01/2020 to 06/30/2020 Location(s): Massachusetts Financial Services Institution Account(s): Sun Life Real Assets Fund
Warehouses De Pauw SCA
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
A2.2 Authorize Increase in Share Capital of up to Mgmt For For 50 Percent of Authorized Capital If Increase is Within the Context of Paying an Optional Dividend
A2.3 Authorize Increase in Share Capital of up to Mgmt For For 10 Percent of Authorized Capital Without Preemptive Rights
B Authorize Implementation of Approved Mgmt For For Resolutions and Filing of Required Documents/Formalities at Trade Registry
Entra ASA
Meeting Date: 04/30/2020 Country: Norway Primary Security ID: R2R8A2105 Meeting ID: 1406380 Record Date: Meeting Type: Annual Ticker: ENTRA
Primary CUSIP: R2R8A2105 Primary ISIN: NO0010716418 Primary SEDOL: BRJ2VC4
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1 Open Meeting; Registration of Attending Mgmt Shareholders and Proxies
2 Elect Chairman of Meeting Mgmt For Do Not Vote
3 Designate Inspector(s) of Minutes of Meeting Mgmt For Do Not Vote
4 Approve Notice of Meeting and Agenda Mgmt For Do Not Vote
5 Accept Financial Statements and Statutory Mgmt For Do Not Reports; Approve Allocation of Income and Vote Total Dividends of NOK 4.70 Per Share
6 Authorize Board to Distribute Dividends Mgmt For Do Not Vote
7 Discuss Company's Corporate Governance Mgmt Statement
8a Approve Remuneration Policy And Other Mgmt For Do Not Terms of Employment For Executive Vote Management (Advisory)
8b Approve Remuneration Policy And Other Mgmt For Do Not Terms of Employment For Executive Vote Management (Binding)
9 Authorize Share Repurchase Program Mgmt For Do Not Vote
Page 10 of 32 Vote Summary Report
Date range covered: 04/01/2020 to 06/30/2020 Location(s): Massachusetts Financial Services Institution Account(s): Sun Life Real Assets Fund
Entra ASA
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
10 Approve Equity Plan Financing Through Mgmt For Do Not Repurchase of Shares Vote
11 Approve Creation of NOK 18.2 Million Pool of Mgmt For Do Not Capital without Preemptive Rights Vote
12 Approve Remuneration of Auditors Mgmt For Do Not Vote
13a Approve Remuneration of Directors Mgmt For Do Not Vote
13b Approve Remuneration of Audit Committee Mgmt For Do Not Vote
13c Approve Remuneration of Compensation Mgmt For Do Not Committee Vote
14a Reelect Siri Hatlen as Director Mgmt For Do Not Vote
14b Reelect Kjell Bjordal as Director Mgmt For Do Not Vote
14c Reelect Camilla AC Tepfers as Director Mgmt For Do Not Vote
14d Reelect Widar Salbuvik as Director Mgmt For Do Not Vote
14e Elect Benedicte Schilbred Fasmer as New Mgmt For Do Not Director Vote
15 Elect Torkel Storflor Halmo as New Member Mgmt For Do Not of Nominating Committee Vote
16 Approve Remuneration of Nominating Mgmt For Do Not Committee Vote
VICI Properties Inc.
Meeting Date: 04/30/2020 Country: USA Primary Security ID: 925652109 Meeting ID: 1407523 Record Date: 03/02/2020 Meeting Type: Annual Ticker: VICI
Primary CUSIP: 925652109 Primary ISIN: US9256521090 Primary SEDOL: BYWH073
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1a Elect Director James R. Abrahamson Mgmt For For
1b Elect Director Diana F. Cantor Mgmt For For
1c Elect Director Monica H. Douglas Mgmt For For
Page 11 of 32 Vote Summary Report
Date range covered: 04/01/2020 to 06/30/2020 Location(s): Massachusetts Financial Services Institution Account(s): Sun Life Real Assets Fund
VICI Properties Inc.
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1d Elect Director Elizabeth I. Holland Mgmt For For
1e Elect Director Craig Macnab Mgmt For For
1f Elect Director Edward B. Pitoniak Mgmt For For
1g Elect Director Michael D. Rumbolz Mgmt For Against
2 Ratify Deloitte & Touche LLP as Auditors Mgmt For For
3 Advisory Vote to Ratify Named Executive Mgmt For For Officers' Compensation
4 Eliminate Supermajority Vote Requirement Mgmt For For
Welltower Inc.
Meeting Date: 04/30/2020 Country: USA Primary Security ID: 95040Q104 Meeting ID: 1409885 Record Date: 03/03/2020 Meeting Type: Annual Ticker: WELL
Primary CUSIP: 95040Q104 Primary ISIN: US95040Q1040 Primary SEDOL: BYVYHH4
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1a Elect Director Kenneth J. Bacon Mgmt For For
1b Elect Director Thomas J. DeRosa Mgmt For For
1c Elect Director Karen B. DeSalvo Mgmt For For
1d Elect Director Jeffrey H. Donahue Mgmt For For
1e Elect Director Sharon M. Oster Mgmt For For
1f Elect Director Sergio D. Rivera Mgmt For For
1g Elect Director Johnese M. Spisso Mgmt For For
1h Elect Director Kathryn M. Sullivan Mgmt For For
2 Ratify Ernst & Young LLP as Auditor Mgmt For For
3 Advisory Vote to Ratify Named Executive Mgmt For For Officers' Compensation
Page 12 of 32 Vote Summary Report
Date range covered: 04/01/2020 to 06/30/2020 Location(s): Massachusetts Financial Services Institution Account(s): Sun Life Real Assets Fund
Urban Edge Properties
Meeting Date: 05/06/2020 Country: USA Primary Security ID: 91704F104 Meeting ID: 1412387 Record Date: 03/09/2020 Meeting Type: Annual Ticker: UE
Primary CUSIP: 91704F104 Primary ISIN: US91704F1049 Primary SEDOL: BTPSGQ9
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1a Elect Director Jeffrey S. Olson Mgmt For For
1b Elect Director Michael A. Gould Mgmt For For
1c Elect Director Steven H. Grapstein Mgmt For Against
1d Elect Director Steven J. Guttman Mgmt For For
1e Elect Director Amy B. Lane Mgmt For For
1f Elect Director Kevin P. O'Shea Mgmt For For
1g Elect Director Steven Roth Mgmt For Against
1h Elect Director Douglas W. Sesler Mgmt For For
2 Ratify Deloitte & Touche LLP as Auditors Mgmt For For
3 Advisory Vote to Ratify Named Executive Mgmt For For Officers' Compensation
American Homes 4 Rent
Meeting Date: 05/07/2020 Country: USA Primary Security ID: 02665T306 Meeting ID: 1415313 Record Date: 03/09/2020 Meeting Type: Annual Ticker: AMH
Primary CUSIP: 02665T306 Primary ISIN: US02665T3068 Primary SEDOL: BCF5RR9
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1.1 Elect Director Tamara Hughes Gustavson Mgmt For For
1.2 Elect Director David P. Singelyn Mgmt For For
1.3 Elect Director Douglas N. Benham Mgmt For For
1.4 Elect Director John "Jack" Corrigan Mgmt For For
1.5 Elect Director David Goldberg Mgmt For For
1.6 Elect Director Matthew J. Hart Mgmt For For
Page 13 of 32 Vote Summary Report
Date range covered: 04/01/2020 to 06/30/2020 Location(s): Massachusetts Financial Services Institution Account(s): Sun Life Real Assets Fund
American Homes 4 Rent
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1.7 Elect Director James H. Kropp Mgmt For For
1.8 Elect Director Winifred "Wendy" M. Webb Mgmt For For
1.9 Elect Director Jay Willoughby Mgmt For For
1.10 Elect Director Kenneth M. Woolley Mgmt For For
1.11 Elect Director Matthew R. Zaist Mgmt For For
2 Ratify Ernst & Young LLP as Auditors Mgmt For For
3 Advisory Vote to Ratify Named Executive Mgmt For For Officers' Compensation
The UNITE Group Plc
Meeting Date: 05/07/2020 Country: United Kingdom Primary Security ID: G9283N101 Meeting ID: 1398989 Record Date: 05/05/2020 Meeting Type: Annual Ticker: UTG
Primary CUSIP: G9283N101 Primary ISIN: GB0006928617 Primary SEDOL: 0692861
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1 Accept Financial Statements and Statutory Mgmt For For Reports
2 Approve Remuneration Report Mgmt For For
3 Deliberately left blank Mgmt
4 Re-elect Phil White as Director Mgmt For For
5 Re-elect Richard Smith as Director Mgmt For For
6 Re-elect Joe Lister as Director Mgmt For For
7 Re-elect Elizabeth McMeikan as Director Mgmt For For
8 Re-elect Ross Paterson as Director Mgmt For For
9 Re-elect Richard Akers as Director Mgmt For For
10 Re-elect Ilaria del Beato as Director Mgmt For For
11 Elect Dame Shirley Peace as Director Mgmt For For
12 Elect Thomas Jackson as Director Mgmt For For
13 Elect Steve Smith as Director Mgmt For For
14 Reappoint Deloitte LLP as Auditors Mgmt For For
Page 14 of 32 Vote Summary Report
Date range covered: 04/01/2020 to 06/30/2020 Location(s): Massachusetts Financial Services Institution Account(s): Sun Life Real Assets Fund
The UNITE Group Plc
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
15 Authorise the Audit Committee to Fix Mgmt For For Remuneration of Auditors
16 Authorise Issue of Equity Mgmt For For
17 Approve Savings-Related Share Option Mgmt For For Scheme
18 Authorise Issue of Equity without Pre-emptive Mgmt For For Rights
19 Authorise Issue of Equity without Pre-emptive Mgmt For For Rights in Connection with an Acquisition or Other Capital Investment
20 Authorise the Company to Call General Mgmt For For Meeting with Two Weeks' Notice
AvalonBay Communities, Inc.
Meeting Date: 05/12/2020 Country: USA Primary Security ID: 053484101 Meeting ID: 1414778 Record Date: 03/16/2020 Meeting Type: Annual Ticker: AVB
Primary CUSIP: 053484101 Primary ISIN: US0534841012 Primary SEDOL: 2131179
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1a Elect Director Glyn F. Aeppel Mgmt For For
1b Elect Director Terry S. Brown Mgmt For For
1c Elect Director Alan B. Buckelew Mgmt For For
1d Elect Director Ronald L. Havner, Jr. Mgmt For For
1e Elect Director Stephen P. Hills Mgmt For For
1f Elect Director Richard J. Lieb Mgmt For For
1g Elect Director Timothy J. Naughton Mgmt For For
1h Elect Director H. Jay Sarles Mgmt For For
1i Elect Director Susan Swanezy Mgmt For For
1j Elect Director W. Edward Walter Mgmt For For
2 Ratify Ernst & Young LLP as Auditors Mgmt For For
3 Advisory Vote to Ratify Named Executive Mgmt For For Officers' Compensation
Page 15 of 32 Vote Summary Report
Date range covered: 04/01/2020 to 06/30/2020 Location(s): Massachusetts Financial Services Institution Account(s): Sun Life Real Assets Fund
AvalonBay Communities, Inc.
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
4 Eliminate Supermajority Vote Requirement for Mgmt For For Future Charter Amendments and Other Extraordinary Actions
Simon Property Group, Inc.
Meeting Date: 05/12/2020 Country: USA Primary Security ID: 828806109 Meeting ID: 1415849 Record Date: 03/16/2020 Meeting Type: Annual Ticker: SPG
Primary CUSIP: 828806109 Primary ISIN: US8288061091 Primary SEDOL: 2812452
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1a Elect Director Glyn F. Aeppel Mgmt For For
1b Elect Director Larry C. Glasscock Mgmt For For
1c Elect Director Karen N. Horn Mgmt For For
1d Elect Director Allan Hubbard Mgmt For For
1e Elect Director Reuben S. Leibowitz Mgmt For For
1f Elect Director Gary M. Rodkin Mgmt For For
1g Elect Director Stefan M. Selig Mgmt For For
1h Elect Director Daniel C. Smith Mgmt For For
1i Elect Director J. Albert Smith, Jr. Mgmt For For
1j Elect Director Marta R. Stewart Mgmt For For
2 Advisory Vote to Ratify Named Executive Mgmt For For Officers' Compensation
3 Ratify Ernst & Young LLP as Auditors Mgmt For For
Hysan Development Company Limited
Meeting Date: 05/13/2020 Country: Hong Kong Primary Security ID: Y38203124 Meeting ID: 1413659 Record Date: 05/07/2020 Meeting Type: Annual Ticker: 14
Primary CUSIP: Y38203124 Primary ISIN: HK0014000126 Primary SEDOL: 6449629
Page 16 of 32 Vote Summary Report
Date range covered: 04/01/2020 to 06/30/2020 Location(s): Massachusetts Financial Services Institution Account(s): Sun Life Real Assets Fund
Hysan Development Company Limited
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1 Accept Financial Statements and Statutory Mgmt For For Reports
2.1 Elect Lee Irene Yun-Lien as Director Mgmt For For
2.2 Elect Fan Yan Hok Philip as Director Mgmt For For
2.3 Elect Lee Tze Hau Michael as Director Mgmt For For
3 Approve Deloitte Touche Tohmatsu as Auditor Mgmt For For and Authorize Board to Fix Their Remuneration
4 Approve Issuance of Equity or Equity-Linked Mgmt For For Securities without Preemptive Rights
5 Authorize Repurchase of Issued Share Capital Mgmt For For
Boardwalk Real Estate Investment Trust
Meeting Date: 05/14/2020 Country: Canada Primary Security ID: 096631106 Meeting ID: 1400742 Record Date: 03/24/2020 Meeting Type: Annual/Special Ticker: BEI.UN
Primary CUSIP: 096631106 Primary ISIN: CA0966311064 Primary SEDOL: B011205
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1 Fix Number of Trustees at Seven Mgmt For For
2.1 Elect Trustee Gary Goodman Mgmt For For
2.2 Elect Trustee Arthur L. Havener, Jr. Mgmt For For
2.3 Elect Trustee Sam Kolias Mgmt For For
2.4 Elect Trustee Samantha A. Kolias-Gunn Mgmt For For
2.5 Elect Trustee Scott Morrison Mgmt For For
2.6 Elect Trustee Brian G. Robinson Mgmt For For
2.7 Elect Trustee Andrea Goertz Mgmt For For
3 Approve Deloitte LLP as Auditors and Mgmt For For Authorize Trustees to Fix Their Remuneration
4 Advisory Vote on Executive Compensation Mgmt For For Approach
Page 17 of 32 Vote Summary Report
Date range covered: 04/01/2020 to 06/30/2020 Location(s): Massachusetts Financial Services Institution Account(s): Sun Life Real Assets Fund
Boardwalk Real Estate Investment Trust
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
5 Re-approve Deferred Unit Plan Mgmt For For
Extra Space Storage Inc.
Meeting Date: 05/14/2020 Country: USA Primary Security ID: 30225T102 Meeting ID: 1416165 Record Date: 03/23/2020 Meeting Type: Annual Ticker: EXR
Primary CUSIP: 30225T102 Primary ISIN: US30225T1025 Primary SEDOL: B02HWR9
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1.1 Elect Director Kenneth M. Woolley Mgmt For For
1.2 Elect Director Joseph D. Margolis Mgmt For For
1.3 Elect Director Roger B. Porter Mgmt For For
1.4 Elect Director Joseph J. Bonner Mgmt For For
1.5 Elect Director Gary L. Crittenden Mgmt For For
1.6 Elect Director Ashley Dreier Mgmt For For
1.7 Elect Director Spencer F. Kirk Mgmt For For
1.8 Elect Director Dennis J. Letham Mgmt For For
1.9 Elect Director Diane Olmstead Mgmt For For
2 Ratify Ernst & Young LLP as Auditors Mgmt For For
3 Advisory Vote to Ratify Named Executive Mgmt For For Officers' Compensation
Host Hotels & Resorts, Inc.
Meeting Date: 05/15/2020 Country: USA Primary Security ID: 44107P104 Meeting ID: 1416254 Record Date: 03/19/2020 Meeting Type: Annual Ticker: HST
Primary CUSIP: 44107P104 Primary ISIN: US44107P1049 Primary SEDOL: 2567503
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1.1 Elect Director Mary L. Baglivo Mgmt For For
Page 18 of 32 Vote Summary Report
Date range covered: 04/01/2020 to 06/30/2020 Location(s): Massachusetts Financial Services Institution Account(s): Sun Life Real Assets Fund
Host Hotels & Resorts, Inc.
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1.2 Elect Director Sheila C. Bair Mgmt For For
1.3 Elect Director Richard E. Marriott Mgmt For For
1.4 Elect Director Sandeep L. Mathrani Mgmt For For
1.5 Elect Director John B. Morse, Jr. Mgmt For For
1.6 Elect Director Mary Hogan Preusse Mgmt For For
1.7 Elect Director Walter C. Rakowich Mgmt For For
1.8 Elect Director James F. Risoleo Mgmt For For
1.9 Elect Director Gordon H. Smith Mgmt For For
1.10 Elect Director A. William Stein Mgmt For For
2 Ratify KPMG LLP as Auditor Mgmt For For
3 Advisory Vote to Ratify Named Executive Mgmt For For Officers' Compensation
4 Amend Omnibus Stock Plan Mgmt For For
American Tower Corporation
Meeting Date: 05/18/2020 Country: USA Primary Security ID: 03027X100 Meeting ID: 1417079 Record Date: 03/23/2020 Meeting Type: Annual Ticker: AMT
Primary CUSIP: 03027X100 Primary ISIN: US03027X1000 Primary SEDOL: B7FBFL2
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1a Elect Director Thomas A. Bartlett Mgmt For For
1b Elect Director Raymond P. Dolan Mgmt For For
1c Elect Director Robert D. Hormats Mgmt For For
1d Elect Director Gustavo Lara Cantu Mgmt For For
1e Elect Director Grace D. Lieblein Mgmt For For
1f Elect Director Craig Macnab Mgmt For For
1g Elect Director JoAnn A. Reed Mgmt For For
1h Elect Director Pamela D.A. Reeve Mgmt For For
1i Elect Director David E. Sharbutt Mgmt For For
Page 19 of 32 Vote Summary Report
Date range covered: 04/01/2020 to 06/30/2020 Location(s): Massachusetts Financial Services Institution Account(s): Sun Life Real Assets Fund
American Tower Corporation
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1j Elect Director Bruce L. Tanner Mgmt For For
1k Elect Director Samme L. Thompson Mgmt For For
2 Ratify Deloitte & Touche LLP as Auditor Mgmt For For
3 Advisory Vote to Ratify Named Executive Mgmt For For Officers' Compensation
4 Report on Political Contributions and SH Against For Expenditures
5 Reduce Ownership Threshold for SH Against For Shareholders to Call Special Meeting
Mid-America Apartment Communities, Inc.
Meeting Date: 05/19/2020 Country: USA Primary Security ID: 59522J103 Meeting ID: 1417792 Record Date: 03/13/2020 Meeting Type: Annual Ticker: MAA
Primary CUSIP: 59522J103 Primary ISIN: US59522J1034 Primary SEDOL: 2589132
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1a Elect Director H. Eric Bolton, Jr. Mgmt For For
1b Elect Director Russell R. French Mgmt For For
1c Elect Director Alan B. Graf, Jr. Mgmt For For
1d Elect Director Toni Jennings Mgmt For For
1e Elect Director James K. Lowder Mgmt For For
1f Elect Director Thomas H. Lowder Mgmt For For
1g Elect Director Monica McGurk Mgmt For For
1h Elect Director Claude B. Nielsen Mgmt For For
1i Elect Director Philip W. Norwood Mgmt For For
1j Elect Director W. Reid Sanders Mgmt For For
1k Elect Director Gary Shorb Mgmt For For
1l Elect Director David P. Stockert Mgmt For For
2 Advisory Vote to Ratify Named Executive Mgmt For For Officers' Compensation
3 Ratify Ernst & Young LLP as Auditors Mgmt For For
Page 20 of 32 Vote Summary Report
Date range covered: 04/01/2020 to 06/30/2020 Location(s): Massachusetts Financial Services Institution Account(s): Sun Life Real Assets Fund
CoreSite Realty Corporation
Meeting Date: 05/20/2020 Country: USA Primary Security ID: 21870Q105 Meeting ID: 1412134 Record Date: 03/20/2020 Meeting Type: Annual Ticker: COR
Primary CUSIP: 21870Q105 Primary ISIN: US21870Q1058 Primary SEDOL: B3T3VV8
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1.1 Elect Director Robert G. Stuckey Mgmt For For
1.2 Elect Director Paul E. Szurek Mgmt For For
1.3 Elect Director James A. Attwood, Jr. Mgmt For For
1.4 Elect Director Jean A. Bua Mgmt For For
1.5 Elect Director Kelly C. Chambliss Mgmt For For
1.6 Elect Director Michael R. Koehler Mgmt For For
1.7 Elect Director J. David Thompson Mgmt For For
1.8 Elect Director David A. Wilson Mgmt For For
2 Ratify KPMG LLP as Auditors Mgmt For For
3 Advisory Vote to Ratify Named Executive Mgmt For For Officers' Compensation
Medical Properties Trust, Inc.
Meeting Date: 05/21/2020 Country: USA Primary Security ID: 58463J304 Meeting ID: 1425741 Record Date: 03/20/2020 Meeting Type: Annual Ticker: MPW
Primary CUSIP: 58463J304 Primary ISIN: US58463J3041 Primary SEDOL: B0JL5L9
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1.1 Elect Director Edward K. Aldag, Jr. Mgmt For For
1.2 Elect Director G. Steven Dawson Mgmt For For
1.3 Elect Director R. Steven Hamner Mgmt For For
1.4 Elect Director Caterina A. Mozingo Mgmt For For
1.5 Elect Director Elizabeth N. Pitman Mgmt For For
1.6 Elect Director C. Reynolds Thompson, III Mgmt For For
Page 21 of 32 Vote Summary Report
Date range covered: 04/01/2020 to 06/30/2020 Location(s): Massachusetts Financial Services Institution Account(s): Sun Life Real Assets Fund
Medical Properties Trust, Inc.
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1.7 Elect Director D. Paul Sparks, Jr. Mgmt For For
1.8 Elect Director Michael G. Stewart Mgmt For For
2 Ratify PricewaterhouseCoopers LLP as Mgmt For For Auditors
3 Advisory Vote to Ratify Named Executive Mgmt For For Officers' Compensation
Sun Communities, Inc.
Meeting Date: 05/22/2020 Country: USA Primary Security ID: 866674104 Meeting ID: 1417159 Record Date: 03/23/2020 Meeting Type: Annual Ticker: SUI
Primary CUSIP: 866674104 Primary ISIN: US8666741041 Primary SEDOL: 2860257
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1a Elect Director Gary A. Shiffman Mgmt For For
1b Elect Director Meghan G. Baivier Mgmt For For
1c Elect Director Stephanie W. Bergeron Mgmt For For
1d Elect Director Brian M. Hermelin Mgmt For For
1e Elect Director Ronald A. Klein Mgmt For For
1f Elect Director Clunet R. Lewis Mgmt For For
1g Elect Director Arthur A. Weiss Mgmt For For
2 Advisory Vote to Ratify Named Executive Mgmt For For Officers' Compensation
3 Ratify Grant Thornton LLP as Auditor Mgmt For For
Rexford Industrial Realty, Inc.
Meeting Date: 05/26/2020 Country: USA Primary Security ID: 76169C100 Meeting ID: 1420445 Record Date: 03/31/2020 Meeting Type: Annual Ticker: REXR
Primary CUSIP: 76169C100 Primary ISIN: US76169C1009 Primary SEDOL: BC9ZHL9
Page 22 of 32 Vote Summary Report
Date range covered: 04/01/2020 to 06/30/2020 Location(s): Massachusetts Financial Services Institution Account(s): Sun Life Real Assets Fund
Rexford Industrial Realty, Inc.
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1.1 Elect Director Richard Ziman Mgmt For For
1.2 Elect Director Howard Schwimmer Mgmt For For
1.3 Elect Director Michael S. Frankel Mgmt For For
1.4 Elect Director Robert L. Antin Mgmt For For
1.5 Elect Director Steven C. Good Mgmt For For
1.6 Elect Director Diana J. Ingram Mgmt For For
1.7 Elect Director Tyler H. Rose Mgmt For Against
1.8 Elect Director Peter E. Schwab Mgmt For For
2 Ratify Ernst & Young LLP as Auditors Mgmt For For
3 Advisory Vote to Ratify Named Executive Mgmt For For Officers' Compensation
Farmland Partners Inc.
Meeting Date: 05/28/2020 Country: USA Primary Security ID: 31154R109 Meeting ID: 1422508 Record Date: 03/10/2020 Meeting Type: Annual Ticker: FPI
Primary CUSIP: 31154R109 Primary ISIN: US31154R1095 Primary SEDOL: BKZH191
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1.1 Elect Director Chris A. Downey Mgmt For Withhold
1.2 Elect Director Joseph W. Glauber Mgmt For Withhold
1.3 Elect Director John A. Good Mgmt For Withhold
1.4 Elect Director Paul A. Pittman Mgmt For For
2 Ratify Plante & Moran, PLLC as Auditor Mgmt For For
3 Advisory Vote to Ratify Named Executive Mgmt For For Officers' Compensation
4 Advisory Vote on Say on Pay Frequency Mgmt One Year One Year
Page 23 of 32 Vote Summary Report
Date range covered: 04/01/2020 to 06/30/2020 Location(s): Massachusetts Financial Services Institution Account(s): Sun Life Real Assets Fund
Industrial Logistics Properties Trust
Meeting Date: 05/28/2020 Country: USA Primary Security ID: 456237106 Meeting ID: 1420312 Record Date: 03/16/2020 Meeting Type: Annual Ticker: ILPT
Primary CUSIP: 456237106 Primary ISIN: US4562371066 Primary SEDOL: BFFK7S6
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1.1 Elect Director Bruce M. Gans Mgmt For Withhold
1.2 Elect Director Adam D. Portnoy Mgmt For Withhold
2 Declassify the Board of Directors Mgmt For For
3 Advisory Vote to Ratify Named Executive Mgmt For For Officers' Compensation
4 Advisory Vote on Say on Pay Frequency Mgmt Three Years One Year
5 Ratify Ernst & Young LLP as Auditors Mgmt For For
STORE Capital Corporation
Meeting Date: 05/28/2020 Country: USA Primary Security ID: 862121100 Meeting ID: 1421711 Record Date: 03/31/2020 Meeting Type: Annual Ticker: STOR
Primary CUSIP: 862121100 Primary ISIN: US8621211007 Primary SEDOL: BSKRKJ5
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1.1 Elect Director Joseph M. Donovan Mgmt For For
1.2 Elect Director Mary Fedewa Mgmt For For
1.3 Elect Director Morton H. Fleischer Mgmt For For
1.4 Elect Director William F. Hipp Mgmt For For
1.5 Elect Director Tawn Kelley Mgmt For For
1.6 Elect Director Catherine D. Rice Mgmt For For
1.7 Elect Director Einar A. Seadler Mgmt For For
1.8 Elect Director Quentin P. Smith, Jr. Mgmt For For
1.9 Elect Director Christopher H. Volk Mgmt For For
2 Advisory Vote to Ratify Named Executive Mgmt For For Officers' Compensation
Page 24 of 32 Vote Summary Report
Date range covered: 04/01/2020 to 06/30/2020 Location(s): Massachusetts Financial Services Institution Account(s): Sun Life Real Assets Fund
STORE Capital Corporation
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
3 Ratify Ernst & Young LLP as Auditors Mgmt For For
ESR Cayman Ltd.
Meeting Date: 06/03/2020 Country: Cayman Islands Primary Security ID: G31989109 Meeting ID: 1432050 Record Date: 05/28/2020 Meeting Type: Annual Ticker: 1821
Primary CUSIP: G31989109 Primary ISIN: KYG319891092 Primary SEDOL: BHNCRK0
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1 Accept Financial Statements and Statutory Mgmt For For Reports
2a Elect Jinchu Shen as Director Mgmt For For
2b Elect Stuart Gibson as Director Mgmt For For
2c Elect Jeffrey David Perlman as Director Mgmt For For
2d Elect Joseph Raymond Gagnon as Director Mgmt For For
2e Authorize Board to Fix Remuneration of Mgmt For For Directors
3 Approve Ernst & Young as Auditors and Mgmt For For Authorize Board to Fix Their Remuneration
4 Approve Issuance of Equity or Equity-Linked Mgmt For Against Securities without Preemptive Rights
5 Authorize Repurchase of Issued Share Capital Mgmt For For
6 Authorize Reissuance of Repurchased Shares Mgmt For Against
Granite Real Estate Investment Trust
Meeting Date: 06/04/2020 Country: Canada Primary Security ID: 387437114 Meeting ID: 1413888 Record Date: 04/24/2020 Meeting Type: Annual Ticker: GRT.UN
Primary CUSIP: 387437114 Primary ISIN: CA3874371147 Primary SEDOL: B9GS088
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1.1 Elect Trustee Peter Aghar Mgmt For For
Page 25 of 32 Vote Summary Report
Date range covered: 04/01/2020 to 06/30/2020 Location(s): Massachusetts Financial Services Institution Account(s): Sun Life Real Assets Fund
Granite Real Estate Investment Trust
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1.2 Elect Trustee Remco Daal Mgmt For For
1.3 Elect Trustee Kevan Gorrie Mgmt For For
1.4 Elect Trustee Fern Grodner Mgmt For For
1.5 Elect Trustee Kelly Marshall Mgmt For For
1.6 Elect Trustee Al Mawani Mgmt For For
1.7 Elect Trustee Gerald Miller Mgmt For For
1.8 Elect Trustee Sheila A. Murray Mgmt For For
1.9 Elect Trustee Jennifer Warren Mgmt For For
2.1 Elect Director Peter Aghar of Granite REIT Mgmt For For Inc.
2.2 Elect Director Remco Daal of Granite REIT Mgmt For For Inc.
2.3 Elect Director Kevan Gorrie of Granite REIT Mgmt For For Inc.
2.4 Elect Director Fern Grodner of Granite REIT Mgmt For For Inc.
2.5 Elect Director Kelly Marshall of Granite REIT Mgmt For For Inc.
2.6 Elect Director Al Mawani of Granite REIT Inc. Mgmt For For
2.7 Elect Director Gerald Miller of Granite REIT Mgmt For For Inc.
2.8 Elect Director Sheila A. Murray of Granite Mgmt For For REIT Inc.
2.9 Elect Director Jennifer Warren of Granite Mgmt For For REIT Inc.
3 Ratify Deloitte LLP as Auditors Mgmt For For
4 Approve Deloitte LLP as Auditors of Granite Mgmt For For REIT Inc. and Authorize Board to Fix Their Remuneration
5 Advisory Vote on Executive Compensation Mgmt For For Approach
Deutsche Wohnen SE
Meeting Date: 06/05/2020 Country: Germany Primary Security ID: D2046U176 Meeting ID: 1394232 Record Date: 05/14/2020 Meeting Type: Annual Ticker: DWNI
Primary CUSIP: D2046U176 Primary ISIN: DE000A0HN5C6 Primary SEDOL: B0YZ0Z5
Page 26 of 32 Vote Summary Report
Date range covered: 04/01/2020 to 06/30/2020 Location(s): Massachusetts Financial Services Institution Account(s): Sun Life Real Assets Fund
Deutsche Wohnen SE
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1 Receive Financial Statements and Statutory Mgmt Reports for Fiscal 2019 (Non-Voting)
2 Approve Allocation of Income and Dividends Mgmt For For of EUR 0.90 per Share
3 Approve Discharge of Management Board for Mgmt For For Fiscal 2019
4 Approve Discharge of Supervisory Board for Mgmt For For Fiscal 2019
5 Ratify KPMG AG as Auditors for Fiscal 2020 Mgmt For For
6.1 Elect Matthias Huenlein to the Supervisory Mgmt For For Board
6.2 Elect Kerstin Guenther to the Supervisory Mgmt For For Board
7.1 Amend Articles Re: Information Sent by Mgmt For For Registered Letter
7.2 Amend Articles Re: Transmission of Mgmt For For Information by Electronic Means
7.3 Amend Articles Re: Proof of Entitlement Mgmt For For
Alexandria Real Estate Equities, Inc.
Meeting Date: 06/08/2020 Country: USA Primary Security ID: 015271109 Meeting ID: 1417346 Record Date: 03/31/2020 Meeting Type: Annual Ticker: ARE
Primary CUSIP: 015271109 Primary ISIN: US0152711091 Primary SEDOL: 2009210
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1.1 Elect Director Joel S. Marcus Mgmt For Against
1.2 Elect Director Steven R. Hash Mgmt For For
1.3 Elect Director John L. Atkins, III Mgmt For Against
1.4 Elect Director James P. Cain Mgmt For Against
1.5 Elect Director Maria C. Freire Mgmt For Against
1.6 Elect Director Jennifer Friel Goldstein Mgmt For For
1.7 Elect Director Richard H. Klein Mgmt For For
Page 27 of 32 Vote Summary Report
Date range covered: 04/01/2020 to 06/30/2020 Location(s): Massachusetts Financial Services Institution Account(s): Sun Life Real Assets Fund
Alexandria Real Estate Equities, Inc.
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1.8 Elect Director James H. Richardson Mgmt For For
1.9 Elect Director Michael A. Woronoff Mgmt For For
2 Amend Omnibus Stock Plan Mgmt For For
3 Advisory Vote to Ratify Named Executive Mgmt For For Officers' Compensation
4 Ratify Ernst & Young LLP as Auditors Mgmt For For
W. P. Carey Inc.
Meeting Date: 06/11/2020 Country: USA Primary Security ID: 92936U109 Meeting ID: 1419727 Record Date: 04/01/2020 Meeting Type: Annual Ticker: WPC
Primary CUSIP: 92936U109 Primary ISIN: US92936U1097 Primary SEDOL: B826YT8
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1a Elect Director Mark A. Alexander Mgmt For For
1b Elect Director Peter J. Farrell Mgmt For For
1c Elect Director Robert J. Flanagan Mgmt For For
1d Elect Director Jason E. Fox Mgmt For For
1e Elect Director Axel K.A. Hansing Mgmt For For
1f Elect Director Jean Hoysradt Mgmt For For
1g Elect Director Margaret G. Lewis Mgmt For For
1h Elect Director Christopher J. Niehaus Mgmt For For
1i Elect Director Nick J.M. van Ommen Mgmt For For
2 Advisory Vote to Ratify Named Executive Mgmt For For Officers' Compensation
3 Advisory Vote on Say on Pay Frequency Mgmt One Year One Year
4 Ratify PricewaterhouseCoopers LLP as Mgmt For For Auditors
Page 28 of 32 Vote Summary Report
Date range covered: 04/01/2020 to 06/30/2020 Location(s): Massachusetts Financial Services Institution Account(s): Sun Life Real Assets Fund
Atrium European Real Estate Ltd.
Meeting Date: 06/15/2020 Country: Jersey Primary Security ID: G0621C113 Meeting ID: 1443118 Record Date: 06/12/2020 Meeting Type: Special Ticker: ATRS
Primary CUSIP: G0621C113 Primary ISIN: JE00B3DCF752 Primary SEDOL: B3DCF75
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1 Adopt the Amended Articles of Association Mgmt For For
2 Approve Scrip Dividend Scheme Mgmt For For
Equinix, Inc.
Meeting Date: 06/18/2020 Country: USA Primary Security ID: 29444U700 Meeting ID: 1430688 Record Date: 04/20/2020 Meeting Type: Annual Ticker: EQIX
Primary CUSIP: 29444U700 Primary ISIN: US29444U7000 Primary SEDOL: BVLZX12
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1.1 Elect Director Thomas Bartlett Mgmt For For
1.2 Elect Director Nanci Caldwell Mgmt For For
1.3 Elect Director Adaire Fox-Martin Mgmt For For
1.4 Elect Director Gary Hromadko Mgmt For For
1.5 Elect Director William Luby Mgmt For For
1.6 Elect Director Irving Lyons, III Mgmt For For
1.7 Elect Director Charles Meyers Mgmt For For
1.8 Elect Director Christopher Paisley Mgmt For For
1.9 Elect Director Sandra Rivera Mgmt For For
1.10 Elect Director Peter Van Camp Mgmt For For
2 Advisory Vote to Ratify Named Executive Mgmt For For Officers' Compensation
3 Approve Omnibus Stock Plan Mgmt For For
4 Ratify PricewaterhouseCoopers LLP as Mgmt For For Auditors
5 Report on Political Contributions SH Against For
Page 29 of 32 Vote Summary Report
Date range covered: 04/01/2020 to 06/30/2020 Location(s): Massachusetts Financial Services Institution Account(s): Sun Life Real Assets Fund
Swire Properties Ltd.
Meeting Date: 06/22/2020 Country: Hong Kong Primary Security ID: Y83191109 Meeting ID: 1416954 Record Date: 06/16/2020 Meeting Type: Annual Ticker: 1972
Primary CUSIP: Y83191109 Primary ISIN: HK0000063609 Primary SEDOL: B67C2G0
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1a Elect Cheng Lily Ka Lai as Director Mgmt For For
1b Elect Lim Siang Keat Raymond as Director Mgmt For For
1c Elect Low Mei Shuen Michelle as Director Mgmt For For
1d Elect Wu May Yihong as Director Mgmt For For
1e Elect Choi Tak Kwan Thomas as Director Mgmt For For
1f Elect Wang Jinlong as Director Mgmt For For
2 Approve PricewaterhouseCoopers as Auditors Mgmt For For and Authorize Board to Fix Their Remuneration
3 Authorize Repurchase of Issued Share Capital Mgmt For For
4 Approve Issuance of Equity or Equity-Linked Mgmt For Against Securities without Preemptive Rights
KATITAS Co., Ltd.
Meeting Date: 06/23/2020 Country: Japan Primary Security ID: J30978100 Meeting ID: 1446259 Record Date: 03/31/2020 Meeting Type: Annual Ticker: 8919
Primary CUSIP: J30978100 Primary ISIN: JP3932950003 Primary SEDOL: BF0QD69
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1.1 Elect Director Arai, Katsutoshi Mgmt For Against
1.2 Elect Director Onizawa, Shinichi Mgmt For For
1.3 Elect Director Yokota, Kazuhito Mgmt For For
1.4 Elect Director Oe, Harutoshi Mgmt For For
1.5 Elect Director Ushijima, Takayuki Mgmt For For
1.6 Elect Director Shirai, Toshiyuki Mgmt For For
1.7 Elect Director Kumagai, Seiichi Mgmt For For
Page 30 of 32 Vote Summary Report
Date range covered: 04/01/2020 to 06/30/2020 Location(s): Massachusetts Financial Services Institution Account(s): Sun Life Real Assets Fund
KATITAS Co., Ltd.
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1.8 Elect Director Tsukuda, Hideaki Mgmt For For
2.1 Appoint Alternate Statutory Auditor Nakanishi, Mgmt For For Noriyuki
2.2 Appoint Alternate Statutory Auditor Fujito, Mgmt For For Hisatoshi
Ascendas India Trust
Meeting Date: 06/25/2020 Country: Singapore Primary Security ID: Y0259C104 Meeting ID: 1444495 Record Date: Meeting Type: Annual Ticker: CY6U
Primary CUSIP: Y0259C104 Primary ISIN: SG1V35936920 Primary SEDOL: B23DMQ9
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1 Adopt Statement of the Trustee-Manager, and Mgmt For For Audited Financial Statements and Auditors' Report
2 Approve Ernst & Young LLP as Auditors and Mgmt For For Authorize Directors to Fix Their Remuneration
3 Approve Issuance of Equity or Equity-Linked Mgmt For For Securities with or without Preemptive Rights
Daiwa House Industry Co., Ltd.
Meeting Date: 06/26/2020 Country: Japan Primary Security ID: J11508124 Meeting ID: 1443570 Record Date: 03/31/2020 Meeting Type: Annual Ticker: 1925
Primary CUSIP: J11508124 Primary ISIN: JP3505000004 Primary SEDOL: 6251363
Voting Policy: MFS
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
1 Approve Allocation of Income, with a Final Mgmt For For Dividend of JPY 60
2.1 Elect Director Yoshii, Keiichi Mgmt For Against
2.2 Elect Director Ishibashi, Tamio Mgmt For For
2.3 Elect Director Kosokabe, Takeshi Mgmt For For
Page 31 of 32 Vote Summary Report
Date range covered: 04/01/2020 to 06/30/2020 Location(s): Massachusetts Financial Services Institution Account(s): Sun Life Real Assets Fund
Daiwa House Industry Co., Ltd.
Proposal Vote Number Proposal Text Proponent Mgmt Rec Instruction
2.4 Elect Director Otomo, Hirotsugu Mgmt For For
2.5 Elect Director Urakawa, Tatsuya Mgmt For For
2.6 Elect Director Dekura, Kazuhito Mgmt For For
2.7 Elect Director Ariyoshi, Yoshinori Mgmt For For
2.8 Elect Director Shimonishi, Keisuke Mgmt For For
2.9 Elect Director Ichiki, Nobuya Mgmt For For
2.10 Elect Director Kimura, Kazuyoshi Mgmt For For
2.11 Elect Director Shigemori, Yutaka Mgmt For For
2.12 Elect Director Yabu, Yukiko Mgmt For For
2.13 Elect Director Kuwano, Yukinori Mgmt For For
2.14 Elect Director Seki, Miwa Mgmt For For
3 Appoint Statutory Auditor Watanabe, Akihisa Mgmt For For
4 Approve Annual Bonus Mgmt For For
5 Appoint Ernst & Young ShinNihon LLC as New Mgmt For For External Audit Firm
Page 32 of 32 Sun Life Real Assets Private Pool Vote Summary Report (formerly, Sun Life Real Assets Fund)* - Date range covered: 07/01/2019 to 09/30/2019 Location(s): All Locations Sub-Advisor (natural resources sleeve) - Institution Account(s): SUN LIFE REAL ASSET - KBI Johnson Matthey Plc KBI Global Investors
Meeting Date: 07/17/2019 Country: United Kingdom Primary Security ID: G51604166 Record Date: 07/15/2019 Meeting Type: Annual Ticker: JMAT
Shares Voted: 28,562
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Accept Financial Statements and Statutory Mgmt For For For Reports
2 Approve Remuneration Report Mgmt For For For
3 Approve Final Dividend Mgmt For For For
4 Elect Xiaozhi Liu as Director Mgmt For For For
5 Re-elect Alan Ferguson as Director Mgmt For For For
6 Re-elect Jane Griffiths as Director Mgmt For For For
7 Re-elect Robert MacLeod as Director Mgmt For For For
8 Re-elect Anna Manz as Director Mgmt For For For
9 Re-elect Chris Mottershead as Director Mgmt For For For
10 Re-elect John O'Higgins as Director Mgmt For For For
11 Re-elect Patrick Thomas as Director Mgmt For For For
12 Re-elect John Walker as Director Mgmt For For For
13 Reappoint PricewaterhouseCoopers LLP as Mgmt For For For Auditors
14 Authorise the Audit Committee to Fix Mgmt For For For Remuneration of Auditors
15 Authorise EU Political Donations and Mgmt For For For Expenditure
16 Authorise Issue of Equity Mgmt For For For
17 Authorise Issue of Equity without Pre-emptive Mgmt For For For Rights
18 Authorise Issue of Equity without Pre-emptive Mgmt For For For Rights in Connection with an Acquisition or Other Capital Investment
19 Authorise Market Purchase of Ordinary Shares Mgmt For For For
20 Authorise the Company to Call General Mgmt For For For Meeting with Two Weeks' Notice
21 Amend Articles of Association Mgmt For For For
*Effective February 26, 2020, the Sun Life Real Assets Fund has been renamed Sun Life Real Assets Private Pool. Vote Summary Report
Date range covered: 07/01/2019 to 09/30/2019 Location(s): All Locations Institution Account(s): SUN LIFE REAL ASSET - KBI
Pennon Group Plc
Meeting Date: 07/25/2019 Country: United Kingdom Primary Security ID: G8295T213 Record Date: 07/23/2019 Meeting Type: Annual Ticker: PNN
Shares Voted: 234,521
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Accept Financial Statements and Statutory Mgmt For For For Reports
2 Approve Final Dividend Mgmt For For For
3 Approve Remuneration Report Mgmt For For For
4 Re-elect Sir John Parker as Director Mgmt For For For
5 Re-elect Neil Cooper as Director Mgmt For For For
6 Re-elect Susan Davy as Director Mgmt For For For
7 Elect Iain Evans as Director Mgmt For For For
8 Re-elect Christopher Loughlin as Director Mgmt For For For
9 Re-elect Gill Rider as Director Mgmt For For For
10 Reappoint Ernst & Young LLP as Auditors Mgmt For For For
11 Authorise the Audit Committee to Fix Mgmt For For For Remuneration of Auditors
12 Authorise EU Political Donations and Mgmt For For For Expenditure
13 Authorise Issue of Equity Mgmt For For For
14 Authorise Issue of Equity without Pre-emptive Mgmt For For For Rights
15 Authorise Issue of Equity without Pre-emptive Mgmt For For For Rights in Connection with an Acquisition or Specified Capital Investment
16 Authorise Market Purchase of Ordinary Shares Mgmt For For For
17 Authorise the Company to Call General Mgmt For For For Meeting with Two Weeks' Notice
18 Amend Articles of Association Mgmt For For For
19 Approve Issuance of WaterShare+ Share in Mgmt For For For Connection with the WaterShare+ Scheme of South West Water Limited Vote Summary Report
Date range covered: 07/01/2019 to 09/30/2019 Location(s): All Locations Institution Account(s): SUN LIFE REAL ASSET - KBI
Tate & Lyle Plc
Meeting Date: 07/25/2019 Country: United Kingdom Primary Security ID: G86838128 Record Date: 07/23/2019 Meeting Type: Annual Ticker: TATE
Shares Voted: 135,420
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Accept Financial Statements and Statutory Mgmt For For For Reports
2 Approve Remuneration Report Mgmt For For For
3 Approve Final Dividend Mgmt For For For
4 Re-elect Dr Gerry Murphy as Director Mgmt For For For
5 Re-elect Nick Hampton as Director Mgmt For For For
6 Elect Imran Nawaz as Director Mgmt For For For
7 Re-elect Paul Forman as Director Mgmt For For For
8 Re-elect Lars Frederiksen as Director Mgmt For For For
9 Re-elect Anne Minto as Director Mgmt For For For
10 Elect Kimberly Nelson as Director Mgmt For For For
11 Re-elect Dr Ajai Puri as Director Mgmt For For For
12 Re-elect Sybella Stanley as Director Mgmt For For For
13 Elect Warren Tucker as Director Mgmt For For For
14 Reappoint Ernst & Young LLP as Auditors Mgmt For For For
15 Authorise the Audit Committee to Fix Mgmt For For For Remuneration of Auditors
16 Authorise EU Political Donations and Mgmt For For For Expenditure
17 Authorise Issue of Equity Mgmt For For For
18 Authorise Issue of Equity without Pre-emptive Mgmt For For For Rights
19 Authorise Issue of Equity without Pre-emptive Mgmt For For For Rights in Connection with an Acquisition or Other Capital Investment
20 Authorise Market Purchase of Ordinary Shares Mgmt For For For
21 Authorise the Company to Call General Mgmt For For For Meeting with Two Weeks' Notice
22 Adopt New Articles of Association Mgmt For For For Vote Summary Report
Date range covered: 07/01/2019 to 09/30/2019 Location(s): All Locations Institution Account(s): SUN LIFE REAL ASSET - KBI
United Utilities Group Plc
Meeting Date: 07/26/2019 Country: United Kingdom Primary Security ID: G92755100 Record Date: 07/24/2019 Meeting Type: Annual Ticker: UU
Shares Voted: 324,486
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Accept Financial Statements and Statutory Mgmt For For For Reports
2 Approve Final Dividend Mgmt For For For
3 Approve Remuneration Report Mgmt For For For
4 Approve Remuneration Policy Mgmt For For For
5 Re-elect Dr John McAdam as Director Mgmt For For For
6 Re-elect Steve Mogford as Director Mgmt For For For
7 Re-elect Russ Houlden as Director Mgmt For For For
8 Re-elect Steve Fraser as Director Mgmt For For For
9 Re-elect Mark Clare as Director Mgmt For For For
10 Re-elect Sara Weller as Director Mgmt For For For
11 Re-elect Brian May as Director Mgmt For For For
12 Re-elect Stephen Carter as Director Mgmt For For For
13 Re-elect Alison Goligher as Director Mgmt For For For
14 Re-elect Paulette Rowe as Director Mgmt For For For
15 Elect Sir David Higgins as Director Mgmt For For For
16 Reappoint KPMG LLP as Auditors Mgmt For For For
17 Authorise the Audit Committee to Fix Mgmt For For For Remuneration of Auditors
18 Authorise Issue of Equity Mgmt For For For
19 Authorise Issue of Equity without Pre-emptive Mgmt For For For Rights
20 Authorise Issue of Equity without Pre-emptive Mgmt For For For Rights in Connection with an Acquisition or Other Capital Investment
21 Authorise Market Purchase of Ordinary Shares Mgmt For For For
22 Authorise the Company to Call General Mgmt For For For Meeting with 14 Working Days' Notice
23 Authorise EU Political Donations and Mgmt For For For Expenditure Vote Summary Report
Date range covered: 07/01/2019 to 09/30/2019 Location(s): All Locations Institution Account(s): SUN LIFE REAL ASSET - KBI
National Grid Plc
Meeting Date: 07/29/2019 Country: United Kingdom Primary Security ID: G6S9A7120 Record Date: 07/27/2019 Meeting Type: Annual Ticker: NG
Shares Voted: 287,126
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Accept Financial Statements and Statutory Mgmt For For For Reports
2 Approve Final Dividend Mgmt For For For
3 Re-elect Sir Peter Gershon as Director Mgmt For For For
4 Re-elect John Pettigrew as Director Mgmt For For For
5 Elect Andy Agg as Director Mgmt For For For
6 Re-elect Dean Seavers as Director Mgmt For For For
7 Re-elect Nicola Shaw as Director Mgmt For For For
8 Re-elect Jonathan Dawson as Director Mgmt For For For
9 Re-elect Therese Esperdy as Director Mgmt For For For
10 Re-elect Paul Golby as Director Mgmt For For For
11 Re-elect Amanda Mesler as Director Mgmt For For For
12 Elect Earl Shipp as Director Mgmt For For For
13 Elect Jonathan Silver as Director Mgmt For For For
14 Re-elect Mark Williamson as Director Mgmt For For For
15 Reappoint Deloitte LLP as Auditors Mgmt For For For
16 Authorise Board to Fix Remuneration of Mgmt For For For Auditors
17 Approve Remuneration Policy Mgmt For For For
18 Approve Remuneration Report Mgmt For For For
19 Authorise EU Political Donations and Mgmt For For For Expenditure
20 Authorise Issue of Equity Mgmt For For For
21 Approve Scrip Dividend Scheme Mgmt For For For
22 Authorise Directors to Capitalise the Mgmt For For For Appropriate Nominal Amounts of New Shares of the Company Allotted Pursuant to the Company's Scrip Dividend Scheme
23 Authorise Issue of Equity without Pre-emptive Mgmt For For For Rights Vote Summary Report
Date range covered: 07/01/2019 to 09/30/2019 Location(s): All Locations Institution Account(s): SUN LIFE REAL ASSET - KBI
National Grid Plc
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
24 Authorise Issue of Equity without Pre-emptive Mgmt For For For Rights in Connection with an Acquisition or Other Capital Investment
25 Authorise Market Purchase of Ordinary Shares Mgmt For For For
26 Authorise the Company to Call General Mgmt For For For Meeting with Two Weeks' Notice
Sunworks, Inc.
Meeting Date: 08/07/2019 Country: USA Primary Security ID: 86803X105 Record Date: 06/21/2019 Meeting Type: Annual Ticker: SUNW
Shares Voted: 378,988
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Charles F. Cargile Mgmt For For For
1.2 Elect Director Daniel Gross Mgmt For For For
1.3 Elect Director Rhone Resch Mgmt For For For
1.4 Elect Director Joshua Schechter Mgmt For Withhold Withhold
1.5 Elect Director Stanley Speer Mgmt For For For
2 Ratify Liggett & Webb, P.A. as Auditors Mgmt For For For
3 Approve Reverse Stock Split Mgmt For For For
4 Amend Omnibus Stock Plan Mgmt For For For
Mexichem SAB de CV
Meeting Date: 08/26/2019 Country: Mexico Primary Security ID: P7S81Y105 Record Date: 08/16/2019 Meeting Type: Special Ticker: MEXCHEM
Shares Voted: 633,900
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Change Company Name and Amend Article 1 Mgmt For For For
2 Authorize Board to Ratify and Execute Mgmt For For For Approved Resolutions Vote Summary Report
Date range covered: 07/01/2019 to 09/30/2019 Location(s): All Locations Institution Account(s): SUN LIFE REAL ASSET - KBI
Companhia de Saneamento de Minas Gerais
Meeting Date: 08/30/2019 Country: Brazil Primary Security ID: P28269101 Record Date: Meeting Type: Special Ticker: CSMG3
Shares Voted: 33,200
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Dismiss Fiscal Council Members Mgmt For Against Against
2 Elect Fiscal Council Members Mgmt For Against Against
3 In Case One of the Nominees Leaves the Mgmt None Against Against Fiscal Council Slate Due to a Separate Minority Election, as Allowed Under Articles 161 and 240 of the Brazilian Corporate Law, May Your Votes Still Be Counted for the Proposed Slate?
4 Elect Alternate Fiscal Council Member SH None Abstain Abstain Appointed by Minority Shareholder
Companhia de Saneamento de Minas Gerais
Meeting Date: 08/30/2019 Country: Brazil Primary Security ID: P28269101 Record Date: Meeting Type: Special Ticker: CSMG3
Shares Voted: 33,200
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Amend Articles Mgmt For For For
China Water Affairs Group Limited
Meeting Date: 09/06/2019 Country: Bermuda Primary Security ID: G21090124 Record Date: 09/03/2019 Meeting Type: Annual Ticker: 855
Shares Voted: 1,622,000
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Accept Financial Statements and Statutory Mgmt For For For Reports
2 Approve Final Dividend Mgmt For For For
3.1 Elect Ding Bin as Director Mgmt For For For Vote Summary Report
Date range covered: 07/01/2019 to 09/30/2019 Location(s): All Locations Institution Account(s): SUN LIFE REAL ASSET - KBI
China Water Affairs Group Limited
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
3.2 Elect Zhao Hai Hu as Director Mgmt For For For
3.3 Elect Ong King Keung as Director Mgmt For For For
3.4 Elect Siu Chi Ming as Director Mgmt For For For
3.5 Authorize Board to Fix Remuneration of Mgmt For For For Directors
4 Approve PricewaterhouseCoopers as Auditors Mgmt For For For and Authorize Board to Fix Their Remuneration
5 Approve Issuance of Equity or Equity-Linked Mgmt For Against Against Securities without Preemptive Rights
6 Authorize Repurchase of Issued Share Capital Mgmt For For For
7 Authorize Reissuance of Repurchased Shares Mgmt For Against Against Vote Summary Report
Date range covered: 10/01/2019 to 12/31/2019 Location(s): All Locations Institution Account(s): SUN LIFE REAL ASSET - KBI
PhosAgro PJSC
Meeting Date: 10/04/2019 Country: Russia Primary Security ID: X65078101 Record Date: 09/09/2019 Meeting Type: Special Ticker: PHOR
Shares Voted: 65,977
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Meeting for GDR Holders Mgmt
1 Approve Dividends Mgmt For For For
Cree, Inc.
Meeting Date: 10/28/2019 Country: USA Primary Security ID: 225447101 Record Date: 08/30/2019 Meeting Type: Annual Ticker: CREE
Shares Voted: 10,638
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director John C. Hodge Mgmt For For For
1.2 Elect Director Clyde R. Hosein Mgmt For For For
1.3 Elect Director Darren R. Jackson Mgmt For For For
1.4 Elect Director Duy-Loan T. Le Mgmt For For For
1.5 Elect Director Gregg A. Lowe Mgmt For For For
1.6 Elect Director John B. Replogle Mgmt For For For
1.7 Elect Director Thomas H. Werner Mgmt For For For
1.8 Elect Director Anne C. Whitaker Mgmt For For For
2 Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
Ormat Technologies, Inc.
Meeting Date: 11/06/2019 Country: USA Primary Security ID: 686688102 Record Date: 09/09/2019 Meeting Type: Special Ticker: ORA Vote Summary Report
Date range covered: 10/01/2019 to 12/31/2019 Location(s): All Locations Institution Account(s): SUN LIFE REAL ASSET - KBI
Ormat Technologies, Inc.
Shares Voted: 24,044
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Declassify the Board of Directors Mgmt For For For
2 Adjourn Meeting Mgmt For For For
Genus Plc
Meeting Date: 11/14/2019 Country: United Kingdom Primary Security ID: G3827X105 Record Date: 11/12/2019 Meeting Type: Annual Ticker: GNS
Shares Voted: 29,752
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Accept Financial Statements and Statutory Mgmt For For For Reports
2 Approve Remuneration Report Mgmt For For For
3 Approve Remuneration Policy Mgmt For For For
4 Approve Performance Share Plan Mgmt For For For
5 Approve Deferred Share Bonus Plan Mgmt For For For
6 Amend Deferred Share Bonus Plan Mgmt For For For
7 Approve Final Dividend Mgmt For For For
8 Re-elect Bob Lawson as Director Mgmt For For For
9 Re-elect Stephen Wilson as Director Mgmt For For For
10 Re-elect Lysanne Gray as Director Mgmt For For For
11 Re-elect Lykele van der Broek as Director Mgmt For For For
12 Re-elect Lesley Knox as Director Mgmt For For For
13 Re-elect Ian Charles as Director Mgmt For For For
14 Reappoint Deloitte LLP as Auditors Mgmt For For For
15 Authorise the Audit Committee to Fix Mgmt For For For Remuneration of Auditors
16 Authorise Issue of Equity Mgmt For For For
17 Authorise Issue of Equity without Pre-emptive Mgmt For For For Rights Vote Summary Report
Date range covered: 10/01/2019 to 12/31/2019 Location(s): All Locations Institution Account(s): SUN LIFE REAL ASSET - KBI
Genus Plc
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
18 Authorise Issue of Equity without Pre-emptive Mgmt For For For Rights in Connection with an Acquisition or Other Capital Investment
19 Authorise Market Purchase of Ordinary Shares Mgmt For For For
20 Authorise the Company to Call General Mgmt For For For Meeting with Two Weeks' Notice
China Longyuan Power Group Corporation Limited
Meeting Date: 11/15/2019 Country: China Primary Security ID: Y1501T101 Record Date: 10/14/2019 Meeting Type: Special Ticker: 916
Shares Voted: 1,498,000
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Elect Sun Jinbiao as Director Mgmt For For For
Origin Enterprises Plc
Meeting Date: 11/20/2019 Country: Ireland Primary Security ID: G68097107 Record Date: 11/18/2019 Meeting Type: Annual Ticker: OIZ
Shares Voted: 253,785
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Accept Financial Statements and Statutory Mgmt For For For Reports
2 Approve Final Dividend Mgmt For For For
3a Re-elect Kate Allum as Director Mgmt For For For
3b Re-elect Gary Britton as Director Mgmt For For For
3c Re-elect Sean Coyle as Director Mgmt For For For
3d Re-elect Declan Giblin as Director Mgmt For For For
3e Re-elect Rose Hynes as Director Mgmt For For For
3f Re-elect Hugh McCutcheon as Director Mgmt For For For
3g Re-elect Tom O'Mahony as Director Mgmt For For For Vote Summary Report
Date range covered: 10/01/2019 to 12/31/2019 Location(s): All Locations Institution Account(s): SUN LIFE REAL ASSET - KBI
Origin Enterprises Plc
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
3h Re-elect Christopher Richards as Director Mgmt For Against Against
4 Authorise Board to Fix Remuneration of Mgmt For For For Auditors
5 Approve Remuneration Report Mgmt For For For
6 Authorise Issue of Equity Mgmt For For For
7a Authorise Issue of Equity without Pre-emptive Mgmt For For For Rights
7b Authorise Issue of Equity without Pre-emptive Mgmt For For For Rights in Connection with an Acquisition or Other Capital Investment
8a Authorise Market Purchase of Ordinary Shares Mgmt For For For
8b Authorise Reissuance Price Range at which Mgmt For For For Treasury Shares May be Re-issued Off-Market
9 Amend Long Term Incentive Plan Mgmt For For For
Mexichem SAB de CV
Meeting Date: 12/02/2019 Country: Mexico Primary Security ID: P7S81Y105 Record Date: 11/22/2019 Meeting Type: Special Ticker: ORBIA
Shares Voted: 712,800
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Ordinary Business Mgmt
1 Approve Cash Dividends of up to USD 180 Mgmt For For For Million
2 Authorize Board to Ratify and Execute Mgmt For For For Approved Resolutions
Companhia de Saneamento de Minas Gerais
Meeting Date: 12/11/2019 Country: Brazil Primary Security ID: P28269101 Record Date: Meeting Type: Special Ticker: CSMG3 Vote Summary Report
Date range covered: 10/01/2019 to 12/31/2019 Location(s): All Locations Institution Account(s): SUN LIFE REAL ASSET - KBI
Companhia de Saneamento de Minas Gerais
Shares Voted: 28,100
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Elect Roberto Bastianetto as Alternate Fiscal Mgmt For Do Not Do Not Council Member Vote Vote
2 Elect Eduardo Georges Chehab as Alternate SH None For For Fiscal Council Member Appointed by Minority Shareholder
Companhia de Saneamento de Minas Gerais
Meeting Date: 12/11/2019 Country: Brazil Primary Security ID: P28269101 Record Date: Meeting Type: Special Ticker: CSMG3
Shares Voted: 28,100
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Long-Term Loan Agreement with Mgmt For For For Banco Europeu de Investimento - BEI
Greencoat Renewables Plc
Meeting Date: 12/16/2019 Country: Ireland Primary Security ID: G4081F103 Record Date: 12/14/2019 Meeting Type: Special Ticker: GRP
Shares Voted: 968,635
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Authorise Issue of Equity Pursuant to the Mgmt For Against For Share Issuance Programme
2 Authorise Issue of Equity without Pre-emptive Mgmt For Against For Rights Pursuant to the Share Issuance Programme
3 Approve Increase in Authorised Share Capital Mgmt For Against For
4 Amend Articles of Association Mgmt For Against For Vote Summary Report
Date range covered: 01/01/2020 to 03/31/2020 Location(s): All Locations Institution Account(s): SUN LIFE REAL ASSET - KBI
Huaneng Renewables Corporation Limited
Meeting Date: 01/06/2020 Country: China Primary Security ID: Y3739S111 Record Date: 12/05/2019 Meeting Type: Special Ticker: 958
Shares Voted: 5,750,000
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Voluntary Conditional Offer by CLSA Mgmt For For For Limited to Acquire All of The Issued H Shares and Proposed Voluntary Withdrawal of Listing of the H Shares
Huaneng Renewables Corporation Limited
Meeting Date: 01/06/2020 Country: China Primary Security ID: Y3739S111 Record Date: 12/05/2019 Meeting Type: Special Ticker: 958
Shares Voted: 5,750,000
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
CLASS MEETING FOR HOLDERS OF H SHARES Mgmt
1 Approve Voluntary Conditional Offer by CLSA Mgmt For For For Limited to Acquire All of The Issued H Shares and Proposed Voluntary Withdrawal of Listing of the H Shares
Lindsay Corporation
Meeting Date: 01/07/2020 Country: USA Primary Security ID: 535555106 Record Date: 11/08/2019 Meeting Type: Annual Ticker: LNN
Shares Voted: 5,722
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Michael N. Christodolou Mgmt For For For
1.2 Elect Director David B. Rayburn Mgmt For For For
2 Ratify KPMG LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation Vote Summary Report
Date range covered: 01/01/2020 to 03/31/2020 Location(s): All Locations Institution Account(s): SUN LIFE REAL ASSET - KBI
Acuity Brands, Inc.
Meeting Date: 01/08/2020 Country: USA Primary Security ID: 00508Y102 Record Date: 11/11/2019 Meeting Type: Annual Ticker: AYI
Shares Voted: 10,827
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director W. Patrick Battle Mgmt For For For
1b Elect Director Peter C. Browning Mgmt For For For
1c Elect Director G. Douglas Dillard, Jr. Mgmt For For For
1d Elect Director James H. Hance, Jr. Mgmt For For For
1e Elect Director Robert F. McCullough Mgmt For For For
1f Elect Director Vernon J. Nagel Mgmt For For For
1g Elect Director Dominic J. Pileggi Mgmt For For For
1h Elect Director Ray M. Robinson Mgmt For For For
1i Elect Director Mary A. Winston Mgmt For For For
2 Ratify Ernst & Young LLP as Auditors Mgmt For For For
3 Advisory Vote to Ratify Named Executive Mgmt For Against Against Officers' Compensation
Companhia de Saneamento de Minas Gerais
Meeting Date: 01/24/2020 Country: Brazil Primary Security ID: P28269101 Record Date: Meeting Type: Special Ticker: CSMG3
Shares Voted: 28,100
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Investments to Implement the Water Mgmt For For For Supply System of Montes Claros - Rio Sao Francisco
PhosAgro PJSC
Meeting Date: 01/24/2020 Country: Russia Primary Security ID: X65078101 Record Date: 12/30/2019 Meeting Type: Special Ticker: PHOR Vote Summary Report
Date range covered: 01/01/2020 to 03/31/2020 Location(s): All Locations Institution Account(s): SUN LIFE REAL ASSET - KBI
PhosAgro PJSC
Shares Voted: 64,293
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Meeting for GDR Holders Mgmt
1 Approve Dividends of RUB 48 per Share Mgmt For For For
Mueller Water Products, Inc.
Meeting Date: 01/29/2020 Country: USA Primary Security ID: 624758108 Record Date: 12/05/2019 Meeting Type: Annual Ticker: MWA
Shares Voted: 197,747
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Shirley C. Franklin Mgmt For For For
1.2 Elect Director J. Scott Hall Mgmt For For For
1.3 Elect Director Thomas J. Hansen Mgmt For For For
1.4 Elect Director Jerry W. Kolb Mgmt For For For
1.5 Elect Director Mark J. O'Brien Mgmt For For For
1.6 Elect Director Christine Ortiz Mgmt For For For
1.7 Elect Director Bernard G. Rethore Mgmt For For For
1.8 Elect Director Lydia W. Thomas Mgmt For For For
1.9 Elect Director Michael T. Tokarz Mgmt For For For
1.10 Elect Director Stephen C. Van Arsdell Mgmt For For For
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Ratify Ernst & Young LLP as Auditors Mgmt For For For
ICL-Israel Chemicals Ltd.
Meeting Date: 01/30/2020 Country: Israel Primary Security ID: M5920A109 Record Date: 01/02/2020 Meeting Type: Special Ticker: ICL Vote Summary Report
Date range covered: 01/01/2020 to 03/31/2020 Location(s): All Locations Institution Account(s): SUN LIFE REAL ASSET - KBI
ICL-Israel Chemicals Ltd.
Shares Voted: 385,100
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Framework D&O Liability Insurance Mgmt For For For Policy to Directors/Officers
A Vote FOR if you are a controlling shareholder Mgmt None Refer Against or have a personal interest in one or several resolutions, as indicated in the proxy card; otherwise, vote AGAINST. You may not abstain. If you vote FOR, please provide an explanation to your account manager
Please Select Any Category Which Applies to Mgmt You as a Shareholder or as a Holder of Power of Attorney
B1 If you are an Interest Holder as defined in Mgmt None Refer Against Section 1 of the Securities Law, 1968, vote FOR. Otherwise, vote against.
B2 If you are a Senior Officer as defined in Mgmt None Refer Against Section 37(D) of the Securities Law, 1968, vote FOR. Otherwise, vote against.
B3 If you are an Institutional Investor as defined Mgmt None Refer Against in Regulation 1 of the Supervision Financial Services Regulations 2009 or a Manager of a Joint Investment Trust Fund as defined in the Joint Investment Trust Law, 1994, vote FOR. Otherwise, vote against.
Woongjin Coway Co., Ltd.
Meeting Date: 02/07/2020 Country: South Korea Primary Security ID: Y1786S109 Record Date: 01/14/2020 Meeting Type: Special Ticker: 021240
Shares Voted: 35,451
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Bang Jun-hyeok as Inside Director Mgmt For For For
1.2 Elect Lee Hae-seon as Inside Director Mgmt For For For
1.3 Elect Seo Jang-won as Inside Director Mgmt For For For
1.4 Elect Kim Jin-bae as Outside Director Mgmt For For For
1.5 Elect Kim Gyu-ho as Outside Director Mgmt For For For
1.6 Elect Yoon Bu-hyeon as Outside Director Mgmt For For For Vote Summary Report
Date range covered: 01/01/2020 to 03/31/2020 Location(s): All Locations Institution Account(s): SUN LIFE REAL ASSET - KBI
Woongjin Coway Co., Ltd.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.7 Elect Lee Da-woo as Outside Director Mgmt For For For
2.1 Elect Kim Jin-bae as a Member of Audit Mgmt For For For Committee
2.2 Elect Yoon Bu-hyeon as a Member of Audit Mgmt For For For Committee
2.3 Elect Lee Da-woo as a Member of Audit Mgmt For For For Committee
3 Amend Articles of Incorporation Mgmt For For For
PureCircle Ltd.
Meeting Date: 02/10/2020 Country: Bermuda Primary Security ID: G7300G109 Record Date: 02/06/2020 Meeting Type: Annual Ticker: PURE
Shares Voted: 476,622
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Accept Financial Statements and Statutory Mgmt For For For Reports at an Adjournment of this AGM to be Held on a Date Falling No Later Than 90 Days from 10 February 2020
2 Re-elect John Slosar as Director Mgmt For For For
3 Elect Lim Kian Thong, Jimmy as Director Mgmt For For For
4 Re-elect Guy Wollaert as Director Mgmt For For For
5 Elect Datuk Ali bin Abdul Kadir as Director Mgmt For For For
6 Re-elect Rosemarie Andolino as Director Mgmt For For For
7 Elect Dato Cheim Dau Meng, Robert as Mgmt For For For Director
8 Re-elect Ann Marie Scichili as Director Mgmt For For For
9 Elect Tan Sri Wan Azmi Wan Hamzah as Mgmt For For For Director
10 Elect Sridhar Krishnan as Director Mgmt For For For
11 Re-elect Lai Hock Meng, Peter as Director Mgmt For For For
12 Re-elect Olivier Maes as Director Mgmt For For For
13 Authorise Issue of Equity Mgmt For For For
14 Authorise Issue of Equity without Pre-emptive Mgmt For For For Rights Vote Summary Report
Date range covered: 01/01/2020 to 03/31/2020 Location(s): All Locations Institution Account(s): SUN LIFE REAL ASSET - KBI
PureCircle Ltd.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
15 Authorise Issue of Equity without Pre-emptive Mgmt For For For Rights in Connection with an Acquisition or Other Capital Investment
Evoqua Water Technologies Corp.
Meeting Date: 02/18/2020 Country: USA Primary Security ID: 30057T105 Record Date: 12/20/2019 Meeting Type: Annual Ticker: AQUA
Shares Voted: 55,688
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Ron C. Keating Mgmt For Withhold Withhold
1.2 Elect Director Martin J. Lamb Mgmt For Withhold Withhold
1.3 Elect Director Peter M. Wilver Mgmt For Withhold Withhold
2 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
3 Amend Omnibus Stock Plan Mgmt For For For
4 Ratify Ernst & Young LLP as Auditors Mgmt For For For
OSRAM Licht AG
Meeting Date: 02/18/2020 Country: Germany Primary Security ID: D5963B113 Record Date: Meeting Type: Annual Ticker: OSR
Shares Voted: 39,263
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Receive Financial Statements and Statutory Mgmt Reports for Fiscal 2018/19 (Non-Voting)
2 Approve Allocation of Income and Omission Mgmt For For For of Dividends
3.1 Approve Discharge of Management Board Mgmt For For For Member Olaf Berlien for Fiscal 2018/19
3.2 Approve Discharge of Management Board Mgmt For For For Member Ingo Bank for Fiscal 2018/19
3.3 Approve Discharge of Management Board Mgmt For For For Member Stefan Kampmann for Fiscal 2018/19 Vote Summary Report
Date range covered: 01/01/2020 to 03/31/2020 Location(s): All Locations Institution Account(s): SUN LIFE REAL ASSET - KBI
OSRAM Licht AG
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
4.1 Approve Discharge of Supervisory Board Mgmt For For For Member Peter Bauer for Fiscal 2018/19
4.2 Approve Discharge of Supervisory Board Mgmt For For For Member Klaus Abel (from May 7, 2019) for Fiscal 2018/19
4.3 Approve Discharge of Supervisory Board Mgmt For For For Member Roland Busch for Fiscal 2018/19
4.4 Approve Discharge of Supervisory Board Mgmt For For For Member Christine Bortenlaenger for Fiscal 2018/19
4.5 Approve Discharge of Supervisory Board Mgmt For For For Member Margarete Haase for Fiscal 2018/19
4.6 Approve Discharge of Supervisory Board Mgmt For For For Member Michael Knuth (until May 7, 2019) for Fiscal 2018/19
4.7 Approve Discharge of Supervisory Board Mgmt For For For Member Frank Lakerveld for Fiscal 2018/19
4.8 Approve Discharge of Supervisory Board Mgmt For For For Member Arunjai Mittal for Fiscal 2018/19
4.9 Approve Discharge of Supervisory Board Mgmt For For For Member Alexander Mueller for Fiscal 2018/19
4.10 Approve Discharge of Supervisory Board Mgmt For For For Member Ulrike Salb for Fiscal 2018/19
4.11 Approve Discharge of Supervisory Board Mgmt For For For Member Irene Schulz for Fiscal 2018/19
4.12 Approve Discharge of Supervisory Board Mgmt For For For Member Irene Weininger for Fiscal 2018/19
4.13 Approve Discharge of Supervisory Board Mgmt For For For Member Thomas Wetzel for Fiscal 2018/19
5 Ratify Ernst & Young GmbH as Auditors for Mgmt For For For Fiscal 2019/20
GrainCorp Limited
Meeting Date: 02/19/2020 Country: Australia Primary Security ID: Q42655102 Record Date: 02/17/2020 Meeting Type: Annual Ticker: GNC
Shares Voted: 142,670
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
2 Approve Remuneration Report Mgmt For For For Vote Summary Report
Date range covered: 01/01/2020 to 03/31/2020 Location(s): All Locations Institution Account(s): SUN LIFE REAL ASSET - KBI
GrainCorp Limited
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
3.1 Elect Simon Tregoning as Director Mgmt For For For
3.2 Elect Jane McAloon as Director Mgmt For For For
3.3 Elect Kathy Grigg as Director Mgmt For For For
Deere & Company
Meeting Date: 02/26/2020 Country: USA Primary Security ID: 244199105 Record Date: 12/31/2019 Meeting Type: Annual Ticker: DE
Shares Voted: 8,849
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Samuel R. Allen Mgmt For For For
1b Elect Director Alan C. Heuberger Mgmt For For For
1c Elect Director Charles O. Holliday, Jr. Mgmt For For For
1d Elect Director Dipak C. Jain Mgmt For For For
1e Elect Director Michael O. Johanns Mgmt For For For
1f Elect Director Clayton M. Jones Mgmt For For For
1g Elect Director John C. May Mgmt For For For
1h Elect Director Gregory R. Page Mgmt For For For
1i Elect Director Sherry M. Smith Mgmt For For For
1j Elect Director Dmitri L. Stockton Mgmt For For For
1k Elect Director Sheila G. Talton Mgmt For For For
2 Adopt the Jurisdiction of Incorporation as the Mgmt For Against Against Exclusive Forum for Certain Disputes
3 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
4 Approve Omnibus Stock Plan Mgmt For For For
5 Ratify Deloitte & Touche LLP as Auditors Mgmt For For For
6 Disclose Board Qualifications Matrix SH Against Against Against Vote Summary Report
Date range covered: 01/01/2020 to 03/31/2020 Location(s): All Locations Institution Account(s): SUN LIFE REAL ASSET - KBI
Novozymes A/S
Meeting Date: 02/26/2020 Country: Denmark Primary Security ID: K7317J133 Record Date: 02/19/2020 Meeting Type: Annual Ticker: NZYM.B
Shares Voted: 15,977
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Receive Report of Board Mgmt
2 Accept Financial Statements and Statutory Mgmt For For For Reports
3 Approve Allocation of Income and Dividends Mgmt For For For of DKK 5.25 Per Share
4 Approve Remuneration of Directors in the Mgmt For For For Amount of DKK 1.5 Million for Chairman, DKK1 Million for Vice Chairman and DKK 500,000 for Other Directors; ApproveRemuneration for Committee Work
5 Reelect Jorgen Buhl Rasmussen (Chairman) Mgmt For For For as Director
6 Elect Cornelis de Jong (Vice Chairman) as Mgmt For For For Director
7a Reelect Kasim Kutay as Director Mgmt For For For
7b Reelect Kim Stratton as Director Mgmt For For For
7c Reelect Mathias Uhlen as Director Mgmt For For For
7d Elect Sharon James as Director Mgmt For For For
7e Elect Heine Dalsgaard as Director Mgmt For For For
8 Ratify PricewaterhouseCoopers as Auditors Mgmt For For For
9a Approve Guidelines for Incentive-Based Mgmt For For For Compensation for Executive Management and Board
9b Approve Creation of DKK 57 Million Pool of Mgmt For For For Capital in B Shares without Preemptive Rights; DKK 58.2 Million Pool of Capital with Preemptive Rights; and Pool of Capital in Warrants without Preemptive Rights
9c Approve DKK 12 Million Reduction in Share Mgmt For For For Capital via Share Cancellation
9d Authorize Share Repurchase Program Mgmt For For For
9e Amend Articles Mgmt For For For
9f Authorize Editorial Changes to Adopted Mgmt For For For Resolutions in Connection with Registration with Danish Authorities Vote Summary Report
Date range covered: 01/01/2020 to 03/31/2020 Location(s): All Locations Institution Account(s): SUN LIFE REAL ASSET - KBI
Novozymes A/S
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
10 Other Business Mgmt
China Longyuan Power Group Corporation Limited
Meeting Date: 02/28/2020 Country: China Primary Security ID: Y1501T101 Record Date: 01/24/2020 Meeting Type: Special Ticker: 916
Shares Voted: 2,041,000
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Elect Zhang Xiaoliang as Director Mgmt For For For
2 Elect Hao Jingru as Supervisor Mgmt For For For
Johnson Controls International plc
Meeting Date: 03/04/2020 Country: Ireland Primary Security ID: G51502105 Record Date: 01/02/2020 Meeting Type: Annual Ticker: JCI
Shares Voted: 33,262
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1a Elect Director Jean Blackwell Mgmt For For For
1b Elect Director Pierre Cohade Mgmt For For For
1c Elect Director Michael E. Daniels Mgmt For For For
1d Elect Director Juan Pablo del Valle Perochena Mgmt For For For
1e Elect Director W. Roy Dunbar Mgmt For For For
1f Elect Director Gretchen R. Haggerty Mgmt For For For
1g Elect Director Simone Menne Mgmt For For For
1h Elect Director George R. Oliver Mgmt For For For
1i Elect Director Jurgen Tinggren Mgmt For For For
1j Elect Director Mark Vergnano Mgmt For For For
1k Elect Director R. David Yost Mgmt For For For
1l Elect Director John D. Young Mgmt For For For Vote Summary Report
Date range covered: 01/01/2020 to 03/31/2020 Location(s): All Locations Institution Account(s): SUN LIFE REAL ASSET - KBI
Johnson Controls International plc
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
2a Ratify PricewaterhouseCoopers LLP as Mgmt For For For Auditors
2b Authorize Board to Fix Remuneration of Mgmt For For For Auditors
3 Authorize Market Purchases of Company Mgmt For For For Shares
4 Determine Price Range for Reissuance of Mgmt For For For Treasury Shares
5 Advisory Vote to Ratify Named Executive Mgmt For For For Officers' Compensation
6 Approve the Directors' Authority to Allot Mgmt For For For Shares
7 Approve the Disapplication of Statutory Mgmt For For For Pre-Emption Rights
Pattern Energy Group Inc.
Meeting Date: 03/10/2020 Country: USA Primary Security ID: 70338P100 Record Date: 01/31/2020 Meeting Type: Special Ticker: PEGI
Shares Voted: 54,845
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Merger Agreement Mgmt For Against Against
2 Advisory Vote on Golden Parachutes Mgmt For For For
3 Adjourn Meeting Mgmt For For For
Graincorp Limited
Meeting Date: 03/16/2020 Country: Australia Primary Security ID: Q42655102 Record Date: 03/14/2020 Meeting Type: Court Ticker: GNC
Shares Voted: 157,608
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
Court-Ordered Meeting Mgmt Vote Summary Report
Date range covered: 01/01/2020 to 03/31/2020 Location(s): All Locations Institution Account(s): SUN LIFE REAL ASSET - KBI
Graincorp Limited
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Scheme of Arrangement in Relation Mgmt For For For to the Proposed Demerger of United Malt Group Limited from GrainCorp Limited
Graincorp Limited
Meeting Date: 03/16/2020 Country: Australia Primary Security ID: Q42655102 Record Date: 03/14/2020 Meeting Type: Special Ticker: GNC
Shares Voted: 157,608
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve the Capital Reduction Mgmt For For For
Uponor Oyj
Meeting Date: 03/16/2020 Country: Finland Primary Security ID: X9518X107 Record Date: 03/04/2020 Meeting Type: Annual Ticker: UPONOR
Shares Voted: 67,069
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Open Meeting Mgmt
2 Call the Meeting to Order Mgmt
3 Designate Inspector or Shareholder Mgmt For For For Representative(s) of Minutes of Meeting
4 Acknowledge Proper Convening of Meeting Mgmt For For For
5 Prepare and Approve List of Shareholders Mgmt For For For
6 Receive Financial Statements and Statutory Mgmt Reports
7 Accept Financial Statements and Statutory Mgmt For For For Reports
8 Approve Allocation of Income and Dividends Mgmt For For For of EUR 0.53 Per Share
9 Approve Discharge of Board and President Mgmt For For For
10 Approve Remuneration Policy And Other Mgmt For For For Terms of Employment For Executive Management Vote Summary Report
Date range covered: 01/01/2020 to 03/31/2020 Location(s): All Locations Institution Account(s): SUN LIFE REAL ASSET - KBI
Uponor Oyj
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
11 Approve Remuneration of Directors in the Mgmt For For For Amount of EUR 90,000 for Chairman, EUR 51,000 for Vice Chairman and Chairman of Audit Committee, and EUR 46,000 for Other Directors; Approve Meeting Fees
12 Fix Number of Directors at Six Mgmt For For For
13 Reelect Pia Aaltonen-Forsell, Johan Falk, Mgmt For For For Markus Lengauer, Casimir Lindholm and Annika Paasikivi (Chair) as Directors; Elect Michael G. Marchi as New Director
14 Approve Remuneration of Auditors Mgmt For For For
15 Ratify KPMG as Auditors Mgmt For For For
16 Authorize Share Repurchase Program Mgmt For For For
17 Approve Issuance of up to 7.2 Million Shares Mgmt For For For without Preemptive Rights
18 Close Meeting Mgmt
Samsung SDI Co., Ltd.
Meeting Date: 03/18/2020 Country: South Korea Primary Security ID: Y74866107 Record Date: 12/31/2019 Meeting Type: Annual Ticker: 006400
Shares Voted: 8,676
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Financial Statements and Allocation Mgmt For For For of Income
2.1 Elect Jun Young-hyun as Inside Director Mgmt For For For
2.2 Elect Kwon Oh-kyung as Outside Director Mgmt For For For
2.3 Elect Kim Duk-hyun as Outside Director Mgmt For For For
2.4 Elect Park Tae-ju as Outside Director Mgmt For For For
2.5 Elect Choi Won-wook as Outside Director Mgmt For For For
3.1 Elect Kwon Oh-kyung as a Member of Audit Mgmt For For For Committee
3.2 Elect Kim Duk-hyun as a Member of Audit Mgmt For For For Committee
3.3 Elect Park Tae-ju as a Member of Audit Mgmt For For For Committee Vote Summary Report
Date range covered: 01/01/2020 to 03/31/2020 Location(s): All Locations Institution Account(s): SUN LIFE REAL ASSET - KBI
Samsung SDI Co., Ltd.
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
3.4 Elect Choi Won-wook as a Member of Audit Mgmt For For For Committee
4 Approve Total Remuneration of Inside Mgmt For For For Directors and Outside Directors
Kubota Corp.
Meeting Date: 03/19/2020 Country: Japan Primary Security ID: J36662138 Record Date: 12/31/2019 Meeting Type: Annual Ticker: 6326
Shares Voted: 157,800
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1.1 Elect Director Kimata, Masatoshi Mgmt For For For
1.2 Elect Director Kitao, Yuichi Mgmt For For For
1.3 Elect Director Yoshikawa, Masato Mgmt For For For
1.4 Elect Director Sasaki, Shinji Mgmt For For For
1.5 Elect Director Kurosawa, Toshihiko Mgmt For For For
1.6 Elect Director Watanabe, Dai Mgmt For For For
1.7 Elect Director Matsuda, Yuzuru Mgmt For For For
1.8 Elect Director Ina, Koichi Mgmt For For For
1.9 Elect Director Shintaku, Yutaro Mgmt For For For
2 Appoint Statutory Auditor Yamada, Yuichi Mgmt For For For
3 Approve Annual Bonus Mgmt For For For
4 Approve Restricted Stock Plan Mgmt For For For
ABB Ltd.
Meeting Date: 03/26/2020 Country: Switzerland Primary Security ID: H0010V101 Record Date: Meeting Type: Annual Ticker: ABBN Vote Summary Report
Date range covered: 01/01/2020 to 03/31/2020 Location(s): All Locations Institution Account(s): SUN LIFE REAL ASSET - KBI
ABB Ltd.
Shares Voted: 101,713
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Accept Financial Statements and Statutory Mgmt For For For Reports
2 Approve Remuneration Report (Non-Binding) Mgmt For For For
3 Approve Discharge of Board and Senior Mgmt For For For Management
4 Approve Allocation of Income and Dividends Mgmt For For For of CHF 0.80 per Share
5 Amend Articles Re: Annual Report Mgmt For For For
6.1 Approve Remuneration of Directors in the Mgmt For For For Amount of CHF 4.7 Million
6.2 Approve Remuneration of Executive Mgmt For For For Committee in the Amount of CHF 39.5 Million
7.1 Reelect Matti Alahuhta as Director Mgmt For For For
7.2 Reelect Gunnar Brock as Director Mgmt For For For
7.3 Reelect David Constable as Director Mgmt For For For
7.4 Reelect Frederico Curado as Director Mgmt For For For
7.5 Reelect Lars Foerberg as Director Mgmt For For For
7.6 Reelect Jennifer Xin-Zhe Li as Director Mgmt For For For
7.7 Reelect Geraldine Matchett as Director Mgmt For For For
7.8 Reelect David Meline as Director Mgmt For For For
7.9 Reelect Satish Pai as Director Mgmt For For For
7.10 Reelect Jacob Wallenberg as Director Mgmt For For For
7.11 Reelect Peter Voser as Director and Board Mgmt For For For Chairman
8.1 Appoint David Constable as Member of the Mgmt For For For Compensation Committee
8.2 Appoint Frederico Curado as Member of the Mgmt For For For Compensation Committee
8.3 Appoint Jennifer Xin-Zhe Li as Member of the Mgmt For For For Compensation Committee
9 Designate Hans Zehnder as Independent Mgmt For For For Proxy
10 Ratify KPMG AG as Auditors Mgmt For For For
11 Transact Other Business (Voting) Mgmt For Against Against Vote Summary Report
Date range covered: 01/01/2020 to 03/31/2020 Location(s): All Locations Institution Account(s): SUN LIFE REAL ASSET - KBI
Coway Co., Ltd.
Meeting Date: 03/30/2020 Country: South Korea Primary Security ID: Y1786S109 Record Date: 12/31/2019 Meeting Type: Annual Ticker: 021240
Shares Voted: 35,451
Proposal Voting Vote Number Proposal Text Proponent Mgmt Rec Policy Rec Instruction
1 Approve Financial Statements and Allocation Mgmt For For For of Income
2 Approve Total Remuneration of Inside Mgmt For Against Against Directors and Outside Directors