据周五的一份文件显示，美国银行旗下的美林证券部门计划从2027年起不再使用代理顾问，此举正值美国大型银行转向内部处理股东投票事务之际。
Bank of America's Merrill Lynch unit no longer plans to use proxy advisers starting 2027, according to a document on Friday, as US big banks move to handle shareholder voting internally.
多年来，代理顾问和大型基金管理公司一直受到保守派和一些商界领袖的批评，他们认为这类公司经常建议投票反对董事会的决定或董事人选，并且过于强调气候和社会议题。以下是其他一些细节：根据改革后的代理投票框架，从明年1月起，美林的客户将无法选择将代理投票权委托给代理公司机构股东服务公司（ISS）。
Proxy advisers and large fund managers have for years attracted criticism from conservatives and some business leaders, who argue such firms often recommend votes against boardroom decisions or directors and place too much emphasis on climate and social issues. Here are some other details: Under the revamped proxy voting framework, Merrill's clients will not have the option to delegate proxy voting authority to proxy firm Institutional Shareholder Services (ISS) starting January.
对于已将代理投票权委托给ISS且未在12月15日前选择退出过渡的客户，美林将承接并接受其代理投票权。
Merrill will assume and accept proxy voting authority for clients who had delegated it to ISS and do not opt out of the transition by December 15.
代理顾问公司负责审查股东提案和公司治理问题，并在年度股东大会前向机构投资者提供投票建议。
Proxy advisory firms review shareholder proposals and corporate governance issues and provide voting recommendations to institutional investors ahead of annual shareholder meetings.
据路透社报道，摩根大通（JPM.N）的资产管理部门今年早些时候采取行动，切断了与美国代理顾问的关系，该银行称此举为行业首例。
JPMorgan Chase's (JPM.N) asset management division earlier this year moved to cut ties with proxy advisers in the US, Reuters reported, a move the bank had described as an industry first.
2025年，美国总统唐纳德·特朗普签署了一项行政命令，旨在加强对代理顾问行业的监管，理由是顶级公司经常“推进并优先考虑激进的政治动机议程”。
In 2025, US President Donald Trump signed an executive order aimed at increasing oversight of the proxy advisory industry on grounds that top firms often "advance and prioritize radical politically-motivated agendas."