Govoptes

S 1670 ยท INDEX Act

Read twice and referred to the Committee on Banking, Housing, and Urban Affairs.

Introduced
May 8, 2025
Latest action
May 8, 2025
Sponsor
Sen. Dan Sullivan [R-AK]
Policy area
Finance and Financial Sector
Cosponsors
9

Summary

INvestor Democracy is EXpected Act or the INDEX Act This bill establishes guidelines for passively managed funds (e.g., index funds) that vote shares on behalf of fund investors in proxy shareholder votes. Under the bill, these funds generally must vote shares on a proportional basis according to instructions from fund investors. The bill establishes an exemption for routine matters and matters requiring approval of a majority of outstanding securities. Additionally, the bill establishes a safe harbor from these requirements for investment advisers.

Recent actions

  1. May 8, 2025 Read twice and referred to the Committee on Banking, Housing, and Urban Affairs.
  2. May 8, 2025 Introduced in Senate

Votes

No recorded votes are available for this bill.

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