STEPSTONE GROUP INC CLASS A (STEP)

Sector: Financials

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2026 Annual Meeting Analysis

STEPSTONE GROUP INC CLASS A · Meeting: September 8, 2026

Policy v1.2high confidenceView Filing ↗
For informational purposes only. This AI-generated analysis applies a published voting policy to publicly available proxy filings. It does not constitute investment advice, proxy voting advice, or a solicitation of any kind. AI analysis may be incomplete or inaccurate — always review the actual filing and make your own independent decision.

Directors FOR

6

Directors AGAINST

1

Say on Pay

FOR

Auditor

AGAINST

Director Elections

Election of Directors

6 FOR/1 AGAINST

Against Analysis

✗ AGAINST
Steven R. Mitchellattendance below 75 percent

Mitchell attended only 71% of board meetings during fiscal 2026, which falls below the 75% attendance threshold required by the voting policy; while one absence was due to a family emergency, the policy requires confirmed attendance of at least 75% and the disclosed figure does not meet that bar even with the mitigating context noted.

For Analysis

✓ FOR
Monte M. Brem

Brem has served since 2019 as a co-founder and former CEO with deep private markets expertise; the stock's 3-year price return of 75.9% is strongly positive, and his tenure overlaps with a period of strong absolute shareholder returns, so no TSR underperformance trigger fires; no overboarding, attendance, or independence concerns apply to this non-independent chairman role.

✓ FOR
Valerie G. Brown

Brown is an independent director serving since April 2021 with extensive financial services and wealth management experience; the stock's 3-year return of 75.9% is strongly positive and no TSR underperformance trigger fires; no overboarding, attendance, or other disqualifying concerns are identified.

✓ FOR
Scott W. Hart

Hart is the CEO and director since 2020 with extensive private markets investment experience; the stock's 3-year return of 75.9% is strongly positive and no TSR underperformance trigger fires; the Say on Pay analysis is evaluated separately and passes, so no basis for an AGAINST vote exists here.

✓ FOR
David F. Hoffmeister

Hoffmeister is an independent director since 2020 with strong CFO and financial expertise qualifying him as an Audit Committee financial expert and chair; the stock's 3-year return of 75.9% is strongly positive and no TSR underperformance trigger fires; his three public board seats are within the policy limit and no other disqualifying concerns arise.

✓ FOR
Thomas Keck

Keck is a co-founder and current partner of the firm serving since 2020 with deep private markets research expertise; the stock's 3-year return of 75.9% is strongly positive and no TSR underperformance trigger fires; no overboarding, attendance, or other disqualifying concerns are identified.

✓ FOR
Anne L. Raymond

Raymond is an independent director since 2020 with a 35-year career in real estate finance and investment management, qualifying as an Audit Committee financial expert; the stock's 3-year return of 75.9% is strongly positive and no TSR underperformance trigger fires; no overboarding, attendance, or other disqualifying concerns are identified.

Six of seven director nominees earn a FOR vote; Steven R. Mitchell receives an AGAINST vote solely because his disclosed board meeting attendance of 71% in fiscal 2026 falls below the 75% minimum threshold required by the voting policy. The overall slate is well-qualified with relevant private markets, financial services, and governance experience, and the company's strong 3-year total return of 75.9% means no TSR underperformance trigger fires for any director.

Say on Pay

✓ FOR

CEO

Scott W. Hart

Total Comp

$4,705,412

Prior Support

96.7%%

The CEO's total compensation of $4,705,412 for fiscal 2025 (as reported in the pre-extracted database and the prior-year row of the Summary Compensation Table) is reasonable for a CEO of a $5.4 billion alternative asset manager in the financials sector; the prior year's Say on Pay received overwhelming support of 96.7%, indicating shareholders were broadly satisfied with the compensation structure. The company's compensation program is heavily weighted toward variable pay — base salary is fixed at $500,000 while the majority of total pay comes from performance-linked bonuses, equity awards vesting over four years, and carried interest tied directly to fund performance — which aligns executive outcomes with shareholder and client interests. The 3-year stock price return of 75.9% reflects strong shareholder value creation over the measurement period, supporting the conclusion that above-benchmark incentive pay is reasonably aligned with performance.

Auditor Ratification

✗ AGAINST

Auditor

Ernst & Young LLP

Tenure

17 yrs

Audit Fees

$2,268,729

Non-Audit Fees

$5,088,881

non audit fee ratio exceeds 50 percent

Ernst & Young's non-audit fees paid by the Company for fiscal 2026 — consisting of audit-related fees of $380,000 plus total tax fees of $4,708,881 — sum to approximately $5,088,881, which is roughly 224% of the core audit fees of $2,268,729; this far exceeds the 50% threshold in the voting policy and raises meaningful concerns about auditor independence given the size of the non-audit relationship relative to the audit itself. EY's tenure of approximately 17 years does not independently trigger the 25-year threshold, and no material restatements are disclosed, but the non-audit fee ratio alone is sufficient to warrant a vote against ratification under the policy.

Overall Assessment

The 2026 StepStone annual meeting presents three proposals: director elections, auditor ratification, and Say on Pay. The primary concerns are Steven R. Mitchell's below-threshold board attendance (71% vs. the required 75%), warranting an AGAINST vote on his election, and Ernst & Young's very high non-audit fee ratio of approximately 224% of audit fees, warranting an AGAINST on auditor ratification; Say on Pay earns a FOR given strong prior support, a performance-linked pay structure, and solid 3-year shareholder returns.

Filing date: July 21, 2026·Policy v1.2·high confidence