Shareowners Press for ALEC Exodus
By Holly Testa

Why do progressive companies that have heavy investments in renewable energy, forward-looking environmental policies, and publicly acknowledge the need to tackle climate change still belong to the American Legislative Exchange Council (ALEC)? Shareowners, including First Affirmative, have been asking this question of companies in their portfolios through letters, dialogue, and resolutions. The good news is Read more »

Posted: December 17, 2014

The Grand Strategy Project
By Michael Schweibinz

Patrick Doherty , the founding co-director of the Strategic Innovation Lab at Case Western University, was one of many enlightening speakers who took center stage at the 25th annual SRI Conference in early November. Mr. Doherty presented the essence of a multi-year, multi-stakeholder project focused on developing a new “Grand Strategy” for the United States (video Read more »

Posted: December 17, 2014

Millennials Changing the Investment Conversation
By Michael Schweibinz

The millennial generation—today’s young adults born between 1980 and 2000—will inherit the increasing burdens of the world, including the dramatic changes that result from global warming. They will also benefit from the largest transfer of wealth in history: some $41 trillion over the next 40 years, 70% of which will likely go to women. During a session Read more »

Posted: December 15, 2014

Regulate by Retail: Assessing Shareholder Risk in Corporate Supply Chains
By Lauren Morrell

A panel of experts at the 25th annual SRI Conference discussed the power of investors, consumers, and public interest groups to influence corporate practices and regulations that seek to guide more responsible company behavior. The panel included Robert Frisbee, CEO of the Green Electronics Council, and Glenn Hurowitz, Managing Director of Climate Advisers, who shared Read more »

Posted: December 10, 2014

Market Volatility Doesn’t Matter
By Mel Miller

From reading the headline, you might jump to the conclusion that the cheese has finally slipped off Mel’s cracker. Or it might lead you to think that Mel doesn’t have any direct clients or he would not make that statement! You would be wrong. I’m Mel Miller, and in my career, I have been the Read more »

Posted: December 5, 2014

What Makes a Green Bond “Green”?
By Michael Schweibinz

A high level of enthusiasm and optimism flowed through the 25th annual SRI Conference as a panel of experts discussed the past, present, and future of the rapidly emerging green bond market. The discussion panel consisted of issuers, rating agencies, and investors sharing their own perspectives on the market, its players, impact, and metrics. Speakers Read more »

Posted: December 3, 2014

Frozen Treasures Begin to Thaw
By Michael Schweibinz

My last blog offered a synopsis of the 2014 Climate Change report from the United States military. The Pentagon’s Adaptation Roadmap illustrates how climate change will affect the military’s plans, operations, training, testing, infrastructure, and supply chain management. In prior publications about the U.S. government’s response to climate change, we addressed the following: Rising global Read more »

Posted: November 28, 2014

Follow the Money
By Holly Testa

By Holly Testa, Director, Shareowner Engagement Money poured into this year’s midterm elections in record breaking amounts, and the biggest donor name for the year could well be “Anonymous.” This is thanks to the now infamous 2010 Citizens United Supreme Court decision allowing corporations and unions to spend unlimited amounts on independent election expenditures. According Read more »

Posted: November 24, 2014

Hazardous to Your Wealth
By R.Kevin O’Keefe, CIMA®, AIF®

With big moves in the stock markets lately, some investors might be anxious. The past several weeks have given almost every investor an opportunity to feel that they are right about the market—whether their outlook is bullish or bearish. Having a strong opinion about the direction of the stock market can be very hazardous to your wealth. To Read more »

Posted: November 12, 2014

The Pentagon Prepares for Climate Change
By Michael Schweibinz

Earlier this month, the Department of Defense published its “2014 Climate Change Adaptation Roadmap.” The groundbreaking report signifies a dramatic shift in belief and action regarding climate change. Having typically been dismissed as a future risk, the Pentagon is now “integrating climate change threats into all plans, operations, and training across the entire agency.” The Read more »

Posted: November 5, 2014

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