Posts Categorized ‘ESG’

The Financial CHOICE Act: An Unprecedented Challenge to Shareholder Rights
By Holly Testa, Director, Shareowner Engagement

While on one hand, long-term ESG issues raised via shareholder proposals are increasingly receiving serious consideration, opponents of the proposal process wish to eliminate them altogether. All fiduciaries have a duty to monitor investment risk and many, including First Affirmative, consider filing proposals to be inherent to this duty. The Financial CHOICE Act recently passed Read more »

Posted: August 9, 2017

Baseball, Apple Pie, and Advocacy
By Mike Sakraida

In May, I presented two shareholder proposals on behalf of First Affirmative clients at annual general meetings. At Kinder Morgan, the proposal asked the company to disclose its analysis of carbon asset risk and its plans to address climate change. At Travelers, the topic was disclosure of lobbying policies and expenditure. For me, this tool Read more »

Posted: July 26, 2017

Fiduciary Duty and Socially Conscious Investing – Guidance for Investment Managers and the new DOL Fiduciary Rule
By Guest Contributor

By Greg Jackson, 2016 SRI Conference Scholar The updated guidance issued by the Department of Labor (DOL) in October 2015 acknowledged that fiduciaries can proactively apply Environmental, Social, Governance (ESG) factor analysis when making investment decisions, and that those factors may have a "direct relationship to the economic and financial value of an investment." What Read more »

Posted: April 7, 2017

Intangible Assets: Understanding the Link Between Ethics and Returns
By Guest Contributor

By Sarah Reice, 2016 SRI Conference Scholar With the onset of 2017, we find ourselves in an extremely turbulent economic, cultural, and political environment. Despite efforts to create a global unified rule of law by organizations such as the United Nations and the International Monetary Fund, no global regulatory consensus exists. In a world of unprecedented Read more »

Posted: March 13, 2017

The Future of Native Sovereignty in the US
By Guest Contributor

By Greg Jackson, 2016 SRI Conference Scholar The proposed Dakota Access Pipeline (DAPL) is one of the most controversial domestic issues in the United States at the present moment. Despite a recent US government call for "nationwide reform with respect to considering tribes' views on these types of infrastructure projects," the first draft of the Army Read more »

Posted: December 21, 2016

The Relationship Between ESG and Financial Performance
By Will Linkenheil

Until quite recently, Sustainable, Responsible, Impact (SRI) investing was looked down upon by much of the investing community. There was serious concern "that incorporating environment, social, and governance (ESG) criteria into a portfolio design meant accepting a lower rate of return." However, a growing body of research is making it "clear that sustainable and responsible Read more »

Posted: December 19, 2016

A Post-Election Impact Investor Survival Kit
By Ana Olaya-Rotonti

Donald Trump has been elected President of the United States. This headline took much of the world by surprise on November 8, 2016. Beyond the initial shock, perhaps half of the citizenry of the United States are feeling very pessimistic about the future under a Trump presidency. While more clarity will arise with time, some Read more »

Posted: December 14, 2016

White House to Require Greenhouse Reporting by Government Contractors
By JJ Jahania

The Federal Acquisition Regulatory Council has proposed new legislation to require the United States government's top suppliers to report whether or not they publicly disclose their greenhouse gas emissions. These contractors will be required to also address how they plan to reduce these emissions and how climate change may affect their operations in the future. Read more »

Posted: August 26, 2016

The Rising Tide of Chief Sustainability Officers
By Will Linkenheil

Over the past 20 years, the inclusion of sustainability practices in business has become widely prevalent. With this increased focus on sustainability, companies have created a new position dedicated to the cause: Chief Sustainability Officer (CSO). These executives focus on their company's sustainability strategies and run the company's internal sustainability committees; they usually report to Read more »

Posted: July 29, 2016

Chemical Footprint Project Releases First Report
By JJ Jahania

Last week, the Chemical Footprint Project (CFP) published its introductory annual report on corporate progress toward reducing chemical footprints. This report is the first of its kind to shed light on the chemical management practices of some of the world's largest and most recognizable brands. The CFP initiative was launched in 2014 with the support Read more »

Posted: June 2, 2016

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