Posts Categorized ‘ESG’

How Far Would You Travel to Save Your Homeland?
By Holly Testa, Director, Shareowner Engagement

Small shareowners may feel powerless to have any impact on the decision-making of the enormous public corporations in which they invest. However, there are times when a few shares and a lot of teamwork can make a difference. Here is a case where a coalition of players, including shareowners, worked together to give a voice Read more »

Posted: May 19, 2016

How Long Does a Company Need to Stay in SRI Jail?
By Laura Isanuk

The modern world of Sustainable, Responsible, Impact (SRI) investing was initially based on avoiding undesirable companies. Twenty-five years ago, responsible investment strategies were primarily based on "negative screening" which initially focused on avoiding "sin stocks" such as tobacco and alcohol. Over time, other avoidance criteria were included in the portfolio construction process to side-step companies Read more »

Posted: April 25, 2016

What Should Shareowners Say on Pay?
By Holly Testa, Director, Shareowner Engagement

As income inequality continues to rise, outsized executive pay packages linked to short-term performance are being called into question. This was discussed at length during the recent Investing for Impact event First Affirmative hosted in San Francisco. In 2011, the SEC (Securities and Exchange Commission) mandated that shareowners have a "say on pay"-the right to Read more »

Posted: April 20, 2016

SEC Dismantles Roadblock to Shareowner Engagement
By Holly Testa, Director, Shareowner Engagement

Investment advisors who file shareholder proposals on behalf of clients can no longer be compelled by companies to provide unwarranted documentation that proves their authority to do so.  This is thanks to the work of Bruce Herbert, Chief Executive of Newground Social Investment, a Seattle-based investment advisor and long-standing partner of First Affirmative Financial Network Read more »

Posted: March 17, 2016

Corporate Political Spending Remains in the Dark
By Holly Testa, Director, Shareowner Engagement

As noted in a previous blog post, the 2010 Supreme Court decision, Citizens United, opened the floodgates for unlimited political spending. This includes secret funds or “dark money” funneled through third parties. The majority of Justices optimistically assumed that appropriate disclosure would accompany the increased political spending. But while the flood of money has certainly Read more »

Posted: February 17, 2016

Investing With Your Values
By Rebecca Jackson, Contributor

For most people, the answer is probably simple—investing is the best way to build wealth for the long-term. But have you ever considered investing as a means to express your personal values and a way to improve social and environmental outcomes? Chances are, given numerous investor surveys suggesting as much, you have. Traditionally, investing to Read more »

Posted: April 27, 2015

McDonald’s to Serve Antibiotic Free Chicken
By James Griffitts, Contributor

A new initiative by McDonald’s is moving the company away from chicken treated with certain antibiotics. This move comes as McDonald’s suffers from historically low sales and customers depart for restaurants with a bigger emphasis on good health. Chains like Chipotle and Panera have become increasingly popular with consumers as healthy eating becomes a higher Read more »

Posted: March 23, 2015

Rockefellers Divest From Fossil Fuels
By Michael Schweibinz

The entirety of the eco-conscious world has now turned its attention toward the United Nation’s Climate Change Summit, which commenced on September 23, 2014. However, for many, climate change calls were already answered the day before, when the Rockefeller family, whose fortune was made in oil in the late 1800s, announced that they would divest Read more »

Posted: September 29, 2014

Fixing Recycling: How Do We Close the Loop?
By Holly Testa, Director, Shareowner Engagement

Many communities have recycling programs. And yet, this patchwork system of taxpayer funded programs produces marginal results for the United States overall that lag far behind other developed nations. Why? Throwing Away $11.5 Billion As You Sow has estimated that the value of wasted packaging in the U.S. in 2010 was $11.5 billion. Most of Read more »

Posted: September 22, 2014

China to Cap Carbon Emissions!?
By Michael Schweibinz

Earlier this month, President Obama proposed the biggest action we have seen in years to fight global warming. The EPA is setting the first-ever limits on carbon pollution from existing coal-fired power plants—the single largest source of global warming pollution in America. The Sustainable, Responsible, Impact (SRI) investment industry, including First Affirmative Financial Network, is Read more »

Posted: June 23, 2014

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