Posts Categorized ‘Shareholder Advocacy’

持続可能性: Sustainability, the Japanese Way
By Holly Testa, Director, Shareowner Engagement

Discussing environmental, social and governance issues with companies can be a challenge even when you share a common language and culture. How does one navigate this complex conversation when these commonalities are absent?  Lauren Compere, Director of Shareholder Engagement at Boston Common Asset Management, recently returned from her third trip to Japan. She represented First Read more »

Posted: January 18, 2017

Impact Investing and the Dakota Access Pipeline
By Laura Isanuk

The Dakota Access Pipeline (DAPL) is a textbook example of environmental injustice within the United States. The treatment of sovereign Native American nations by the U.S. government has rarely been admirable over the past 200 years, but DAPL has sparked the interest of a broad swath of Americans interested in social justice and attracted thousands Read more »

Posted: December 30, 2016

An Intimate Gathering with 50 Billion Dollars
By Laura Isanuk

This past June, I presented a resolution filed with TJX Companies by NorthStar Asset Management, Inc., ("NorthStar") a Boston-based socially responsible investment firm. The proposal requested the company link the CEO's compensation to progress on racial/ethnic and gender diversity in senior management. In preparation for the meeting, I met with NorthStar's Coordinator of Shareholder Activism, Read more »

Posted: August 16, 2016

A Minor Force for Impact Investing
By Mike Sakraida

An Insider's Look at Presenting a Shareholder Resolution With the 2016 Proxy voting season nearly over, we wanted to highlight our experiences presenting resolutions at a selection of annual meetings.  In the past companies have not been the most welcoming to our community. They cannot prevent our resolution from taking place, but when the meeting Read more »

Posted: August 12, 2016

Straight Shooting with Financial Firms
By Laura Isanuk

An Insider's Look at Presenting a Shareholder Resolution With the 2016 Proxy voting season nearly over, we wanted to highlight our experiences presenting resolutions at a selection of annual meetings.  In the past companies have not been the most welcoming to our community. They cannot prevent our resolution from taking place, but when the meeting Read more »

Posted: August 11, 2016

Two Companies, Two Experiences
By Laura Isanuk

An Insider's Look at Presenting a Shareholder Resolution With the 2016 Proxy voting season nearly over, we wanted to highlight our experiences presenting resolutions at a selection of annual meetings.  In the past companies have not been the most welcoming to our community. They cannot prevent our resolution from taking place, but when the meeting Read more »

Posted: August 5, 2016

Shareowners to Companies: Take Action on Climate!
By Holly Testa, Director, Shareowner Engagement

Originally published as a Future 500 blog. Shareowners have the opportunity every year to weigh in on issues they believe companies should address by filing shareholder resolutions at the company's annual meeting. By taking a close look at the resolutions filed each year, investor priorities emerge. According to the latest Proxy Preview, a comprehensive overview Read more »

Posted: May 26, 2016

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

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

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