By Rich Frankel Section Overview Section 1: US Gross Domestic Product Before Entering the discussion of US GDP, it should be noted that the most recent release from the United States Bureau of Economic Analysis states that in 4Q2024, the growth rate for US GDP is 2.4% from the previous quarter. While this is below […]
Shifts in Engagement and Dialogue Calls In 2025, corporate engagement is adapting to a changing regulatory and political landscape. With a new administration in office, companies are demonstrating caution in making firm commitments during dialogue calls, a shift likely influenced by evolving priorities and uncertainties around policy direction. While many organizations reaffirm their commitment to […]
For the Second Year in a Row, We Stand Out! The latest 2025 T3/Inside Information Software Survey of Advisors has been released, and it brings exciting news for First Affirmative’s Values-Aligned Direct Index Solution (VADIS) built in partnership with YourStake. We have made remarkable strides in several categories, showcasing the impact of our hard work […]
By Kaitlyn Mitchell, MBA, Shareholder Engagement Coordinator View the Full Engagement Overview Report Here. First Affirmative Engagement Priorities First Affirmative’s engagement priorities for the 2023-2024 proxy season exemplify our commitment to meaningful advocacy through a variety of channels, including signed letters, public policy advocacy, campaigns, and shareholder proposals. Addressing climate-related issues remains at the forefront […]
Read the Full Article Here. Direct indexing has been a tool for high-net-worth investors for decades, but advancements in technology like fractional shares have transitioned it into a widely accessible and indispensable strategy. By allowing clients to own the individual stocks that make up an index rather than a pooled investment like a mutual fund […]
Finally By Tom Richmond, Co-Head of Taxable SMA Strategies, Senior Portfolio Manager As we guessed (hoped) in our update last quarter, the third quarter finally delivered some action on several fronts worthy of discussion and analysis. The U.S. economy continued to perform reasonably well, as well, as third quarter Gross Domestic Product growth in currently […]
First Affirmative Financial Network, a leader in values aligned investing, views proxy voting and advocacy as the impact of ownership. The firm stands by the values it shares with its clients and is committed to making a difference through working with Advisors and end-clients to generate the change they wish to see in the world. […]
