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 […]
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 […]
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. […]
By Kaitlyn Mitchell Coming Soon: Proxy Season 2024 In March, As You Sow published their highly anticipated 2024 Proxy Preview, offering an extensive overview of what lies ahead in the upcoming proxy season. This comprehensive report delves into the latest trends and developments in shareholder activism and corporate governance, providing invaluable insights for investors, advocates, […]
View the 2023 Advocacy and Impact Annual Engagement Review PDF Here
View the Full PDF Here
View the Full PDF Here
After a majority of shareholders voted in favor of First Affirmative’s lobbying disclosure proposal at the 2022 annual shareholder meeting, Travelers responded to our 2023 proposal by agreeing to disclose lobbying expenditures for all trade associations where company dues exceeds $25,000 annually. This disclosure commitment is the end of a seven-year ongoing engagement with Travelers. […]
Click Here to View Full PDF 2022 Annual Engagement Review Engagement Overview The Limits of Graphing ESG Although our engagement priorities pie chart looks “perfect”, take it with a grain of salt! Those perfectly straight lines and simple categories help to give a snapshot of where our priorities lie in a given year, but it […]
