Click Here to View Full PDF Preparing for the Next Advocacy Chapter: An Update from the ESG for Impact! Conference First Affirmative Financial Network hosted the 2022 ESG for Impact! Conference, an advisor focused summit that attracts advisors and managers from across the country and Canada. Our audience has a common goal: to serve clients […]
Click Here to View Full PDF Proxy Season 2022 Yields Two Majority Votes First Affirmative filed nine proposals this year, and we are pleased to report significant outcomes. Of the four proposals that went to a shareholder vote, two achieved majority support and two garnered over 30%. We were also able to withdraw three proposals […]
Click Here to View Full PDF The Stars Align for a Blockbuster Proxy Season We are delighted to report that concerns that a new SEC rule designed to restrict shareholder proposals on ESG issues have been overshadowed by overwhelming evidence that efforts to restrict the shareholder voice have backfired. A changed landscape at the Securities […]
2021 Annual Engagement Review Engagement Overview Click Here to View PDF First Affirmative’s proxy voting record continues to reflect our steadfast support for a just, sustainable economy, but the big news in proxy voting for 2021 is what other investors are doing! Investor support for key environmental, social, and governance (ESG) proposals has been slowly […]
Click Here to View PDF The Advocacy Long Game Media headlines, and even our own headlines, tend to emphasize the big advocacy “win”, but those wins are more often than not years (and even decades) in the making. We highlight the Bristol Bay campaign because collective action by like-minded investors is clearly making a difference-and […]
To View PDF Click Here Companies Feel the Heat from Record Support for ESG proposals Proxy season 2021 is winding down, most of the votes have been tallied, and First Affirmative is celebrating along with other activist investors — the outcomes are remarkable and record-setting. Highlights from Proxy Preview as of June 24 tell the […]
We’re proud to join 173 major investors, companies, individuals and nonprofits to call on @SEC_News and @USTreasury to mandate climate disclosure. #ClimateDisclosureNow https://bit.ly/3igvL7J. This mission helps protect investors from risks – including the systemic and financial risks associated with the climate crisis.
We give your values a voice through our active Shareowner Advocacy program. We vote your clients’ shares and advocate with businesses and policy leaders for meaningful change. Being a signatory on this recent statement represents another step in a decade-long effort by investors to press for effective methane regulation at the federal and state levels.
Reading the Tea Leaves for Proxy Season 2021 By Holly Testa | Click Here to View PDF The spring crush of annual shareholder meetings is upon us, and this year promises welcome and much-needed change that reflects increasing investor focus and concern with regard to environmental, social, and governance issues. We may well see record-breaking […]
First Affirmative Plays Matchmaker to Escalate Renewable Energy Adoption Sometimes the most effective engagement strategy is to make some introductions and get out of the way! We asked one of our portfolio companies to address our concern that their growing global data center energy footprint continues to be powered by fossil fuel sources. Our discussions […]