Advocacy & Impact – Q4 2023
View the 2023 Advocacy and Impact Annual Engagement Review PDF Here
Advocacy & Impact – Q3 2023
View the Full PDF Here
Advocacy & Impact – Q1 2023
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Majority Vote Leads to Enhanced Lobbying Disclosure at Travelers Insurance
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. […]
Advocacy & Impact – January 2023
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 […]
Advocacy & Impact – November 2022
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 […]
Advocacy & Impact – July 2022
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 […]
Advocacy & Impact – April 2022
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 […]
Advocacy & Impact – January 2022
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 […]
Advocacy & Impact – October 2021
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 […]
