Shareowner advocacy is a critical aspect of advancing sustainable, responsible, and impact investing. We help amplify the voice of shareowners by engaging in a number of advocacy efforts.
Proxy voting — We handle proxy voting electronically on behalf of shareowners in accordance with our comprehensive Proxy Voting Guidelines.
Corporate engagement — We actively engage with companies directly at the executive level to address environmental, social, and governance concerns. These can include equal opportunity employment, sustainable procurement and sourcing, climate impacts, the rights of indigenous peoples in the areas they operate, and much more.
Shareholder resolutions — When informal engagement with a company is unsuccessful, we may file, or co-file with others, a formal resolution. Often the filing of a shareholder resolution by itself will cause a company to further engage with the filer (s), and the resolution may be withdrawn. Other times, the resolution will escalate and must be voted on by all shareholders at the company’s annual shareowner’s meeting.
Public policy — We often work as part of larger investor coalitions representing billions of investment dollars. Presently we participate in initiatives such as the The CDP (Carbon Disclosure Project), and we also collaborate with CERES and the Investor Environmental Health Network.