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 […]
Click Here to View Full PDF Nowhere to Hide “It’s only when the tide goes out that you learn who has been swimming naked.” Warren Buffet Overview Remember when…The S&P 500 advanced 27% in 2021, at year end the US 10-year Treasury yield was 1.5% and regular gasoline cost $3.28/gallon, and the COVID pandemic was […]
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 Overview: The past few years have tested the resilience of humanity. This test does not appear to be over, as evidenced by global GDP growth, which has yet to return to pre-pandemic levels. Figure 1. Real US GDP While normalcy has yet to return to most countries globally, it appears […]
Click Here to View PDF Wait! What? Overview Following a 27% gain in 2021, the S&P 500 was 113% above its March 23, 2020, pandemic low and 41% above its pre-pandemic high (see Figure 1 below) at fourth quarter end. As we entered the fourth quarter, we were optimistic that COVID was “under control” and […]
Read the entire article here The fossil fuel industry is increasing production for the coming years—and COP26 did not bring about much change on this front. Here’s how to use your stock choices to fight for change.
Listen to the Deep Impact Investing Podcast here In October 2021, Kimberly Griego-Kiel took part in the ESG For Impact! Conference in Colorado Springs. Now back with part two of her ESG for Impact! miniseries, Kim welcomes George Gay, the CEO of First Affirmative Financial Network, and Ebony Perkins, Self-Help Credit Union’s Vice President and […]
Click Here to View PDF Endemic COVID + Higher Inflation = New Normal Overview At third quarter end, the S&P 500 was 93% above its March 23, 2020, pandemic low and 27% above its pre-pandemic high (see Figure 1). As we move through the fourth quarter, COVID is transitioning from pandemic to endemic, inflation is […]
Click Here to View PDF Overview: Price Inflation Creation COVID has caused worldwide economic upheaval since the pandemic began and continues to do so. Global economies have struggled to adjust to the many kinks COVID has created in supply chains, and virtually every industry has been affected. As shown in Figure 1, the inflation caused […]
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