Advocacy & Impact – Q3 2023
View the Full 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 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 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 […]
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 […]