2024 Shareholder Advocacy – Wielding Influence
The popularity of socially responsible investing (SRI) reached new heights in the past year. A recent JP Morgan study, “Sustainable Investing on the Rise,” revealed... Read more.
Historic Corporate Climate Disclosure Rule Passed by the SEC
In March, the Securities and Exchange Commission (SEC) voted to require companies to disclose climate risks for the first time in American history. This regulatory... Read more.
A Judicial Victory
Two years ago, the SEC approved the Nasdaq’s proposed new rule on board diversity and disclosure that would require all Nasdaq-listed companies to provide... Read more.
Shareholder Advocacy: The Radicals on the Hill
Unfortunately, when the U.S. House of Representatives selected Mike Johnson, R-La., as its Speaker, they picked someone who has been vehemently opposed to socially... Read more.
Countering an Existential Threat to Socially Responsible Investors
Conservatives are attacking the entire premise of socially responsible investing (SRI) nationwide. While our last newsletter focused on state legislative laws that... Read more.
Shareholder Advocacy
In the past six months, through our affiliation with the FAIRR Initiative, we have engaged a variety of meat processing companies such as Tyson, Armor, Farmer John,... Read more.
Natural Investments Becomes the First Perpetual Purpose Trust in Financial Services
Natural Investments recently converted its company ownership from six financial advisors to the Natural Investments Purpose Trust. That’s right, we’re now essentially... Read more.
ESG Investing: Reaping What We’ve Sown
Driven by ever-increasing investor demand, most major investment institutions are practicing sustainable, responsible, and impact (SRI) investing. As a result, the... Read more.
Sustainable, Responsible, Impact Investing Hits the Big Time
We’ve reached the big time. When every major media outlet, Congress, the Department of Labor, and Securities and Exchange Commission (SEC) are all focused... Read more.
Shareholder Advocacy Review – Winter 2023
The U.S. Department of Labor issued its final rule last month replacing Trump-era guidance that had stymied the ability of pension and other retirement plans to... Read more.