Advocacy & Policy

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 mandate comes after three years of intense advocacy and more than 24,000 public comments. It confirms what sustainable investors have long known: that environmental practices, and carbon emissions in particular, […]

Historic Corporate Climate Disclosure Rule Passed by the SEC 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 responsible investing. In the past six years, he sponsored four bills (that didn’t pass) to curtail it, stating that the Department of Labor is overreaching its authority by allowing retirement plans

Shareholder Advocacy: The Radicals on the Hill 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 number of products claiming to integrate environmental, social, and governance (ESG) criteria continues to rise. Per Morningstar®, there are now more than 600 ESG mutual funds and exchange-traded funds in the U.S., including 87

ESG Investing: Reaping What We’ve Sown                        Read More »

Sustainability and the Name Game

Last year, my fellow NI advisor James Frazier wrote “Wall Street Wakes Up to SRI” on sustainable and responsible investments becoming a mainstream component of the financial services industry. Substantial asset flows into environmental, social, and governance (ESG)-labeled funds have prompted large conglomerates to buy up boutique socially responsible investing (SRI) companies in the SRI

Sustainability and the Name Game Read More »

Shareholder Advocacy Review – Summer 2022

Our engagements with lawmakers this quarter focused on deforestation, climate change risk, and workers’ rights. We signed a collaborative investor letter facilitated by Domini Investments in support of the Fostering Overseas Rule of Law and Environmentally Sound Trade (FOREST) Act, which prohibits access to U.S. markets for commodities that originate from illegally deforested land. The

Shareholder Advocacy Review – Summer 2022 Read More »

Invested In Racism – Asset Manager Woke-Washing

So you have money invested with Vanguard, BlackRock, State Street, or Fidelity, and you recently heard that these Asset Managers have failed to utilize their power as large shareholders of publicly traded companies to address structural racism. You don’t want your money held at, or managed by a Company that is supporting voter suppression and

Invested In Racism – Asset Manager Woke-Washing Read More »

Scroll to Top