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Socially Responsible Investment

This year's Proxy Preview was published by As You Sow Foundation, the Sustainable Investment Institute (Si2) and Proxy Impact today.   Authors Heidi Walsh and Michael Passoff provide a detailed picture of the upcoming proxy season, tracing trends in shareholder resolution filing, proxy voting and engagement activities.   Some of the biggest issues that they identify for this […more…]

The year 2010 tied with 2005 for the hottest year on record, globally. In 2010 CO2 levels reached a record high. Rising waters threatened coastlines and rendered properties in some parts of the world uninsurable. In less than a year Australia recorded its driest ever month, June 2010, and its costliest-ever flooding, in January 2011. […more…]

  A new Research Brief from Fund Votes finds that 8 out of the 9 financial firms named in the US government bailout plan had been targeted by shareholder activists with a ‘say-on-pay’ resolution in 2008.   A number of major mutual fund families failed to support those initiatives and actually voted overwhelmingly against increasing oversight […more…]

1.6 million mutual fund votes analyzed from disclosures made by 31 August 2008 40 mutual fund families profiled on 2008 votes 600,000 votes on shareholder-sponsored resolutions over 5 years broken down into categories 10.5 million US mutual fund proxy voting records analyzed over five years Average support for management resolutions at 90%, stable over 5 […more…]

Shareholder support for Global Warming shareholder resolutions has been creeping up over the past three years. In 2006 a climate change resolution achieved a record 39% support by shareholders. This was put forward by the Nathan Cummings Foundation at Standards Pacific Corporation. A recent article by Bill Baue of SocialFunds entitiled Mutual Funds Inch Toward […more…]

On Tuesday this week The Corporate Library released a new report authored by this blogger. The report presents the results of an analysis of the voting behaviour of funds as reported in their 2004 and 2005 proxy filings. It compares voting records on a number of dimensions: across the two years (2004 and 2005), across […more…]

Socially Responsible Investment (SRI) firms often support individual directors on the boards of portfolio companies, even when those same individuals are deeply implicated in the dirty and dangerous industries from which SRI recoils. In the latest director voting disclosures it was revealed that Domini Social Investments, one of the nation’s leading socially responsible investment companies, […more…]