Cognizant 2019 annual meeting is June 4th. To enhance long-term value. Vote AGAINST Fox and Klein, pay & auditor. Vote FOR Political Disclosure and Independent Board Chair. (more…)
Archive | May, 2019
Alarm 2019 Proxy Guide
Alarm 2019 annual meeting is June 5th. To enhance long-term value. Vote AGAINST Auditor. Vote FOR all other items, including shareholder proposal to eliminate supermajority requirements. (more…)
Training for Sustainable Investing
Training for Sustainable Investing was a topic at the most recent Morningstar Conference in Chicago. (#MICUS) I would like to learn more the education of investment advisors in #ESG, #SRI, #corpgov issues. Interest in sustainable investing was high at the conference due to fund flows and client inquiries. However, I only saw a couple of […]
Axon 2019 Proxy Voting Guide
Axon 2019 annual meeting is May 31st. To enhance long-term value. Vote AGAINST both director nominees, Pay, & Auditor. Vote FOR Declassify the Board and Remove Supermajority Requirements. (more…)
Facebook 2019 Proxy Voting Guide
Facebook 2019 annual May 30. Vote WITHHOLD ALL directors. AGAINST: Auditor, Pay, Proposals 8, 11, 12. FOR: Propoals 5, 6, 7, 9, 10. Vote Say-on-Pay frequency 1 year. If you vote nothing else, vote FOR #5. (more…)
Illumina 2019 Proxy Voting Guide
Illumina 2019 annual meeting is May 29th. To enhance long-term value. Vote AGAINST Frances Arnold, Pay, & Auditor. Vote FOR Declassify the Board and Disclose Political Contributions. (more…)
One Share, One Vote? Dual Class Debated
“One Share, One Vote? A Debate on Dual Class Share Structures” was the title of this year’s Morrison & Foerster Lecture in honor of Marshall L. Small, held at Stanford Law on May 20, 2019. The side favoring a ban, or at least sunset provisions, on dual class shares was slightly more convincing in their arguments. […]
BlackRock 2019 Proxy Voting Guide
BlackRock 2019 annual meeting is May 23. To enhance long-term shareholder value, vote AGAINST directors Murry Gerber; Jessica Einhorn; William Ford; Margaret Johnson, Cheryl Mills; Gordon Nixon; Ivan Seidenberg; and Marco Antonio Slim Domit, as well as pay and the auditor. Vote FOR shareholder proposals to report lobbying and move to a simple majority voting […]
Amazon 2019 Proxy Voting Guide
Amazon 2019 annual meeting is May 22nd, so vote online by May 21st. To enhance long-term shareholder value, vote AGAINST Thomas Ryder, pay and auditor. Vote FOR all shareholder proposals EXCEPT #12 Report on Board Ideologies. (more…)
American Tower 2019 Proxy Guide
American Tower 2019 annual meeting – May 21st. Vote AGAINST Dolan, Reeve, Sharbutt, Taiclet. Exec Pay, & Auditor. Vote FOR Independent Director and Disclose Political Contributions. (more…)
PayPal 2019 Proxy Guide
PayPal 2019 annual meeting is May 22nd. Vote AGAINST Casares, Christodoro, Donahoe, Dorman, McGovern, Schulman, Exec Pay, & Auditor. Vote FOR Disclose Political Contributions & Human Rights. (more…)
Sustainability at Morningstar
Sustainability at Morningstar (Morningstar Investment Conference #MICUS) in Chicago was an important topic, growing in popularity. As posted, their research found “72% of the United States population expressed at least a moderate interest in sustainable investing.” Nice to know many value a habitable planet as well as profits. However, research from Morningstar also finds we […]
3D Systems 2019 Proxy Guide
3D Systems 2019 annual meeting is April 20th. Vote AGAINST Curran, Kever, McClure, Moore, and Wadsworth. Vote FOR all other items, including lowering the threshold requirement to call a special meeting. (more…)
MICUS 2019: #Susty #VR
MICUS 2019 was my first Morningstar investment conference. It was HUGE, with lots interesting exhibits, speakers and attendees. I had a chance to chat with Ray Sin who, along with Ryan Murphy and Samantha Lamas, authored The True Faces of Sustainable Investing: Busting Industry Myths Around ESG. Additionally, I got a chance to play a […]
Twitter 2019 Proxy Voting Guide
Twitter 2019 annual meeting is April 20th. Vote AGAINST Robert Zoellick, auditor and shareholder proposal on board nominee ideologies. FOR Pay, shareholder proposals on Simple Majority Vote and Content Enforcement Policies. (more…)
Mission-Led Employee-Owned Firms Top Charts
Mission-led employee-owned firms offer an alternative to conventional publicly-traded companies. With support from Partners for a New Economy, Fifty by Fifty‘s research demonstrates, mission-driven employee-owned firms are the Best of the Best. Using data from B Lab, which assesses the social and environmental impact of B Corps, Fifty by Fifty found these firms outperform on […]
Marriott 2019 Proxy Voting Guide
Marriott 2019 annual meeting is May 10th. Vote by May 9 online. For optimum accountability and shareholder return vote AGAINST J.W. Marriot Jr., Mary K. Bush, Eric Hippeau, Lawrence W. Kellner Aylwin B. Lewis, George Muñoz, Steven S. Reinemund, and Susan C. Schwab, as well as auditor and say-on-pay. Vote FOR Eliminate Supermajority and Provide Right […]