Tag Archives | Calvert

Paycom 2019

Paycom 2019: Proxy Voting Recommendations

The Paycom 2019 annual meeting is April 29th at 5300 Gaillardia Boulevard, Oklahoma City at 11:00 a.m. local time. Your last opportunity to vote online is April 28th. To increase corporate performance and shareholder value, WITHHOLD votes from Clark and Duques. Vote AGAINST pay; FOR auditor and FOR shareholder proposal to declassify the board. (more…)

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Morningstar Direct Uncovers ESG Hypocrites

Morningstar Direct Uncovers ESG Hypocrites

Morningstar Direct is planning to offer its clients important voting data. The firm recently published a preview of what I impolitely term ESG hypocrites – funds that advertise themselves as allowing us to invest in our values but then vote proxies against our values. For example, last week, students around the world participated in a massive […]

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SRI Engagement to Create SDGs

SRI Engagement & Monitoring

SRI engagement and monitoring was a major theme during my first day at the 28th Annual SRI Conference this year (#AllinForImpact), although my 1st impressions were interrupted by the issuance of SEC SLB 14I, as previously noted. SRI has grown more than 13% a year since 1995 (when I started this blog) and now total over $8.7 trillion in […]

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Best SRI Funds

Looking for Best SRI Funds? Start Here

After making the decision to apply the principles of SRI investing, many clients embark on the initial step of selecting a core stock fund. Traditional investors have literally hundreds of highly efficient core investment solutions. However, SRI investors aren’t so blessed—which is why I put together this core list of Best SRI Funds. Best SRI funds need […]

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United Technologies Corporation

United Technologies Corporation: Proxy Score 44

United Technologies Corporation (NYSE:UTX, $UTX) provides high technology products and services to the building systems and aerospace industries across the world. It is one of the stocks in my portfolio. Their annual meeting is coming up on April 25, 2016. ProxyDemocracy.org had collected the votes of one fund when I checked. I voted AGAINST the pay plan, compensation committee and […]

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NCR Corporation

NCR Corporation: Proxy Score 33

NCR Corporation (NYSE:NCR) is a global technology company that provides products and services that enable businesses to connect, interact and transact with their customers. It is one of the stocks in my portfolio. Their virtual-only annual meeting is coming up on April 20, 2016. ProxyDemocracy.org had collected the votes of one fund when I checked. I voted AGAINST the pay […]

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Proxy Access at Apple

Proxy Access at Apple: Last Day to Vote

Proxy Access at Apple (AAPL) will be one of the most important votes of the proxy season. Will shareholders settle for the board’s recently adopted “lite” version, akin to greenwashing, or will shareholders vote in favor of real proxy access? Boards, investors, and the corporate governance industrial complex are watching in anticipation.  Your opportunity to vote […]

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Qualcomm, Inc

Qualcomm, Inc (QCOM): Proxy Score 81

Qualcomm, Inc. (QCOM, $QCOM) is engaged in providing third-generation (3G), fourth-generation (4G) and next-generation wireless technologies. Qualcomm, Inc is one of the stocks in my portfolio. Their annual meeting is on March 8, 2016. ProxyDemocracy.org had collected the votes of three funds when I checked. I voted AGAINST the Omnibus Stock Plan and Harish Manwani and FOR proxy access. I voted with the Board’s recommendations […]

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Water Risks

Deep Dive on Water Risks & iiWisdom

Water risks and and an Internet program from iiWisdom are the subjects of my last notes and photos from attending the Council of Institutional Investors Fall 2015 Conference in Boston. The Deep Dive on Water Risks was hosted by Ceres. The interactive Internet program from iiWisdom looks to be very handy for finding information contained in corporate proxies. Feel free […]

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Procter & Gamble

Procter & Gamble: How I Voted – Proxy Score 56

Procter & Gamble Co (NYSE:PG) provides consumer packaged goods and is one of the stocks in my portfolio. Their next annual meeting is October 13, 2015. ProxyDemocracy.org had collected the votes of four funds when I checked and voted. I voted with the Board’s recommendations 56% of the time. View Proxy Statement.  Read Warnings below. What follows are my recommendations on how to vote […]

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Supply Chain Transparency on Trafficking & Slavery Act

The Interfaith Center on Corporate Responsibility (ICCR), a coalition of 300 investors with assets under management of over $100 billion, Calvert Investments and Christian Brothers Investment Services, commend Congresswoman Carolyn Maloney (D-NY) and Congressman Chris Smith (R-NJ) for her introduction of The Business Supply Chain Transparency on Trafficking & Slavery Act of 2015 in the […]

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DigitalGlobe

DigitalGlobe: Proxy Score 33

DigitalGlobe Inc (NYSE:DGI) one of the stocks in my portfolio, offers earth imagery products comprising imagery from its constellation of high-resolution satellites, as well as satellite and aerial imagery acquired from third party suppliers. Their annual meeting is coming up on 5/26/2015. ProxyDemocracy.org had the votes of two funds when I checked on 5/15/2015. I voted with Board recommendations 33% […]

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Scripps Networks

Scripps Networks Interactive (SNI): Proxy Score 50

Scripps Networks Interactive, Inc. (NYSE:SNI) is one of the stocks in my portfolio. They develop lifestyle-oriented content for television and the Internet with various television and interactive brands. Their annual meeting is coming up on 5/12/2015. ProxyDemocracy.org had the votes of three funds when I checked and voted on 5/5/2015.  I voted with management 50% of the time and assigned […]

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Kimberly Clark

Kimberly Clark Corp (KMB): Proxy Score 57

Kimberly Clark Corp (KMB), which manufactures and markets personal care, consumer tissue, and K-C professional products, is one of the stocks in my portfolio. Their annual meeting is coming up on 4/30/2015. ProxyDemocracy.org had the vote of four funds when I checked and voted on 4/24/2015. I voted with management 57% of the time and assigned Kimberly Clark a proxy […]

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Coca-Cola Co (KO): Proxy Vote 58

The Coca-Cola Co (KO), which primarly manufactures and distributes various nonalcoholic beverages, is one of the stocks in my portfolio. Their annual meeting is coming up on 4/29/2015. ProxyDemocracy.org had the vote of three funds when I checked and voted on 4/22/2015 (they now have more). I voted with management 58% of the time and assigned Coca-Cola a proxy score of […]

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Bio-Rad Laboratories (BIO): Proxy Score 33

Bio-Rad Laboratories, Inc. (BIO), which manufactures and supplies products and systems used to separate complex chemical and biological materials, as well as to identify, analyze, and purify their components for life science research, healthcare, analytical chemistry, and other markets, is one of the stocks in my portfolio. Their annual meeting is coming up on 4/28/2015. ProxyDemocracy.org had the vote […]

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Johnson & Johnson

Johnson & Johnson (JNJ): Proxy Score 44

Johnson & Johnson (JNJ), which researches, develops, manufactures, and sells various products in the health care field worldwide, is one of the stocks in my portfolio. Their annual meeting is coming up on 4/23/2015. ProxyDemocracy.org had the vote of three funds when I checked and voted on 4/17/2015.  I voted with management 44% of the time and assigned Johnson […]

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Bob Dreizler on Green Investing

Green Investing

What is Green Investing? “Green Investing” is the phrase I use to describe the process of aligning your investments with your values, social as well as environmental. Many people don’t know that they own companies in their mutual funds and retirement plans that conflict with their beliefs. Financial advisors who specialize in this area use […]

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Symantec

Symantec Corporation SYMC: Proxy Score 55

Symantec Corporation (NASD:SYMC), which provides security, backup, and availability solutions worldwide, is one of the stocks in my portfolio. Their annual meeting is coming up on 10/28/2014. ProxyDemocracy.org had collected the votes of three funds when I checked on 10/22/2014.  I voted with management 55% of the time and assigned them a proxy score of 55.  View Proxy Statement. Read Warnings below. […]

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Shareholders holding up companies

Announcing Proxy Votes Improves Corporate Governance

Yesterday, I posted a recent letter to the editor of Pensions & Investments praising their editorial, Winning Over Proxy Voters, which argues that institutional investors have a fiduciary duty to announce their proxy votes in advance of annual meetings, if doing so is likely to influence voters. If institutional investors heed their call, it will speed […]

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DaVita

DaVita HealthCare Partners, DVA: Proxy Vote

DaVita HealthCare Partners $DVA, is one of the stocks in my portfolio. Their annual meeting is June 17, 2014. ProxyDemocracy.org had collected the votes of three funds when I checked and voted on 6/10/2014.  I voted with management 50% of the time.  View Proxy Statement. Read Warnings below. What follows are my recommendations on how to vote the DVA proxy in order […]

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MBII

Marrone Bio Innovations (MBII): Proxy Voting Recommendations

Marrone Bio Innovations (MBII): is one of the stocks in my portfolio. Their annual meeting is coming up on 5/29/2014. ProxyDemocracy.org had collected the votes of two funds when I checked and voted on 5/23/2014.  I voted with management 33% of the time.  View Proxy Statement. Read Warnings below.  What follows are my proxy voting recommendations for MBII. (more…)

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ITC

ITC Holdings (ITC): Proxy Voting Recommendations

ITC Holdings $ITC, is one of the stocks in my portfolio. Their annual meeting is coming up on 5/21/2014. ProxyDemocracy.org had collected the votes of no funds when I checked and voted on 5/15/2014.  I voted with management 50% of the time.  View Proxy Statement. Read Warnings below. My proxy voting recommendations follow. (more…)

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McRitchie Celebrates with Selfie

CMG Shareowners Vote Down Pay & Supermajority Requirements

Just a brief post to thank shareowners at Chipotle Mexican Grill (CMG) for sending a strong message to the company’s board and management.  77% of shares were voted against the executive pay package and a majority supported our proposal to end supermajority voting requirements. CalSTRS, Florida SBA, AFSCME, Calvert, Domini, Trillium, CBIS, CtW and many […]

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GS

Goldman Sachs Group (GS): How I Voted – Proxy Score 31

Goldman Sachs Group $GS, is one of the stocks in my portfolio. Their annual meeting is coming up on 5/16/2014. ProxyDemocracy.org had collected the votes of two funds when I checked and voted on 5/11/2014.  I voted with management 31% of the time.  View Proxy Statement. Read Warnings below. Compensation GS’s Summary Compensation Table shows CEO/Chair Lloyd C. Blankfein  (more…)

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International Business Machines Corp. (IBM): How I Voted – Proxy Score 75

International Business Machines Corp. $IBM, is one of the stocks in my portfolio. Their annual meeting is coming up on 4/29/2014. ProxyDemocracy.org had collected the votes of four funds when I checked and voted on 4/22/2014.  I voted with management 75% of the time.  View Proxy Statement. Warning: Be sure to vote each item on the proxy. Any items left blank […]

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NCR Corporation (NCR): How I Voted – Proxy Score 40

The NCR Corporations $NCR, is one of the stocks in my portfolio. Their annual meeting is coming up on 4/23/2014. ProxyDemocracy.org had collected the votes of two funds when I checked and voted on 4/18/2014.  I voted with management 40% of the time. View Proxy Statement. Why no index with no links? That seems so basic. Perhaps NCR doesn’t want to make reading […]

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The Coca-Cola Company (KO): How I Voted – Proxy Score 63 – Things Go Better With a Split CEO/Chair

The Coca-Cola Company $KO, is one of the stocks in my portfolio. Their annual meeting is coming up on 4/23/2014. ProxyDemocracy.org had collected the votes of four funds when I checked and voted on 4/15/2014.  I voted with management 63% of the time.  View Proxy Statement, which by the way is very nice and user friendly. See 18 Cool Things about the proxy. Warning: […]

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Bio-Rad Laboratories (BIO): How I Voted – Proxy Score 20

Bio-Rad Laboratories, $BIO, is one of the stocks in my portfolio. Their annual meeting is coming up on 4/22/2014. ProxyDemocracy.org had collected the votes of one fund when I checked and voted on 4/14/2014.  I voted with management 20% of the time.  View Proxy Statement. It is hard to believe but BIO not only doesn’t include a linked index, they don’t include an […]

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