Tag Archives | CFA Institute

ESG

Report from CII Winter Meeting: ESG

Even in Washington, the numbers are impressive. The Council of Institutional Investors, who met in Washington DC this week, represents 23 trillion (with a t) dollars, mostly made up of retirement and other savings of working families. Compare that to the entire budget of the US government, less than two trillion a year. Like most […]

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Pension Fund Trustee Training

Pension Fund Trustee Training Offered

CII, in partnership with CFA Institute, offers Pension Fund Trustee Training on Feb. 27, 2017, 9 AM to 3 PM at the Mandarin Oriental Hotel, Washington, D.C. Two pension fund trustee training courses covering fundamentals and advanced topics in trustee service (Registration) (more…)

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ESG Issues IRRCi

Most Investment Professionals Consider ESG Issues

Almost three-quarters of investment professionals worldwide (73 percent) take environmental, social, and corporate governance — ESG issues into consideration in the investment process, according to the CFA Institute ESG Survey, a new survey of CFA Institute members created by CFA Institute and the Investor Responsibility Research Center Institute (IRRC Institute). In addition, 64 percent of survey […]

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Recommendations to SEC-IAC on Proxy Access

I’m delighted to see “Discussion of Proxy Access” (11:05-12:05 p.m.) as one of the items on the agenda for the SEC’s Investor Advisory Committee (SEC-IAC) at the upcoming February 12th meeting. I discuss two recommendations below. Take Action: Please submit your own and paste into comments below. See comments submitted. Proxy Access: Rule 14a-11 In light […]

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Proxy Access Road Building (photo by Erik Johansson)

Road to Proxy Access Altered Again

… If the stockholder is to regard himself as a continuing part-owner of the business in which he has placed his money, he must be ready at times to act like a true owner and to make the decisions associated with ownership. If he wants his interests fully protected he must be willing to do […]

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Microsoft

Microsoft Corporation (MSFT) – Proxy Score 62

Microsoft Corporation ($MSFT), which develops, licenses, markets, and supports software, services, and devices worldwide, is one of the stocks in my portfolio. Their annual meeting is coming up on 12/3/2014. ProxyDemocracy.org had collected the votes of six funds when I checked and voted on 11/30/2014. Sorry for the late post. Tomorrow is the last day to vote online. I […]

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Women on Boards opinion by country

Women on Corporate Boards: Global Trends for Promoting Diversity

We last explored the topic of gender diversity on boards, in particular the underrepresentation of women on them, late in 2012, but much has happened globally on the subject since then. More companies have adopted regulation on the issue that range from “comply-or-explain” rules to quotas for the percentage of women on boards. A 2014 Grant Thornton […]

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Video Friday: Family-Controlled Businesses – Dynasty Planning and Leadership Transition Challenges

Samuel Lum, CFA discusses opportunities and pitfalls in transitioning family-controlled businesses with Joseph P. H. Fan. Although there is a smaller proportion of family controlled businesses in the US, where most readers of CorpGov.net reside, the issues discussed are widespread enough to warrant attention. From the CFA Institute’s blog, Enterprising Investor: (more…)

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2013 Millstein Forum: Managing Risk for Diverse Ownership

The following are cryptic notes and a few photos taken at the 2013 Millstein Forum held June 24 & 25 at Columbia Law School. Be sure to check out the Forum’s photo gallery with links to other materials as well. Moderator:  Peggy Foran, Chief Governance Officer, VP and Corporate Secretary at Prudential Financial, substituted for Holly J. Gregory, Partner, Weil, Gotshal & Manges […]

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Faith-Based Investing: Believers Engaging the Boardroom

The following guest post comes from Usman Hayat, was published by the CFA Institute on 13 February 2013, and is republished here with permission.  Why, how, and to what effect do faith-based investors engage with companies to seek positive social and environmental change? A recent report, “Believers in the Boardroom: Religious Organizations and Their Shareholder Engagement Practices” […]

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Shareowner Rights By Country

Shareowner Rights across the Markets: A Manual for Investors from the CFA Institute compares the rights of shareowners in 10 developed markets and 12 emerging markets in both brief tabular form and through detailed explanation. Each report summarizes current practices, recent developments, legal and regulatory frameworks by jurisdiction, as well as providing helpful references to […]

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