Tag Archives | Engage

Portfolios on the Ballot 2024

Portfolios on the Ballot 2024

Portfolios on the Ballot 2024 (POTB 2024), sponsored by The Shareholder Commons (TSC), is designed to guide investors in voting their proxies with a systems-first approach. I fully endorse this initiative. Their report emphasizes the importance of protecting the social and environmental systems that underpin the value of all companies within a diversified investment portfolio. […]

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Musings on Public Fuinds Forum 2022

Musings: Public Funds Forum 2022

Musings Missed Musings; not all of mine got mentioned at the Forum. I had the distinct pleasure of being a panelist at the Public Funds Forum 2022 with Maine’s Treasurer Henry Beck and David Wescoe, Executive Director of the Texas Municipal Retirement System. Our topic was Best Practices in Fund Governance. I thought of several […]

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