Tag Archives | report

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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GS Ascertain Client Voting Preferences

GS Ascertain Client Voting Preferences

GS Ascertain Client Voting Preferences is a shareholder proposal filed by James McRitchie at Goldman Sachs (GS). We want Goldman Sachs to advance democratic corporate governance, to be aware of and report on the reputational and financial risks it faces over a misalignment between the proxy votes it casts and its client’s values and preferences. […]

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BAC Ascertain Client Voting Preferences

BAC: Ascertain Client Voting Preferences

BAC Ascertain Client Voting Preferences is a new type of proxy proposal for the 2024 season from James McRitchie, premiering first at Bank of America (BAC). It asks BAC to report on the feasibility of offering granular proxy voting preferences so that clients can maximize portfolio-wide returns by pursuing voting strategies designed to push certain […]

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Broadridge Threatens Right to Proxy Voting

Broadridge Threatens Right to Proxy Voting

Many were not surprised when the SEC, under Trump appointees, made it more difficult for retail shareholders to submit proposals. Read about our ongoing efforts to overturn that roadblock at Restore Shareholder Proposal Rights. However, most will be surprised that Broadridge Financial Solutions filed a no-action request that could end meaningful proxy voting at meetings, […]

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Pay Equity Disclosure 2023 Hot Topic - Morningstar data

Pay Equity Disclosure 2023 Hot Topic

Pay Equity Disclosure 2023 is a hot topic for CorpGov.net thanks to assistance from Julia Cedarholm of Arjuna Capital, who contributed to their groundbreaking Racial and Gender Pay Scorecard.  Arjuna’s efforts in this area and their reports since 2018 are impressive. Over the last seven years, 143 shareholder proposals requesting pay gap disclosures have been filed […]

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Employee Ownership

Employee Ownership 2022 Proposals

Employee ownership is my next focus. Support for proposals in 2020 and 2021 to encourage companies to add workers to the board has been weak. It is time to reassess. My conversations with CalPERS were especially interesting. Directors I interviewed who were elected by the members favored our proposals. Staff, those charged with voting shares […]

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Amazon 2019 ProxyInsight

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…)

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Cyber security at Disney

Cyber Security at Disney: Vote FOR Report

Cyber security at Disney would benefit from clear links between senior executive performance metrics and compensation. Cyber security and data privacy are vitally important issues for Disney and should be integrated as appropriate into senior executive compensation to incentivize leadership to reduce needless risk, enhance financial performance, and increase accountability. [yasr_visitor_votes size=”small”][yasr_overall_rating size=”small”] (more…)

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JP Morgan

JPMorgan Chase (JPM): Proxy Voting Recommendations

I don’t hold shares of JPMorgan Chase (JPM) in my portfolio but the shareholder proposals that will be voted this year deal with crucial issues that will come up at many other companies this proxy season. I received the following letter from shareholders urging readers to vote for a proposal requesting a report on lobbying at JPMorgan Chase […]

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Financial Crisis Inquiry Commission Releases Report

Download the report in full or by section. Analysis of the report is just starting to come out. I probably won’t have a chance to read it for quite some time but others are beginning to analyze: A deeply divided U.S. investigative panel issued a scathing critique of the culture of deregulation championed by Former […]

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