Tag Archives | Sanford Lewis

Proxy Preview 2019 issue trends

Proxy Preview 2019: Better Every Year

Proxy Preview 2019 reveals intensified shareholder pressure on corporations across a wide range of ESG issues from climate and political spending to women. Investors with a conscience; we are having a bigger impact every year. Download the report and/or watch webinar here.  (more…)

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Financial CHOICE Act Does Away with Shareholder Proposals

Financial CHOICE Act: From too big to fail, to too big to listen

Great article this morning on the proposed Financial CHOICE Act from Lauren Compere, Director of Shareholder Engagement at Boston Common Asset Management entitled Too Big To Listen? Dodd-Frank and Shareholder Rights! See also “Shut Up”: Not What Good Companies Tell Their Owners from Julie Fox Gorte, Senior Vice President for Sustainable Investing, Pax World. Below is a copy […]

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Julie Goodridge of NorthStar Asset Management

2016 SRI Service Award Nominations Due

The SRI Service Award is one of the most prestigious awards given in the corporate governance industrial complex… and this one is for work in the field of Sustainable, Responsible, Impact investing. No one has to excuse themselves for working in SRI. Like motherhood and apple pie, SRI is inarguably good… although there are still a […]

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RIA Hands Untied

RIA Hands Untied by SEC No-Action Denial

RIA hands untied by Newground Social Investments team and the SEC’s refusal to grant a no-action letter to Baker Hughes (BHI, $BHI) on February 22, 2016. Congratulations to Bruce Herbert and staff at Newground, as well as to their advisors. We have discussed the importance of not counting abstentions before at Simple Majority Vote Counting Initiative for […]

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Bank of America

Harrington Wins Proxy Access at Bank of America

Bank of America (BAC) shareholders can now look forward to nominating candidates to the Board of Directors in a deal negotiated by John Harrington, CEO of Harrington Investments, Inc., (HII) a socially responsible investment advisory firm based in Napa. The Bank adopted new “proxy access” bylaws reflecting changes driven by Harrington’s shareholder resolution. (more…)

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Ground-Breaking Proxy Proposals Headed to Shareowner Vote

Climate Change Portfolio Exposure Boston Common Asset Management has a proposal that will appear on the proxy of PNC Financial Services ($PNC) requesting that it report to shareowners on the greenhouse gas emissions resulting from its lending portfolio and its exposure to climate change risk in its lending, investing, and financing activities. Watch for your proxy. The […]

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Increase Liability Disclosures

(Endorse our investor sign-on letter by sending an e-mail with your name, title and organization to [email protected]) Should Companies Disclose More Information To Investors About the Liabilities They Face? by Sanford Lewis, Counsel, Investor Environmental Health Network When investors are unaware of impending financial pain at  the companies in their portfolios,  they often face expensive […]

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2010 Proxy Season

Robert Kropp, writing for SocialFunds.com, ran a recent series of three posts interviewing people on the passing proxy season. First up was Environmental Shareowner Resolutions Gain Record Levels of Support in 2010 Proxy Season, in which Kropp interviewed Michael Passoff of As You Sow.  Looking back on shareowner vote totals for first-time environmental resolutions over […]

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Two Overlooked Lessons From the Financial Crisis

In the year-end reflections two contributing factors deserve more attention. First, "prophetic warnings" from religious groups on the dangers of subprime loans via shareowner resolutions. Second, a call from Sanford Lewis for boards to revoke implicit policies of "don’t ask, don’t tell" with regard to liability issues. The current financial meltdown should remind us of […]

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