3/21 Jackie Cook: 1 pm Pacific, 4 pm Eastern – Register Jackie holds the position of Director, Stewardship, Product Strategy & Development at Morningstar, leading Sustainalytics’ ESG Voting Policy Overlay service. She previously held the role of Director of Investment Stewardship Research. Her research covers investor active ownership practices, proxy voting trends, and corporate governance. Jackie […]
2021 Morningstar Investment Conference moved deeply into ESG impact investing but remained relatively light on voting advice and education. At least one panel and one speaker did focus somewhat on voting. Below are a few brief notes. Unusually, the 2021 Morningstar Investment Conference was held on the same days as the Fall CII Conference. (more…)
#MICUS 2020, the Morningstar conference, had so much to write about during day 1 that it may take me a month or so to go through it. Register for day 2 if you missed the first day. I just heard Larry Fink, of BlackRock. For someone heading the largest pile of investment money in the […]
Real Impact Tracker Involves Everyday Investors in Creating Better Corporate Governance Everyday investors need to play a greater role in corporate governance. It’s dominated by institutions, where the least common denominator is profits Everyday investors should hold companies and funds accountable to their values Everyday investors can play a greater role in corporate governance The Real Impact […]
Congratulations to GMI Ratings for winning top place for corporate governance research firms and Kimberly Gladman, Ric Marshall, and Sarah Wilson for top individual awards. Top ranking for SRI research goes to Sustainalytics. (more…)