Tag Archives | votes

Climate Risk Hypocrites

Climate Risk Hypocrites

Climate Risk Hypocrites exposed by Morningstar’s Jackie Cook and Tom Lauricella. The authors found support for climate-related proposals rose at Fidelity, State Street Global Advisors, and Vanguard. Support fell at American Funds and BlackRock. (Top Fund Companies’ Climate Change Votes: A Very Mixed Picture) (more…)

Continue Reading ·
Driving Retail and Employee Votes

Society 2015: Part 3 – Driving Retail and Employee Votes

Driving Retail and Employee Votes The 2015 National Conference in Chicago, 6/24-27, was my first time attending one of the Society’s events. Part 1 and Part 2. Yes, I’m posting notes late but hopefully they are still useful. Panelists: Lawrence Dennedy, Irving Gomez, Martin Koopman, Theresa Molly In 2001 Prudential switched from a mutual to a public company, so they […]

Continue Reading ·
Investor Voice

Simple Majority Vote Counting Initiative for Proxies

This guest post from Bruce Herbert of Investor Voice provides an overview of a simple majority vote counting shareholder initiative, which seeks to eliminate abstentions from the denominator in calculating votes as well as super majority threshold requirements that have not been approved by shareholders. “Fair corporate suffrage is an important right that should attach to every equity security bought […]

Continue Reading ·
CalHR Savings Plus

California’s Savings Plus: Better Proxy Voting Disclosure Needed, Part I

Most California State employees and retirees have their retirement funds invested largely through two vehicles. CalPERS is the nation’s largest public pension, with almost $300B in assets. Many employees also have smaller amounts invested in CalHR‘s Savings Plus program, with assets of $10B. Both vehicles invest a large proportion of their funds in corporate stock, […]

Continue Reading ·

SEBI's New Disclosure Guidelines for Mutual Funds

Guest post from Shriram Subramanian, founder of InGovern Research Services with the objective of facilitating shareholder activism by institutional investors and thereby enhancing corporate governance in India. Proxy Advisory Services, Corporate Governance Research, Risk Monitoring, and Proxy Services. India’s SEBI, through a circular dated March 24th, 2014, released a new set of disclosure guidelines to be followed by mutual funds. These […]

Continue Reading ·

Procter and Gamble (PG): How I Voted – Proxy Score 60

Procter and Gamble $PG is one of the stocks in my portfolio. Their annual meeting is coming up on 10/8/2013. ProxyDemocracy.org had collected the votes of three funds when I checked on 10/1/2013.  I voted with management 60% of the time.  View Proxy Statement. Warning: Be sure to vote each item on the proxy. Any items left blank are voted in […]

Continue Reading ·

UK Institutions to Reveal Votes Under Labor

UK institutional shareholders will be forced to declare how they vote at company annual general meetings (AGMs) if the current governing Labor Party wins the general election on May 6. In addition, it wants a higher threshold of investor support for takeovers: two-thirds of shareholders.  (UK shareholders to be forced to reveal votes if Labour […]

Continue Reading ·

Powered by WordPress. Designed by WooThemes