Click Here to View Full PDF The Stars Align for a Blockbuster Proxy Season We are delighted to report that concerns that a new SEC rule designed to restrict shareholder proposals on ESG issues have been overshadowed by overwhelming evidence that efforts to restrict the shareholder voice have backfired. A changed landscape at the Securities […]
Click Here to View Full PDF Overview: High Inflation, Economic Slowdown, and Dissatisfied Workers As shown in the figure 1 chart below, US GDP is steadily returning to pre-COVID levels. Many industries are recovering from the impact of COVID, which shows that we are “coming back” from COVID-related dislocations – to some degree. There are, […]
Fortunately, We’ve Still Got Seven and a Half More Years… By: Thomas N. Richmond Jr., Co-Head of Wasmer Shroeder Taxable Bond Strategies As human beings we like to categorize things neatly, and we certainly like to sum up specific periods of time, like decades, in a word or two for ease of memory and historical […]
GFANZ Glasgow Financial Alliance for Net Zero reports? Capital committed to net zero now at over $130 trillion, up from $5 trillion when the UK and Italy assumed COP26 Presidency Today, through the Glasgow Financial Alliance for Net Zero (GFANZ), over $130 trillion of private capital is committed to transforming the economy for net zero.1 […]
ESG investing continued to soar in 2021. The government could boost it even more It’s a sign of how sustainable investing isn’t just for the morally motivated anymore—it makes financial sense, too. Faced with the ongoing calamity of climate change, both seasoned investors and those new to the market are increasingly embracing funds with more […]
2021 Annual Engagement Review Engagement Overview Click Here to View PDF First Affirmative’s proxy voting record continues to reflect our steadfast support for a just, sustainable economy, but the big news in proxy voting for 2021 is what other investors are doing! Investor support for key environmental, social, and governance (ESG) proposals has been slowly […]
Click Here to View PDF Overview: The past few years have tested the resilience of humanity. This test does not appear to be over, as evidenced by global GDP growth, which has yet to return to pre-pandemic levels. Figure 1. Real US GDP While normalcy has yet to return to most countries globally, it appears […]
Step Away from the Punch Bowl By: Thomas N. Richmond Jr., Co-Head of Wasmer Shroeder Taxable Bond Strategies The economic backdrop in the fourth quarter of 2021 was somewhat uneven. Domestic GDP growth reaccelerated in October and November (it had dropped to 2.3% in Q3 but is estimated to have grown close to 7% in […]
Read the entire article here The fossil fuel industry is increasing production for the coming years—and COP26 did not bring about much change on this front. Here’s how to use your stock choices to fight for change.
Listen to the Deep Impact Investing Podcast here In October 2021, Kimberly Griego-Kiel took part in the ESG For Impact! Conference in Colorado Springs. Now back with part two of her ESG for Impact! miniseries, Kim welcomes George Gay, the CEO of First Affirmative Financial Network, and Ebony Perkins, Self-Help Credit Union’s Vice President […]
