Author: First Affirmative

Market Commentary June 2019

Download PDF Mixed signals: New Highs, Decelerating Earnings Growth, Stretched Valuations By Theresa Gusman US equities continue to hit new highs. The S&P 500 posted its best first half in 22 years, rising 18.5% through the end of June. Stock markets advanced worldwide, with developed and emerging international markets up 14.0% and 10.6%, respectively, year-to-date, […]

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Affirmative Impact June 2019

Finally: Significant Progress on Board Diversity By Holly TestaDownload the PDF First Affirmative has seen frustratingly slow, but nevertheless steady progress when it comes to board diversity. Of note this proxy season were our successful withdrawals of board diversity proposals at Masimo and Cambrex after both companies took steps to revise nominating committee guidelines and improve their search process […]

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Sustainable Investment Solutions Symposium: The View From Boston

You’ve probably noticed that the First Affirmative team has been on the road quite a bit over the last few months as we co-present the 2019 Sustainable Investment Solutions (SIS) symposium series. Last week we were in Boston for yet another great SIS event. We’ve really seen attendance at these regional events ticking up. More […]

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Investing for Impact: Stories from Sustainable Investment Solutions, Washington, D.C.

I was so encouraged when I attended the recent Sustainable Investment Solutions event in Washington DC on June 25 sponsored by a group of premier asset managers. With close to 60% of the room filled with advisors, 30% of whom were attending their first ever impact investing event, there was robust discussion, a lot of […]

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The Next Generation of Advisors is Embracing Sustainable, Responsible, and Impact Investing

First Affirmative’s key messages to advisors at the 2019 FPA NextGen Gathering: Follow your passion to build your practice! Enable clients to invest with their hearts – as well as their heads! Clients CAN achieve both their financial and impact objectives! Sustainable, responsible, and impact (SRI) investing is the unique value proposition you’ve been searching […]

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Nucor Resolution Supporting Statement 2019

PROXY MEMORANDUM Date: March 20, 2019 To: Nucor Corporation shareholders Subject: Shareholder resolution requesting a report on the company’s political spending policies and practices Lead Filer: First Affirmative Financial Network, on behalf of Waterglass, LLC Contact: Holly A. Testa, Director, Shareowner Engagement hollytesta@firstaffirmative.com/303-641-5190 We ask for your support of the following resolution that will be included in the Nucor Proxy Statement […]

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