Advocacy & Impact – Q1 2023
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Majority Vote Leads to Enhanced Lobbying Disclosure at Travelers Insurance
After a majority of shareholders voted in favor of First Affirmative’s lobbying disclosure proposal at the 2022 annual shareholder meeting, Travelers responded to our 2023 proposal by agreeing to disclose lobbying expenditures for all trade associations where company dues exceeds $25,000 annually. This disclosure commitment is the end of a seven-year ongoing engagement with Travelers. […]
Advocacy & Impact – November 2022
Click Here to View Full PDF Preparing for the Next Advocacy Chapter: An Update from the ESG for Impact! Conference First Affirmative Financial Network hosted the 2022 ESG for Impact! Conference, an advisor focused summit that attracts advisors and managers from across the country and Canada. Our audience has a common goal: to serve clients […]
Advocacy & Impact – April 2022
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 […]
Women to control $30 trillion in assets by 2030
Women and millennials value investment principles that have a positive impact on challenging issues, such as climate change, gender diversity, social justice, and employee equity. Demographic trends are among several powerful political, economic, and societal forces combining to produce a global investment landscape that demands increased alignment of core values and investment decisions. Please read […]
