By Kaitlyn Mitchell, MBA, Shareholder Engagement Coordinator View the Full Engagement Overview Report Here. First Affirmative Engagement Priorities First Affirmative’s engagement priorities for the 2023-2024 proxy season exemplify our commitment to meaningful advocacy through a variety of channels, including signed letters, public policy advocacy, campaigns, and shareholder proposals. Addressing climate-related issues remains at the forefront […]
First Affirmative Financial Network, a leader in values aligned investing, views proxy voting and advocacy as the impact of ownership. The firm stands by the values it shares with its clients and is committed to making a difference through working with Advisors and end-clients to generate the change they wish to see in the world. […]
By Kaitlyn Mitchell Coming Soon: Proxy Season 2024 In March, As You Sow published their highly anticipated 2024 Proxy Preview, offering an extensive overview of what lies ahead in the upcoming proxy season. This comprehensive report delves into the latest trends and developments in shareholder activism and corporate governance, providing invaluable insights for investors, advocates, […]
View the Full PDF Here
View the Full PDF Here
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. […]
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 […]
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 […]
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 The Advocacy Long Game Media headlines, and even our own headlines, tend to emphasize the big advocacy “win”, but those wins are more often than not years (and even decades) in the making. We highlight the Bristol Bay campaign because collective action by like-minded investors is clearly making a difference-and […]
