Shareholder Advocacy and Engagement Archives - Veris Wealth Partners Veris is a registered investment advisor and wealth management firm with impact investing expertise that has been helping families & foundations align their financial assets with their values since 2007 Mon, 09 Dec 2024 20:28:27 +0000 en-US hourly 1 https://wordpress.org/?v=6.9.4 https://www.veriswp.com/wp-content/uploads/2024/10/cropped-xsAsset-2512-32x32.png Shareholder Advocacy and Engagement Archives - Veris Wealth Partners 32 32 Shareholder Advocacy Update: Veris Clients Leverage their Equity Ownership to Advance Diversity, Racial and Social Justice, and Environmental Stewardship https://www.veriswp.com/shareholder-advocacy-update-veris-clients-leverage-their-equity-ownership-to-advance-diversity-racial-and-social-justice-and-environmental-stewardship/ Tue, 11 May 2021 11:31:11 +0000 https://www.veriswp.com/?p=8843 Our shareholder proxy engagement initiative with Aperio and As You Sow this 2020 - 2021 proxy season once again demonstrated that engagement with corporations on ESG issues is an effective tool for bending the arc of capitalism to benefit all stakeholders. This year was a transformational year and shareholders took little time to address issues concerning COVID-19 and the social justice and wage inequities many in our country experienced. The Trump administration also proposed and then enacted changes to the SEC shareholder engagement Rule 14a-8 before the election of a new administration.

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]]> Veris Fights for Shareholder Engagement https://www.veriswp.com/veris-fights-for-shareholder-engagement/ Mon, 23 Mar 2020 20:06:23 +0000 https://www.veriswp.com/?p=7162 Members of the Veris team, along with Veris supporters Laurie Emrich, Ellen Remmer, Caroline Gabel and Jed Sturman, recently met with the SEC to discuss rule changes that will severely restrict shareholder activism. The meeting was one of the only in-person conversations between the SEC staff and investors. This blog discusses the proposed changes.

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