Broker Check


| March 05, 2019

February 28, 2019
As You Sow's annual Proxy Preview 2019 is launching next month. They tout themselves as providing the most comprehensive data on hundreds of shareholder resolutions — including environmentalcorporate political spending, human rightsdiversitysustainable governance issues, and much more. Over 30 guest authors provide analysis and expert insight to help you navigate the issues and successfully vote your shares.  While I don't advice my clients on how to vote their proxies, I'll often lead them to this report to get better insight.     The webinar that highlights the findings is on March 13th and the report is usually released the same day.

February 22, 2019
Morgan Stanley just posted an article entitled "Asset Managers See Opportunity in Sustainable Investing."  They start with a few very simple graphs on how the industry is changed and how various asset managers are changing to keep up.  The full report is much more complex and detailed but the initial page can give a lot of info in a short period of time.

February 5, 2019
This month's Green Money Journal is all written by millennials.  It's a great insight into the thought process of that generation.  I think the most interesting wsa the article titled "How Exxon Taught Me That Shareholders Can Change The World."

January 22, 2019
Lisa Woll from US-SIF was on the Marketplace Morning Report (my favorite business show) this morning discussing the basics of ESG investing..  It is about 5 1/2 minutes in. On a related note, she'll be on the PBS television show "Wealthtrack” this Friday.