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News & Updates

February 1, 2013 Tom DiNapoli on socially responsible investing, pension costs and debt

Source: Newsday

New York State Comptroller Thomas DiNapoli was at Newsday for an editorial board meeting Thursday morning. A former Long Island assemblyman, DiNapoli is in charge of the state’s pension funds, and also runs an office that...

February 1, 2013 Up in Smoke: The Tobacco Industry Is Getting Burned by Taxes and Ethical Investors

Source: Just Means

Those beliefs are coming to the fore in 2013. Hank Boerner argues that this year we will see a "sharp rise in SRI [socially responsible investing] and consumer activism in the U.S. and abroad." Boerner, who is the chairman of the...

January 25, 2013 FRANKLIN RESOURCES SHAREHOLDERS TO VOTE ON GENOCIDE-FREE INVESTING PROPOSAL

Source: Investors Against Genocide

SAN MATEO, CA – According to a filing with the Securities and Exchange Commission, shareholders at Franklin Resources, known as Franklin Templeton Investments, will have an opportunity to vote on a shareholder proposal on...[more]

January 23, 2013 Ethical investors step up focus on tax avoidance

Source: Reuters

Growing anger at aggressive tax avoidance by big business has prompted ethical investors to consider shunning shares in companies that don't pay their fair share of tax.

January 22, 2013 Shareholder Group Opposes Re-appointment of Siemens Chairman

Source: Fox Business

Gerhard Cromme, one of Germany's leading business figures, faces more pressure from a shareholder rights group to step down from his position at a blue-chip company this week, this time as chairman of the supervisory board of...

January 16, 2013 Accounting Method May Expose Firms to Shareholder Suits: Study

Source: Insurance Journal

Disgruntled shareholders are more likely to sue firms that use principles-based accounting standards instead of rules-based standards, according to a recent study by a University of Iowa accounting researcher.

January 3, 2013 Shareholder activist as corporate superhero

Source: Globe and Mail

When Bill Ackman of Pershing Square came knocking at the door of Canadian Pacific Railway with a request for two board seats, it struck many as a move doomed to failure. CP was an iconic Canadian company that had come off a...

December 27, 2012 New tool to boost environmental management in private equity

Source: GreenBiz

The Environmental Defense Fund (EDF) is turning to the private equity industry for greater adoption of environmental management practices in the private sector. A culmination of four years of work with leading private equity...

December 21, 2012 Packing Heat that Could Drop Gun Makers to their Knees

Source: Forbes

The energy and gun worlds are about to collide. Fundamentally, the two have almost nothing in common — except that each has been or is about to be the subject of immense pressures from large institutional investors.

December 20, 2012 Reviewing the 2012 Proxy Season and Preparing for 2013

Source: JD Supra.com

The 2012 proxy season will likely be remembered as an evolutionary, rather than revolutionary, year at the corporate ballot box. Many of the trends seen in 2011—the first year of mandatory say-on-pay—continued in 2012, with the...

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