Leading the Way Forward

Thought Leadership from the SRI Community

Summer Blog Series

Coming Soon . . .

Julie Gorte, Ph.D., Senior Vice President for Sustainable Investing, Pax World Funds

Recent Posts

Linking Investor Engagement with Financial Value

Shareholder proposals give investors of all sizes a direct line into boardrooms and executive suites. As sustainable investors, we file them when we see opportunities for companies in our portfolios to improve in ways that might make them even better investments. Over the years we’ve witnessed many companies make value-enhancing changes to their business as a result of our engagements and those of other investors. But recently some industry groups have urged the Securities and Exchange Commission to consider measures that would make the shareholder proposal process less available to investors. Julie Gorte explains why that would be detrimental.
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