Portfolios on the Ballot 2024

Our 2024 proxy voting guide is the first publication specifically designed to help investors vote their proxies on a systems-first basis.

HIGHLIGHTS FROM THE REPORT

We have collected nearly 60 shareholder initiatives that integrate arguments in the proposal or supporting materials that aim to address diversified investors’ common interests in a thriving economy. These initiatives illustrate the growing interest of investors in addressing environmental and social issues from a systemic perspective. By flagging initiatives designed to protect the systems that support a diversified portfolio, Portfolios on the Ballot protects your entire portfolio from the bad choices of individual companies.

Read the report to find out about:

  • Proposals designed to accelerate reductions in greenhouse gas emissions. Companies targeted include Illinois Tool Works and Shell.
  • Proposals at Meta Platforms and Alphabet to improve oversight over the development of artificial intelligence.
  • A proposal at McDonald’s addressing the abuse of antimicrobials in supply chains.
  • Proposals at Bank of America and Citigroup, asking that asset management clients be offered customized voting platforms allowing them to vote in the best interests of their diversified portfolios.
  • Proposals at Walmart, Target, Kroger, Home Depot, and Amazon asking companies to pay workers a living wage or report on the impacts of failing to do so.
  • Other matters include fair treatment of shareholder nominees, tax transparency, sick leave policies, and conversion to benefit corporation status.