Portfolios on the Ballot
2024 Proxy Voting Guide
The Shareholder Commons is developing a Proxy Voting Guide for investors looking to protect the value of diversified portfolios in 2024.
During the 2024 proxy season, POTB will flag shareholder initiatives that feature a strong systemic argument. This broad, market-wide perspective distinguishes system stewardship from strategies that focus solely on the enterprise value of the stewarded company. This fact sheet explains why the shift to system stewardship is the right next step to further protect the long-term value of investors’ portfolios.
Want to stay informed of upcoming proxy actions that take a systemic view? Sign up to receive updates here.
JOIN AN UPCOMING WEBINAR
Join us for a three-part webinar series where we’ll highlight issues on the ballot and discuss how to protect the value of your diversified portfolio this proxy season.
Are you a shareholder looking to take action this year? If you are contemplating an action that might be appropriate for POTB—whether a proposal, a vote-no campaign, or something else—contact us to learn how you can integrate systemic thinking into this work.
If you are not sure whether your initiative is a good fit, it is certainly worth a discussion. TSC has helped proponents to apply a systemic lens to proposals involving living wages, disinformation, environmental concerns, diversity issues, and other matters. It turns out that a questionable practice at a single company often creates a portfolio-wide threat.
Together, we're embarking on a fundamental transformation of our financial system...