Highlights from this year’s Portfolios on the Ballot
Portfolios on the Ballot is a dynamic web-based document and a weekly digest email during proxy season that supports investors seeking to integrate macroeconomic analysis into their proxy voting. The Shareholder Commons has collected over forty shareholder initiatives that integrate macroeconomic and portfolio value arguments in the proposal or supporting materials. These initiatives illustrate the growing interest of investors in addressing environmental and social issues from a macroeconomic perspective. By flagging initiatives designed to protect the systems that support a diversified portfolio, Portfolios on the Ballot helps you protect your entire portfolio from the bad choices of individual companies.
Read the report to learn about:
- Shareholder engagements highlighting the costs to the economy from to health insurer claims procedures and workplaces that allow cigarette smoking indoors.
- Proposals designed to safeguard the value of nature’s services and biodiversity.
- Vote-no campaigns against board committee chairs to support paying employees a living wage.
- Engagements addressing the abuse of antimicrobials in supply chains.
- Proposals incorporating system stewardship into racial equity auditrequests.
- Other matters include climate transition finance, tax transparency, paid family leave policies, and lobbying.
More votes will be added as the 2025 proxy season progresses, and we will provide a periodic update that alerts you to upcoming meetings that include systems-first initiatives.