McCormick shares his experience of shareholder advocacy–in 2018 the firm participated in 8,500 shareholder meetings. Alliance GI reported poor links between executive pay and company performance and voted against 74% of compensation proposals in the U.S.
Funk shares her three criteria for choosing companies with sustainable business advantages (SBAs) for the Brown Advisory Large Cap Sustainable Growth Portfolio, which invests in companies that will thrive in a resource-constrained world.
How do advisors and asset managers integrate portfolio strategies, shareholder activism and other investor motivations? O’Brien describes Nuveen’s rigorous, platform-wide approach.
APPLX ended 2018 with performance in the top 5% of Morningstar’s World Allocation category for 1, 3 and 10 years. Blume tells us how shareholder advocacy can influence the integration of ESG metrics into the long term value creation of companies owned in the Appleseed Fund (APPLX), for which his firm is the adviser.
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