Shareholder Action

Shareholder engagement is using your power as an investor to encourage companies to become more responsible and sustainable.

Investors work with companies that meet their positive and negative screens to make them even better. Sometimes just simply talking to senior management can result in creating change.

Sometimes companies need the added incentive of an investor filing a shareholder resolution. Using your proxy votes is an important way to keep companies accountable for their actions.

As Ashley Hamilton of SHARE (a not-for-profit organization that provides shareholder engagement services for Meritas Mutual Funds) states, “Voting is something that all funds are required to do, but sadly many of them simply give their investment managers discretion to cast votes. Funds that have more oversight of their proxy voting can help communicate their values to companies when shareholder proposals are presented.”

Some SRI mutual fund companies, like Inhance, Meritas and Ethical Funds are very active in shareholder engagement, others are not.

At Stephen Whipp Financial we encourage our clients to encourage the great companies they hold in their portfolios to become even better.

Shareholder Engagement Resources

Shareholder Resolution Database – SHARE

Acting Like Owners – SHARE

Canadian Institutional Shareholder Activism in an Era of Global Deregulation – SHARE


Upcoming Events & Seminars

More Events »

Whipp Tips & News

Sweden’s largest pension fund just gave Exxon Mobil and other energy giants a stinging slap on the face

Sweden’s largest pension fund, AP7, has sold its investments in six energy companies that it says breach the Paris climate agreement

Details »

Fund Selector: ESG myths and realities

There are plenty of companies that make a positive contribution to society and the environment that have also performed extremely well.

Details »

Top UK fund manager divests from fossil fuels

Archbishop of Canterbury plays crucial role in BMO Global Asset Management’s decision to dump £20m of shares in firms such as BHP Billiton

Details »

More News »


:www.leedejonesgable.com

The information in this website was obtained from sources believed to be reliable, however, we cannot guarantee that the information is accurate or complete. The information provided is a general source of information and should not be considered personal investment advice or solicitation to buy or sell securities.

Leede Jones Gable Inc. is a
Member of IIROC and the Canadian Investor Protection Fund
Stephen Whipp is a member of the Responsible Investment Association