Proxy Preview 2013

Proxy Preview 2013, the report hailed as the “Bible for socially progressive foundations, religious groups, pension funds, and tax-exempt organizations” by the Chicago Tribune, is now available.

This ninth edition of the Proxy Preview provides an overview of upcoming votes on environmental and social shareholder resolutions—including advocacy sections for 2013´s most prominent issues.

Our team of issue experts includes Ken Bertsch, CEO and President of the Society of Corporate Secretaries and Governance Professionals, John Ruggie, Professor of Human Rights and International Affairs, Harvard University, and Robert F. Kennedy Jr., President, Water Keeper Alliance, along with leading voices from socially responsible investors, religious institutional investors, pension funds and unions, foundations, students, and shareholder advocacy organizations.

This report would not be possible without the generous support of our sponsors:

 

 

Webinar

>>Click here to download the presentation slides (PDF)

The panel, moderated by Andrew Behar, CEO of As You Sow, features an overview of the 365 social and environmental shareholder proposals filed in 2013. Heidi Welsh, co-author of the report and Executive Director of Sustainable Investments Institute (Si2), describes key trends and initiatives.

Veteran shareholder advocates Michael Passoff, co-author and CEO of Proxy Impact, and Tim Smith, Senior Vice President and Director of ESG Shareowner Engagement of Walden Asset Management, discuss the hottest issues on this year’s proxy ballots including corporate political spending, climate risk, and energy sector proposals.

Report Extras

Resources

A list of recent reports about shareholder proposal issues, organizations, and investor campaigns engaged in this year’s proposals or which support shareholder advocacy.

Contributors

Meet the people that contributed to Proxy Preview 2013.

Contesting Proposals at the SEC

All resolutions must conform to the Shareholder Proposal Rule of the Securities and Exchange Act of 1934, which sets procedural as well as substantive standards for admissibility.

About

Press

For press inquiries, contact Katherine Kassing, Communications Manager of As You Sow at katherine@asyousow.org.

Report Authors

Learn more about the authors of Proxy Preview 2013.

Publishing Organizations

Proxy Preview is a collaboration between three organizations seeking to help investors align their values with their investments.