Proxy Preview 2014

Proxy Preview 2014, the report hailed by the Chicago Tribune as the “Bible for socially progressive foundations, religious groups, pension funds, and tax-exempt organizations” is available for download.


The Proxy Preview 2014 report covers the record-breaking 417 social and environmental shareholder resolutions filed this proxy season, with political spending and climate change driving the majority of the activity.

Shareholder demand for more transparency of corporate political spending account for almost a third of the resolutions filed. Proposals related to climate change and energy account for about another 40%. Human rights and diversity in the workplace make up much of the rest. Proxy Preview provides analysis and expert insight to help you navigate the issues and successfully vote your shares.

Download your copy of Proxy Preview 2014 for:

  • A summary of the record-breaking 417 resolutions filed this year and re-cap of the 2013 proxy season
  • In-depth analysis of the resolutions by co-author Heidi Welsh (Sustainable Investments Institute)
  • Background and resources on shareholder proposals and advocacy by co-author Michael Passoff (Proxy Impact)
  • A user-friendly index of all companies facing social and environmental proposals this season
  • Insights on key proposals and proxy voting from U.S. Sen. Robert Menendez (D-NJ), Darla Stuckey (Society of Corporate Secretaries & Governance Professionals), Jonathan A. Scott (Singing Field Foundation), As You Sow, Ceres, the Interfaith Center on Corporate Responsibility, Center for Political Accountability, Office of the New York State Comptroller, Trillium Asset Management, Calvert Investments, AFSCME, and more

As You Sow, the Sustainable Investments Institute, and Proxy Impact are proud to present this tenth edition of this unique free resource for shareholders looking to align their values and investments.

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

Proxy Season Updates


A Record-Breaking Year for Environmental and Social Proxy Votes



Get Alerts on Key Upcoming Votes

If you own shares in a company, you have a voice. Shareholder advocacy leverages the power of stock ownership to promote social change. In the past 30 years, thousands of resolutions filed with companies by shareholder advocates have broken new ground in fostering more progressive corporate policies. And with over 400 resolutions filed this year, shareholder activism has never been more popular.

As this proxy season moves forward, Proxy Preview will be sending out updates on some of the biggest companies that have received social or environmental shareholder proposals in 2014. Stay tuned to #ProxyPreview on Twitter for advance reminders of company annual meeting dates. Read our blog for detailed wrap-ups of the proposals filed at the company. Download Proxy Preview 2014 and use our resources to learn how to vote your proxy and make sure your voice is heard.

Some of the companies we’ll be highlighting this proxy season include:

  • DuPont
  • AT&T
  • IBM
  • Verizon
  • Home Depot
  • Chevron
  • PepsiCo

Shareholder activism isn’t just for pension funds and billionaires. If you own shares, it’s simple to vote your proxy via mail, internet, or phone. You can vote on the issues you care about. Proxy Season Updates will make sure you get the chance to have the companies you own hear your voice.

About

Press

For press inquiries, contact Andrew Montes, Communications Manager of As You Sow at amontes*asyousow.org.

Report Authors

Learn more about the authors of Proxy Preview 2014.

Publishing Organizations

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

2014 Webinar

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 2014.

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.

Proxy Preview 2013

The 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.

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.

 

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