Proxy Preview

Proxy Preview 2016, 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 now.


Proxy Preview 2016 — the 12th anniversary edition of the insider’s guide to social and environmental shareholder proposals — is now available for download!

This free publication is the #1 resource for shareholders looking to align their values and investments.

Read our press statement: Record Number of Climate and Corporate Political Spending Resolutions Dominate 2016 Shareholder Votes

Proxy Preview provides the most comprehensive data on more than 300 resolutions—including corporate political spending, climate change, energy, human rights, diversity, sustainability, and much more.

More than 30 guest authors provide analysis and expert insight to help you navigate the issues and successfully vote your shares.

Proxy Preview 2016 offers:

  • An overview of the 370 environmental, social and sustainable governance resolutions filed this year
  • In-depth analysis of the resolutions by co-author Heidi Welsh Executive Director of Sustainable Investments Institute (Si2)
  • A user-friendly index of all companies with upcoming social and environmental proxy votes this season
  • Background and resources on shareholder proposals and advocacy by 32 proponents curated and edited by co-author Michael Passoff CEO of Proxy Impact (PI)
  • Insights on key proposals and proxy voting from Lisa Woll (CEO, US SIF), Michael Garland (Executive Director for Corporate Governance, New York City Office of the Comptroller), Tim Smith, (Director of ESG Shareowner Engagement, Walden Asset Management), 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
  • A re-cap of the 2015 proxy season
  • This report would not be possible without the generous support of our sponsors:

    As You Sow, the Sustainable Investments Institute, and Proxy Impact are proud to present this 12th edition of this unique free resource for shareholders looking to align their values and investments.

    Proxy Preview is a collaboration between As You Sow, Sustainable Investments Institute (Si2), and Proxy Impact

Proxy Season Updates

Get Informed on Key Upcoming Shareholder Votes

Get Started

If you own shares in a company, you have a voice. Stay updated with the hundreds of proposals that define issues you care about such as corporate political spending, climate change, human rights, diversity, sustainability, and much more.

Shareholder advocacy leverages the power of stock ownership to promote social change. As the proxy season progresses, Proxy Preview will be sending out updates on some of the largest and most influential companies that have received environmental, social, or governance (ESG) proposals in 2016.

How can you engage with major change in corporations? Follow #ProxyPreview on Twitter for reminders of company annual meeting dates. Download Proxy Preview 2016 and use our resources to learn how you can vote your proxy effectively.

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. With Proxy Season Updates, your voice will be heard.

2016 Webinar

About

Press

For press inquiries, contact Kristin Costa, Communications Associate at As You Sow.

Report Authors

Learn more about the authors of Proxy Preview 2016.

Publishing Organizations

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

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 2016.

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.

2015 Report


Watch the 2015 Webinar

Proxy Preview 2015 covers the record-breaking 433 social and environmental shareholder resolutions filed so far this proxy season, with political spending and climate change driving the majority of the activity. The report provides analysis and expert insight to help you navigate the issues and successfully vote your shares.

Shareholder demand for more transparency of corporate political spending account for almost a quarter of the resolutions filed. Proposals related to climate change and other environmental sustainability issues account for about another 40%. Human rights and diversity in the workplace make up much of the rest.

Download your copy of Proxy Preview 2015 for:

  • A summary of the record-breaking 433 resolutions filed so far this year and re-cap of the 2014 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 Nell Minow (Co-Founder of GMI Ratings and former President at Institutional Shareholder Services), Jon M. Jensen (Executive Director of the Park 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 11th 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: