Proxy Preview


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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

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 last year, shareholder activism has never been more popular.

As the proxy season develops, Proxy Preview will be sending out updates on some of the biggest companies that receive social or environmental shareholder proposals in 2015. 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 2015 when it’s released and use our resources to learn how to vote your proxy and make sure your voice is heard.

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.


2014: A Record-Breaking Year for Environmental and Social Proxy Votes

While the companies we highlighted in 2014 have had their annual meetings and counted the ballots, the issues shareholders voted on remain relevant, and many are likely to come up again in 2015. Take a look back through the company profiles, advocacy positions, and expert insights to become an ESG expert.

Some of the companies highlighted in 2014 include:

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.

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.

2014 Webinar