Shareholder Engagement Resources

IEN Resources

Investor Letter and Statement Sign-on Opportunities (Ongoing)

Webinar: Introduction to Proxy Voting (2016)

Webinar: Proxy Voting and Shareholder Engagement for Endowments (2017)

Brifing Paper: Engaging Investment Managers on Proxy Voting & Other Forms of Shareholder Engagement (2016)

Article: ESG Materiality and Shareholder Engagement...What's Next? (2018)

IEN Working Group: Shareholder Engagement (Ongoing)

 

Other Resources

Leading Practice on Fiduciary Duties for Endowments and Foundations (2017)

Engaging Investment Managers on Proxy Voting & Other Forms of Shareholder Engagement (2016)

ESG Materiality and Shareholder Engagement...What's Next? (May 2018)

Updated Regulatory Guidance on Proxy Voting and Sustainable Investment (2017)

The Investment Stewardship Ecosystem | BlackRock, July 2018

A Practical Guide to Active Ownership in Listed Equities | Principles for Responsible Investment, February 2018

The Shareholder Action Guide l Andrew Behar - As You Sow, November 2016

"Active Ownership" | Elroy Dimson, University of Cambridge - Judge Business School; London Business School; Oğuzhan Karakaş, Boston College - Department of Finance; Xi Li, Temple University - Department of Accounting, August 7, 2015

Unlocking the Power of Proxy: How Active Foundation Proxy Voting Can Protect Endowments and Boost Philanthropic Missions l Rockefeller Philanthropy Advisors and As You Sow Foundation, 2004

Engaging Investment Managers on Proxy Voting & Other Forms of Shareholder Engagement l Intentional Endowments Network, September 2016

ESG Materiality and Shareholder Engagement...What's Next? | Intentional Endowments Network, July 2018

Oxford Martin Principles for Climate-Conscious Investment | Oxford Martin School, February 2018

Spending Against Change: Key Metrics Assessment of Climate Change Governance and Political Influence Spending in the Energy and Utility Sectors l Sustainable Investments Institute and The 50-50 Climate Project, February 2018

Report: Investors Should Manage Climate Risks As 'Forceful Stewards' l Sustainable Brands, September 2015

DOL Updates Guidance on Proxy Voting and ESG l Reinhart Boerner Van Deuren s.c., January 2017

"21st Century Engagement: Investor Strategies for Incorporating ESG Considerations into Corporate Interactions" (pdf) | Ceres and Blackrock, May 2015

"New Initiative Tracks Impact of Shareholder Engagement" | Trillium Asset Management, November 2014

2016 Proxy Mid-Season Review l Sustainable Investments Institute, September 2016

2016 Proxy Resolutions and Voting Guide l Interfaith Center on Corporate Responsibility, January 2016

2017 ICCR Proxy Resolutions and Voting Guide

2016 ICCR Proxy Resolutions and Voting Guide l Interfaith Center on Corporate Responsibility, January 29, 2016

2015 ICCR Proxy Resolutions and Voting Guide l Interfaith Center on Corporate Responsibility, January 29, 2015

Proxy Preview 2018: Helping Shareholders Vote Their Values l Proxy Preview, 2018

Introduction to Proxy Voting | July 13, 2016

Proxy Voting and Shareholder Engagement for Endowments | February 27, 2017

The Importance of ESG Data & Corporate Engagement | May 23, 2018

The Investor Case for Human Rights | January 24, 2018

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