Shareholder Engagement Working Group

 

Description

Participants

Resources

 

This group focuses on developing strategies for colleges and universities to effectively use their rights as corporate shareowners in order to engage portfolio companies on governance and sustainability concerns about accountability, transparency, the environment, and social justice.

 

In the coming year, we will particularly focus on helping endowments address and
overcome their challenges of :
  1. Being more active shareholders
  2. Limited time and people resources devoted to investing the endowment
  3. Investment through commingled funds.

 

 

Contact Person: Kaede Kawauchi [email protected]

 

Amy Augustine, Director, ESG Investing, Boston Trust Walden

Lisa Becker, COO, University of Toronto Asset Management

Andrew Behar, CEO, Danielle Fugere, President, As You Sow

Rob Berridge, Director of Shareholder Engagement, Ceres

Ophir Bruck, US Relationship Manager, Principles for Responsible Investment

Eric Darrisaw, Omni Research Group

Amy D'Eugenio Head of Client Relations, EOS Federated Hermes

Mike Fiorio, Trustee, Northland College

Erik Gross, Foundation Treasurer, University of New Hampshire

JoAnn Hanson, Church Investment Group

Lisa Hayles, Investment Manager, Trillium Asset Management

Katherine Kroll, Sustainable Investing Analyst, Brown Advisory

Seema Kumar, VP Finance and Facilities, World Wildlife Fund

Ben Linthicum, Alumnus and ESG Committee Liaison, Warren Wilson College

Jeff Mindlin, Vice President, Investments, Arizona State University Enterprise Partners

Mike Pejcic, CFO, World Wildlife Fund

Gabe Rissman, Cofounder, Stake PBC

Anthony Rust, Investment Chair, Warren Wilson College

Tim Smith, Director of ESG Shareowner Engagement, Boston Trust Walden

Ryan Taylor, Project Coordinator,  Arizona State University Enterprise Partners

Heidi Vanni, Managing Director, Boston Trust Walden

Heidi Welsh, ED, Sustainable Investments Institute (Si2) 

Josh Zinner, CEO, ICCR

Student representative TBD from Student Coalition for Corporate Responsibility

 

 

Action Opportunities

2021 Proxy Voting Campaign

Investor Sign-On Letters and Statements

 

Webinar

Proxy Voting and Shareholder Engagement for Endowments, February 2017

 

Briefing paper 

Engaging Investment Managers on Proxy Voting & Other Forms of Shareholder Engagement, September 2016

 

Webinar

Introduction to Proxy Voting, July 2016

 

For more resources, please visit IEN's Shareholder Engagement resources page

 

 

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