Monthly Archives : March 2018


Investing After Parkland…

Mark Bateman - March 27, 2018

Columbine…Sandy Hook…Las Vegas…Parkland.

Each tragedy has raised the question, “What can we do?”  For some, in addition to advocating for changes in public policy, they are pushing for changes by companies involved in the firearms industry.  Pressure to change can come from consumers, employees, community members, and investors.

The firearms industry includes both manufacturers and retail distributors.  The distribution part of the industry has been highlighted by announcement from companies like Walmart, Dick’s Sporting Goods, Kroger (more…)


Proxy Voting: One More Tool to Align Your Investments to Your Values

Mark Bateman - March 9, 2018

Proxy voting—voting shares at company annual meetings to elect directors to the company board and set other policy directions— is often described as a primary activity for responsible investors.  We’re currently approaching prime annual meeting season, which means proxy voting is about to kick into high gear.

Some very active responsible investors work to file shareholder resolutions for companies every year.  These investors are religious investors, self-described socially responsible mutual funds, large institutional investors (like state pension plans), and some individuals. (more…)