Blackrock agrees to expand disclosure on lobbying

For the third year in a row, the Unitarian Universalist Association filed a shareholder resolution with Blackrock asking the company to improve its disclosure of lobbying expenditures and policies. The proposal was nearly identical to that in the 2019 proxy statement. … Continued

January Monthly Commentary

After turning in a stellar performance in 2019, equities initially started the new decade on a high note, bolstered by a trade pact between the United States and China. However, optimism quickly gave way to fear amid the outbreak of … Continued

UUA Opposes SEC Rules That Stifle Investor Voices

The Securities and Exchange Commission (SEC) has announced new rules that would severely limit the ability of investors to file shareholder resolutions. The SEC proposals are a particular threat to proposals addressing environmental and social issues. On January 28, the … Continued

December Monthly Commentary

Global equities went out with a bang, building on their already robust returns for the year, with the MSCI ACWI Index up 26.5% in 2019. US stocks led the charge with the S&P 500 Index returning 31.5% for the 12 … Continued

November Monthly Commentary

Following a relatively quiet month, developed equities ended higher as improving economic data assuaged near-term fears of a slowdown. US markets led the way with the S&P 500 Index increasing 3.6% during the month, adding to year-to-date gains of 27.6% … Continued

October Monthly Commentary

Investors embraced risk assets in October amid more accommodative monetary policies from the Federal Reserve and the European Central Bank, and renewed optimism around the outcomes of Brexit, and the trade war between the United States and China. In equities, … Continued

September Monthly Commentary

Risk assets were in the black in September following a challenging summer marked by an escalating trade war between the United States and China, and sluggish economic growth. Global equities rallied as central banks in the US and Europe eased … Continued