SEC Issues No-Action Letters Regarding Shareholder Proposals Contested on “Substantial Implementation” Grounds 03/10/2016 Bruce Newsome , Weston Love On February 12, 2016, the Securities and Exchange Commission (the “SEC”) issued18 no-action letters concerning requests to exclude proxy access shareholder proposals from proxy materials … Continued
Global markets were calmer in April following a volatile first quarter amid easing concerns of a sharp economic slowdown in China and as the Federal Reserve reconfirmed a gradual pace to increasing interest rates. The S&P 500 gained 0.4% while … Continued
Did you know that you can access your monthly and year-to-date statements online? If you’d like to sign up for online access please click on the “Reports” tab and from the dropdown menu select “Forms and Sign up for Online … Continued
Today, the UUA Socially Responsible Investment Committee (SRIC) is announcing that the UUCEF (Unitarian Universalist Common Endowment Fund) has a new screen that places a spotlight on human rights. Previously, human rights was merged in our screening process with other … Continued
Following a rocky start to the first quarter, stocks rallied in March as global currencies strengthened versus the dollar amid renewed investor confidence, and commodity prices showed signs of stabilization. Emerging market equities led the charge with the MSCI EM … Continued
Global equities recorded modest losses in February as mixed economic data gave investors pause on the heels of January’s sharp drawdown. The S&P 500 was nearly flat, losing 0.1%, as concerns around slowing global growth trumped positive data on US … Continued
On the heels of a historic global climate agreement in Paris, investors have filed a record number of shareholder resolutions this year with major U.S. energy companies asking them to disclose their strategies for competing in a global economy that … Continued
The Board, acting on the recommendation from the Investment Committee, approved a reduction in the trust payout percentage from the current annual rate of 5% to 4.75% effective for fiscal year 2017 (July 1, 2016 – June 30, 2017) and … Continued
As environmental, social and governance (ESG) factors gain steam among asset owners, how they incorporate ESG factors in their investment decisions is taking an increasing import. FEMM questioned several funds to better understand these asset owner’s journeys to incorporate an … Continued
Equities started the year sharply lower as investors shunned risk amid concerns of a global slowdown in growth. The continued weakness in oil prices added to this risk aversion as oil hit a decade low of $26 before ending the … Continued