Insights
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Monthly Insights
February 2024
Significant withdrawals from Climate Action 100+ reflect a deepening ESG divide among investors
Early indicators point to another flood of shareholder proposals, across a range of ESG topics
E&S issues are front & center in two high-profile proxy contests
Recent legal developments suggest even more scrutiny of companies’ ESG claims, even as mandated disclosure requirements are challenged in the courts
January 2024
“ESG” the acronym is out, but most investors continue to believe that companies with strong governance and sound management of environmental and social issues are better investments.
Investors’ 2024 proxy voting policy updates confirm this: shifts in framing and tone, but few changes in priorities and substance.
ISS held the line on policy in 2024, but their FAQs hint at subtle changes in how they’ll execute the policy.
Tension within and around the shareholder proposal process is escalating.
Investor pulse check: September 2023
While the ESG backlash seems to have settled out over the waning weeks of summer, its impacts on investors and public companies may be enduring. Across the buyside, we’ve witnessed a range of investor reactions – from near capitulation to unwavering focus on corporate sustainability. However, most institutional investors fall between these ends. Below we provide a digest of recent updates from the world’s largest passive investors, BlackRock, Vanguard and State Street.