Independent reporting on fiduciary duty, climate, stewardship and systemic risk for the institutions that allocate the world's long-term capital.
Pass-through voting empowers pension funds and asset owners to direct proxy voting on their holdings, bypassing traditional gatekeepers and strengthening alignment between voting intent and voting execution.
As global sustainability disclosure regimes diverge, institutional investors face a critical choice: align portfolios with ISSB's principle-based framework or ESRS's prescriptive EU standard. We compare materiality definitions, scope, and enforcement mechanisms.
Institutional investors' proxy voting records are increasingly accessible through SEC filings, specialized databases, and direct disclosure. This guide covers the primary channels for locating and interpreting voting data.
Say on pay allows shareholders to vote on executive compensation packages. This non-binding mechanism has become a critical governance tool for institutional investors to express views on pay alignment with company performance.
Shareholder rights form the foundation of corporate governance, granting investors voting authority and information access. Institutional holders increasingly exercise these rights through proxy engagement and stewardship initiatives.
Shareholder resolutions are formal proposals that institutional investors—pension funds, asset managers, and endowments—submit to corporations for voting at annual shareholder meetings. They serve as a mechanism for long-term capital owners to address governance gaps, sustainability practices, and s
Beta activism leverages the concentrated market power of index-tracking portfolios to influence corporate behavior. Unlike traditional activism, it relies on scale and coordination rather than concentrated stakes.
Proxy season represents the critical window when long-term asset owners exercise voting rights on corporate governance. Understanding shareholder voting mechanics and escalating engagement expectations is essential for institutional investors.
The Department of Labor's prudence and loyalty rule forms the backbone of ERISA fiduciary law, mandating that pension fund trustees prioritize participant interests above all else. Understanding these standards is essential for institutional allocators managing retirement capital.
Greenwashing threatens fiduciary duty and portfolio returns. Institutional investors must distinguish genuine environmental commitment from rhetorical posturing through rigorous disclosure analysis and third-party verification.
Sustainable finance regulation mandates ESG disclosure, climate risk transparency, and integration into fiduciary decision-making. Institutional investors must navigate overlapping frameworks from the SEC, EU, TCFD, and national regulators.
Just transition investing channels institutional capital toward workforce retraining, economic diversification, and infrastructure development in communities dependent on coal, oil, and gas. Understanding its mechanics is essential for long-term allocators navigating climate transition risk.
Research, charts, video and podcast analysis for the institutions investing at the scale of the world.
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