ADDING VALUES TO STRONG PERFORMANCE

Curious about Friends Fiduciary’s work with companies?

September 20th, 2018

As witness to our Quaker values, we are active owners of the stocks we hold. We always vote our proxies, seeking improved corporate disclosures and just, sustainable business practices.

But at Friends Fiduciary, active ownership goes beyond just voting proxies at a company’s annual meeting—it means raising issues that we see as important to the company’s long term sustainability and profitability. We do this by engaging companies in dialogue and filing shareholder resolutions when needed. We’ve engaged 40 companies this year in 20 different issue areas across environmental, social, and governance categories.

Curious about who we engage, how we do it, and why? Download our 2018 Shareholder Engagement Primer here for an introduction to shareholder engagement and a brief look at our work this past year.

You can also read more about our engagements this year in more detail on page 3 of our most recent newsletter.