Bayer-Monsanto: The Values Implications of Mergers

June 5, 2018

As we have worked with clients on their ESG portfolios over the years, we’ve discovered that there are a few specific companies that many of our clients want excluded by name from their portfolios... Read More


The Changing Landscape of Proxy Voting

March 23, 2018

Social and environmental activists have a long history of proposing shareholder resolutions at company meetings. Increasingly, investors are identifying issues about which they want to take an “... Read More


Impacts of Guns on Corporate Policy and Portfolio Risk

March 9, 2018

The last few weeks have been busy for policy changes by retail stores in the U.S. Walmart (WMT), Dick’s Sporting Goods (DKS), and Kroger (KR) all changed policies regarding their sale of firearms... Read More


Relying on Corporate Transparency: Q&A with Aperio's Mark Bateman

December 15, 2017

When investors want to align their investments with their values, they need to develop a clear picture of a company's record, which can sometimes be difficult because the data simply aren't... Read More


What Gets Measured Gets Managed: a Case for ESG Disclosure Resolutions

May 17, 2017

In a recent issue of Proxy Preview, Aperio Director of ESG/SRI Research Mark Bateman provides an update on how many companies voluntarily disclose environmental, social, and governance... Read More

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