August 19th, 2015 - 2015 Proxy Season Analysis Released
Investors voted on more shareholder proposals than ever before in the 2015 proxy season, but support in key areas slipped compared with 2014. A new analysis from the Sustainable Investments institute (Si2) examining action from January to July predicts the total number of proposals filed on social and environmental issues will reach a new high of 468 for the year.
March 10th, 2015 - Proxy Preview 2015 Released
OAKLAND, CA and WASHINGTON, DC– March 5, 2015 – Proxy Preview 2015, released today, covers the record-breaking 433 social and environmental shareholder resolutions filed so far this proxy season, with political spending and climate change driving most of the activity.
Proxy Preview documents investors’ strong demand for more disclosure of corporate political spending before and after elections; these resolutions account for over a quarter of the total. Proposals on climate change, energy, and their related risks—as well as interconnected questions about corporate sustainability strategies and transparency—have also grown, and account for nearly 40% of the 433 resolutions filed to date. Human rights and diversity on boards and in the workplace make up most of the rest.
Webinar and related materials at www.proxypreview.org.
October 9th, 2014 - Nanotechnology and the SP 500: Small Sizes, Big Questions, Released
Nanotechnology has the potential to revolutionize industries like healthcare, information technology and energy systems. But its promise is tethered to unique environmental, health and safety (EH&S) issues that are not yet fully understood.
The new Si2 study provides investors and stakeholders with a comprehensive guide to this nascent, rapidly growing industry, pointing to important potential benefits and rewards for investors. Yet rapid growth and minimal regulation is making some investors question companies, which so far have disclosed little.
Investor Responsibility Research Center Institute (IRRCi) commissioned the study and will host a webinar on Thursday, October 23, 2014, at 2 PM ET to review the report findings.
April 22nd, 2014 - New Study: Corporate Boards Exceeding Oversight Requirements on Environmental and Social Issues
Paper, Forestry, Utility and Healthcare Industries at Lead, While Retail Lags
Corporate boards are exceeding legal oversight requirements on environmental and social issues, with more than half of S&P 500 companies providing board level oversight of environmental and/or social issues above and beyond that required by law. Board Oversight of Sustainability Issues finds that many industries subject to scrutiny--paper, forestry, healthcare, utility companies--are among the most likely to have board oversight of sustainability issues. But, the retail sector lags despite criticism for recycling and labor and human rights practices.
March 5th, 2014 - Proxy Preview 2014 Shows Record Number of Social & Environmental Shareholder Resolutions Filed in 2014
Tenth Anniversary Preview Examines Proposals on Corporate Political Activity, Climate Change, and Energy
The Proxy Preview 2014 report, released today, covers the record-breaking 417 social and environmental shareholder resolutions filed this proxy season, with political spending and climate change driving the majority of the activity.
August 20th, 2013 - 2013 Season Poised to Break Records in Filings, Support Levels for Environmental and Social Policy Shareholder Resolutions
New Report Finds Growing Investor Support for Board and Workplace Diversity, Sustainability Reporting and Political Spending Disclosure
April 29th, 2013 - FIRST COMPREHENSIVE STUDY ON STATE OF INTEGRATED REPORTING IN UNITED STATES: Sustainability Reporting Is Widespread, But Connection to Bottom Line Sometimes Missing
Every company in the S&P 500 except one reports some form of sustainability disclosure, but fewer quantify those disclosures in terms of bottom line impacts, according to a new report from the IRRC Institute (IRRCI) and the Sustainable Investments Institute (SI2). That report is the first to comprehensively benchmark the status of integrated reporting in the U.S.
A webinar to review the findings and respond to questions regarding this new report, Integrated Financial and Sustainability Reporting in the United States, is scheduled for Friday, May 3, 2013, at 2 PM ET. Register at https://www1.gotomeeting.com/register/989588280.
March 7th, 2013 - Corporate Political Spending, Climate Risks Are Major Focus of 2013 Shareholder Resolutions, Says New Report
Proxy Preview 2013: The insider’s guide to this year’s social and environmental shareholder proposals
is now available!
Extreme storms and the most expensive election in U.S. history have made their way from the public debate onto shareholder ballots. Corporate spending on politics before and after elections remains the top issue on investors’ minds for the second year running. Investors also are highlighting climate change risks with many energy companies, as well as banks and public utilities.
September 26th, 2012 - Si2 Announces Addition to Sales Team
The Sustainable Investments Institute (Si2) today announced the addition of governance industry veteran Drew Buckley to its sales team.
July 24th, 2012 - Report Points to Uncertain and Significant Liabilities for Companies and Shareholders Related to Oil Spills in the Niger Delta
Liabilities Could Exceed $50 Billion; Shell and other Operators at Risk
Oil and gas operators in the Niger Delta and their shareholders have significant liabilities that due to poor disclosure and inadequate regulatory oversight to date have gone underreported finds a new report released today by the Sustainable Investments Institute (Si2), an independent, impartial proxy and sustainability risk research provider to investors. The special report, Investor Risks Looming in the Niger Delta, says that Shell, the largest multinational oil and gas operator in the region, and other significant players, including ExxonMobil, Total, Chevron and Eni, are exposed to unclear and substantial costs related to ongoing cleanup and remediation activities, as well as compensation and legal expenses connected to a legacy of spills spanning 50 years.
March 8th, 2012 - HYDRAULIC FRACTURING: MANAGEMENT CHALLENGES – NOT TECHNOLOGY – BIGGEST HURDLES FOR COMPANIES
w Investor Guide Assesses Risks & Rewards of Shale Gas Development
The natural gas industry is technologically capable of tapping vast shale gas resources in the United States, but it is unclear if all companies can successfully manage the complex array of environmental and social risks that could impede profitable extraction. Companies also vary in the quality, quantity and timeliness of their disclosure regarding shale gas activities, and generally need to replace anecdotal descriptions of some innovations with consistent and comprehensive data across their operations. These findings are contained in a new report, Discovering Shale Gas: An Investor Guide to Hydraulic Fracturing, commissioned and funded by the Investor Responsibility Research Center (IRRC) Institute and conducted by the Sustainable Investments Institute (Si2).
March 2nd, 2012 - MEDIA ADVISORY New Report and Webinar - Discovering Shale Gas: An Investor Guide to Hydraulic Fracturing
The Investor Responsibility Research Center (IRRC) Institute and the Sustainable Investment Institute (Si2) will host a webinar on Thursday, March 8, 2012, from 11:00 AM - 12:00 PM EST to review the findings for a new report: Discovering Shale Gas: An Investor Guide to Hydraulic Fracturing.
February 28th, 2012 - Corporate Political Spending Is Major Focus of 2012 Shareholder Resolutions, Says New Repor
A new report, Proxy Preview 2012, released today, shows investors face a rich mix of social and environmental shareholder resolutions in the upcoming corporate annual meeting season. Voting this year will follow a
record‐breaking 2011 season--including five majority votes--that showcased widespread investor concern for corporate policies on the environment and support for more public accountability on key issues such as money in politics.
November 10th, 2011 - NEW STUDY FINDS OVERSIGHT AND DISCLOSURE OF CORPORATE POLITICAL SPENDING INCREASING, BUT SUCH MEASURES DO NOT NECESSARILY LIMIT SPENDING
Analysis Counts More Companies with “No Spending” Policies, but Reveals Inconsistencies Between What Companies Say and What They Do
October 11th, 2011 - GMI and Si2 Partner to Offer Corporations and Investors a Powerful ESG Proxy Research Resource
GMI and Si2 to produce a series of ESG briefings to help boards and their advisors prepare for the 2012
proxy season; Si2’s Shareholder Proposal Analysis teamed with GMI Analyst platform to provide top level advice for investors engaged on SRI
September 27th, 2011 - IW Financial & Si2 Deliver Comprehensive UN PRI Solutions
Firms’ PRI Roadmap product suite enables PRI signatories to take a
manageable step-by-step approach to implement the Principles.
March 21st, 2011 - Si2 Names Peter DeSimone Deputy Director
DeSimone adds 16 years of proxy analysis experience to Si2’s full-time roster.
February 25th, 2011 - Confluence Philanthropy Announces The Shareholder Engagement and Proxy Voting Program
Taps Si2 for Research Expertise
February 23rd, 2011 - Shareholder Advocates Poised for Continued Success in 2011 as More Foundations Vote Proxies, New Report Predicts
Nearly 400 Environmental and Social Resolutions Filed in 2011 Including: Coal, Fracking, Political Spending, Foreclosures, Health Care and Toxic Chemicals
October 14th, 2010 - Study Finds 86 Percent of S&P 500 Companies Have Not Disclosed Indirect Political Expenditure Policies, Only 20 Percent Disclose Spending
First Comprehensive Political Spending Governance Analysis Finds Few Boards
Engaged in Oversight Despite Potential Corporate Risks