|
A History of Leadership |
|
1975 |
Initiated socially
responsive investment (SRI) services |
|
1982 |
Helped launch first U.S. mutual fund with anti-apartheid criteria |
|
1986 |
Filed first shareholder
resolution by a mutual fund, prompting a company to negotiate in good faith
with its union |
|
1987 |
Provided the expert
financial testimony in the landmark Board of Trustees v. Baltimore case that upheld the legality
and financial prudence of a South Africa divestment ordinance |
|
1989 |
Founding member of CERES, an environmental and investor coalition that advocates for greater accountability |
|
1991 |
Launched
diversified portfolio of innovative small capitalization companies |
|
1992 |
Initiated
a proxy policy of voting against boards of directors without people of color and
women, a practice later adopted by many other investment firms
|
|
1993 |
Joined legal action against U.S. Securities and Exchange Commission that stopped the SEC from barring shareholder proposals based on anti-discrimination and other employment issues |
|
1994
|
Testified
before U.S. President's Glass Ceiling Commission in favor of full corporate
disclosure of diversity information, the only investment manager to do
so |
|
1996
|
Established community economic development investment service |
|
2000 |
Filed shareholder resolution in U.K. asking a global energy company to commit to preserving the U.S. Arctic National Wildlife Refuge |
|
2002 |
Won majority of shareholder
votes for the first time, on a resolution calling for a leading technology firm to increase board independence
|
|
2004 |
Concluded multi-year campaign
that garnered majority shareholder support and convinced a large personal care manufacturer to adopt a policy of annual election of directors |
|
2006 |
Received the Eleanor Roosevelt Human Rights Award from the workers’ rights advocacy organization American Rights at Work in recognition of research and engagement supporting workers’ rights
|
|
2007 |
Testified at a hearing held by the U.S. House Committee on Financial Services representing Walden and the Social Investment Forum
|
|
2009 |
Initiated first company-wide environmental, social and governance report
|
|
2010 |
Multi-year leadership advocating for Say-on-Pay to increase accountability on executive compensation culminated in a new mandate
|
