Shareholder Commons on what they are working on for this year’s proxy season? See below (emphasis added). We’ve filed shareholder proposals at Hormel Foods (annual meeting date January 31), Tyson Foods (February 9), and McDonald’s (TBD) asking those companies to comply with World Health Organization (“WHO”) Guidelines on Use of Medically Important Antimicrobials in Food-Producing…
Tag: post-modern portfolio theory
SEC Comment Letter on ESG: Shareholder Commons
We were proud to be among the signers of this comment letter from Shareholder Commons, making essential points about a more wholistic approach to portfolio theory and the role of regulation. The letter is attached in full below. An excerpt [footnotes omitted]: Individual companies financially benefit by externalizing costs and depleting such common goods when…
Hawley and Lukomnik on Portfolio Theory
There is no one we respect more than Jon Lukomnik, especially when it comes to portfolio theory. Every fiduciary fund manager should read his new article with James P. Hawley. An excerpt: Two recent statements, one by the world’s largest pension fund and the other by the largest asset manager, are harbingers of future corporate…
IRRCi Research Paper Competition 2018
The Investor Responsibility Research Center Institute (IRRCi) has opened its seventh annual competition for research that examines the interaction between the real economy and investment theory. Practitioners and academics are invited to submit research papers by Friday, October 19, 2018, for consideration by a blue-ribbon panel of judges with deep finance and investment experience. Two…
ValueEdge Advisors 