Quilter Cheviot’s Post

Your vote on investment issues isn't just a tick on a ballot; it's an important decision with real impact. SouthCol Advisors believes shareholder engagement – including proxy voting – should be driven by investors’ values. Is your investment committee exercising its right – and fiduciary duty – to vote in alignment with its mission? Want to learn more? Contact James W. Lumberg #EmpoweringPortfolios #MissionInvesting #ImpactInvesting #PowerYourMission #ProxyVoting #VoteVoice

With the upcoming election, investors are eager to know what it means for their portfolios. To answer this, we sat down with our Chief Investment Officer, David Cleary, CFA; our Director of Portfolio Management, Karol Krucinski, CFA; and the President of Strategic Political Management, Charlie Kolean to create a comprehensive guide for investors. Stay informed and check out insights from our team. #Investing #Election2024 #PortfolioManagement

Our Responsible Investment Quarterly report for Q3 is now available. To see our latest engagement activity, voting highlights and important updates from our responsible investment team, download our report today: https://lnkd.in/ecC-sQTZ #QuilterCheviot #ResponsibleInvestment Capital at risk.

Investment firms have a huge responsibility to drive change through engagement with the companies in which we invest on behalf of our clients. Check out our latest Quarterly report highlighting the way we are using our voice to ensure that we remain a socially responsible investor. #responsibleinvesting

Gain valuable insights into how the upcoming election could impact your investment portfolio. Our amazing team has compiled a comprehensive guide for investors. Stay informed and check out our expert insights!

The 2024 proxy season was another record year for shareholder proposals, driven by strong increases in governance proposals, offset by relatively flat environmental and social proposal numbers. 💡 Learn about notable developments in the most recent proxy season – including sector-specific trends and novel shareholder proponent tactics – from Cooley here: https://bit.ly/4coXsDD #publiccompanies #proxyseason

Kickstart your mornings with the financial insights and expertise of Craig Baun, Michael Pate, Darren Cooper, and Paul Duff from the Baun & Pate Investment Group on Money Matters, exclusively on Global News. #moneymatters #BaunAndPate #financialwisdom

Free webinar, Equity in Policy: From Foundation to Action - November 4th from 12:30pm - 1:30pm, specifically for Inland Empire education practitioners. Learn how to make policy changes for student success and equity.

From the ground up, Back Bay Advisors is built to be different. We invite you to learn more about our investing strategy by contacting us at either ryan@backbayadvisorsllc.com or roy@backbayadvisorsllc.com.

Check out Schroders' 2024 voting season blog 👇 We share examples of how we plan to vote on shareholder resolutions this year and “analyse each resolution in the context of the company and our engagements with it” as emphasised by Kimberly Lewis, Head of Active Ownership. #ActiveOwnership