Walden Asset Management eValues, Summer 2014: TIPPING POINTS

In This Issue: Tipping Points Shareholder Rights under Attack Partnerships at Work: BICEP Research & Engagement in Action Walden’s 2014 Shareholder Resolutions Estate Planners Eye State Requirements Cutting Edge Companies: Cyberonics  Download PDF version TIPPING POINTS Mad Men watchers surely flinched the first time the show’s protagonist, ad executive Don …

Values: Investing to Reduce Returns – Of CO2

Investing to Reduce Returns – Of CO2  On May 9, 2013, the National Oceanic and Atmospheric Administration reported an ominous milestone from an observatory in Hawaii. Atmospheric levels of carbon dioxide (CO2) had reached 400 parts per million (ppm), nearly 22 ppm above average levels one decade ago and well …

Volcker Rule & Dodd-Frank: Too Much Too Little or Too Little Too Late?

Volcker Rule & Dodd-Frank: Too Much Too Little or Too Little Too Late? JP Morgan’s recent headline-grabbing $2+ billion loss on certain derivatives trades, alternately referred to as “hedges” by management and “bets” by politicians and others convinced of the need to curtail such activities, has again riveted policy makers …

Disclosure of Payments for Federal and State Lobbying, Trade Associations and ALEC

Shareholder Initiative: More than 40 investors filed shareholder resolutions at 40 corporations asking them to report on lobbying expenditures, including indirect funding of lobbying through trade associations. 22 of these proposals are expected to go to a vote at annual stockholder meetings in Spring 2012. What the proposal asks for: …

Decline in U.S. Mutual Funds’ Support of Climate-Related Shareholder Resolutions in 2010, New Report Finds

Support Split Among Leaders and Laggards, with TIAA-CREF, Wells Fargo Leading on Voting Support and Vanguard, State Street Failing to Support Any Climate-Related Resolutions April 8, 2011 BOSTON – U.S. mutual funds’ proxy voting patterns for climate-related shareholder resolutions are not keeping pace with the escalating risks associated with climate …