Investment Advisers: Allison Lee Statement Re SEC Guidance Investment advisers, proxy services. – It is not often that I simply reprint a post from another source, in this case the SEC. However, I have filed this one under history of corporate governance. Island Heritage Etched Champagne Flute Set Bird Of ParadiseI may want to reference it as I an example of where the SEC formally misstepped. […]


McRitchie 2019 proxy season results are not something I normally report. It feels too much like bragging. I do my work to drive better,Luigi Bormioli 09649 06 Vinoteque 5.75 oz Snifter Liqueur Glass, Clear more accountable corporate governance. Julia Knight Inc Classic Serving BowlHowever, the SEC’s Division of Corporate Finance is “considering recommending that the Commission propose rule amendments regarding the thresholds for shareholder proposals under Rule 14a-8.” It is […]

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More beta is what investors should focus on order to increase long-term returns, argue Jim Hawley and Jon Lukomnik in their paper,Le Course round plate LC plate 19cm Green 910140-19-71 JAPAN Import The Long and Short of It: Are We Asking the Right Questions? – Modern Portfolio Theory and Time Horizons (download). That has also been the objective of Corporate Governance ( since 1995. I […]

Dual-Class Enablers – CII brings them from shadows to sunlight. Get out your disinfectant (your proxies) and vote against these directors both at dual-class companies (where your vote has little impact) AND at other companies where dual-class enablers also occupy board seats, Lenox Entertain 365 Sculpture Green bluee 4pc Place Setting Multicolor-NEW IN BOxfor now. Print out the list today and use it when voting your […]

Golden Peacock Award applications due August 31, 2019. Today, Boards are expected to focus on improving their effectiveness—not just their compliance, Luigi Bormioli 90 x 4 box Lot Michelangelo Masterpiece 8.75-Oz Martini Glassbut also Environment, Social, and Governance (ESG) performance for long term sustainability and making their companies investor friendly.L'Objet Han Platinum Espresso Cup + Saucer Boards also require frameworks for optimizing board engagement and performance, enhancing the contribution of individual board […]

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ISG (Investor Stewardship Group), an investor-led initiative comprised of more than 60 of the largest U.S.-based institutional investors and global asset managers representing in excess of US$31 trillion AUM, LSA Dôme De Paddle & Paddle Chêne - L 35.5 cmjoins with the John L. Weinberg Center for Corporate Governance to hold what promises to be an informative and exciting conference. Register now. (more…)

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Josh Levin of OpenInvest was kind enough to chat with me at Morningstar’s Investment Conference earlier this year. Unfortunately,Home Essentials 21838 Bake it Forward Cake Plate Stand White I was busy and distracted but curious about Josh Levin and his investment platform. Could OpenInvest and similar firms disrupt the mutual fund industry? Andreessen Horowitz, YCombinator,Le Creuset 4-1 2 QT Bon Appetit Cast Iron Dutch Oven gold Knob (Red) NWT  QED, and others back OpenInvest financially. I knew OpenInvest allows customers […]

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PetMed Express 2019 annual meeting is July 26th. To enhance long-term value. Vote AGAINST Campbell, Formica, Fulgoni, Korn and Schweitzer, Pay, & Auditor. Vote FOR Amend Bylaws and Eliminate Supermajority Provisions. (more…)

CalSTRS Corporate Governance Division Seeks Investment Officer II The CalSTRS Investments Branch seeks a motivated individual to work as an Investment Officer II in the Corporate Governance Division. Lodge 17 Cast Iron Seasoned Skillet, with loop handles Qualified readers should apply to this opportunity of a lifetime. Many decades ago, I helped persuade CalPERS to form a corporate governance unit. They chose one of […]

Tepper begins his book (with Hearn) by recounting United Airlines forcibly removing paying passenger Dr. David Dao, a Vietnamese-Home Kitchen Filtration System 10-Cup Meter Capacity Water Filter Pitcher blueesAmerican pulmonologist, from an overbooked plane. The video of him going unconscious and bloody went viral. United’s CEO initially blamed the passenger for resisting but later settled. Jonathan Tepper and Denise Hearn fail to mention Dr. Dao suffered a broken nose, loss […]

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Charles Schwab chronicles the history of his namesake firm in Invested: Changing Forever the Way Americans Invest. I knew he led a technological revolution and was among the first to slash prices. From A Nation of Small Shareholders,LSA International Host Bowl, gold, 9.5 cm . I also knew Schwab was on a long-term mission to have every American share in our growing […]

Alphabet losers at the 2019 meeting were not only the unaffiliated shareholders but also are likely to be the insiders. As the last meeting before the Department of Justice begins potential anti-trust actions, our co-overlords Page and Brin, Hutschenreuther Medley Alfabia Tierra Saft- Milch- Krug Kanne (D)who control 51.3% of the vote, should have embraced at least some of the changes requested by […]

SSgA critical of GHG short-term perspective offered up by oil and gas, mining and utility disclosures on addressing greenhouse gas emissions. Iwachu Pot Flat Type Omnipotent Pot Small Size New JapanIf we are to maintain a salubrious environment, much of the coal and oil will turn out to be stranded assets. Given that reality, I reallocated most positions I had in this sector to […]

2019 CalPERS CalSTRS Diversity Forum lived up to its billing as a unique opportunity to engage with industry leaders and experts on diversity and inclusion topics such as: The “Why” and “How” of driving diversity and inclusion Building and sustaining a positive corporate culture Human Capital Management metrics and their value to investors In the following […]

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Alphabet 2019 annual meeting is June 19th. To enhance long-term value WITHHOLD vote from all directors. Home Trends Cerrado 16 Piece Complete SetVote AGAINST all Board proposals and FOR all shareholder proposals, especially #4 to recapitalize shares. (more…)Kirschen - 47cm Melamin Tablett

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Genomic Health 2019 annual meeting is June 13th. To enhance long-term value. Vote WITTHOLD all directors except Popovits & Parker;Home Wet Bar Montford Personalized 16 oz. Pilsner Glass F Set of 4 AGAINST Stock Plan, Pay, Auditor. Vote FOR Simple Majority Vote. (more…)

LGBTQ CorVel (CRVL) workplace equality advocates celebrate a significant victory in the midst of a historic Pride month representing the 50th anniversary of the Stonewall riots. La Cintura di Orione, Pentola Alta 24cm, Acciaio, AlessiShareholders will have a voice on CorVel’s EEO policy. (more…)

Tesla 2019 annual meeting is June 11. Enhance long-term value. Vote AGAINST Ehrenpreis, Omnibus Stock Plan, Auditor.Home Wet Bar Personalized American 16 oz. Pint Glass A Set of 4 Vote FOR all other items.  (more…)

Prison labor disclosure was supported by shareholders at TJX, voting 38% of shares in favor of an initiative from NorthStar Asset Management at their June 4,Homer Laughlin 12092100 RE-21 Ivory 9-5 8 Plate - 24 CS according to a preliminary vote report. See NorthStar’s rebuttal to Board’s opposition statement. (more…)

Netflix 2019 annual meeting June 6. Netflix has adopted the paternalistic culture of Mad Men, ignoring shareholders. To enhance long-term value,Homer Laughlin 6446000 Pristine 11 Oz Grapefruit Dish - 36 CS WITHHOLD vote from ALL directors. Vote AGAINST Pay & Auditor.Le Creuset Cast Iron 36cm Wok with Glass Lid Vote FOR Disclose Political Contributions & Adopt Simple Majority Vote.  (more…)

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The Age of Living Machines: How Biology Will Build the Next Technology Revolution by Susan Hockfield provides a quick read of what is on the horizon.HONEYCOMB SET OF 10 HIBALL 17 OZ BY HOME ESSENTIALS The former president of MIT believes the convergence of biology and engineering  will be as transformative as the previous convergence of physics and engineering.LENOX SNOW FLOWER Pattern Dinner Plate. Set of 8 (more…)


Severyn Bruyn: Obituary Severyn Bruyn – On May 26, 2019, retired professor of Sociology at Boston College, Severyn Bruyn, passed away peacefully at age 91 with family at home in Newton. He leaves his beloved wife Louise Bruyn,Hgold Noda rectangle deep M White Series WRF-M F S son George Bruyn and his wife June Epperson, daughter Rebecca Bruyn and her wife Cindy Rosenbaum, daughter […]

Cognizant 2019 annual meeting is June 4th. To enhance long-term value. Hot Cup Sleeves, Fits 10oz, 12oz, 16oz, 20oz Cups, 1000 CartonVote AGAINST Fox and Klein, pay & auditor. Vote FOR Political Disclosure and Independent Board Chair. (more…)

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Alarm 2019 annual meeting is June 5th. To enhance long-term value. Lodge Cast Iron Skillet, 15 in,Vote AGAINST Auditor. Vote FOR all other items, including shareholder proposal to eliminate supermajority requirements. (more…)

Training for Sustainable Investing was a topic at the most recent Morningstar Conference in Chicago. (#MICUS) I would like to learn more the education of investment advisors in #ESG, #SRI, #corpgov issues.HOT.Juego De Ollas Y Cacerolas De Cocina Set De 12 Piezas De Acero Inoxidable Interest in sustainable investing was high at the conference due to fund flows and client inquiries. However, I only saw a couple of […]