Additional Methodology Documents

January 2025 - This document provides a deep dive on the Wealth-Focused policy, including past recommendations from the policy

This policy is focused on maximizing shareholder value. It does not prioritize environmental or social goals.

Our most popular policy takes a balanced approach to shareholder and management proposals.

Accounts for multiple environmental, social, and governance issues and supports related shareholder proposals. 

This policy is tailored for union pension funds. It is specifically focused on the labor-managment relationship.

Crafted to meet the needs of the Catholic investor. This policy has both a financial and social focus.

This policy is focused on maximizing shareholder value. It does not prioritize environmental or social goals.

Our most popular policy takes a balanced approach to shareholder and management proposals.

Accounts for multiple environmental, social, and governance issues and supports related shareholder proposals. 

This policy is tailored for union pension funds. It is specifically focused on the labor-managment relationship.

Crafted to meet the needs of the Catholic investor. This policy has both a financial and social focus.

This policy is focused on maximizing shareholder value. It does not prioritize environmental or social goals.

Our most popular policy takes a balanced approach to shareholder and management proposals.

Accounts for multiple environmental, social, and governance issues and supports related shareholder proposals. 

This policy is tailored for union pension funds. It is specifically focused on the labor-managment relationship.

Crafted to meet the needs of the Catholic investor. This policy has both a financial and social focus.

This policy is focused on maximizing shareholder value. It does not prioritize environmental or social goals.

Our most popular policy takes a balanced approach to shareholder and management proposals.

Accounts for multiple environmental, social, and governance issues and supports related shareholder proposals. 

This policy is tailored for union pension funds. It is specifically focused on the labor-managment relationship.

Crafted to meet the needs of the Catholic investor. This guideline has both a financial and social focus.

This policy is focused on maximizing shareholder value. It does not prioritize environmental or social goals.

Our most popular policy takes a balanced approach to shareholder and management proposals.

Accounts for multiple environmental, social, and governance issues and supports related shareholder proposals. 

This policy is tailored for union pension funds. It is specifically focused on the labor-managment relationship.

Crafted to meet the needs of the Catholic investor. This guideline has both a financial and social focus.

The compensation rating directly impacts most pay-related proposals including say-on-pay, stock options, and bonus plans.

Assesses cyber health based on self-reported factors, inlcuding DNS health, patch cadence, endpoint security, and IP reputation.