Recommendations are based only upon the objective to protect and enhance the wealth of investors.

Recommendations are designed to prioritize shareholder returns and implement industry-standard governance practices.

Recommendations consider ESG factors as key business risks that impact long-term returns.

Recommendations are governed by the Socially Responsible Investment Guidelines for the United States Conference of Catholic Bishops (“USCCB”).

Recommendations are tailored for Taft-Hartley pension and benefits plans and informed by the AFL-CIO proxy voting guidelines.

While most find our off-the-shelf policies sufficient, we can create a custom policy to meet your unique needs.