Portfolios on the Ballot 2024

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The Shareholder Commons' new resource for stewardship Portfolios on the Ballot launched March 20, 2024. 

Portfolios on the Ballot is a proxy voting guide for investors looking to protect the value of diversified portfolios in 2024. Join us for a three-part webinar series to learn more.

Collaboration details

During the 2024 proxy season, The Shareholder Commons' new proxy voting guide, Portfolios on the Ballot (POTB), flags shareholder initiatives that feature a strong systemic argument. This broad, market-wide perspective distinguishes system stewardship from strategies that focus solely on the enterprise value of the stewarded company.

>> Register here or in the calendar tab for a 3-part series to launch POTB where you will learn more about systems-first proxy voting. <<

For diversified investors, the intrinsic value of the economy is by far the greatest determinant of overall financial returns. These investors need proxy voting information that will help them optimize the returns of their entire portfolios, not just the returns of the individual companies where the votes take place

Despite the diversified nature of most investors, the proxy voting advice offered by most market participants assumes that voting recommendations should be designed to optimize the returns at the individual company at which shares are being voted, without separately accounting for systemic or portfolio impact. However, voting choices designed only to maximize returns at individual companies may not adequately address systemic risks that companies create, so advice focused on optimizing individual company returns does not optimize the return of the diversified portfolios of most institutional asset owners. 

POTB 2024 includes dozens of shareholder actions across the spectrum of topics and issue areas from living wage and public health to disinformation and corporate governance. 

Investors are encouraged to use POTB in their voting decisions on the 2024 proxies, attend our webinars, and reach out with questions.

Objectives

POTB allows diversified investors to identify initiatives where systemic issues should be accounted for in voting decisions made by or on behalf of diversified investors. This will:

  1. Help proponents of those initiatives garner more support 
  2. Make it easier for shareholders to engage in systemic stewardship through the exercise of their voting rights. 
Created on
ESG theme
  • Environment
  • Social
  • Governance
Sustainable Development Goal
  • 1 - No poverty
  • 2 - Zero hunger
  • 5 - Gender equality
  • 7 - Affordable & clean energy
  • 8 - Decent work & economic growth
  • 10 - Reduced inequalities
  • 13 - Climate action
Geography
  • Global
Asset class
Listed Equities