Accept

We use cookies in order to save your preferences so we can provide a feature-rich, personalized website experience. We also use functionality from third-party vendors who may add additional cookies of their own (e.g. Analytics, Maps, Chat, etc). Read more about cookies in our Privacy Policy and Terms of Service. If you do not accept our use of Cookies, please do not use the website.

Event Details

Subscribe to Calendar

Use the following links to subscribe to this calendar in other applications that support the iCal format.

All Category Events

Updates to this Event

Webinar: Aligning Portfolio with Mission: Pooled Funds and Proxy Voting

November 18th, 9am- 10am Pacific / 12pm - 1pm Eastern

Aligning Portfolio with Mission: Pooled Funds and Proxy Voting

For investors working to align their assets with social and environmental principles, pooled funds present a unique challenge. Pooled fund managers vote proxies on behalf of numerous aggregate investors, meaning individual asset owners have no direct way to voice concerns as shareholders. In a survey of foundations conducted by Confluence Philanthropy's Proxy Stewardship Initiative, one fourth of respondents either did not know if they were invested in pooled funds, or had difficulty obtaining information about them. Unfortunatley, philanthropic resources are often unknowingly invested in exploitative or destructive industries. Even when asset owners attempt to exert their power as shareholders, they may find themselves constrained by pooled funds and the fee structures that come along with them.

Confluence Philanthropy's new report, Aligning Portfolio with Mission: Pooled Funds and Proxy Voting, breaks down the structure of pooled funds and their fees, and discusses how investors can navigate these institutional barriers. Join us for a webinar discussion with experts in the field about how investors in pooled funds can take more active ownership of their assets.

SPEAKERS TO INCLUDE:

  • Geeta Aiyer, President and Founder, Boston Common Asset Management
  • Neva Goodwin, Co-Director, Global Development and Environment Institute, Tufts University
  • Joyce Haboucha, CFA, Rock and Co.
  • Matthew Weatherly-White, Managing Director, The CAPROCK Group

WHO IS ELIGIBLE TO PARTICIPATE?

Participation in this event is open to grantmakers and donors, and Confluence Philanthropy Advisor Bay Members ony, and is not open to grantseeking organizations, investment firms seeking to fundraise or students.

FOR QUESTIONS, PLEASE CONTACT

Sarah DeNicola, Membership Program Manager, Confluence Philanthropy: sarah@confluencephilanthropy.org

date & time

11/18/15 9:00am — 10:00am

location

Webinar

add to my calendar >

date & time

11/18/15 9:00am — 10:00am

location

Webinar

November 18th, 9am- 10am Pacific / 12pm - 1pm Eastern

Aligning Portfolio with Mission: Pooled Funds and Proxy Voting

For investors working to align their assets with social and environmental principles, pooled funds present a unique challenge. Pooled fund managers vote proxies on behalf of numerous aggregate investors, meaning individual asset owners have no direct way to voice concerns as shareholders. In a survey of foundations conducted by Confluence Philanthropy's Proxy Stewardship Initiative, one fourth of respondents either did not know if they were invested in pooled funds, or had difficulty obtaining information about them. Unfortunatley, philanthropic resources are often unknowingly invested in exploitative or destructive industries. Even when asset owners attempt to exert their power as shareholders, they may find themselves constrained by pooled funds and the fee structures that come along with them.

Confluence Philanthropy's new report, Aligning Portfolio with Mission: Pooled Funds and Proxy Voting, breaks down the structure of pooled funds and their fees, and discusses how investors can navigate these institutional barriers. Join us for a webinar discussion with experts in the field about how investors in pooled funds can take more active ownership of their assets.

SPEAKERS TO INCLUDE:

  • Geeta Aiyer, President and Founder, Boston Common Asset Management
  • Neva Goodwin, Co-Director, Global Development and Environment Institute, Tufts University
  • Joyce Haboucha, CFA, Rock and Co.
  • Matthew Weatherly-White, Managing Director, The CAPROCK Group

WHO IS ELIGIBLE TO PARTICIPATE?

Participation in this event is open to grantmakers and donors, and Confluence Philanthropy Advisor Bay Members ony, and is not open to grantseeking organizations, investment firms seeking to fundraise or students.

FOR QUESTIONS, PLEASE CONTACT

Sarah DeNicola, Membership Program Manager, Confluence Philanthropy: sarah@confluencephilanthropy.org

add to my calendar >