Published inSeekInvestVoluntary Carbon Market IntegrityVoluntary carbon markets are a mechanism for individuals to direct private finance to climate mitigation, community building and…Mar 21, 2022Mar 21, 2022
Published inSeekInvestPlastic Offsets : An Emerging ToolAs more companies and governments make commitments to address plastic pollution, several plastic offsets for claims and credit programs…Mar 3, 2022Mar 3, 2022
Published inSeekInvestVoluntary Carbon Credits and Scaling: A Legal PerspectiveCarbon markets turn emission reductions and removals into tradeable assets. Currently, there are two types of markets: mandatory carbon…Feb 25, 2022Feb 25, 2022
Published inSeekInvestESG: Investing ChallengesEnvironmental, social and governance (ESG) investing challenges emerged from the United Nation’s (UN) attempt to coalesce a multilateral…Feb 17, 2022Feb 17, 2022
Published inSeekInvestOffsetting Investment Carbon FootprintMany investors want to invest in alignment with their values, but may also have significant barriers to making portfolio changes, such as…Jan 19, 2022Jan 19, 2022
Published inSeekInvestProxy disclosures may shift fiduciary obligationsPrudence and Loyalty in Exercising Shareholder RightsJan 19, 2022Jan 19, 2022
Published inSeekInvestMetrics MatterRelying on ratings requires subordinating your viewsJan 19, 2022Jan 19, 2022
Published inSeekInvestIs Tax Loss Harvesting Really a Benefit of Direct Indexing?Direct indexing and the benefitsJan 19, 2022Jan 19, 2022
Offsetting your investment carbon footprintMany investors want to invest in alignment with their values, but may also have significant barriers to making portfolio changes, such as…Jan 17, 2022Jan 17, 2022
Published inSeekInvestESG is just a framework, not an investment philosophyInvestors, the trade and popular press, as well as regulators, have engaged in significant debate among a very long list, about the…Oct 11, 2021Oct 11, 2021
Published inSeekInvestWho Decides What is Material With ESG Disclosures?There Are No Materiality Constraints on SEC-Mandated DisclosuresOct 11, 2021Oct 11, 2021
Published inSeekInvestProxy Advisors Add A Moral HazardProxy advisors are not a new problemOct 11, 2021Oct 11, 2021
Published inSeekInvestRetail Shareholder Proxy Voting ApathyTransparency is creating retail shareholder proxy voting apathySep 7, 2021Sep 7, 2021
Published inSeekInvestRetail Shareholder Proxy Voting in Decline, but Still ImportantAccording to Broadridge’s Proxy Pulse for 2020 US retail investors owned circa 29% of shares outstanding and voted proxies on 28% of their…Aug 30, 2021Aug 30, 2021
Published inSeekInvestThe Responsibilities of Public Pension Funds in Proxy VotingPublic pension funds are conflicted in proxy votingAug 20, 2021Aug 20, 2021
Published inSeekInvestStandard ESG disclosures and reporting will make ESG ratings less relevantThere has been a strong move toward globally harmonizing standard ESG disclosures and reporting requirements. The goal is that such…Aug 9, 2021Aug 9, 2021
Published inSeekInvestDisclosures & Voting — converging trendsGlobal standard disclosures are coming and it is good for all investorsJul 27, 2021Jul 27, 2021
Published inSeekInvestCan the European Shareholder Rights’ Directive Give the US Some Guidance?In a blog post on Principal-Agent conflicts of interest, I supported a proposal put forward by Caleb Griffiths regarding empowering…Jul 19, 2021Jul 19, 2021