2 Undervalued Automation Companies for Sustainable Investors Sika and Zebra Technologies leverage automation and sustainable practices, Stewart Investors says. Liz Angeles May 5, 2025
What to Expect at Berkshire Hathaway’s Annual Meeting Beyond Buffett’s pearls of wisdom, shareholders will vote on a clean energy financing metric, diversity practices, and AI. Leslie P. Norton Apr 29, 2025
Banks Face New Pressure to Report on Clean Energy Financing Shareholders ask for better climate transparency from banks during proxy-voting season. Hannah Hummel Apr 14, 2025
What Do DEI Rollbacks Mean for Investors? Diversity rollbacks may boost risk for IT and knowledge industries, Morningstar Sustainalytics says. Kasey Vosburg and Hortense Bioy, CFA Mar 24, 2025
What is ESG Materiality, and Why Does It Matter to Investors? These risks—and the opportunities they bring—are increasingly outlined in company disclosures. Melissa Chase Mar 24, 2025
Proxy Season: How to Act Like an Owner The basics of proxy voting and Morningstar’s analysis of the themes and companies that will dominate this year. Leslie P. Norton Mar 19, 2025
As Proxy Voting Season Opens, a Lackluster Reception for Some Anti-Diversity Proposals Diversity becomes a battleground as shareholders vote their proxies. Leslie P. Norton Mar 7, 2025
What to Expect From Proxy-Voting Initiatives in 2025 Two Morningstar Sustainalytics proxy-voting experts discuss DEI, the appeal of corporate governance proposals, and the outlook for climate. Leslie P. Norton Mar 6, 2025
What to Expect at Apple’s Annual Meeting Artificial intelligence, child safety, DEI, and charitable giving are on Apple’s proxy-voting ballot. Leslie P. Norton Feb 20, 2025
Changes in SEC Guidance on Investor Engagement Present a New Challenge to Shareholders Sustainable investors consider their next steps as new barriers to engagement with companies on ESG issues emerge. Lindsey Stewart, CFA Feb 20, 2025
5 Charts on How Investors Are Addressing Race at Shareholder Meetings Shareholder resolutions have changed lately, and so has support. Lindsey Stewart, CFA Feb 5, 2025
Proxy Voting: Asset Managers Lose Appetite for ESG Resolutions Political pushback and questions over quality weigh on shareholder decisions for a third year. Lindsey Stewart, CFA Jan 30, 2025
What Did Starboard Value Gain by Picking a Fight Over Voting Rights With News Corp? The inherent disadvantage of challenging super voting rights didn’t deter this investor. Playing the long game on shareholder discontent. Jackie Cook Dec 5, 2024
5 Undervalued Food-Related Stocks With Low ESG Risk These stocks have low Sustainalytics ESG Risk Rating scores and are trading below their fair value. Frances Aufderheide Oct 22, 2024
The Biggest ESG Risk You May Not Know About Only 34 funds target biodiversity. The single US fund closed down. Hortense Bioy, CFA and Noemi Pucci Oct 22, 2024
Investors Fight for Their Rights at Nike Investors lodge protest votes on shareholder rights, fair pay, and environmental targets at Nike’s shareholder meeting. Lindsey Stewart, CFA Sep 25, 2024
Pay Practices at Big Oil and Gas Companies Fail to Drive Decarbonization Climate-related targets are usually weak and rarely tied to CEO compensation, Morningstar Sustainalytics study finds. Jackie Cook and Andrew Spurr Sep 19, 2024
Proxy Voting on Sustainability: The Big Three Hold the Key BlackRock and Vanguard cut support for shareholder resolutions again. This time, State Street joined them. Lindsey Stewart, CFA Sep 19, 2024
The 2024 Proxy Season: Which ESG Proposals Made the Podium? A shrinking, but important, group of strongly supported Gold, Silver, and Bronze proposals deserves a closer look. Lindsey Stewart, CFA Sep 11, 2024
The 2024 Proxy Season in 3 Charts Anti-ESG resolutions climb in proxy voting—but support for them falls. Lindsey Stewart, CFA Sep 11, 2024