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Mercy Investment Services, the asset management program for the endowment, operating, and other funds of the Sisters of Mercy and Mercy Ministries, works for systemic change in the areas of non-violence, racism, environment, concern for women, and immigration through socially responsible investing. <p> <p> Mercy Investment Services’ multifaceted approach includes corporate engagement, proxy voting, portfolio screening and community investments, maximizing our impact on our community, nation and world. Guided by the mission, Critical Concerns, and Direction Statement of the Sisters of Mercy, Mercy Investment Services offers its participants greater investment returns, thus sustaining the mission of the Sisters of Mercy and their ministries. <p> <p> Learn more about Mercy Investment Services at www.mercyinvestmentservices.org<http://www.mercyinvestmentservices.org/>.
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Aquinas Associates is a leading consultant on social research and change for Catholic institutional and high net worth investors. We do not manage money. We do work with all types of asset managers, financial advisers, and investors who wish to integrate Catholic social criteria into their investment decisions. To meet the needs of Catholic organizations and investors, Aquinas Associates provides corporate accountability research, consulting services, and advocacy on the unique aspects of Catholic investing. No other firm exists to serve U.S. Catholics in this manner and depth. We provide a positive advocacy experience creating a win-win for the company and the Catholic client. We lead and participate in a process where companies advocate the creation of shared value in the most sustainable of ways—when companies concentrate their efforts directly at the juncture of business and societal benefit. We have a proven track record of change in issues such as abortion, contraception, gender and race discrimination, pornography, environment, human rights, access to pharmaceuticals, sustainability, and affordable housing.
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Christian Brothers Investment Services, Inc. (CBIS) is the leader in Catholic socially responsible investing (SRI), with approximately $4 billion in assets under management for over 1,000 Catholic institutions worldwide, including dioceses, religious institutes, educational institutions and health care organizations. CBIS’ unique understanding of the financial needs of Catholic organizations and our retention of best-in-class institutional managers for our diverse range of equity and fixed-income programs produces competitive investment returns and unifies faith and finance.
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People for the Ethical Treatment of Animals (PETA) is the largest animal rights organization in the world, with more than 2 million members and supporters dedicated to the protection of animals. PETA focuses its attention on the four areas in which the largest numbers of animals suffer the most intensely for the longest periods of time: on factory farms, in laboratories, in the clothing trade, and in the entertainment industry. We also work on a variety of other animal advocacy issues such as the abuse of "backyard dogs" and the cruel killing of beavers, birds, and other "pests." PETA's shareholder advocacy work is no different. We frequently submit shareholder resolutions to companies encouraging them to make policy changes that will improve the welfare of animals who are used by industries involved in laboratory testing, food production, retail clothing, and live animal sales.
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The mission of the Free Enterprise Project is to promote the virtues of capitalism and defend our free enterprise system from unwarranted government and social activist interference that hampers innovation and economic growth. The Free Enterprise Project educates the public and investors about CEOs who seek short-term profit by designing their business strategies to align with the social and political goals of government and progressive activists. Through shareholder and grassroots activism the Free Enterprise Project exposes corporate actions that have the potential to harm both long-term investors and individual liberty. Companies that seek to bypass the competitive marketplace by working deals with the progressive movement will targeted by our program.
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Bill Davis is an independent shareholder activist and regularly submits ballot resolutions and attends annual meetings. Prior to his retirement, Davis was Senior Financial Officer of the United Church of Canada and worked to promote corporate social responsibility through their pension fund investment program. <p> <p> Since his work with the United Church of Canada, Davis became the key representative for The Taskforce on the Churches and Corporate Responsibility (TCCR), campaigning for an end to apartheid in South Africa. He also has worked to address corporate environmental issues, corporate codes of practice, corporate governance issues, and provide enhanced powers to shareholders. <p> <p> Davis was recently nominated for a lifetime achievement award by the Social Investment Organization for his shareholder engagement and advocacy efforts.
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John has been fighting for over a decade to improve corporate governance at public companies. His shareholder proposals have helped enhance transparency and management accountability in corporate America. Over the years John has submitted hundreds of resolutions aimed at reforming bad governance practices with the goal of enhancing shareholder value.
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The Florida State Board of Administration (SBA) is committed to providing superior investment and trust services while adhering to the highest ethical, fiduciary and professional standards. The SBA manages pension funds for current and retired Florida teachers and public employees. In addition, the SBA manages money for Florida school districts and local government entities.
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Steven Towns is an individual 'value' investor committed to preserving shareholder rights. Shareholder activism is necessary to unlock and/or protect shareholder value. And its importance in 'stakeholder' value goes without saying. Steven is editor of Active Investing (http://steventowns.com) and member of the United States Proxy Exchange (USPX).
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