Reflections on 20 years of corporate engagement
by Nawar Alsaadi A short history of NEI’s efforts to make a positive impact through active investing. This is the first of an NEI blog series called NEI Engagement Chronicles. Throughout the year we will explore NEI’s corporate engagement history, NEI’s drive to engage with portfolio companies, the role engagement can play in the energy transition, and where we plan [...]
Investors to Big Oil: Resistance Is Futile
by Jamie Bonham A combination of investor, court and corporate actions on May 26 have kicked the global energy transition into high gear. It’s not an easy thing to identify a tipping point when you’re balancing on the apex. But it’s fair to say that along the timeline of the world’s transition to a low-carbon future, May 26, 2021 is [...]
A Promising Start to the Challenge of Excessive CEO Pay
More shareholders are saying “no” to excessive pay packages, but there’s still plenty of work to be done. We offer food for thought as proxy season winds down. We can’t help but notice this proxy season that investors are showing an increasing willingness to shoot down executive pay packages. We believe the pandemic is crystallizing the problem of inequitable pay [...]
Active investing and activist investing — is there a difference?
Active investors work with companies – for the greater good. by The ESG Team There’s a difference between active and activist investing. The confusion between the two terms is understandable. CEOs and boards often hear the term ‘active’ investing and think they’ll be forced into mass spending cuts and face demands for change in their management structure. That’s actually closer [...]