What Shareholder Engagement Looks Like in Action with Kate Barron-Alicante

from If Money Were Easy · host Mary Beth Storjohann and Neela Hummel

As an investor, you are part owner in the company you're invested in, and therefore have the platform to use your voice and advocate for change within that company. But how? Today, Abacus Wealth Partners Director of Impact, Kate Barron-Alicante joins Mary Beth Storjohann and Neela Hummel to discuss how investors can be active owners and engage with the companies they're invested in through shareholder advocacy. She'll share some inspiring stories of when shareholder engagement compelled companies to do better and ways you can promote change and ensure your voice is being heard. For additional resources, information, and a full transcript of the episode, visit our website. To access our podcast disclosure information, visit this page. What You'll Learn in This Episode: What shareholder engagement is and what it looks like Other commonly used terms for shareholder engagement Different ways to participate in shareholder engagement The meaning of divestment and how that can influence companies What proxy voting looks like and some nuances associated with it Why you should care about proxy voting How to make sure you're continuing to be impactful as a shareholder Examples of when shareholder engagement enacted change How to know your voice is being heard Different strategies to implement as a shareholder Recognizing the small changes you can make to create a larger impact How to determine what's being invested within each company Resources Mentioned on the Show: Shareholder Engagement: Moving Companies Toward Positive Change The Financial Archetype Quiz Stay Connected: Connect with Kate Barron-Alicante on LinkedIn Join the Abacus community by connecting with us on Facebook, Twitter, Instagram, and on LinkedIn Connect with Mary Beth on Twitter, Instagram, and on LinkedIn Connect with Neela on Twitter, Instagram, and on LinkedIn

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This episode was published on August 2, 2023.

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