Shareholder Engagement and Proxy Voting Services

Shareholder Engagement and Proxy Voting Services

Print Friendly

Shareholder Engagement Services

Members or other institutional investors may engage the Tri-State CRI to facilitate your shareholder advocacy. We conduct corporate engagement on behalf of investors in priority areas of concern, meeting with companies and filing shareholder resolutions according with our strategic approach.

The Tri-State Coalition provides consulting services for investors related to the implementation of institution’s socially responsible investing priorities.  Services include:

  • Corporate engagement on priority environmental and social issues
  • Drafting of shareholder proposals
  • Developing Proxy Voting Guidelines
  • Developing or Revising Investment Guidelines
  • Participating in Investment Committee Meetings to present on specific SRI issues (e.g. Climate Finance, Community Investing, Trends in SRI, Monitoring ESG Integration).


Proxy Voting Service

The Tri-State Coalition for Responsible Investment, with 40 years of socially responsible investing expertise, offers proxy voting services to our members and other socially responsible investors. Through our service, we take responsibility for casting your ballots on each of the proxy vote for all the companies in your equity portfolio. Our Proxy Voting Service is designed to enable smaller investors to ensure that their proxies are voted consistently and affordably.

We offer certainty that your proxy voting will align with the mission of your community and concerns for Catholic Social Teaching such as the Common Good and the Dignity of all people. We offer ESG best-practices for proxy voting that strengthen shareholder value, manage risk, and create a healthier, more just world. As a member of the Interfaith Center on Corporate Responsibility (ICCR), we ensure that your ballots will support all the shareholder proposals presented by ICCR, as well as any other SRI-related proposals. Lastly, we provide comprehensive record-keeping and reporting of all votes at affordable, below-market pricing.

Contact Us to Learn More