The Tri-State Coalition for Responsible Investment

Sr. Pat Daly Actively Invites Confluence Members to Join in Shareholder Advocacy on Climate Change

March 31, 2017

(Article originally published by Confluence Philanthropy) Tim Smith, Confluence Advisor Member and Director of ESG Shareowner Engagement at Walden Asset Management, reports back from Sister Pat Daly’s keynote presentation at Confluence’s 2017 Annual Practitioners Gathering. Tim is a member of the steering committee for Confluence’s Active Owners Working Group, dedicated to helping funders and investors work together to […]



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Investors Renew Call on Exxon to Address Climate Risk

February 23, 2017

Coalition Representing $4 Trillion in Assets Asks Exxon How It Will Be Impacted by a Lower Carbon Future Original Press Release from the Office of the New York State Comptroller available here A coalition of institutional investors, led by New York State Comptroller Thomas P. DiNapoli, as trustee of the New York State Common Retirement Fund […]



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Investors View Solid Support for Climate Proposals at ExxonMobil/Chevron AGMs as Wake-Up Call for Industry

May 25, 2016

CEOs Tillerson and Watson remain bullish on fossil fuels in spite of mounting pressure from institutional investors calling for alternative, more sustainable energy pathways. NEW YORK, NY, WEDNESDAY, MAY 25, 2016 – ICCR members who have long advocated for climateconscious business planning at oil and gas giants ExxonMobil and Chevron, pushed for climate action through […]



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Tri-State CRI Encouraged by Strong Support at ExxonMobil Annual Meeting


In a rebuke of ExxonMobil’s Board and Management, at today’s annual meeting 18.5% of ExxonMobil shareholders representing around $69 billion in Exxon shares voted to support Tri-State CRI’s resolution calling for Exxon to acknowledge the moral imperative to limit global warming to 2 degrees Celsius or less. Faith based investors welcome this strong signal from […]



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Shareholders to Southern Company: Transition from Coal to Low-Carbon Business Model


One-third of Southern Company Shareholders Vote for Climate Resolutions By As You Sow and Tri-State Coalition   Atlanta – May 25, 2016 – Shareholder resolutions filed at Southern Company by shareholder advocacy group, As You Sow, and faith-based investor coalition, the Tri-State Coalition for Responsible Investment (“Tri-State CRI”) sent Southern Company’s Board and management a strong message: the […]



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Lobbying & Political Spending

May 24, 2016

In line with Tri-State CRI’s concerns with the role of corporations in society at large, we support efforts to increase transparency in corporate lobbying and political spending. This is of particular concern since the 2010 Supreme Court ruling in Citizens United, which removed most legal restrictions on corporate political spending.  Beyond political spending, corporations influence […]



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Investors are Encouraged to Support Shareholder Proposals at Southern Company

May 23, 2016

The Tri-State Coalition for Responsible Investment is encouraging shareholders to vote in favor of shareholder proposals at the May 25th Annual General Meeting of The Southern Company.  Tri-State CRI supported the drafting and filing of Item 9 on the proxy, which was filed by the Sisters of Charity of St. Elizabeth and 10 co-filers, who […]



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Environmental Health


Our shareholder engagement also addresses the environmental health and justice impacts of corporate operations. This may relate to contamination of waterways, toxins in materials, or justice implications related to plant and facility siting. Engagement with GE, PCBs and the Hudson River For over 40 years, General Electric disposed of at least 1.3 million pounds of […]



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Shareholder Engagement and Proxy Voting Services


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 […]



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Climate Change

May 20, 2016

The Tri-State Coalition for Responsible Investment has engaged in shareholder advocacy on climate change since the early -1990s, raising a prophetic voice about this emerging risk. Since that time, the science has only become clearer: Climate Change is a fundamental challenge to society, presenting enormous financial risks and a compelling moral imperative to mitigate its […]



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