Consulting Services: Proxy Voting & Shareholder Engagement

January 1, 2018

The Tri-State Coalition for Responsible Investment (CRI) works as a socially responsible investing consultant for institutional investors to facilitate and support them as they carry out their commitment to align the power of their portfolio with the mission of the organization. Tri-State CRI can work with clients to provide limited or more robust support, depending […]

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Tri-CRI Urges Wells Fargo Shareholders to Support Business Standards Review Resolution

April 20, 2017

The Sisters of St. Francis of Philadelphia and sixteen co-filers, including members of the Tri-State Coalition, filed a shareholder resolution urging Wells Fargo to conduct a Business Standards Review in response to the consumer fraud scandal as the company continues to face serious regulatory, business, legal, reputational and human capital risks. Unethical business practices, the insular company culture, […]

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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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Shareholder Engagement

How to File Resolution Filing of shareholder proposals is an important strategy for investor members of the Tri-State CRI when company management has not adequately addressed a key concern.  A shareholder proposal is a 500 word resolution that can be filed with a company by an investor with $2,000 worth of stock that has been […]

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Corporate Governance

May 23, 2016

Tri-State CRI supports corporate governance that promotes long-term, sustainable shareholder value and inculcates respect for corporate social responsibility. Tri-State CRI typically addresses these issues through its proxy voting, weighing in on both shareholder and management proposals.  These governance level efforts affect all of our environmental and social advocacy, enhancing shareholder input into corporate practices and […]

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Our Strategy

May 19, 2016

Members and consulting clients of the Tri-State CRI take active ownership of their investments through robust shareholder engagement and proxy voting in order to address environmental, social and corporate governance concerns. In the United States and in varying degrees internationally, investors in publicly owned companies are part owners of the corporation. This ownership provides certain […]

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Membership Services

The Tri-State CRI serves as a resource for its members and supports their education to enable them to implement socially responsible investing in their institutional investment portfolios. The Coalition provides services and resources to our members to inform them, keep abreast of timely opportunities, and facilitate their participation in shareholder engagements on issues that are […]

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ICCR Publishes 2013 Proxy Resolutions and Voting Guide

February 7, 2013

ICCR Publishes 2013 Proxy Resolutions and Voting Guide From Sustainablity Investment News by Robert Kropp The Interfaith Center on Corporate Responsibility reports that its members have filed 180 shareowner resolutions and engaged in 225 corporate dialogues this proxy season. — Last year’s Proxy Resolutions and Voting Guide from the Interfaith Center on Corporate Responsibility (ICCR) […]

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