iconik

A special thanks to Sierra Club Foundation & Morningstar for their work in making our #ShiftingTrillions event such a success : agenda & bios https://lnkd.in/gFHnxNXU While we had to limit access to foundations and the families that support them, we had some of the world's wealthiest by capital and by spirit as they evoloution of democracy is well and focused among public shareholders. Princess Jahnavi Kumari Mewar joined us from India to discuss the leadership role incumbent on families of wealth. Toni Piëch, (Posrche/Piech) entrepreneur & philanthropist told the crowd, "Today, if you're rich & don't try to save the world, you're an asshole" Maurice Owens spoke of the demands and opportunity on young athletes and entertainers (the fastest growing group of millionaires & billionaires), their influence that has just begun to claim its agency. Former Chairman of the Lummi Nation #Jay Julius W'tot Lhem reminded the audience of our humanity, as defined by nature and the elders that stewarded this land for 30,000 years. It is clear, #CorporateGovernance is about to see a new light as a younger generations bring focus and determination as they leverage their influence with technology and transparency. Thanks to Erin H. & Janine Urbaniak Reid for their work producing this amazing event and to all who attended, including speakers Dan Chu, Pedro Henriques da Silva, Jackie Cook, Laura Payne, Jonathan Caforio, Joley Michaelson, Jeff Gitterman, Adam Cummings, Wendy Craft, Christina Sautter, Nadia Khamis , Lawrence Johnson, Adam Wasserman, Ben Cushing, Alex Thaler, Enith Williams, Paul Schutzman, John Castrucci, Garvin Jabusch, Lindsay Brent, Rick Alexander among many others joining us and RSM US LLP, iconik & The Sun Company for their support. https://lnkd.in/gFHnxNXU

Sunrise as we await the start of #ShiftingTrillions Morningstar’s NY offices @Climate Week. We are hosting an event for Mission Driven Foundations w Sierra Club Foundation Foundation & Morningstar. While we are sold out, we are excited to have so many #fiduciaries focused on matching their proxy votes to their mission statements. We will showcase The Sierra Club Foundation's leadership in #ShiftingTrillions using the iconik tech platform. Excited to have Princess Jahnavi Kumari Mewar, Dan Chu Pedro Henriques da Silva da Silva, Jackie Cook, Laura Payne Jonathan Caforio Joley Michaelson Robert Smith Jeff Gitterman Adam Cummings Wendy Craft , Christina Sautter , Nadia Khamis , Lawrence Johnson , Adam Wasserman Ben Cushing Alex Thaler Enith Williams Williams, Phil Aroneanu Paul Schutzman John Castrucci among many others joining us.

Our Co-Founder Alan Reid quoted in Financial Times' BoardIQ this morning, "More sophisticated technology, plus investors' expectations for proxy voting transparency, "are opening new questions fund directors are going to need to address," J. Alan Reid, co-founder of proxy voting software provider Iconik and former Investment Company Institute board member, said in an interview following his panel discussion. "Being early versus late would be my recommendation."

Our Co-Founder J. Alan Reid, Jr. is speaking today. We will share highlights.

Honored to join Eisner Amper to review this fundamental change that is destined to impact corporate governance, bringing more voices and insight allowing boards to make better decisions.

ONEFUND partnered with iconik to offer all Tesla investors an easy, automated way to vote their shares. Here is ONEFUND CEO Michael Willis on the Schwab Network interviewed by Oliver Renick discussing Tesla and the importance of shareholder voting in the investment process. The only fund to implement true pass-through voting for all shareholders, ONEFUND INDEX investors were able to customize their Tesla vote — unlike any other fund. "Tesla stock happens to be ... 55% retail investor-owned. This is a chance for retail investors to stand up and let their voices be heard." https://lnkd.in/gkYRa9s3

As announced in Forbes today, the Sierra Club Foundation is partnering with iconik. "It's now possible, with essentially the click of a button, to vote all your proxies alongside the Sierra Club Foundation, for free. The idea of this collaboration is to offer a much simpler pathway for individuals and institutions alike to shape a more sustainable and just future for the companies they own." A great interview with Pedro Henriques da Silva by Morgan Simon, "The landscape is changing, and this partnership is part of a movement of investors reclaiming their voice as shareholders to build a better future." https://lnkd.in/g5aXTEhh

Excited to join Lawrence Johnson & Anastasia Georgiou at the Morningstar WealthTech Showcase in collaboration with PIMFA WealthTech. 1 May, from 8:00 am, Royal Lancaster. Learn more here: http://spr.ly/6044bMw1n #investmentconference #MICUK #WealthTech #Morningstar

How are your investments working for you? Do you know how your managers are voting your shares? In episode 1 of "How's my money voting?", we dive into the voting record of the Engine No. 1 Transform 500 ETF (ticker: VOTE). With around $593M in net assets, VOTE has built a reputation as a climate crusader following its successful proxy contest at Exxon. So, how did VOTE vote? According to iconik Prism, 63.77% support FOR climate change proposals, significantly higher than many other funds out there....but likely lower than some investors would prefer. Shareholder rights received over 94% support, in line with their messaging on serving investors' long-term interests. Stay tuned for future episodes where we'll explore other funds. How's your money voting?