Getting the Most Out of Your Wealth: Using Shareholder Engagement to Drive Positive Social and Environmental Change

Shareholders of publicly-traded companies have a powerful voice in improving business practices and enhancing the financial performance of the companies in which they are invested. As the business case grows for sound social and environmental practices, investors are increasingly using a shareholder engagement to drive strategic and positive changes in corporations—and society at large. Further, wealth advisors and family offices are in a unique position to facilitate individual investor involvement in shareholder engagement initiatives by enabling and simplifying the process. When done well, the benefit of positive change is shared by all.