Insights
Amberwave Q1 Performance update
Published on: Mar 31, 2022
Our ETF has returned 2.59% since inception in January, delivering outperformance of the S&P 500 benchmark index of over 2.3%. Moreover, with a “beta” to the S&P 500 of 1.03, almost the entirety of this outperformance is pure “alpha.”
How JSG Scoring Works
Published on: February 2, 2022
Case Study: Stopping Banks from Cutting Off Fossil Fuel Financing at Morgan Stanley
Published on: May 15, 2022
The proposal: Shareholders requested that Morgan Stanley adopt a policy to cease financing new fossil fuel development.
Case Study: Shining a Light on Business Dealings in China at Verizon
Published on: May 26, 2022
The proposal: Shareholders requested that Verizon prepare a report on the extent to which its corporate operations depend on China, including an explanation of the influence of the Chinese Communist Party on Verizon’s business.
Case Study: Ensuring American Workers Do Not Become Climate Change Collateral Damage at Marathon Petroleum
Published on: May 26, 2022
The proposal: Shareholders requested that Marathon prepare a report examining how Marathon is addressing the impact on workers and communities from shutting down fossil fuel production as part of its climate change strategy.
An Update on the 2022 Proxy Voting Season
Published on: May 26, 2022
Stewardship of our clients’ investments is fundamental to Amberwave’s jobs, security & growth (JSG) investing strategy. We have developed a unique proxy voting policy that is engineered to ensure that our clients’ investments are voted in a way that is designed to support U.S. jobs, security & growth.
