WEBCASTS
How Active Ownership Drives Positive Change
Investors are having a larger say in corporate America than ever before, helping to determine how companies should behave as global citizens. As shareholders who actively vote their shares and engage with companies, active owners aim to deliver a positive impact for employees, customers, communities, and the environment at large.
Join Engine No. 1 and ETF Trends for a discussion about the potential positive impacts of active ownership, and how financial advisors can help clients participate in an investment philosophy designed to re-align the interests of Main Street and Wall Street.
SUMMARY
Dave Nadig, CIO and Director of Research of ETF Trends and ETF Database, will moderate a discussion on:
- How active ownership can drive positive economic impacts by focusing on the social and environmental risks that affect companies’ long-term value
- Active engagement vs. divesting: Which has the greater potential for change?
- Concrete strategies active owners use to engage with and influence company boards with the goal of positive change
- Recent shareholder votes to strengthen our workforce, furthered efforts to restore the climate, and increased transparency
NOT accepted for one hour of CFP/CIMA CE credit for live and on-demand attendees
CFA Institute members are encouraged to self-document their continuing professional development activities in their online CE tracker.
SPEAKERS
Yasmin Dahya Bilger
Head of ETFsEngine No. 1
Michael O’Leary
Managing DirectorEngine No. 1
Dave Nadig
CIO, Director of ResearchETF Trends and ETF Database
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Important Disclosures
Carefully consider the Transform 500 ETF (the “Fund’s”) investment objectives, risk factors, charges and expenses before investing. This and additional information can be found in the Fund’s prospectus, which may be obtained on our website (https://etf.engine1.com). Read the prospectus carefully before investing.
Investing involves risk, including the possible loss of principal. The Fund is not actively managed, and the investment adviser, Fund Management at Engine No. 1 LLC, generally does not attempt to take defensive positions under any market conditions, including declining markets. When the Fund engages in activism, such activities may not be successful, or even if successful, the Fund’s investment may lose value. Additionally, engaging in activism may cause the Fund to incur additional expenses that another similar index fund may not experience. In addition, while Engine No. 1 may seek an active ownership approach, there are regulatory restrictions applicable that may limit the nature and extent of engagement in certain circumstances. Nonetheless, Engine No. 1 intends to seek opportunities where possible to employ its active ownership beliefs, while being mindful of such regulatory limits.
Distributed by Foreside Financial Services, LLC