ESG in the Marketplace

[This] response to the COVID-19 health crisis is one example of how ESG efforts undertaken by public companies can benefit not only societies in which they operate, but the corporate shareholders as well. — As COVID-19 continues to spread and severely impact the economy of the United States and other countries around the world, Quest…

Proxy Voting Chart

Proxy Voting and Shareholder Rights

We recently wrote to the U.S. Department of Labor regarding the rights of shareholders and their ability to proxy vote. You can read what was sent below: — Attention: Proxy Voting and Shareholder Rights NPRM Office of Regulations and Interpretations Employee Benefits Security Administration Room N-5655 U.S. Department of Labor 200 Constitution Avenue NW Washington,…

Active Ownership

What is Active Ownership?

At Riverwater, we actively engage with the companies in which we invest. Specifically, we do so in situations where we believe our efforts can help make a material difference in supporting a company’s ESG efforts—whether educating them on the benefits of beginning to incorporate ESG and offering resources to help them do so, or working…

Proposed DOL Plan to Limit ESG

Bad Policy = Bad Outcomes

Re: Financial Factors in Selecting Plan Investments Proposed Regulation (RIN 1210-AB95) Dear Director Canary: Riverwater Partners LLC is an independent, employee-owned, registered investment advisory firm based in Milwaukee, Wisconsin, serving families, nonprofits, and institutions. We invest in superior businesses with exceptional management teams, attractive valuations, and a focus on social responsibility and sustainability. As fiduciaries…

Is ESG Investing a Fad?

Some investing styles, such as value investing, have proven themselves useful over the course of many decades. By contrast, investing fads are short-lived. They look promising in a particular market context but fade away as the world changes. Examples include day trading, house flipping, and, in our view, Bitcoin and liquid alternative investments. What about…

The ABC’s of ESG Investing

Coined in 2005 in a landmark study entitled “Who Cares Wins,” which made the case that embedding environmental, social, and governance factors in capital markets makes good business sense and leads to better outcomes for society, ‘ESG’ is getting a lot of attention. Individuals, particularly young ones, are liking what they hear.  Companies are paying…

Certified B Corporation

Why We Became a B Corp

B the Change™ – inspired by Gandhi’s famous invocation that we must be the change we seek in the world.   As a socially responsible investment advisory firm, Riverwater Partners is proud to have officially become the first Milwaukee company and the only investment advisor in Wisconsin (as of September 2018)  to achieve B Corp™…