From the Winter 2014 Edition of Values

A New Tool to Monitor, Measure, and Report Impact

Walden is a sponsor and steering committee member of a multi-stakeholder initiative created to develop a common framework for investors to track, measure, and communicate the impact of their public equity engagement activities. Led by the Croatan Institute, the Impact of Equity Engagement (IE2) Initiative released its framework in November, which captures progress and outcomes of equity engagement in four identified categories: proxy process (voting proxies and filing shareholder resolutions), corporate dialogues, public policy, and assertive actions (e.g., media or divestment campaigns). The standardized approach offered by the IE2 framework should help investors identify and analyze industry-wide best practices, over time encouraging more effective engagement by stockholders. Download the IE2 report and new framework here.