Proxy voting

As a shareholder, Everence® can place proxy votes in corporate board meetings where we hold stock. We believe that the votes we make for company policies and board members should reflect both our fiduciary duty and moral responsibility. Get to know more about the guidelines we use to make these votes. 
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Voting guidelines

Representing values through investing

We believe it’s our responsibility as shareholders to use our voice to live out our values through opportunities to vote in corporate board meetings. We can join our voice with other faith-based organizations to put focus on resolutions that address issues a company may otherwise ignore. 

Following is a summary of how we vote. For the full text of our guidelines, download the proxy voting guidelines. 

shared__business

Election of directors

Seek to elect boards with a proven record of protecting shareholders and delivering value over the medium and long term.
shared__higher-return

Financial reporting

Look to uphold fiscal responsibility and transparency, through independent auditors and other forms of reporting.
shared__cash

Executive compensation

Advocate for equitable pay scales that avoid disproportionately high pay for CEOs.
shared__world

Governance structure

Encourage companies to establish corporate governance structures that protect shareholders and preserve shareholder voices.
shareholder proposals

Advocating for change

We also support shareholder proposals related to social, workforce, and environmental topics that seek to create good corporate citizens while enhancing long-term shareholder and stakeholder value. We will vote for disclosure of reports that seek additional information particularly when it appears companies have not adequately addressed shareholders' social, workforce, and environmental concerns.
Two women smiling at man

Diversity and equality

Shareholder proposals on diversity may target topics such as a company’s board nomination procedures or seek greater disclosure on a company’s programs and procedures on increasing the diversity of its workforce.
Chocolate and cacao beans

Fair labor practices

We support proposals that call for the adoption and/or enforcement of principles or codes relating to countries in which there are systematic violations of human rights; such as the use of slave, child, or prison labor; a government that is illegitimate; or there is a call by human rights advocates, pro-democracy organizations, or legitimately-elected representatives for economic sanctions.
Sunlight shining through some treetops

Environment sustainability

We will vote for shareholder proposals seeking greater disclosure on the company’s environmental practices, and/or environmental risks and liabilities. We will encourage companies to implement and report on globally accepted standards.

Invest in what lasts

Everence consultants work with you to provide personalized, diversified, and well-managed investment portfolios that can fit your objectives, values and financial situation.

 

Disclaimer

Securities offered through Concourse Financial Group Securities, Inc. (CFGS), Member FINRA/SIPC. Advisory services offered through Concourse Financial Group Advisors, a DBA for CFGS, a Registered Investment Advisor. Investments and other products are not NCUA or otherwise federally insured, may involve loss of principal and have no credit union guarantee.

Products and services offered through Everence Trust Company and other Everence entities are independent of and are not guaranteed or endorsed by Concourse Financial Group Securities, or its affiliates.

Access a copy of CFGS’s Form CRS.