Corporate Governance, ESG and Shareholder Engagement
Mr. Woolery, who co-founded The Shareholder Director Exchange in 2014, has been one of the most prominent voices on shareholder relations over the last 15 years. Mr. Woolery—along with other leading independent directors and representatives—helped lead the initiative to develop the SDX Protocol, a framework of guiding principles for shareholder-director engagements. Both on behalf of clients and to shape policy, our team has engaged and negotiated key ESG issues with leading asset managers and pensions that include, among others, BlackRock, Vanguard, State Street, Fidelity, Neuberger Bergman, CalPERS and CalSTERS, as well as numerous other funds and voters of stock.
Related Media:
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Woolery & Co co-authored comprehensive guide to navigating ESG for fiduciaries:
"ESG and Fiduciaries: A New Age Dawns"
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Wall Street Journal Article by Jim Woolery:
"Bridging the Chasm Between Boards and Shareholders"
There are several proprietary and highly confidential matters our firm has advised on. Further details, case studies and direct references to our exemplary oucomes are available upon request.