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Is it Time to Rethink your Investment Strategy

Is it Time to Rethink your Investment Strategy

Most people invested in the markets experienced the pain of bad returns, with the average 60/40 portfolio declining by 17% in 2022. If 2022 were any other year, it would be easy to chalk this up to market volatility, but in our view investors are likely not yet out of...

Fight Climate Change With Your Investments

Fight Climate Change With Your Investments

"A lot of times people own things that they don’t realize they own — things that are at odds with their personal values.”  Our portfolio manager and director of ESG research Matthew Blume lends his expertise on mutual funds and ETFs to an article for Better.net on how...

Harvard Business Review – A Beginner’s Guide to SRI

Harvard Business Review – A Beginner’s Guide to SRI

If you’re new to investing and interested in putting your money into causes you care about, socially responsible investing (SRI) may be a good option. Over the past few years, a heightened public focus on issues like the climate crisis and environmental... Read More...

Titan Shareholder Advocacy Campaign

Titan Shareholder Advocacy Campaign

A shareholder resolution filed by Pekin Singer Strauss Asset Management, advisor to the Appleseed Fund (APPLX, APPIX), has yielded a commitment from Titan International (TWI) to increase its board diversity. Pekin Singer Strauss, an independent financial advisory firm, requested that Titan, a leading manufacturer of off-road wheels and tires, issue a report outlining specific steps being taken to increase diversity among its board of directors, and an assurance that it will continually assess the effectiveness of those efforts.

Nabors Shareholder Advocacy Campaign

Nabors Shareholder Advocacy Campaign

CHICAGO–(BUSINESS WIRE)– A three-year shareholder advocacy effort led by Pekin Singer Strauss Asset Management, on behalf of Appleseed Fund (APPLX), has yielded a sustainability report from energy services company Nabors Industries Ltd. (NBR). Nabors published its first-ever sustainability report in December focused on its fiscal year 2014 oil and gas drilling operations, and containing additional environmental, social and governance disclosures. The report provides transparency about the risks the company faces, said Matthew Blume, Pekin Singer Strauss manager of shareholder advocacy. It also confirms that Nabors’ management recognizes the importance of a sustainable operation and its duty to communicate with its shareholders.