by Richard Kent | Jul 3, 2025 | Winter2024Newsletter
With 2024 in the rear-view mirror, investors appear guardedly optimistic following a year of generally solid economic and stock market performance. Dominated by mega-caps and technology stocks, the S&P 500 Index posted a +25.1% return in 2024, marking the first...
by Amy Carr | Jul 2, 2025 | Winter2024Newsletter
With the 2024-2025 proxy season underway, we are in the midst of decision making by companies with whom we’ve filed shareholder resolutions. Some engagements have already resulted in agreements for the withdrawal of our resolutions, while other resolutions are on...
by Mimi Blackwell | Jul 1, 2025 | Winter2024Newsletter
Friends Fiduciary’s Philanthropic Services division supports the fundraising efforts of Quaker organizations, which in turn strengthen and grow the Religious Society of Friends. In 2024, donors established over $2.1 million in charitable gift annuities to benefit...
by Ethan Birchard | Jan 22, 2025 | News, Winter2024Newsletter
Friends Fiduciary’s Winter Newsletter featured the below article from Executive Director Ethan Birchard, highlighting the impact of active ownership. Engage or Divest? At Friends Fiduciary, the work of corporate engagement, or what we call active ownership—being...
