News

Friends Fiduciary files independent board chair proposal in support of prudent corporate governance structure.

Friends Fiduciary has been featured on Thee Quaker Podcast, "a weekly Quaker podcast for seekers, Quakers, and everyone in between." The episode, entitled How to Invest Like a Quaker, has the following overview: "When corporations destroy the environment and ignore...

Friends Fiduciary has co-filed a shareholder proposal, with lead filer Mercy Investment Services, at PepsiCo requesting a report assessing the effectiveness of the company’s human rights due diligence across its operations, franchisees, and supply chains. PepsiCo has...

Friends Fiduciary has co-filed a shareholder proposal, with lead filer Mercy Investment Services, requesting Eli Lilly’s Chair of the Board of Directors, whenever possible, be an independent member of the Board.   Eli Lilly faces substantial financial, legal and...

In the season six premiere of the Quakers Today podcast, host Peterson Toscano is joined by new co-host Diana Yañez, a certified financial planner and convinced Quaker. Together, they move “into the wallet” to explore money not just as personal math, but as a...

Friends Fiduciary is part of a group of 27 institutional investors who recently sent a letter to retailer Target, highlighting concerns that “a series of recent public-facing decisions and communications by the company may have introduced reputational, operational,...

Like many of you, we at Friends Fiduciary have been dismayed at the news that another war has begun, in a world already suffering from much violence and upheaval. We hold in the Light those who have been killed, their families and loved ones, and everyone who is...

Friends Fiduciary has joined 16 other investors to co-file a shareholder resolution led by Zevin Asset Management, requesting Home Depot to conduct a review of their surveillance partnership with firm Flock Safety as well as their data sharing practices with law...

Friends Fiduciary has signed on to an investor statement led by Adasina Social Capital in support of Upholding Gender Equitable Workplaces. As highlighted in the statement, "As investors in publicly traded companies, we believe it is in the best interest of employees,...

Recently the team at Friends Fiduciary enjoyed gathering at our annual staff luncheon, stepping away from the office to enjoy a meal and fellowship together. We are grateful for moments like this that strengthen connections between us, reflecting the foundational...