Shareholders of corporations have certain rights and opportunities to engage with a firm on strategic management and business impacts, including by participating in annual general meetings (AGM). A company’s management presents issues to be voted on in the proxy statement, and shareholders in certain markets have the right to submit proposals for inclusion on the ballot.
We have filed over 330 proposals as part of our active engagement strategy as a tactical tool to make progress on an underlying issue, for example if we reach an impasse or to elevate an issue before corporate management and the board. Companies will often engage with us and we are open to reaching an agreement, which results in a withdrawal of our proposal. If we cannot reach agreement, an eligible proposal is printed in the corporate proxy statement for a vote by all company shareholders.
In the United States, companies may sometimes choose to appeal to the U.S. Securities and Exchange Commission (SEC) to have proposals omitted from the ballot, arguing they fall within the grounds for exclusion. After SEC review, these may either be omitted, moved forward to a vote, or may otherwise be withdrawn if we reach an agreement.
We frequently collaborate with other investment firms, public pension funds and foundations. Below, we list under “lead filer” the filings in which we played the main role. Under “co-filer,” we list proposals where Domini played a supporting role.
For information on proposals filed in previous years, please contact us at info@domini.com.
Shareholder Proposals by Year of Annual General Meeting (AGM)
Before investing, consider each Fund’s investment objectives, risks, charges and expenses. Contact us at 1.800.225.3863 for a prospectus containing this and other important information. Read it carefully.
An investment in the Domini Funds is not a bank deposit, is not insured, and is subject to certain risks, including loss of principal. The market value of Fund investments will fluctuate. The Domini Impact Equity Fund is subject to certain risks including impact investing, portfolio management, information, market, recent events, and mid- to large-cap companies risks. The Domini International Opportunities Fund is subject to certain risks including foreign investing, geographic focus, country, currency, impact investing, and portfolio management risks. The Domini Sustainable Solutions Fund is subject to certain risks including sustainable investing, portfolio management, information, market, recent events, mid- to large-cap companies and small-cap companies risks. The Domini Impact International Equity Fund is subject to certain risks including foreign investing, emerging markets, geographic focus, country, currency, impact investing, and portfolio management risks. Investing internationally involves special risks, such as currency fluctuations, social and economic instability, differing securities regulations and accounting standards, limited public information, possible changes in taxation, and periods of illiquidity. These risks may be heightened in connection with investments in emerging market countries. The Domini Impact Bond Fund is subject to certain risks including impact investing, portfolio management, style, information, market, recent events, interest rate and credit risks.
The Adviser’s evaluation of environmental and social factors in its investment selections and the timing of the Subadviser’s implementation of the Adviser’s investment selections will affect the Fund’s exposure to certain issuers, industries, sectors, regions, and countries and may impact the relative financial performance of the Fund depending on whether such investments are in or out of favor. The value of your investment may decrease if the Adviser’s or Subadviser’s judgement about Fund investments does not produce the desired results. There is a risk that information used by the Adviser to evaluate environmental and social factors, may not be readily available or complete, which could negatively impact the Adviser’s ability to evaluate such factors and Fund performance.
Nothing herein is to be considered a recommendation concerning the merits of any noted company, or an offer of sale or solicitation of an offer to buy shares of any Fund or company referenced herein. Such offering is only made by prospectus, which includes details as to the offering price and other material information. The Domini Funds are only offered for sale in the United States. DSIL Investment Services LLC, Distributor, Member FINRA. Domini Impact Investments LLC is each Fund’s investment manager. The Funds are subadvised by unaffiliated entities. 11/22
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