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FINANCIAL INVESTORS TRUST 2023-2024: where it broke with the board

Two kinds of vote are listed: a board-sponsored proposal FINANCIAL INVESTORS TRUST voted AGAINST or withheld on, and a shareholder proposal it voted FOR. One row is one proposal at one meeting; “funds” is how many of the manager’s funds or accounts voted that way.

Everything Only shareholder proposals it backed

39 proposals. Every shareholder proposal FINANCIAL INVESTORS TRUST backed in 2023-2024 is listed here.

FINANCIAL INVESTORS TRUST, 2023-2024 proxy season. Who put a proposal on the ballot is taken from its N-PX category; see the method note on the overview page.
CompanyMeetingProposalCategory On the ballot fromFINANCIAL INVESTORS TRUST votedFunds
AMAZON.COM INC. 2024-05-22 Shareholder Proposal Requesting Additional Reporting on Gender/Racial Pay Diversity, Equity, and Inclusion Shareholder FOR 2
WESTERN ALLIANCE BANCORPORATION 2024-06-12 Shareholder proposal requesting a report on risks of politicized de-banking Other Social Issues Shareholder FOR 2
AMAZON.COM INC. 2024-05-22 SHAREHOLDER PROPOSAL REQUESTING A REPORT ON PACKAGING MATERIALS Environment or Climate Shareholder FOR 1
AMAZON.COM INC. 2024-05-22 SHAREHOLDER PROPOSAL REQUESTING A REPORT ON WAREHOUSE WORKING CONDITIONS Human Rights or Human Capital/workforce Shareholder FOR 1
AMAZON.COM INC. 2024-05-22 SHAREHOLDER PROPOSAL REQUESTING ADDITIONAL REPORTING ON FREEDOM OF ASSOCIATION Human Rights or Human Capital/workforce Shareholder FOR 1
AMAZON.COM INC. 2024-05-22 SHAREHOLDER PROPOSAL REQUESTING ADDITIONAL REPORTING ON LOBBYING Other Social Issues Shareholder FOR 1
AMAZON.COM INC. 2024-05-22 SHAREHOLDER PROPOSAL REQUESTING ADDITIONAL REPORTING ON STAKEHOLDER IMPACTS Environment or Climate Shareholder FOR 1
BERKSHIRE HATHAWAY INC. 2024-05-04 Shareholder proposal regarding how the Company intends to measure, disclose and reduce GHG emissions associated with its underwriting, insuring and investing activities. Environment or Climate Shareholder FOR 1
BERKSHIRE HATHAWAY INC. 2024-05-04 Shareholder proposal regarding the reporting on the effectiveness of the Corporation's diversity, equity and inclusion efforts. Diversity, Equity, and Inclusion Shareholder FOR 1
CHARLES SCHWAB CORP. 2024-05-23 Shareholder Proposal on Workforce Discrimination Risk Oversight and Impact Other Social Issues Shareholder FOR 1
CHARLES SCHWAB CORP. 2024-05-23 Stockholder Proposal on Pay Equity Discloser Diversity, Equity, and Inclusion Shareholder FOR 1
HOME DEPOT INC. 2024-05-16 Shareholder Proposal Regarding a Report on Biodiversity Impact and Dependency Assessment Environment or Climate Shareholder FOR 1
HOME DEPOT INC. 2024-05-16 Shareholder Proposal Regarding a Report on Respecting Workforce Civil Liberties Other Social Issues Shareholder FOR 1
INTERNATIONAL BUSINESS MACHINES CORP. 2024-04-30 Stockholder Proposal Requesting a Public Report on Lobbying Activities Other Social Issues Shareholder FOR 1
KOSMOS ENERGY LTD. 2024-06-06 To provide a non-binding, advisory vote on a stockholder proposal regarding a report on tax payments. Other Social Issues Shareholder FOR 1
LOCKHEED MARTIN CORP. 2024-05-02 Stockholder Proposal Requesting a Report on Reducing Full Value Chain GHG Emissions Environment or Climate Shareholder FOR 1
MARRIOTT INTERNATIONAL INC. 2024-05-10 STOCKHOLDER RESOLUTION REQUESTING THE COMPANY ANNUALLY PREPARE A RACIAL AND GENDER PAY GAP REPORT Diversity, Equity, and Inclusion Shareholder FOR 1
MASTERCARD INC. 2024-06-18 Consideration of a stockholder proposal requesting transparency in lobbying Other Social Issues Shareholder FOR 1
META PLATFORMS INC. 2024-05-29 A shareholder proposal regarding human rights impact assessment on AI systems driving targeted advertising Human Rights or Human Capital/workforce Shareholder FOR 1
META PLATFORMS INC. 2024-05-29 A shareholder proposal regarding report and advisory vote on minimum age for social media Other Social Issues Shareholder FOR 1
META PLATFORMS INC. 2024-05-29 A shareholder proposal regarding report on child safety impacts and actual harm reduction to children Other Social Issues Shareholder FOR 1
META PLATFORMS INC. 2024-05-29 A shareholder proposal regarding report on generative AI misinformation and disinformation risks Other Social Issues Shareholder FOR 1
META PLATFORMS INC. 2024-05-29 A shareholder proposal regarding report on human rights risks in non-US markets Other Social Issues Shareholder FOR 1
META PLATFORMS INC. 2024-05-29 A shareholder proposal regarding report on political advertising and election cycle enhanced actions Other Social Issues Shareholder FOR 1
OCCIDENTAL PETROLEUM CORP. 2024-05-02 Shareholder Proposal Requesting an Annual Report on Lobbying Other Social Issues Shareholder FOR 1
OLD DOMINION FREIGHT LINE INC. 2024-05-15 Shareholder proposal regarding greenhouse gas reduction. Environment or Climate Shareholder FOR 1
TYSON FOODS INC. 2024-02-08 Shareholder proposal regarding Tyson Foods' labor practices. Human Rights or Human Capital/workforce Shareholder FOR 1
TYSON FOODS INC. 2024-02-08 Shareholder proposal regarding a circular economy for packaging. Environment or Climate Shareholder FOR 1
TYSON FOODS INC. 2024-02-08 Shareholder proposal regarding corporate climate lobbying. Environment or Climate Shareholder FOR 1
TYSON FOODS INC. 2024-02-08 Shareholder proposal regarding deforestation-free supply chains. Environment or Climate Shareholder FOR 1
UBER TECHNOLOGIES INC. 2024-05-06 Stockholder proposal to prepare an independent third-party audit on Driver health and safety Human Rights or Human Capital/workforce Shareholder FOR 1
UNITEDHEALTH GROUP INC. 2024-06-03 If properly presented at the 2024 Annual Meeting of Shareholders, the shareholder proposal requiring a political contributions congruency report. Other Social Issues Shareholder FOR 1
WARRIOR MET COAL INC. 2024-04-25 STOCKHOLDER PROPOSAL: To adopt a resolution urging the Board of Directors to commission and oversee an assessment of the Company's respect for the internationally recognized human rights of freedom of association and collective bargaining. Human Rights or Human Capital/workforce Shareholder FOR 1
WELLS FARGO & CO. 2024-04-30 Shareholder Proposal - Annual Climate Lobbying Congruency Report. Environment or Climate Shareholder FOR 1
WELLS FARGO & CO. 2024-04-30 Shareholder Proposal - Annual Report on Congruency of Political Spending and Corporate Values. Other Social Issues Shareholder FOR 1
WELLS FARGO & CO. 2024-04-30 Shareholder Proposal - Annual Report on Prevention of Workplace Harassment and Discrimination. Human Rights or Human Capital/workforce Shareholder FOR 1
WELLS FARGO & CO. 2024-04-30 Shareholder Proposal - Report on Respecting Indigenous Peoples' Rights. Human Rights or Human Capital/workforce Shareholder FOR 1
WELLS FARGO & CO. 2024-04-30 Shareholder Proposal - Third-Party Assessment of Respect for Freedom of Association and Collective Bargaining. Human Rights or Human Capital/workforce Shareholder FOR 1
WELLS FARGO & CO. 2024-04-30 Shareholder Proposal - Transparency in Lobbying Annual Report. Other Social Issues Shareholder FOR 1

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Built 2026-10-04 from SEC Form N-PX filings.