DECEMBER 10: NEW SI2-IRRCI REPORT BENCHMARKING SUSTAINABILITY REPORTING IN S&P 500 RELEASED; WEBINAR REPLAY AVAILABLE.

Reports

Outside its coverage of proxy season developments during the first half of each year, Si2 produces special reports for members and the general public, digging deeper into contentious issues facing investors and companies, enabling intelligent discussion of their complexities.


Special Reports


Reports to date include (click PDF icon to read):


TITLE

SNAPSHOT

DATE

AUTHOR(S)



State of Integrated and Sustainability Reporting 2018

Large public company sustainability reporting is maturing rapidly, with financial data presented alongside growing social and environmental metrics and quantified goals. But despite investor interest, most companies in the S&P 500 have not adopted fully integrated corporate reporting, a new report reveals.

Nov 14, 2018

Sol Kwon



2018 Si2 Action Report - Opioid Crisis - Rite Aid

Analysis of shareholder proposal seeking disclosure about governance and disclosure related to the opioid crisis.

Oct 03, 2018

Heidi Welsh



2017 Si2 Action Report - Climate Change - Devon Energy

Analysis of 2017 shareholder resolution on climate change strategy.

May 18, 2017

Sara E. Murphy



2017 Si2 Action Report - ESG Pay Links - Devon Energy

Analysis of 2017 shareholder resolution on climate change link to executive compensation.

May 17, 2017

Robin Young



2017 Si2 Action Report - Political Activity - Devon Energy

Analysis of 2017 shareholder resolutions seeking oversight and disclosure on lobbying by Devon Energy.

May 17, 2017

Robin Young



Utility Climate Change Readiness: A Business Plan Analysis

Five of the largest U.S. utilities are unprepared for the economic risks of climate change. Their business strategies are inconsistent with the scientific realities of climate change and the accompanying financial, strategic, operational and competitive risks.

May 15, 2017

Sara E. Murphy



2017 Si2 Action Report - Political Activity - Exxon Mobil

Analysis of 2017 shareholder resolution on lobbying oversight and disclosure.

May 10, 2017

Robin Young



2017 Si2 Action Report - Climate Change - Exxon Mobil

Analysis of 2017 shareholder resolutions on climate-related dividend, hydraulic fracturing and climate change strategy.

May 10, 2017

Heidi Welsh



2017 Si2 Action Report - Political Activity - Chevron

Analysis of 2017 shareholder resolution on lobbying oversight and disclosure.

May 10, 2017

Robin Young



2017 Si2 Action Report - Climate Change - Chevron

Analysis of 2017 shareholder resolutions seeking a report on changing the company's carbon asset mix and asking for the nomination of an environmental expert for the board.

May 10, 2017

Sara E. Murphy



2017 Si2 Action Report - Climate Change - Southern

Analysis of 2017 shareholder resolution on climate change strategy.

May 03, 2017

Sara E. Murphy



2017 Si2 Action Report - Political Activity - Alliant Energy

Analysis of 2017 shareholder resolution on election spending oversight and disclosure.

May 02, 2017

Robin Young



2017 Si2 Action Report - Political Activity - NextEra Energy

Analysis of 2017 shareholder resolution on election spending oversight and disclosure.

Apr 26, 2017

Robin Young



2017 Si2 Action Report - Political Activity - FirstEnergy

Analysis of 2017 shareholder resolution on lobbying oversight and disclosure.

Apr 25, 2017

Robin Young



2017 Si2 Action Report - Political Activity - Range Resources

Analysis of 2017 shareholder resolution on election spending oversight and disclosure.

Apr 24, 2017

Robin Young



2017 Si2 Action Report - Political Activity - ConocoPhillips

Analysis of 2017 shareholder resolution seeking lobbying oversight and disclosure.

Apr 24, 2017

Robin Young



2017 Si2 Action Report - Climate Change - FirstEnergy

Analysis of 2017 shareholder resolution on climate change strategy.

Apr 24, 2017

Sara E. Murphy



2017 Si2 Action Report - Climate Change - PPL

Analysis of 2017 shareholder resolution on climate change strategy.

Apr 22, 2017

Sol Kwon



2017 Si2 Action Report - Political Activity - Occidental Petroleum

Analysis of 2017 shareholder resolution on indirect political spending.

Apr 21, 2017

Robin Young



2017 Si2 Action Report - Climate Change - Occidental Petroleum

Analysis of 2017 shareholder proposals on climate change strategy and methane.

Apr 21, 2017

Sara E. Murphy



2017 Si2 Action Report - Sustainability - Kinder Morgan

Analysis of 2017 shareholder resolution on sustainability oversight and reporting.

Apr 18, 2017

Sol Kwon



2017 Si2 Action Report - Climate Change - Kinder Morgan

Analysis of 2017 shareholder resolutions on methane and climate change strategy.

Apr 18, 2017

Sara E. Murphy



2017 Si2 Action Report - Climate Change - Dominion Energy

Analysis of 2017 shareholder resolution asking for the nomination of an environmental expert to the board and more disclosure on methane emissions and climate change strategy.

Apr 18, 2017

Sara E. Murphy



2017 Si2 Action Report - Political Activity - CMS Energy

Analysis of 2017 shareholder resolution on election spending oversight and disclosure.

Apr 13, 2017

Robin Young



2017 Si2 Action Report - Political Activity - Duke Energy

Analysis of 2017 shareholder resolution seeking oversight and disclosure on lobbying.

Apr 12, 2017

Robin Young



2017 Si2 Action Report - Climate Change - DTE Energy

Analysis of 2017 shareholder resolution on climate change strategy.

Apr 11, 2017

Sara E. Murphy



2017 Si2 Action Report - Climate Change - Duke Energy

Analysis of 2017 shareholder resolutions on coal risks and climate change strategy.

Apr 11, 2017

Sara E. Murphy



2017 Si2 Action Report - Climate Change - Marathon Petroleum

Analysis of 2017 shareholder resolutions on indigenous peoples' policy and climate change strategy.

Apr 05, 2017

Heidi Welsh



2017 Si2 Action Report - Climate Change - AES

Analysis of 2017 shareholder resolution seeking a report on AES's climate change strategy.

Apr 01, 2017

Sara E. Murphy



How Leading U.S. Corporations Govern and Spend on State Lobbying

Mar 01, 2017

Heidi Welsh



SPECIAL REPORT: Top 25 U.S. Utilities - Climate Change, Corporate Governance & Politics

Apr 14, 2016

Sara E. Murphy



SPECIAL REPORT: U.S. Companies and the Israeli-Palestinian Conflict

Sep 14, 2015

Sara E. Murphy



SPECIAL REPORT: Nanotechnology and the S&P 500: Small Sizes, Big Questions

Oct 07, 2014

Susan Williams



SPECIAL REPORT: Board Oversight of Sustainability Issues

Mar 31, 2014



SPECIAL REPORT: Integrated Reporting in the United States

Apr 26, 2013



SPECIAL REPORT: Investor Risks Looming in the Niger Delta

Jul 24, 2012



SPECIAL REPORT: Discovering Shale Gas - Hydraulic Fracturing (2012)

Mar 08, 2012

Susan Williams



SPECIAL REPORT: Corporate Governance of Political Expenditures (2011)

Nov 10, 2011

Heidi Welsh



SPECIAL REPORT: How Companies Influence Elections (2010)

Oct 14, 2010

Heidi Welsh