Roe v. Wade Reversal: Change Finance Responds

Jason Howell |
Categories
Corporate Engagement
Proxy Voting
Supreme Court
RoeVWade
ESG

"The first thing you have to do is actually know what's in your portfolio. What are the funds you are holding, but also what companies are those funds holding. Until you actually know what you are invested in, and most of us don't, it's pretty hard to know how to move forward. Log into your brokerage/investment account/401(k), and start to learn what you are actually holding. If you want to start to learn a little bit about the ESG profiles of the funds you are holding, AsYouSow, EthosESG and YourStake all have some great tools...where you can go get information about the exposure your fund has to fossil fuel, what gender equality looks like in your fund and exposures to all different sorts of issues you might care about."

- Dorrit Lowsen, President, COO, Change Finance

 

The U.S. Supreme Court's recent reversal of the 1973 Roe v. Wade decision has provided many business with new, difficult decisions. Employees, customers and investors are asking corporate leaders to express their opinion on an issue where they know some will disagree. Dorrit Lowsen, President of the Change Finance, took some time to explain how her fund is leading the fight against policies that restrict reproductive health. Our discussion covered:

  1. Why these policies are "bad for business"
  2. How Change Finance is working to mitigate harm
  3. Ways to participate in "proxy voting" and "corporate engagement"

Specifically, Dorrit took the time to answer:

  • What is corporate engagement?
  • What is proxy voting?
  • Why was the Roe v. Wade reversal "bad for business?"
  • How is Change Finance specifically working to mitigate harm?
  • What can individuals do to support corporate policies they want to see in the world?

 

 

Jason Howell Company is an independent, family wealth management firm run by two owners who believe you should feel good about money.

Jason J. Howell, CFP®, CPWA®, CSRIC® and Douglas W. Tees, MBA, CFP®  are each married to patient wives and are dedicated to their kids. Jason and Doug have built a firm with a great reputation. The firm is based in Northern Virginia but serves clients (virtually) all throughout the United States.  

Our clients are “first generation wealth” and can feel guilty about how much they make and how much they spend compared to how they grew up. They are also concerned about how their wealth affects their sibling relationships and their kids.

We facilitate feeling "good about your money" in three ways:

  1. Family Governance: We walk the principles through a process that gets them talking about what it was like to grow up with money, how they pay bills and save today and what they want their family legacy to sound like. This turns into a “Family constitution.”
  2. Sustainable Investing: We match the values derived from the “Family Constitution” to a sustainable investing strategy that incorporates an adaptive efficient market theory with environmental, social and governance factors
  3. Proactive Philanthropy: Many of our clients will have a little extra, even after they achieve their family’s personal goals. We show them how much they can afford to be giving while living to the people and causes they care about

To feel good about your money, just book an introductory call here: Introductory Call