Amalgamated Bank is proud to play a leadership role in successful corporate initiatives and strong shareholder activism, holding corporations to rigorous environmental, social, and governance standards. The LongView Funds use our power as investors to encourage corporate boards to pursue sound governance policies, hold portfolio companies to high standards of social and environmental practices, and enhance shareholder value.
Our LongView Funds are guided by the investment belief that better managed companies will deliver shareholders better and less volatile returns over the long term. Accordingly, our LongView and separately managed strategies seek to provide investors with access to both passively and actively managed equity market returns, while also promoting sound governance practices that we believe will promote shareholder value creation.
Since LongView Funds’ founding in 1992, we have exercised “Advocacy Through Ownership.” We monitor our portfolios for environmental, social, and governance (“ESG”) practices and encourage best practices. We vote proxies of our portfolio holdings according to rigorous standards of good governance. However, our engagement with companies goes beyond passively casting votes on corporate proxies. When we see underperforming companies or detect practices that may place our investments at risk, we take action. We engage our portfolio companies – through dialogue, shareholder proposals, and occasional legal action – to advocate practices that will protect and promote shareholder value.
Our proxy voting and engagements with companies are driven by the following key principles that we believe define good governance and enhance the prospects for sound shareholder returns.
In our work to promote good governance throughout the financial markets, the LongView Funds have long been active members of the Council of Institutional Investors (CII), a coalition of institutional investors with over $1.3 trillion in assets. The LongView Funds are also proud to be founding signatories of the United Nations Principles for Responsible Investment.
For additional information, please see our most recent Shareholder Initiatives Report and Proxy Voting Guidelines.
IMPORTANT INFORMATION: Investments are not insured by the FDIC and are subject to investment risks, including the loss of principal amounts invested. The aforementioned descriptions do not constitute an offer to invest or solicitation of an offer to buy interest in a LongView Fund. A complete description of the Funds’ terms, including risks, are included in the appropriate disclosure documents. Investment products referenced herein are not insured by the FDIC (or any other state or federal agency), are not deposits, obligations or guaranteed by Amalgamated Bank or any bank or non-bank affiliate thereof, and are subject to investment risks, including the loss of principal amount invested. Consider a strategy’s investment objectives, risks, charges and expenses carefully before investing. Prospective investors should read a fund’s offering materials containing this and other information carefully before investing. Past performance is not indicative of future results.