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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, with the board’s recommendation on it where the filings show one. A FOR vote on a proposal the board supported, or took no position on, is listed and labelled, but it is not a vote against the board. 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

45 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 the filer’s own N-PX answer (Item 1(h)), or, marked “inferred”, from its category and wording where the filing does not say; see how we count these.
CompanyMeetingProposalCategory On the ballot fromBoard recommendedFINANCIAL INVESTORS TRUST votedFunds
AMAZON.COM INC. May 22, 2024 Shareholder Proposal Requesting Additional Reporting on Gender/Racial Pay Diversity, Equity, and Inclusion Shareholder Against FOR 2
WESTERN ALLIANCE BANCORPORATION June 12, 2024 Shareholder proposal requesting a report on risks of politicized de-banking Other Social Issues Shareholder Against FOR 2
AMAZON.COM INC. May 22, 2024 SHAREHOLDER PROPOSAL REQUESTING A REPORT ON PACKAGING MATERIALS Environment or Climate Shareholder Against FOR 1
AMAZON.COM INC. May 22, 2024 SHAREHOLDER PROPOSAL REQUESTING A REPORT ON WAREHOUSE WORKING CONDITIONS Human Rights or Human Capital/workforce Shareholder Against FOR 1
AMAZON.COM INC. May 22, 2024 SHAREHOLDER PROPOSAL REQUESTING ADDITIONAL REPORTING ON FREEDOM OF ASSOCIATION Human Rights or Human Capital/workforce Shareholder Against FOR 1
AMAZON.COM INC. May 22, 2024 SHAREHOLDER PROPOSAL REQUESTING ADDITIONAL REPORTING ON LOBBYING Other Social Issues Shareholder Against FOR 1
AMAZON.COM INC. May 22, 2024 SHAREHOLDER PROPOSAL REQUESTING ADDITIONAL REPORTING ON STAKEHOLDER IMPACTS Environment or Climate Shareholder Against FOR 1
BERKSHIRE HATHAWAY INC. May 4, 2024 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 Against FOR 1
BERKSHIRE HATHAWAY INC. May 4, 2024 Shareholder proposal regarding the reporting on the effectiveness of the Corporation's diversity, equity and inclusion efforts. Diversity, Equity, and Inclusion Shareholder Against FOR 1
CHARLES SCHWAB CORP. May 23, 2024 Shareholder Proposal on Workforce Discrimination Risk Oversight and Impact Other Social Issues Shareholder Against FOR 1
CHARLES SCHWAB CORP. May 23, 2024 Stockholder Proposal on Pay Equity Discloser Diversity, Equity, and Inclusion Shareholder Against FOR 1
CHEVRON CORP. May 29, 2024 Commission a Third-Party Report on Human Rights Practices Human Rights or Human Capital/workforce Shareholder Against FOR 1
CHEVRON CORP. May 29, 2024 Report on Plastic Demand Scenario Environment or Climate Shareholder Against FOR 1
CHEVRON CORP. May 29, 2024 Report on Tax Practices Other Social Issues Shareholder Against FOR 1
EXXON MOBIL CORP. May 29, 2024 Additional Pay Report on Gender and Racial Basis Diversity, Equity, and Inclusion Shareholder Against FOR 1
EXXON MOBIL CORP. May 29, 2024 Additional Social Impact Report Environment or Climate Shareholder Against FOR 1
EXXON MOBIL CORP. May 29, 2024 Report on Plastic Production Under SCS Scenario Environment or Climate Shareholder Against FOR 1
HOME DEPOT INC. May 16, 2024 Shareholder Proposal Regarding a Report on Biodiversity Impact and Dependency Assessment Environment or Climate Shareholder Against FOR 1
HOME DEPOT INC. May 16, 2024 Shareholder Proposal Regarding a Report on Respecting Workforce Civil Liberties Other Social Issues Shareholder Against FOR 1
INTERNATIONAL BUSINESS MACHINES CORP. April 30, 2024 Stockholder Proposal Requesting a Public Report on Lobbying Activities Other Social Issues Shareholder Against FOR 1
KOSMOS ENERGY LTD. June 6, 2024 To provide a non-binding, advisory vote on a stockholder proposal regarding a report on tax payments. Other Social Issues Shareholder Against FOR 1
LOCKHEED MARTIN CORP. May 2, 2024 Stockholder Proposal Requesting a Report on Reducing Full Value Chain GHG Emissions Environment or Climate Shareholder Not determined FOR 1
MARRIOTT INTERNATIONAL INC. May 10, 2024 STOCKHOLDER RESOLUTION REQUESTING THE COMPANY ANNUALLY PREPARE A RACIAL AND GENDER PAY GAP REPORT Diversity, Equity, and Inclusion Shareholder Against FOR 1
MASTERCARD INC. June 18, 2024 Consideration of a stockholder proposal requesting transparency in lobbying Other Social Issues Shareholder Against FOR 1
META PLATFORMS INC. May 29, 2024 A shareholder proposal regarding human rights impact assessment on AI systems driving targeted advertising Human Rights or Human Capital/workforce Shareholder Against FOR 1
META PLATFORMS INC. May 29, 2024 A shareholder proposal regarding report and advisory vote on minimum age for social media Other Social Issues Shareholder Against FOR 1
META PLATFORMS INC. May 29, 2024 A shareholder proposal regarding report on child safety impacts and actual harm reduction to children Other Social Issues Shareholder Against FOR 1
META PLATFORMS INC. May 29, 2024 A shareholder proposal regarding report on generative AI misinformation and disinformation risks Other Social Issues Shareholder Against FOR 1
META PLATFORMS INC. May 29, 2024 A shareholder proposal regarding report on human rights risks in non-US markets Other Social Issues Shareholder Against FOR 1
META PLATFORMS INC. May 29, 2024 A shareholder proposal regarding report on political advertising and election cycle enhanced actions Other Social Issues Shareholder Against FOR 1
OCCIDENTAL PETROLEUM CORP. May 2, 2024 Shareholder Proposal Requesting an Annual Report on Lobbying Other Social Issues Shareholder Not determined FOR 1
OLD DOMINION FREIGHT LINE INC. May 15, 2024 Shareholder proposal regarding greenhouse gas reduction. Environment or Climate Shareholder Against FOR 1
TYSON FOODS INC. February 8, 2024 Shareholder proposal regarding Tyson Foods' labor practices. Human Rights or Human Capital/workforce Shareholder Against FOR 1
TYSON FOODS INC. February 8, 2024 Shareholder proposal regarding a circular economy for packaging. Environment or Climate Shareholder Against FOR 1
TYSON FOODS INC. February 8, 2024 Shareholder proposal regarding corporate climate lobbying. Environment or Climate Shareholder Against FOR 1
TYSON FOODS INC. February 8, 2024 Shareholder proposal regarding deforestation-free supply chains. Environment or Climate Shareholder Against FOR 1
UBER TECHNOLOGIES INC. May 6, 2024 Stockholder proposal to prepare an independent third-party audit on Driver health and safety Human Rights or Human Capital/workforce Shareholder Against FOR 1
UNITEDHEALTH GROUP INC. June 3, 2024 If properly presented at the 2024 Annual Meeting of Shareholders, the shareholder proposal requiring a political contributions congruency report. Other Social Issues Shareholder Against FOR 1
WARRIOR MET COAL INC. April 25, 2024 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 Not determined FOR 1
WELLS FARGO & CO. April 30, 2024 Shareholder Proposal - Annual Climate Lobbying Congruency Report. Environment or Climate Shareholder Against FOR 1
WELLS FARGO & CO. April 30, 2024 Shareholder Proposal - Annual Report on Congruency of Political Spending and Corporate Values. Other Social Issues Shareholder Against FOR 1
WELLS FARGO & CO. April 30, 2024 Shareholder Proposal - Annual Report on Prevention of Workplace Harassment and Discrimination. Human Rights or Human Capital/workforce Shareholder Against FOR 1
WELLS FARGO & CO. April 30, 2024 Shareholder Proposal - Report on Respecting Indigenous Peoples' Rights. Human Rights or Human Capital/workforce Shareholder Against FOR 1
WELLS FARGO & CO. April 30, 2024 Shareholder Proposal - Third-Party Assessment of Respect for Freedom of Association and Collective Bargaining. Human Rights or Human Capital/workforce Shareholder Against FOR 1
WELLS FARGO & CO. April 30, 2024 Shareholder Proposal - Transparency in Lobbying Annual Report. Other Social Issues Shareholder Against FOR 1

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Built October 25, 2026 from SEC Form N-PX filings.