Both Dimensional Fund Advisors and Vanguard have published their 2019 stewardship reports for investors. These reports focus on the money managers' duties, responsibilities, and actions in the corporate governance area, including board composition, executive pay, and environmental and social concerns. We want to highlight the availability of these reports and are happy to discuss them with you in more detail if this is of interest.
NOTE: The articles and information at the above links contain the opinions of the author(s) and those interviewed by the author(s) but not necessarily Carlson Capital Management and does not represent a recommendation of any particular security, strategy or investment product. The opinions of the author(s) are subject to change without notice. Information contained herein has been obtained from sources believed to be reliable, but is not guaranteed. These articles are distributed for educational purposes and should not be considered investment advice or an offer of any security for sale. Past performance is not indicative of future results and no representation is made that the stated results will be replicated.