As an investor, your money can have a significant impact on the world, and that impact should represent your values. 

By using the GOODFOLIO platform for your investments in equity funds, you become a shareholder for the fund you're invested in. 

Your money is pooled together with other people's into a fund, which is then used to buy shares, making you an indirect shareholder. 

As an indirect shareholder, you have a voice that matters and can influence social and environmental issues through shareholder voting.

Quick Summary

1. GOODFOLIO is a platform for investing in funds with your values.

2. By investing in these funds you become an indirect shareholder with a voice in shareholder voting.

3. Shareholder voting can influence social and environmental issues such as cutting down plastic pollution.

How Shareholder Voting Works 

Each year, companies give shareholders a chance to vote 'in favour' or 'against' proposals put forward at their Annual General Meeting (AGM). 

The final result is decided based on the votes of all direct shareholders.  If the required majority (usually 50% or 75%) of direct shareholders voted 'in favour', the vote is considered passed.

When you express your wish on the GOODFOLIO platform, it is sent to the fund manager, who usually holds the legal right to vote. Your fund manager will then vote at the companies' AGMs, taking into account various factors that will affect their investment, including your say. The final result is decided based on the votes of all direct shareholders.

It is important to note that while your fund manager will see how GOODFOLIO users expressed their wishes, they won't necessarily vote in line with that. 

Fund managers have to consider other factors as well, such as how the vote will impact the performance of the pension or investment fund. Moreover, they will receive expressions of wishes from other organisations, not just from GOODFOLIO.

Why Collective Action Matters

Shareholder voting can change the world. 

Shareholders decide whether oil companies disclose their climate-change plans, pressure tech giants to prioritise gender equality, and make retail giants cut down their plastic pollution. 

Your pension or investment has shares in these companies, which makes you an indirect shareholder, and you can have a say in changing the world.

GOODFOLIO has partnered with Tumelo to make this feature possible. 

Tumelo is a technology partner that aims to make stewardship and voting more impactful. They also work with a range of other organisations, including Aviva and Fidelity. 

Through relationships with Tumelo and increased engagement and transparency on these issues, the aim is to create a collective voice for action.

Make Your Voice Heard with GOODFOLIO

By engaging with your fund managers and expressing your wishes, you can have a significant impact on social and environmental issues. 

While the information about how the specific fund manager is using their voting rights for social and environmental issues is not always available, over time, GOODFOLIO aims to relay this information back to you. 

We do however give you the opportunity where possible to express your wishes on how you want your fund managers to vote.

By doing so, we can create a collective voice for change and work towards a better world.

To get started:

1. Sign in to your GOODFOLIO account

2. Go to “Collective Action” 👈

3. Click on an upcoming issue 🍃

4. “Read more” 🧐

5. Choose your voting preference 🗳

6. “Submit my wishes” ✅

If you are not yet signed up to GOODFOLIO then you can sign up and join our collective action movement today!

As with all investing, your capital is at risk.