When a company proves consistently unresponsive to our engagement efforts, we employ a graduated escalation strategy. First, we intensify our advocacy approach through more formal channels, potentially including exempt proxy solicitations to educate other shareholders. If necessary, we may file shareholder resolutions on issues of critical importance to the Jewish community. In cases of continued resistance on fundamental issues like antisemitism or BDS-related concerns, we evaluate whether the company’s behavior warrants addition to our Watchlist for potential exclusion from the index. Throughout this process, we maintain detailed documentation of our engagement attempts to inform our scoring and ensure transparency with our investors.
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Share your interest in JLens’s funds with your 401k provider to find out how they can fit in your portfolio.