jantz management highlights
Christine Jantz Retiring From Jantz Management
2022 Calendar Year
Christine Jantz, founder and CEO, is retiring from Jantz Management in 2022 to explore her creative side as an artist. Through her art, she aims to continue the shareholder activism work she began as an investment manager at Jantz Management.
Signatory Letter for Responsible Social Media
2021 Proxy Season
Jantz Management joined with other investors and management companies to ask top social media companies to step up their content control efforts to reduce the threat of violence ahead of the inauguration of U.S. President-elect Joe Biden.
Jantz Management Successfully Negotiated with Ulta Beauty to Set GHG Emissions Reduction Goals
2021 Proxy Season
The resolution called for Ulta Beauty's management to set long-term reduction goals consistent with the 2015 Paris Climate Agreement and the 2018 IPCC report. And, as agreed to by the company, "in addition to any disclosures which may be contained in [Ulta Beauty's] first planned formal CSR report, Ulta Beauty also commits to setting and disclosing longer term goals regarding greenhouse gas emissions."
Signatory Letter for Racial Equity
2021 Proxy Season
Jantz Management becomes a signatory to the 2020 Belonging Pledge for racial equity. "We believe that racial equity belongs throughout the investment process, in the investment committee meeting, and, ultimately, in how decisions are made about capital deployment." *
*https://www.confluencephilanthropy.org/Racial-Equity-Pledge
Dollar Tree Shareholders Approve Jantz Management's GHG Emissions Proposal
2020 Proxy Season
At Dollar Trees' annual shareholder meeting on June 11th, a strong majority (67%) of shareholders voted in favor of Jantz Management's shareholder proposal on setting GHG reduction goals.
https://www.greenamerica.org/blog/dollar-tree-shareholders-call-action-greenhouse-gas-reductions
Protecting Shareholder Rights
2019 Proxy Season
JM joined with other socially responsible investors providing commentary on the SEC's proposed changes dramatically watering down shareholder rights. JM's concerns regarding the proposed changes were published as a blog post on the Harvard Law School Forum on Corporate Governance and Financial Regulation.
https://corpgov.law.harvard.edu/2019/10/21/filing-thresholds-and-main-street-investors
Shareholder Proposal to Ross Stores for Greenhouse Gas Emission Reduction
2018 - 2020 Proxy Seasons
Divestment alone is not enough. In 2018, Jantz Management brought a shareholder resolution to Ross Stores on setting GHG reduction goals. Following a 40% vote in favor of JM's shareholder proposal, Ross Stores agreed to set long term GHG emissions reduction goals.
Net Zero GHG Emissions by 2030
2015 – 2018 Proxy Seasons
Jantz Management filed groundbreaking resolutions at three companies to report on a feasible and manageable plan to achieve Net-Zero Greenhouse Gas Emissions by 2030 for all company facilities.
In 2018, Jantz Management successfully negotiated with TJX to include a carbon neutral scenario in their feasibility assessment for creating a science-based target for TJX's next quantitative emissions reduction goal.
Further discussion: https://www.corpgov.net/2017/12/ordinary-business-human-rights-ghg-says-apple/
3M and Kroger Commit to Humanitarian Engagement Reporting
2014 – 2015 Proxy Season
Jantz Management recently withdrew its shareholder resolutions, when 3M and Kroger agreed to include reporting their humanitarian engagement efforts (other than charitable giving) in their Sustainability Report.
http://multimedia.3m.com/mws/media/1214315O/2016-3m-sustainability-report.pdf
To Paraphrase Mark Twain: The Cost of Fossil Fuel Divestment Has Been Greatly Exaggerated
2013 Proxy Season
Julie Goodridge and Christine Jantz make the case that investing in Fossil-Free portfolios does not mean sacrificing returns.
ESG Considerations Can Increase Returns
2013 SRI Conference Presentation
Jantz Management presents “The Quant’s View of ESG Integration”.
Corporate Political Spending: Why Shareholders Must Weigh In
2012 Proxy Season
Shareholder value can be diminished by negative publicity associated with political giving that is incongruent with expressed community values.
https://www.diversityinc.com/corporate-political-spending-why-shareholders-must-weigh-in/
Environmental, Social and Governance Criteria
2006 Calendar Year
Christine Jantz, founder of Jantz Management, developed a groundbreaking quantitative approach for socially responsible investing incorporating company data on environmental initiatives, women, gender equity, diversity and climate change into the stock selection process.Founding of Jantz Management LLC
Founding of Jantz Management LLC
2002 - 2004 Calendar Years
Jantz Management LLC was founded as an investment management company based on the premise that superior quantitative models significantly outperform over the long term. The company created and implemented separately managed equity portfolios for institutions and individual investors, using a disciplined, quantitative value approach employing system dynamics techniques to identify undervalued companies, while limiting errors caused by human biases.