Remove 2018 Remove Executive Compensation Remove Portfolio
article thumbnail

COVID-19 Through An ESG Investing Lens

Brown Advisory

In our recent conversations with management teams at our portfolio companies, we have heard directly about the unprecedented challenges these firms are facing. Further, the company is waiving copayments for Aetna members (CVS and Aetna merged in 2018) for all telehealth visits—not just COVID-19-related appointments.

article thumbnail

COVID-19 Through An ESG Investing Lens

Brown Advisory

In our recent conversations with management teams at our portfolio companies, we have heard directly about the unprecedented challenges these firms are facing. Further, the company is waiving copayments for Aetna members (CVS and Aetna merged in 2018) for all telehealth visits—not just COVID-19-related appointments.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Intel SERPLUS Elections 2020: 4 Steps to Consider Given the Recent Company Uncertainty

Cordant Wealth Partners

During a recession, this number obviously goes up (136 and 210 filed for bankruptcy protection in 2008 and 2009, respectively) but drops in times of economic expansion (58 and 64 filed in 2018 and 2019, respectively). Shifts a concentrated equity position to a more diversified portfolio.

article thumbnail

Siemens Deferred Compensation Elections for Former Employees of Mentor Graphics: 4 Steps to Consider

Cordant Wealth Partners

During a recession, this number obviously goes up (136 and 210 filed for bankruptcy protection in 2008 and 2009, respectively) but drops in times of economic expansion (58 and 64 filed in 2018 and 2019, respectively). Shifts a concentrated equity position to a more diversified portfolio.

article thumbnail

Should you cancel your CFP designation?

Sara Grillo

He says that in the CFP Board’s standard of conduct it states unambiguously that all CFP designation holders must voluntarily disclose all prior misconduct, any disclosures that may be on their FINRA or SEC IAPD records – and, as revealed in the 2018 Wall Street Journal expose , nobody did it (Zweig, Fuller). 2018, July 24).

CFP 80