SOC Investment Group
Overview
SOC Investment Group is an activist investor dedicated to promoting corporate governance reforms and enhancing shareholder value. The firm collaborates with union pension funds to hold corporations accountable for irresponsible and unethical corporate behavior, as well as excessive executive compensation. By engaging in shareholder initiatives, SOC Investment Group aims to ensure independent and accountable directors, reasonable executive compensation practices, and sound environmental, human capital, and other business policies. Founded in February 2006 as the CtW Investment Group, SOC Investment Group works with pension funds sponsored by unions affiliated with the Strategic Organizing Center (SOC), a coalition of unions representing more than four million members. These members participate in Taft-Hartley plans with over $250 billion in assets, referred to as workers' capital. The firm seeks to enhance long-term shareholder returns through active ownership, reflecting the long-term interests of workers and their families invested in union pension funds. SOC Investment Group's engagement strategy includes filing shareholder resolutions and engaging with shareholders of publicly traded companies, such as Amazon, McDonald's, Electronic Arts, and CVS Health. Many of these companies are also targeted by union organizing campaigns. Through these efforts, SOC Investment Group aims to promote responsible corporate governance and sustainable practices, aligning corporate actions with the interests of workers and the broader community.
Investment Focus
- Responsible corporate governance
- Sustainable business practices
- Alignment with workers' interests
Portfolio Companies
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Unlock full contacts →Frequently asked questions about SOC Investment Group
What sectors does SOC Investment Group invest in?
SOC Investment Group invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Washington, United States. SOC Investment Group is listed as a institutional investor in the ConnectSafely investor database.
What stage does SOC Investment Group invest at?
SOC Investment Group backs companies at Growth, Late Stage, Pre-IPO, Buyout, Turnaround and Distressed.
Which regions does SOC Investment Group invest in?
SOC Investment Group invests across United States.
Who are the partners at SOC Investment Group?
Team members listed for SOC Investment Group include Tejal Patel (Executive Director) and Rich Clayton (Research Director).
What companies has SOC Investment Group invested in?
SOC Investment Group's portfolio includes Amazon, McDonald's, CVS Health and Electronic Arts.
How do I contact SOC Investment Group?
SOC Investment Group's contact details — including LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
