EPOCH Pi

09/30/2024

Five years after the Business Roundtable’s landmark restatement of the purpose of a corporation, the stakeholder model has become the framework used by many companies today. Now, not only do most of those companies think differently about purpose, but the model has provided them with the best path to financial and market success.
Learn more by reading 's The JUST Report:

Hardened by a cycle of embrace and backlash that continues to evolve, the stakeholder approach - in which the overarching goal is doing right by workers, communities, customers, suppliers, the planet and, yes, shareholders too - offers a clear blueprint for action which benefits everyone.

09/29/2024

"A group of more than 530 financial institutions representing over $29 trillion in assets under management announced the release of the 2024 Global Investor Statement to Governments on the Climate Crisis . . ."
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A group of more than 530 financial institutions representing over $29 trillion in assets under management announced the release of the 2024 Global Investor Statement to Governments on the Climate Crisis, calling on governments globally to set policies aimed at unlocking private capital flows to enab...

09/27/2024

In an effort to help companies inform investment decisions in worker wellbeing, created a paid leave policy benchmarking toolkit that connects corporate performance with evidence-based leading practice:

A paid leave policy benchmarking toolkit that connects corporate performance with evidence-based leading practice to help companies inform investment decisions in worker well-being

09/25/2024

Investment management company Vanguard released data from its Investor Choice proxy voting pilot indicating that almost one quarter (24%) of investors who participated in the exercise chose to cast their proxy votes in alignment with ESG-focused policy.
Read the article from to learn more:

Investment manager Vanguard released data from its Investor Choice proxy voting pilot on Tuesday, indicating that approximately one quarter of investors participating in the exercise chose to cast their proxy votes in alignment with an ESG-focused policy. Vanguard launched its Investor Choice pilot....

09/24/2024

At EPOCH Pi, we remain dedicated to supporting responsible businesses–helping them create enterprise value while protecting their purpose, mission, and core values through capital raising, ownership transition, and strategic acquisitions.
With that dedication in mind, we offer our Lower-Middle Market M&A Update:

Regardless of the controversy surrounding ESG, as a framework, it remains important in the public markets and in M&A. Investors continue to want the material ESG aspects of an investment to be evaluated.

09/19/2024

Chairman and CEO Jamie Dimon discussed the challenges facing the country and offered a persuasive leadership vision for meeting them in a recent article.
"If the way Dimon has built JPMC is anything to go by, it could be a powerful template for a more just society."
Read all about it in 's !

on Post Op-Ed this week, JPMorgan Chase Chairman and CEO Jamie Dimon laid bare the challenges facing the country but also offered a persuasive leadership vision for meeting them. If the way Dimon has built JPMC is anything to go by, it could be a powerful template for a more just society.

09/18/2024

Zevero, a UK-based carbon accounting startup, raised $7 million in seed funding to expand its footprint and enable more companies around the globe to utilize its platform to help businesses measure, report and reduce carbon emissions.
"Zevero offers companies tools to understand the impact of their emissions, enabling them to determine how and where they can reduce that impact, as well as better comply with regulations that may affect them. The process enables companies to better determine what concrete steps they can take to reduce their carbon footprint by using AI to match emission factors and integrate supply chain data."
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UK-based Zevero announced that it has raised $7 million in a seed funding round to expand its footprint and enable more companies around the globe to utilize its platform to help businesses measure, report and reduce carbon emissions. Founded in 2021, Zevero offers companies tools to understand the....

09/17/2024

In case you missed it...
EPOCH Pi's July blog was on the history of–and available options for–employee ownership and engagement.
Read the post at the link below!
https://www.epochpi.com/blog/2024/7/27/employee-ownership-and-engagement-history-and-available-options

09/14/2024

"Providing good jobs means paying workers well, supporting their well-being, offering career advancement opportunities, and building inclusive work environments."
We couldn't agree more!
Check out this article from about emerging leader in investment in workers :

As businesses continue to navigate the challenges of attracting and retaining top talent, offering quality jobs is one way for companies to maintain a competitive edge in the labor market. JPMorgan Chase is a leader in this category - here's why.

09/13/2024

UK pension scheme Nest announced the appointment of J.P. Morgan Asset Management’s timberland investment advisory company, Campbell Global, to establish a new evergreen timberland fund.
Campbel Global will seek out opportunities for Nest in key global markets, providing the pension scheme with a global portfolio of direct investments, focused on core traditional timberland.
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UK pension scheme Nest announced today the appointment of J.P. Morgan Asset Management’s timberland investment advisory company Campbell Global to establish a new evergreen timberland fund. Under the new agreement, Campbel Global will seek out opportunities for Nest in key global markets including...

08/30/2024

As an organization committed to Environmental, Social, and Governance ( ) principles, EPOCH Pi remains dedicated to supporting responsible businesses.

With that goal in mind, we offer our Lower-Middle Market M&A Update:

Regardless of the controversy surrounding ESG, as a framework, it remains important in the public markets and in M&A. Investors continue to want the material ESG aspects of an investment to be evaluated.

08/29/2024

Recent regulation will require additional due diligence on global supply chain risks. Large companies that operate across regions, such as those within the Russell 1000, will experience pressure to evaluate the effectiveness of their policies or face significant penalties abroad.
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JUST Capital and RepRisk analyzed trends in risk incidents among companies in the Russell 1000, and whether disclosure of policies to mitigate these risks influenced their incidence. Here's what we found: