named programs · 4 · from sources
What they call their work
Border and Surveillance Industries Investor Stewardship Project
Project bringing together institutional investors, NGOs, and experts to develop stewardship strategies regarding companies involved in border and surveillance industries
Corporate Lobbying Alignment Project (CLAP)
Initiative that examines corporate lobbying practices across sectors such as fossil fuels, healthcare, and financial services, and engages investors to align corporate behavior with public interest
ESG Influencers Survey
Periodic survey of senior ESG practitioners and stakeholders to assess sentiment and set agendas on issues like gender-based violence and corporate political spending
Master Class Series
Series of educational events featuring thought leaders discussing topics such as stakeholder capitalism, monopoly power, and life in the Anthropocene
activities · 6 groups
What they do
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SDG Advancement & Global Advocacy 1 activity
- Advocating for sustainable and ethical financial systems through stakeholder engagementEngages investors, regulators, asset managers, and policy institutions to promote reforms addressing systemic risks, including climate misalignment, corporate lobbying, and human rights. Activities include launching campaigns, convening roundtables, and building alliances to elevate reform proposals.
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Global Sustainability Convenings & Forums 1 activity
- Hosting multi-stakeholder dialogues to advance climate and sustainability financeOrganizes and facilitates week-long online dialogues with finance professionals, academics, scientists, and civil society actors to deepen understanding of human behavior in climate finance and related systemic challenges. Events were held in January 2023, February 2021, and from 2015–2018 on topics including COP strategies, Asian utilities, and biodiversity loss, producing summary decks, reading lists, and collaborative outputs.
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Corporate Climate Accountability Initiatives 1 activity
- Leading shareholder advocacy and divestment campaigns on human rights and climate risksLaunches and supports shareholder resolutions and divestment campaigns targeting corporate practices in climate risk, for-profit prisons, and border surveillance. Notable outcomes include securing CalSTRS and CalPERS divestments from CoreCivic and GEO Group, and advocating for 2°C scenario analyses at companies like PPL Corp.
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Podcast and Radio Production 1 activity
- Producing and distributing educational content through podcasts and public eventsCo-produces the “Breaking the Fever” podcast and online conversation series with Ethical Systems to explore post-pandemic recovery and systemic change, and hosts public webinars and launch events on topics such as women’s health in ESG and investor stewardship.
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Impact Investing Knowledge & Technology Platforms 1 activity
- Supporting investment professionals in driving systemic reformProvides coaching, support, and strategic engagement for individual “positive mavericks” and investment industry professionals to advance institutional change around sustainability, ethics, and stewardship within their organizations.
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Uncategorized 1 activity
- Conducting research on systemic financial risks and ESG issuesProduces discussion notes, reports, and analytical publications on systemic risks in the financial system, including corporate political capture, biodiversity loss, women’s health in ESG, and climate-related financial risks. Examples include the report “High Risk, Low Reward” on for-profit prisons, the “Winning without Win-Win” series, and multiple discussion notes titled “The Great Wake-Up” on investor action for women’s health.
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financials · form 990 · fy2021
revenue
Total revenue$55K
Contributions & grants$55K100%
Program service revenue$00%
Investment income$00%
Other revenue$0
expenses
Total expenses$51K
Program expenses88%
Admin / overhead12%
Fundraising0%
Salaries & benefits$30K
Grants paid out$0
Largest expense lineCompensation
balance sheet
Total assets$23K
Cash$23K
Investments$0
Liabilities$0
Net assets$23K
Liquid reserves5.3 mo
2 years on record · 2020–2021 · YoY revenue -41.9%
leadership · form 990 part vii · fy2021
Who runs it
paid leadership · 1
| Name | Title | Hours/wk | Compensation |
|---|---|---|---|
| JEROME TAGGER | Treasurer | 40 | $30K |
board members · 2
- DAVID PONET — Secretary
- MICHAEL MUSURACA — Chairman
relationships · 34
Who they work with
- American Promise Partner — Collaborated with Preventable Surprises on a conversation about corporate political spending
- Arcus Foundation Funder — Past or current institutional funder of Preventable Surprises
- Balanced Economy Project Partner — Co-authoring partner through Michelle Meagher on a report discussed in a Preventable Surprises Master Class
- CalPERS Partner — Engaged CalPERS to secure divestment from for-profit prison companies CoreCivic and GEO Group.
- CalSTRS Partner — Collaborated with CalSTRS to secure divestment from for-profit prison companies CoreCivic and GEO Group.
- Christopher Reynolds Foundation Funder — Past or current institutional funder of Preventable Surprises
- DAWN Worldwide Partner — Provided generous support for the publication of "The Great Wake-Up" discussion note on women’s health and ESG.
- DAWN Worldwide Partner — Provided support for the publication of "The Great Wake-Up" discussion note on women's health and ESG.
- Direct Action for Women Now Funder — Past or current institutional funder of Preventable Surprises
- Economic Liberties Partner — Co-authoring partner through Denise Hearn on a report discussed in a Preventable Surprises Master Class
- Erb Institute’s Corporate Political Responsibility Taskforce Partner — Co-hosted a conversation with Preventable Surprises on corporate political spending
- Ethical Systems Partner — Co-hosts the Breaking the Fever podcast and online conversation series.
- Ethical Systems Partner — Collaborates with Ethical Systems on the "Breaking the Fever" podcast and conversation series.
- European Climate Fund Funder — Past or current institutional funder of Preventable Surprises
- Financial Stability Board Partner — References the Financial Stability Board's task force recommendation for 2°C scenario analysis as a tool to understand climate-related financial risks.
- Funding Network Funder — Past or current institutional funder of Preventable Surprises
- Good Move Initiative Funder — Past or current institutional funder of Preventable Surprises
- Greta Thunberg Network — Referenced as a prominent advocate in climate and economic thinking, contributing to the broader discourse that the dialogue engages with.
- IPBES Partner — Referenced as a key contributor to growing investor awareness on biodiversity loss.
- In This Together Partner — Partnered with Preventable Surprises on a conversation about corporate political spending
- Joseph Rowntree Charitable Trust Funder — Past or current institutional funder of Preventable Surprises
- Joseph Rowntree Charitable Trust Funder — Primary funder of the Corporate Lobbying Alignment Project.
- LinkedIn Partner — Hosts a LinkedIn Group for audience engagement around the podcast content.
- Margaret Hayman Charitable Trust Funder — Past or current institutional funder of Preventable Surprises
- Marmot Trust Funder — Past or current institutional funder of Preventable Surprises
- Mava Foundation Funder — Past or current institutional funder of Preventable Surprises
- Michael Mann Network — Referenced as a key thinker in economic and climate advocacy whose work informs the dialogue on climate finance leadership.
- Namaste Foundation Funder — Past or current institutional funder of Preventable Surprises
- Network for Social Change Funder — Past or current institutional funder of Preventable Surprises
- Polden Puckham Charitable Foundation Funder — Past or current institutional funder of Preventable Surprises
+ 4 more
strategies · 5
How they approach the work
Named approaches extracted from this org’s sources. Where others share an approach, follow it to see the full set of orgs running it.
- Forceful Stewardship for Systemic Corporate Changemethodology: forceful_stewardshipBy leveraging investor ownership rights—such as proxy voting, public shareholder resolutions, and direct corporate engagement—the organization drives measurable corporate accountability on systemic risks like climate change, because passive ESG integration is insufficient without active, forceful pressure on companies to transition to low-carbon and ethical operations.
- Four-Part Framework for Investor Action on Women’s Healthmethodology: four-part_investor_action_frameworkBy guiding investors through a structured process—Learn, Set Priorities, Act, Activate Systems—the organization integrates women’s health into ESG practices, because systemic change requires both education and coordinated action to shift institutional priorities and financial flows.
- Human-Centered Systems Change in Financemethodology: human-centered_systemsBy integrating insights from human behavior, ethics, and relationships into financial strategies, the organization produces more effective systemic interventions, because financial systems are human-designed and thus shaped by cultural norms, power dynamics, and moral frameworks that must be addressed to drive transformation.
- Political and Lobbying Accountability in ESGmethodology: esg-integration-of-lobbying-analysisBy integrating analysis of corporate political lobbying and systemic power structures into ESG engagement, the organization improves investor accountability, because corporate influence on policy is a core driver of systemic risk and must be addressed for climate and social goals to be achieved.
- Strategic Engagement of Reform-Minded Professionals ("Positive Mavericks")methodology: positive_mavericksBy targeting and collaborating with ethically motivated individuals within the financial sector, the organization overcomes institutional inertia and advances systemic reform, because change often begins with committed insiders who can shift norms and practices from within.