1. Monitoring activists: |
7. Budgeting for divestment activities: |
13. Framing divestment discussions: |
Tobacco control/socially responsible investing conferences |
Reactive planning |
Continuously updated/edited counter‐divestment position paper |
Press releases/ press conferences |
Strategic planning |
Computerised state‐specific talking points |
Publications/e‐lists |
8. Counter‐divestment staffing: |
Articles in professional publications |
Correspondence with institutional investors |
Reactive/ad hoc staffing |
Mass media publications: letters to the editor, articles, op/eds |
Media reporting on “antis” activities |
Organised divestment team/task force |
State‐specific “Commitment to jobs and economic growth” |
2. Tracking divestment discussions/actions: |
Divestment status reports |
Mass media advertising of economic contributions |
Divestment tracking charts |
9. Preparing staff briefing materials: |
White papers on related subjects: |
Government affairs weekly report |
Corporate issues manual and “Issues and answers” |
– losses due to South Africa divestment |
Lobbyist/consultant reports |
Collected media reports on divestment |
– superiority of PM returns over other options |
Mass media reports, media RFIs |
Divestment issues handbook |
– portfolio return compared with/without PM |
3. Monitoring institutional investments: |
Divestment questions and answers |
14. Exerting personal influence on decision‐makers through: |
Periodic holdings/turnover reports |
10. Briefing “local legislative consultants” |
“Old boys:” |
Identification/analysis of sell‐offs |
Regional/local as needed |
– alumni |
4. Identifying potential allies including: |
1996 Government Affairs Conference |
– overlapping board memberships |
Public policy groups |
11. Claiming privilege for internal communications: |
– political/social connections |
Investment policy groups |
Attorney/client communication |
Top echelon executives: |
Stakeholders not previously friendly: |
Attorney work‐product |
– divestment‐specific contacts |
– “organised labour” |
Trade secrets |
– in the ordinary course of business |
– “teachers” |
12. Monitoring corporate activities for compliance with: |
– management response video |
– “government employees” |
“lobbying regulations” |
– rapid response teams |
– “college professors” |
“the Securities and Exchange Commission” |
Peers/professionals: |
– “the elderly” |
“other…federal, state and local laws” |
– institutional investors |
5. Contracting “third party research firms” to assess potential divestment sites |
|
– outside analysts |
6. Opinion polling “elected officials and the general public” |
– legal/fiduciary authorities |
Local operatives and lobbyists |
15. Mobilising “third parties” |
“Groups which, in the past, have not had favorable opinions of the company” |
“Third party public policy and investment policy groups” |
“Responsible investing' Internet page” |
“Third party investment advisors” |
16. Planning legislation to alter state investment rules/monitoring state investment rule law‐making |