Pennsylvania state outline

Pennsylvania Average CBR Summary

Avg. Company Rating

Average Risk Rating: Medium

Avg. Rating Criteria

Corporate Weaponization Risk Levels
Criteria Risk Level
Cancellations Medium Risk
Discriminatory Philanthropy Medium Risk
Employment Protection High Risk

Corporate Weaponization

Corporate Governance and Public Policy Risk Levels
Criteria Risk Level
Advocacy Bias Medium Risk
Funding Medium Risk
Political Actions Medium Risk

Corporate Governance and Public Policy

State Leadership

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State Pension Fund Summary

Pennsylvania has two main public pension systems: the State Employees’ Retirement System (SERS) and the Public School Employees’ Retirement System (PSERS).

  • The SERS board represents state employees and consists of 11 members: 2 Ex Officio (State Treasurer, Secretary of Banking and Securities); 5 appointed by the Governor; 2 appointed by the President Pro Tempore of the Senate; 2 appointed by the Speaker of the House of Representatives.
  • The PSERS board represents school teachers and employees and consists of 15 members: 4 Ex Officio members (Secretary of Education, Treasurer of the Commonwealth, Secretary of Banking and Securities, Chief Executive Officer of PSBA); 2 House members appointed by the Speaker of the House; 2 Senate members appointed by the President Pro Tempore of the Senate; 1 Governor-appointed member; 6 elected members (3 active certified, 1 active non-certified, 1 member of the annuitant group, and 1 member to be elected by the members of the Pennsylvania public school boards).

The “By Asset Manager” and “Asset Manager Voting” tables show the proxy voting records of the state’s asset managers who manage the pensions’ stock market portfolio through index, exchange-traded, or mutual funds. Since these are externally managed funds, the asset managers typically retain and exercise proxy voting privileges. This data is used to calculate the state’s pro-ESG and anti-ESG scores to see how the state leverages its externally managed funds in proxy voting.

The “State Voting” table shows SERS’ and PSERS’ proxy voting records for directly owned securities through pension fund portfolios. The 1792 Exchange commends SERS and PSERS for publicly disclosing this information online for its pensioners.

Both tables are important to show a comprehensive picture of the state’s proxy voting record.

Pension Funds Management

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