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Resiliency and Climate Planning in Boston: A Regional Case Study of Coastal Climate Change Investment Risks and Opportunities

January 3, 2018 // Boston, MA: On Wednesday, January 17, 2018, CFA Society Boston will partner with Trillium Asset Management to host Resiliency and Climate Planning in Boston. Over half of all Americans – 164 million – live in coastal regions and contribute to the 58% of US GDP generated in those regions. With increased flooding, more forceful storms and extreme temperatures, the impacts of climate change are already evident in those regions. Consequently, the associated investment risks and investment opportunities are intensifying.
To address these risks and opportunities, a panel of experts will convene at the Hyatt Regency Boston. The conversation will define the foremost climate-related sea-level rise, heat, and health problems faced by Boston and the northeast region (and shared by all coastal cities). A broad range of solutions will be presented and discussed, with a focus on specific initiatives by the city, state, architectural community, and a climate-solutions mutual fund.
According to CFA Society Boston’s Chair Jeffrey Augustine, CFA, “The essence of this professional development program is a regional case study of coastal climate change investment risks and opportunities. Our panelists will offer investment professionals the necessary context and a starting point for assessing investment risks and opportunities in their own portfolios.”
Moderated by Jack Robinson, Vice Chair & Portfolio Manager at Trillium Asset Management, the panel will also include Bud Ris, the Climate advisor for Boston Green Ribbon Commission; Katie Theoharides, the Secretary of Climate Change for Massachusetts; Ellen Watts, President and co-founder of Architerra, an architectural firm dedicated to climate action through design excellence; and Lucas White, the lead portfolio manager for the GMO Climate Change Investment Strategy.
“The existential challenges and risks of Climate Change are accelerating and increasingly evident globally and locally,” said Jack Robinson, Vice Chair & Portfolio Manager of Trillium Asset Management. “With a close look at Boston Harbor and our region, this panel of experts will highlight solutions including investable solutions that require private and public capital, including debt and/or equity in what is a rapidly emerging growth category.”


For more information, please contact: Caroline White, Communications Manager, cwhite[at]

About Trillium Asset Management
Trillium Asset Management is the oldest independent investment advisor devoted exclusively to sustainable and responsible investing (SRI). Since 1982, Trillium has managed equity and fixed income portfolios for individuals, foundations, endowments, and religious institutions as well as financial advisors and their clients. A leader in shareholder advocacy and public policy work, Trillium leverages the power of stock ownership to promote social and environmental change while providing both impact and performance to our investors.
About CFA Society Boston
CFA Society Boston is a not-for-profit professional society founded in 1946 that has been a point of connection for the Boston investment community, providing an open forum for the exchange of fresh perspectives on industry issues and promoting ethics and integrity. More than 5,700 investment professionals locally and globally are members of CFA Boston, representing over 650 investment firms. 94 percent of CFA Boston members hold the Chartered Financial Analyst designation from CFA Institute. CFA Boston is a founding society of CFA Institute. For more information, visit or contact George Dudley.