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Re-Publication of and Update to 2017 Statement on Charlottesville Violence

August 9, 2019

August 9, 2019 In August 2017, Trillium issued a statement regarding the violence in Charlottesville, Virginia when white supremacists held rallies which turned violent and horrified millions of Americans. Trillium’s statement expressed deep concern with President Donald Trump’s reaction to the violence, conveying moral outrage and also sharing our observations about the economic importance of diversity and inclusion. Two years later we are confronted by attacks in El Paso, Texas, Gilroy, California, and Dayton, Ohio which are being investigated as domestic terrorism and/or inspired by violent ideologies. We continue to stand by the opinions expressed in our 2017 statement (republished …

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Trillium Joins Amicus Brief to End LGBT Workplace Discrimination

July 3, 2019

 July 3, 2019 // Boston, MA – Today, Trillium joins a coalition of LGBTQ civil rights organizations, including HRC, Lambda Legal, Out Leadership, Out and Equal, and Freedom for All Americans in urging the U.S. Supreme Court to prohibit sexual orientation and gender identity/expression discrimination under existing federal civil rights laws. In a trio of cases, the U.S. Supreme Court could decide whether LGBTQ people are protected from discrimination under Title VII of the Civil Rights Act – which prohibit sex discrimination in contexts ranging from employment to housing, healthcare, and education. Trillium believes prohibiting sexual orientation and gender identity/expression discrimination …

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Trillium’s Leadership on LGBT Issues

June 28, 2019

Trillium believes that investors have an opportunity to deploy capital and use their voices as shareholders to empower the LGBT community, primarily by supporting anti-discrimination measures related to sexual orientation and gender identity and expression.  For 25+ years, Trillium has been a leading investor voice on LBGT issues; from sponsoring the first shareholder proposal related to LGBT non-discrimination policies in 1995, to co-leading an investor group representing over $11 Trillion in assets speaking out against discriminatory legislation in Texas in 2017.  Trillium is proud of our successes and committed to continuing the fight for equality. Read about our leadership on …

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Dramatic 68% vote for Independent Board Chair Strengthens Investors’ Call for Change at the Top of Facebook

June 4, 2019

FOR IMMEDIATE RELEASE  June 4, 2019 CONTACT: Paris Ervin, Illinois 217.524.5749 PErvin@illinoistreasurer.gov Evan England, Rhode Island, 401.222.2240 evan.england@treasury.ri.gov Ashley Matthews, Pennsylvania 717.787.2991 amatthews@patreasury.gov Christine Shaw, Connecticut Christine.Shaw@ct.gov Jonas Kron, Trillium 413.522.2899 jkron@trilliuminvest.com At last week’s annual meeting, Facebook (NASDAQ: FB) shareholders sent a dramatic message to the board and Mark Zuckerberg when a shareholder proposal recommending an independent board chair received a 68% vote of main street and Wall Street investors.  Facebook shareholders overwhelmingly support a significant change at the company. It’s time for Mark Zuckerberg and the board to plan for a transition. “Now is the time for change,” …

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Trillium’s Ongoing Pressure on Facebook Governance in the News

May 31, 2019

Jonas Kron, Director of Shareholder Advocacy, spoke on behalf of Trillium and the Park Foundation in support of Item Number 6, a proposal for an independent Facebook board chair. BBC and WSJ covered the preliminary outcomes of the vote. Keep updated here: https://www.bbc.com/news/technology-48472408 https://www.wsj.com/articles/more-state-treasurers-back-split-of-facebooks-ceo-and-chairman-roles-11559233188  ### Contact: Jonas Kron, Senior Vice President jkron@trilliuminvest.com 503-894-7551 IMPORTANT NOTICE: The views expressed are those of the authors and Trillium as of the date referenced and are subject to change at any time based on market or other conditions. These views are not intended to be a forecast of future events or a guarantee of …

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Statement of Trillium Asset Management In Support of Item Number 6: Independent Board Chair May 30, 2019 at Facebook’s Annual Meeting

May 30, 2019

Good morning Mr. Chairman, members of the board, fellow shareholders. My name is Jonas Kron and I am here on behalf of Trillium Asset Management and the Park Foundation to hereby move Item Number 6, seeking an independent board chair policy for Facebook. This proposal has been co-filed by the New York City Comptroller, the Treasurers of Illinois, Rhode Island, Connecticut, and Oregon, and a multitude of smaller and faith based investors. At its core this shareholder proposal is about the risk of concentrating too much power in one person – any person. As proxy advisory firm Glass Lewis put …

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Trillium’s Workforce Diversity Proposal at Travelers Receives Majority Vote

May 30, 2019

May 30, 2019 // Boston, MA: During the Travelers Companies (NYSE: TRV) May 22nd annual meeting, shareholders sent a strong message to the board to strengthen its workplace diversity reporting when Trillium’s shareholder proposal on workforce diversity received a 50.9% vote. This is the third consecutive year that the proposal has been filed and voted on by shareholders. More than one third of voting shareholders (36%) supported the proposal in both 2017 and 2018. The shareholder proposal asked Travelers to report comprehensive workforce diversity data and a description of policies/programs focused on increasing gender and racial diversity in the workplace. …

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Matt Patsky Discusses ESG Integrated Investing on Bloomberg TV

May 23, 2019

Boston, MA—On Thursday, May 16th, Trillium’s CEO, Matt Patsky, was live from Boston’s Rose Kennedy Greenway participating in the sustainability segment of the Bloomberg Technology Boston Roadshow hosted by Bloomberg’s Carol Massar. Matt discussed various ESG related topics such as the common misconception regarding the integration of financial performance in the ESG investment process, the hopeful movement towards the standardization of ESG metrics, and a general trend in marketplace changes among fossil fuel dependent utility and energy companies. Watch the entire conversation here. ### IMPORTANT DISCLOSURE. The views expressed are those of the authors and Trillium Asset Management, LLC as …

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Trillium Testifies in Support of Massachusetts Bill

May 20, 2019

Boston, MA—On May 14th, Trillium testified before the Joint Committee on Environment, Natural Resources and Agriculture in support of proposed Massachusetts bill, H.832. This legislation is an aim to create a 2050 roadmap to a clean and thriving commonwealth that addresses climate protection, a growing sustainable economy, and climate change. Portfolio Manager Elizabeth Levy, who represented Trillium at the hearing, testified: “Chairwoman Gobi, Chairman Pignatelli, thank you for the opportunity to testify today in support of H. 832, an Act to create a 2050 roadmap to a clean and thriving Commonwealth. My name is Elizabeth Levy and I am Senior …

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Trillium’s All Cap Core Honored as 2019 Impact SMA of the Year

May 16, 2019

May 02, 2019—Trillium is excited to announce that our All Cap Core (ACC) Strategy has received the Envestnet | PMC and Investment Advisor Magazine award for 2019 Top Asset Manager in the Impact Investing category. The impact investing award recognizes a “best-in-breed” performer that integrates Environmental, Social, and Governance (ESG) factors into the investment process. The 15th annual Envestnet | PMC and Investment Advisor Magazine Top Asset Managers of 2019 award recognized investment strategies from different asset management firms across several asset classes. Elizabeth Levy, Trillium’s Portfolio Manager for the ACC strategy, emphasized her excitement for Trillium, “I’m very proud …

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