Nominations for 2012 Joan Bavaria Award Being Accepted
BOSTON – Ceres and Trillium Asset Management are seeking nominations for the fifth annual Joan Bavaria Award. Submissions will be accepted until 5:00 p.m. ET on Monday, February 13, 2012. Nominations can be submitted at www.ceres.org/awards/joan-bavaria-award. The Joan Bavaria Award honors unique investor, business, and NGO leaders who are working to transform the capital markets into a system that balances economic prosperity with social and environmental concerns. The winner of this year’s award will be announced at the opening reception of the 2012 Ceres Conference on Tuesday, April 24, 2012, in Boston. Bavaria founded both Ceres and Trillium Asset Management. …
Trillium CEO Matt Patsky on Fox Business News
Trillium CEO Matt Patsky recently appeared on Fox Business News talking about sustainable and responsible investing. Click here to view the video: http://video.foxbusiness.com/v/1281701919001/profiting-through-socially-responsible-investing …
It Seems to Me: Never Mind the Financial Crisis, the Colosseum is Being Restored to its Original Splendor
As I write this column, the whole world seems to be coming apart. Unruly mobs of British youths rampaged through the streets of London, Birmingham, Liverpool and Manchester, looting and torching. A bill everyone agrees is inadequate emerged from a divided U.S. Congress, raising the debt ceiling and calling for spending cuts of $900 billion over the next decade. The U.S. credit rating was lowered a notch by Standard & Poor’s, setting off a global alarm bell. The stock market swooned, then rebounded, then swooned again and rebounded, as if investors were unsure which way to go. Much of the …
Shareholder Advocacy: Merged or Not, AT&T Still Threatens Net Neutrality
The U.S. Department of Justice’s (DOJ’s) announcement in August that it will try to block the proposed AT&T/T-Mobile merger in federal court is highly welcome news. One thing to keep in mind, however, is that even if the government is successful, AT&T’s will still be trying to squash net neutrality – the principle that it cannot privilege, degrade or prioritize information transmitted over its wireless infrastructure based on its source, ownership or destination. The DOJ upended the story of inevitability that AT&T was asserting about its $39 billion purchase of T-Mobile, arguing that AT&T’s elimination of T-Mobile as an independent, …
Dear Reader
As I reflect on my first two years as Trillium’s CEO, I am gratified by the support of our clients and proud of what our Trillium team has achieved. In particular, we are continuing to build on three key themes at the heart of our company: a commitment to employee empowerment, a focus on impact through advocacy, and a longterm goal of transforming capital markets. Let me give you a quick update in each of these areas. First, on employee empowerment. Our founder Joan Bavaria started Trillium with the belief that we should create a “work environment that encourages personal …
2011 Proxy Season Wrap-up
In August, we bade farewell to the 2010–2011 “proxy season,” the inside lingo for the annual cycle of filing resolutions, negotiating their withdrawal, and getting out the vote for the remainder that will appear on the spring proxy ballots. “A good portion of our dialogues and resolutions resulted in agreements with companies to improve policies and provide more transparency,” said Matt Patsky, CEO of Trillium. “Both are helpful in assessing the environmental, social and governance (ESG) risks and their financial impact on shareholders.” Trillium’s ESG engagements addressed a wide range of concerns in 2011, including climate change and fossil fuel …
Guest Column: What’s In Your College’s Wallet?
Do you know what’s in your investment portfolio? If Trillium to manages your investments, you probably do. You have likely also thought about your values, and are confident that your money is working to have a positive impact through shareholder activism and investing in low-income communities and sustainable businesses. But do you know what’s in your alma mater’s portfolio? Your donations to your university’s endowment support its operations for years to come. Across the country university presidents have focused on greening their campuses. LEED-certified buildings have been built at many schools, alternative sources of energy from wind to methane digesters …
"Impact Investing"
Trillium CEO Matt Patsky provides examples of Trillium’s approach to Impact Investing in the September issue of Financial Planning magazine. Trillium was one of the very first investment firms to make impact investments on behalf of it’s clients. Click here to read the article. …
Trillium Asset Management Hires SRI Veteran Paul Hilton
Trillium Asset Management is pleased to announce that Paul Hilton, CFA, has joined the firm as a portfolio manager. Paul has been involved in sustainable and responsible investing for over 15 years, working on both the investment and sustainability research and advocacy sides. “We’re delighted to have Paul join Trillium. His long history as an innovator in the field of SRI augments the deep talent already in place at Trillium,” commented Trillium CEO Matt Patsky. Paul has worked with Trillium staff over the years on various projects, including the co-founding of SIRAN (Social Investment Research Analyst Network, a national group …
Of Climate Change and Cost Curves
As communities around the globe strive to meet ever-increasing energy demand and produce sustainable jobs and investments, we are at a crossroads where we must either aggressively adopt non-fossil fuel energy sources or risk exceeding the 2°C temperature rise already expected from the cumulative buildup of greenhouse gases in the atmosphere. Mainstream conventional wisdom holds that nuclear power must be embraced in the transition to a post fossil fuel future, and that solar and wind’s high costs and lack of scalability will consign their contributions to the margins. But as we discuss in this article, for reasons inextricably linked to …
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