ThinkAdvisor Profiles Trillium’s Award-Winning Approach to ESG Investing
August 4, 2017 // Boston, MA – This past May, after receiving the Envestnet and Investment Advisor SMA ‘Impact’ Manager of the Year Award for our Small/Mid-Cap Core strategy, Trillium Asset Management CEO Matthew Patsky sat down with Investment Advisor magazine to discuss the integration of environmental, social, and governance (ESG) factors into the strategy’s investment process. Below is an excerpt from the article. The Long Game: 2017 SMA Managers of the Year Although impact investing has been growing in popularity over the last few years, Trillium Asset Management has been in the sector for 35 years. When the firm was founded in …
New CFP Report: Chemical Footprinting Moves to the Mainstream
August 3, 2017 // Boston, MA – Clean Production Action in partnership with the UMass Lowell Center for Sustainable Production and Pure Strategies released the second annual Chemical Footprint Project (CFP) Report. The report gives investors data and findings on the progress companies across a variety of industry sectors are making toward developing environmentally sound chemicals management policies and practices. As signatories of the project, Trillium Asset Management has engaged several portfolio companies requesting their participation in the assessment survey. In addition, Susan Baker, Vice President of Shareholder Advocacy at Trillium and Jeremy Cote, Research Analyst at Trillium serve as …
CEO Perspectives: Matt Patsky on the Future of SRI in GreenMoney
July 26, 2017 // Boston, MA: The July/August 2017 issue of GreenMoney Journal on “The Next 25 Years of Sustainable Responsible Impact Investing and Business” features an article written by Trillium Asset Management CEO Matt Patsky titled “The Future of SRI”. This issue celebrates the publication’s 25th anniversary and includes additional insights from colleagues across sustainable and responsible investing. Matt Patsky writes: Eight years ago I received the call asking me to consider joining Trillium Asset Management as CEO. Since that time, we have seen more interest than ever in the field of sustainable investing from a wide variety of institutions, …
Trillium’s Quarterly Economic Outlook Available for Download
July 12, 2017//Boston, MA – In contrast to ambitious campaign agendas and the prospect of productive single-party control following the 2016 U.S. elections, political news in 2017 has largely brought delays and uncertainty. Amid the unusually slow appointment of cabinet members, the ongoing investigation of Russian election involvement, intra-party debates over healthcare reform, the Republican Party’s failure, as yet, to pass the American Health Care Act, and a lack of substantive progress towards any other legislative measures, the stock market’s optimistic expectation for that economically-stimulating tax reform has begun to wane. House Republicans are now working on a revenue-neutral tax …
Advocacy Highlights: Trillium Engages with More Than 30 Companies
July 10, 2017 // Boston, MA – The first half of every year is a busy time for Trillium’s Shareholder Advocacy team. We finish many of our core engagements from the prior year and begin planning strategy for the following spring season. We engaged with companies in new areas of advocacy and participated in many successful dialogues. Through a combination of shareholder advocacy tools (i.e. shareholder proposals, dialogue, and policy), Trillium and our clients are working to influence change in corporate behavior that we believe benefits investors, society, and the environment. Our advocacy work focused on over a dozen environmental, social, governance issues …
Ceres Honors Joan Bavaria in 10-Year Anniversary Video Tribute
June 27, 2017 // Boston, MA – In recognition of the 10-year anniversary of the Joan Bavaria Award, Ceres released a video celebrating Trillium Asset Management founder and Ceres co-founder, Joan Bavaria. Watch the tribute video below or, by clicking here. History of the Award Every year, the Joan Bavaria Award for Building Sustainability into Capital Markets recognizes a unique investor, business, or NGO leader who is working to transform the capital markets into a system that balances economic prosperity with social and environmental concerns. The award honors the memory of Joan Bavaria, a pioneer of social investing who founded …
Webinar Now Available: Your Guide to Fossil Fuel Free Investing
Trillium Asset Management, Green Century, and 350.org’s June 1, 2017 webinar, “Make a Clean Break: Your Guide to Fossil Fuel Free Investing” is now available for download. Speakers: Leslie Samuelrich, President – Green Century Capital Management Matthew Patsky, CFA, CEO – Trillium Asset Management Brett Fleishman, Senior Global Analyst – 350.org Vanessa Green, Campaign Director – Divest Invest Individual (Moderator) Please click here for a link to the full recording and accompanying slides. ### *The MSCI ACWI ex Fossil Fuels Index is based on the MSCI ACWI Index, its parent index, and includes large and mid-cap stocks across 23 Developed …
The Hill Op-Ed: Trillium Urges Legislators to Maintain Coverage of No-Cost Contraception & Reproductive Health Care Benefits
June 12, 2017 // Boston, MA – The Hill, a nonpartisan policy and political publication, published an op-ed titled “Keep ObamaCare’s Commonsense Sexual Health Care Benefits, Investors Say,” authored by Allan Pearce, Shareholder Advocate at Trillium Asset Management: “American families, businesses, and the economy will all be negatively impacted should the Trump Administration succeed in weakening the Affordable Care Act (ACA) mandate that requires companies to provide free contraception to employees. Our perspective as investors leads us to strongly urge companies to continue to provide no-cost contraception in addition to comprehensive sexual and reproductive healthcare benefits to all employees.” Read the …
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