December 8, 2016// Boston, MA: Given the many potential and real challenges to our work from the incoming Administration, we believe it is important for investors to provide clear policy direction that supports sustainable economic growth. Three critically important areas that Trillium will be working on include: Inclusiveness, climate change, and economic inequality. Much of our advocacy work over the last few years has focused on these areas and we believe it will be even more important to continue engagement with companies and policy-makers on these core issues. Inclusiveness: We have been particularly active in encouraging protection of LGBT rights …

Boston, MA// November 22, 2016: Trillium Asset Management along with approximately 365 businesses and investors have organized a statement urging the incoming Trump administration and global leaders to continue support of the Paris Climate Agreement. The statement was announced at a press conference during the COP22 climate negotiations last week in Marrakech, Morocco. Signatories of the statement range from Fortune 500 firms such as Unilever, a multinational consumer goods company, to smaller organizations such as As You Sow, a nonprofit organization that promotes environmental and social corporate responsibility through the tools of shareholder advocacy. “The enormous momentum generated by the …

Boston, MA // November 18, 2016: The below commentary was authored by Jack Robinson, Trillium’s Vice Chair and Portfolio Manager. In November, Jack received an invitation to visit Block Island Wind Farm by Deepwater Wind, a developer of offshore wind energy projects. As America’s first offshore wind farm, the project will supply clean power for the majority of Block Island, Rhode Island. We believe that climate change is the defining investment issue of our time. In the March 2016 edition of Extracting Fossil Fuels from Your Portfolio Guide, a paper authored by 350.org, Green Century Capital Management, and Trillium, we …

Boston, MA // November 16, 2016: Trillium commends Palo Alto Networks (NYSE: PANW), a network and enterprise security company, for appointing Mary Pat McCarthy, the first woman director to serve on the company’s Board. Ms. McCarthy, former vice chair of KPMG LLP, brings a diverse perspective and deep skill set in finance, risk management, and business strategy to the company. In 2015, Trillium successfully withdrew its Board Diversity shareholder proposal at Palo Alto following the company’s agreement to institutionalize a commitment to board diversity inclusive of gender, race, and ethnicity in its Corporate Governance Guidelines, Charter of the Nominating and Corporate …

Boston, MA // November 14, 2016: Trillium Asset Management sponsored the US SIF Foundation’s biennial Report on US Sustainable, Responsible and Impact Investing Trends 2016 which was released today. The report found that sustainable, responsible and impact investing assets now account for $8.72 trillion, or one in five dollars invested under professional management in the U.S. The biennial Trends Report—first conducted in 1995 when ESG assets totaled $639 billion—provides comprehensive data on US asset managers and institutional investors using one or more sustainable investment strategies and examines a broad range of significant ESG issues such as climate change, human rights, weapons …

We believe that after the dust has settled, more people will understand that the work of sustainable investing is vitally important.  More people will bring their commitment, their energy, and their assets to join this movement. In many important ways, the 2016 election cycle has echoed the extended legacy of the financial crisis and subsequent Great Recession.  The November 8 election sharply highlighted the deep divides in America, which the 2007-2009 financial crisis exacerbated.  These divides, including those between coastal urban centers and interior, small town America, between college-educated Americans and voters without a college degree, and between white and …

Boston Security Analysts Society’s 4th Annual Sustainable Investing Seminar will be held on Thursday, November 17th. Cheryl Smith, CFA, Partner and Portfolio Manager at Trillium will be moderating a panel titled, “A Fresh Perspective on Engagement” with Pat Zerega, Senior Director of Shareholder Advocacy at Mercy Investments and Gergoge Serafeim, Jakursi Family Associate Professor at Harvard Business School. This press release was originally distributed by Boston Security Analysts Society which is solely responsible for its content.  NOVEMBER 8, 2016 // BOSTON, MA – On Thursday, November 17th, the Boston Security Analysts Society will host its fourth full-day Sustainable Investing Seminar. “Sustainable Investing” is often …

October 27, 2016 – On October 5th, the Paris Climate agreement reached in December 2015 officially came into force. In Paris, 195 countries committed to a long term goal of limiting the increase in global average temperatures to less than 2 degrees Centigrade above pre-industrial levels. These countries also agreed to create greater transparency, build resilience, and work to reduce carbon emissions to minimize prospective damage globally. The U.S. pledged a 28% reduction from 2005 greenhouse gas emission levels, which will require substantial redirection of investment, both from fossil-fuel based energy to renewable energy and toward improving climate resilience and adaptation. …