JANUARY 21, 2015: Trillium Asset Management is pleased to announce that we have successfully withdrawn our 2016 shareholder proposal, which was co-filed with Green Century Capital Management, at Hologic (Nasdaq: HOLX). The proposal asked the Board of Directors to “…adopt quantitative, time-bound goals for reducing total greenhouse gas (GHG) emissions from Hologic products and operations and issue a report by summer 2016…”. Trillium withdrew the proposal following commitments from the company to set quantitative greenhouse gas (GHG) reduction targets. The company has committed to make these goals public by September 2016. By establishing these goals Hologic is taking a significant …

January 20, 2016: Trillium’s Q4 2015 Economic & Market Commentary and Shareholder Advocacy Highlights are now available to download. “2015 was a year of contradictions and noise, along with a highly concentrated and narrowly-focused market. Oil prices dropped throughout the year, with West Texas Intermediate oil ending the quarter at $37 per barrel, down 18% for the quarter, extending the 23% decline in the third quarter, and down 39% for the year. This steep decline in energy prices slowed economic growth worldwide…” You can download Trillium’s entire Economic & Market Commentary here. “During the second half of 2015 Trillium filed …

JANUARY 4, 2016 // BOSTON, MA: BAGLY (Boston Alliance of Gay, Lesbian, Bisexual and Transgender Youth) will recognize Trillium Asset Management, a Boston-based investment firm, for 20 years of financial support at BAGLY’s annual donor appreciation reception on January 14, 2016. Trillium has also used shareholder activism to successfully engage with dozens of Fortune 500 companies, asking them to implement nondiscrimination policies inclusive of sexual orientation and/or gender identity and expression. “Trillium has publicly supported BAGLY — and the youth we serve — for over two decades”, said Grace Sterling Stowell, BAGLY’s Executive Director. “The firm’s financial support began at …

DECEMBER 14, 2015: Trillium Asset Management recently engaged MSCI ESG Research to analyze the carbon-related characteristics of our Sustainable Opportunities Strategy, in comparison to a portfolio replicating a market benchmark. In addition to assessing the carbon footprint of the Strategy as of September 30, 2015, the MSCI analysis also leverages an extensive set of carbon risk management and exposure metrics, from fossil fuel reserves to clean technology investments. Assessing the carbon footprint of a portfolio is the first step in addressing the investment implications of climate change. MSCI ESG Research defines portfolio carbon footprint as the total carbon emissions of …

DECEMBER 7, 2015: Home Depot, the world’s largest hardware retailer, has established and recently published its first set of renewable energy goals. In its 2015 Sustainability Report the company has committed to produce 135MW of renewable energy annually. 100MW will come from wind and solar, and 35MW from fuel cells. Home Depot has joined a growing number of companies who are procuring renewable energy to power their businesses in an economic way. Home Depot’s report also includes goals to improve energy efficiency. “In setting – and ultimately reaching – their renewable energy goals, Home Depot will reduce emissions while also …

DECEMBER 4, 2015: Trillium Asset Management recently submitted its formal comments in support of the U.S. Environmental Protection Agency’s (EPA) proposed methane rule for new and modified sources in the oil and gas industry. Trillium joins members of the Interfaith Center on Corporate Responsibility (ICCR) who are engaging the oil and gas industry to promote more sustainable practices. On Thursday, December 3rd, ICCR hand-delivered comments to EPA Acting Assistant Administrator Janet McCabe in support of its proposed regulation to curb methane emissions leaks for new or modified fracking operations. We believe this rule is important to investors because methane that …

DECEMBER 4, 2015 // BOSTON, MA: Trillium Asset Management, on behalf of our client The Congregational Council of Plymouth Church UCC of Seattle, recently filed a shareholder proposal at Chipotle Mexican Grill (NYSE: CMG) urging the Board of Directors to “adopt principles for minimum wage reform, to be published by October 2016”. As public protests and commentary about income inequality steadily grows, Americans have become increasingly aware of the problem of low wages and economic inequality. For that reason, we believe that companies need to speak up in support of a minimum standard of living necessary for the health and …

DECEMBER 1, 2015: At Trillium Asset Management, we believe that fiduciary duty requires the integration of Environmental, Social, and Governance (ESG) factors into the investment process as a way to identify the companies best positioned to deliver strong long-term performance. We integrate climate risk into our investment process because we believe that climate change is the defining investment issue of our time. For more than two decades, we have had an active shareholder advocacy campaign focused on getting companies to make commitments to energy efficiency, Green House Gas emissions reduction targets, and purchasing alternative energy. Across all of our portfolios …

NOVEMBER 9, 2015: Trillium Asset Management, along with Green Century Equity Fund, has co-filed a Shareholder Proposal at Oracle Corporation (NYSE: ORCL) asking that: “senior management, with oversight from the Board of Directors, set company-wide quantitative targets by March 2016 to increase renewable energy sourcing and/or production”. Our proposal is #5 on the Oracle 2015 proxy card. Rationale for a “Yes” Vote: • Opportunities – In light of growing data needs, increased renewable energy sourcing may lead to cost savings, improve the company’s license to operate, and enhance U.S. energy security • Risk management – Investing in renewable energy may …