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 …

 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 …

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,” …

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. …

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 …

April 30, 2019 // Portland, OR: – On Tuesday, April 23rd, the Portland Tribune website published an op-ed authored by Trillium Asset Management’s Vice President, Shareholder Advocate Brianna Murphy titled, “Cap and trade good for state, its businesses.” Read the full op-ed below and online here. ~~~ Cap and trade good for state, its businesses It is time for Oregon lawmakers to continue leading on climate change legislation, invest in a low carbon economy and create policy certainty for companies and investors working to achieve their own clean energy goals. Many Oregon companies and investors are already paving the way …

Trillium is thrilled to announce that we have been ranked 44th on Real Leaders Magazine Top 100 Impact Companies of 2019. We would also like to congratulate the other 99 companies who stand out as leaders as they grow sustainably and create positive change. This analysis of the top impact companies was a collaborative effort between Real Leaders Magazine, Big Path Capital, and B Lab. The survey looked at companies’ B-Impact Assessment score and weighted it alongside revenue and growth rate. This was Real Leaders Magazine’s first edition of the Top Impact Companies, and currently is the only ranking of …

April 7, 2019 // Boston, MA: Boston Business Journal published an Opinion Editorial written by Trillium’s CEO, Matt Patsky, and President of Boston Common Asset Management, Geeta Aiyer that discussed the need for Boston to divest from private prisons. Investments in the prison industrial complex, “a term used to describe the wide spectrum of parties commercially interested in mass incarceration and surveillance,” create ethical, and financial risk challenges for the city of Boston, as these institutions are “financially incentivized to expand the number of people incarcerated.” With previous social rights related divestment movements supported by the City of Boston, activists …

Boston, MA // (March 26, 2019) – Trillium Asset Management is pleased to announce that we have successfully withdrawn a shareholder proposal at life sciences company IQVIA Holdings, Inc. (NASDAQ: IQV). In January and in taking steps to ensure that women and racially diverse candidates are in the pool from which Board nominees are chosen, the Company agreed to embed a commitment to diversity inclusive of gender, race and ethnicity in its Corporate Governance Guidelines and 2019 proxy statement. Additionally, we commend the company for appointing Carol J. Burt to its Board of Directors. Ms. Burt, appointed in February, has …

March 11, 2019:  In recent weeks 3M (NYSE: MMM) announced a new goal to source 100% renewable energy across all of its global facilities by 2050. Alongside this goal the company has also joined RE100 – a leading group of companies who have made commitments to source 100% of their energy needs from renewable sources. In 2015 Trillium filed a shareholder proposal that led to 3M setting its first-ever quantitative renewable energy goals. Trillium applauds 3M for taking this momentous next step in accelerating the company’s renewable energy sourcing. Companies increasingly have the opportunity to drive significant change in the …