CCLA’s Helen Wildsmith awarded 2020 Joan Bavaria Award for her leadership on sustainability
BOSTON – Pioneering advocate for responsible investment and climate action Helen Wildsmith has been awarded the prestigious 2020 Joan Bavaria Award for Building Sustainability into the Capital Markets, the sustainability nonprofit organization Ceres and the investment firm Trillium Asset Management, announced today. The Joan Bavaria Award is given annually to honor inspiring global leaders working to move capital markets toward a system that balances economic prosperity with social and environmental issues. Wildsmith has been recognized for her pivotal role in accelerating and scaling up investor and business action to tackle the climate crisis. Through her determined leadership as CCLA’s stewardship …
Nominations Are Now Open for the 2018 Joan Bavaria Award
History 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 Joan Bavaria Award is presented by Ceres and Trillium Asset Management at the annual Ceres Conference, being held next year from April 24-26 in Boston, MA. Joan Bavaria founded Trillium in 1982 to provide a space for clients to invest their money in alignment with their values. Under Joan’s visionary leadership, Trillium grew to become one of the largest SRI investment firms in the U.S. Joan was proud to …
Trillium Honored by B Lab on 2017 Best for the World Overall List
September 18, 2017 // Boston, MA – For a fifth consecutive year, Trillium Asset Management was recognized on B Lab’s as Best for the World Overall List for generating positive social and environmental impact alongside 175 other organizations and businesses. Every year, B Lab, a non-profit organization helping companies manage corporate social responsibility, recognizes businesses that have earned an overall score in the top 10% of approximately 1,800 Certified B Corporations on the B Impact Assessment. The assessment analyzes a company’s contributions to community development, employees, governance, and the environment. Trillium became a certified B Corporation in June 2008 and was the fourth financial …
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 …
Trillium Honored as 2017 SMA ‘Impact’ Manager of the Year
Press Release Boston, MA // May 5, 2017 – Envestnet, Inc. and Investment Advisor magazine announced Trillium Asset Management’s Small/Mid Cap Core (SMID) strategy as the recipient of this year’s Separately Managed Account (SMA) Managers and Strategists of the Year Award in the Impact category. The Impact award recognizes a “best-in-class” portfolio manager that integrates environmental, social, and governance (ESG) factors into the investment process. The award was presented at the 13th Annual Envestnet Advisor Summit near Dallas, Texas and accepted by Trillium CEO, Matthew Patsky. Envestnet | PMC, the portfolio consulting group of Envestnet, evaluates nominees based upon a …
Schwab Institutional Honors Joan Bavaria
Joan Bavaria honored with Charles R. Schwab IMPACT Award® for her vision and leadership in the investment advisory business On September 25, 2008 Schwab Institutional® announced that Trillium Asset Management Corporation (“Trillium”) founding president and CEO Joan Bavaria was recognized with the 3rd annual Charles R. Schwab IMPACT Award – an award honoring Joan as an individual trailblazer whose sustained vision, outstanding leadership, client commitment and community engagement clearly demonstrate the value of independent investment advice. The IMPACT Awards® are an industry-wide awards program to honor advisors and firms that have advanced the industry through their visionary leadership, operational excellence, …
Inaugural winners of Joan Bavaria Awards Announced
Ceres and Trillium Asset Management Corporation (“Trillium”) announced the inaugural winners of the Joan Bavaria Awards for Building Sustainability into the Capital Markets. Enhanced Analytics Initiative (EAI) was the winner of the Bavaria Award for Impact, and Bainbridge Graduate Institute (BGI) won the Bavaria Award for Innovation. Read the full press release here View the video of the event (presented in 3 parts): …
Cheryl Smith Elected Chair of Social Investment Forum Board
Cheryl Smith, CFA, Ph.D., executive vice president and senior portfolio manager at Trillium Asset Management Corporation (“Trillium”) is the new chair of the board of the Social Investment Forum. The Social Investment Forum, co-founded by Trillium President Joan Bavaria, is the national membership association for the social investment industry. For the full press release visit http://www.socialinvest.org/news/releases/pressrelease.cfm?id=105 …
Announcing the Joan Bavaria Awards
I am a battered boss. One of our employees, who will remain nameless, has cajoled, flattered, and even threatened me to write on a certain topic in this quarterly newsletter. The threatening person in question reports directly to me, so the fact that she gets away with it is a function of something in my childhood I’d rather not examine. To give you a sense of what I’ve experienced, here’s a direct quote: “If one of us writes about it, it will be in that overly serious, honorific tone that you seem uncomfortable with (although of course, who isn’t secretly …
24 New Top Local Environmental Leaders
If you guessed Mr. Becker, you are correct! Congratulations to Eric for being invited to join this selective fellowship program. …
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