Investors Demand Action from Facebook as Controversies Mount
Boston, MA // March 19, 2018 – Trillium Asset Management is alarmed by recent revelations that a data firm gained access to personal information of over 50 million Facebook users and that this data may have been used to shape political advertising and influence voters in the U.S. This controversy has justifiably sparked extensive criticism and concern, including from two U.S. Senators who wrote a letter to the Senate Judiciary Committee Chairman. They wrote: “to express serious concern regarding recent reports that data from millions of Americans was misused in order to influence voters”. Unfortunately, we do not see this as …
Elizabeth Levy Discusses Divesting from Firearms with Soledad O’Brien
Boston, MA // March 13, 2018 – Elizabeth Levy, Senior Vice President, Portfolio Manager, and Research Analyst at Trillium Asset Management, recently appeared on Matter of Fact with Soledad O’Brien to discuss the recent call to action from investors to divest from firearms and weapons-related companies in the wake of the Parkland, Florida school shooting. “We see divestment as one of the tools where we need to bring pressure as consumers…it’s just another tool that we can use to keep all of the pressure on these companies”, said Liz in response to using divestment as a strategy. As sustainable and …
New SF Chronicle Op-Ed – Make a Difference: Disinvest From Guns
Boston, MA // March 5, 2018 – On Friday, March 2nd, The San Francisco Chronicle published an op-ed authored by Trillium Asset Management’s Director of Shareholder Advocacy Jonas Kron titled, “Make a difference: Disinvest from guns”. Read the full op-ed below and on www.sfchronicle.com. Important Disclosure: This is not a recommendation to buy or sell any of the securities mentioned. It should not be assumed that investments in such securities have been or will be profitable. The specific securities were selected on an objective basis and do not represent all of the securities purchased, sold or recommended for advisory clients. Make …
Measuring the Impact of Our Investments: 2017 Product-Specific Impact Reports
Boston, MA // March 1, 2018 – Now more than ever, sustainable and responsible impact (SRI) investors are beginning to track, measure, and assess impact. While measuring the impact of public equities poses many challenges, SRI product ratings (i.e. Morningstar ESG Ratings) continue to help asset managers, consultants, financial advisors, and individuals assess how well companies are managing environmental, social, and governance (ESG) risks. Trillium’s impact reports build upon our 2016 findings and have two primary sections: 1) proxy voting and shareholder advocacy and 2) portfolio exposures in relation to key ESG metrics, such as board diversity, CSR disclosure, and …
Webinar Replay: Economic Directions & Shareholder Advocacy Priorities
Important Disclosure: The views expressed are those of the authors and Trillium Asset Management, LLC as of the date referenced and are subject to change at any time based on market or other conditions. These views are not intended to be a forecast of future events or a guarantee of future results. These views may not be relied upon as investment advice. The information provided is not a recommendation to buy or sell the securities mentioned. The securities were selected on an objective basis for illustrative purposes and do not represent all of the securities purchased, sold or recommended. It …
Join Us for a Webinar: Economic Directions & Corporate Engagement Priorities
Webinar: February 12th, 1 PM ET/ 10 AM PT Register Here In 2017, we anticipated that the new Administration would have a broad range of impacts on the U.S. economy, including new policy priorities, severe threats to the environment, and increasing economic inequality. Where are we a year later and what is our outlook for 2018? Join us on Monday, February 12th as we share how Trillium is navigating this new economic, investment, and policy landscape with our focus on environmental, social, and governance integration and increased impact through shareholder advocacy. Panelists: Cheryl I. Smith, Ph.D., CFA, Partner, Portfolio Manager, …
SF Examiner: Trillium’s Will Lana Makes Case for Divestment in Op-Ed
The San Francisco Examiner published an op-ed authored by Will Lana, Trillium Asset Management Partner and Investment Manager titled, “Growing Evidence Supports Fossil Fuel Divestment SF Pension”. On August 9th, the board of the San Francisco Employees’ Retirement System (SFERS) is expected to vote on whether to divest all fossil fuel holdings from the pension fund. In response to recent public opposition against divestment, the op-ed cites a growing a number of studies showing that divesting from fossil fuels does not reduce risk-adjusted returns. Growing Evidence Supports Fossil Fuel Divestment of SF Pension The Board of Supervisors unanimously supported it. …
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 …
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, …
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