Trillium Asset Management’s March 7, 2017 webinar titled, “Trillium’s Large Cap Core Strategy: Navigating a Changing Economic Landscape with ESG Integration and Impact” is now available for download here. Speakers: Stephanie R. Leighton, CFA, Partner, Portfolio Manager Cheryl I. Smith, Ph.D., CFA, Partner, Portfolio Manager Susan Baker, Vice President of Shareholder Advocacy Paul A. Hilton, CFA, Partner, Portfolio Manager (Moderator) Please click here for a link to the full recording and accompanying slides.   For questions and information: Caroline White, Communications Manager, cwhite@trilliuminvest.com ### Important Disclosure: The information provided in this material should not be considered a recommendation to buy …

March 9, 2017 // Boston, MA – Trillium Asset Management is pleased to announce that it has successfully withdrawn two shareholder proposals, filed on behalf of our clients, at Chipotle Mexican Grill (NYSE: CMG); one on sustainability reporting and one on minimum wage reform. Trillium has withdrawn its shareholder proposal on sustainability reporting, co-filed alongside Domini Impact Investments and Reynders McVeigh Capital Management. Following constructive dialogue, Chipotle has committed to publishing a comprehensive sustainability report covering material environmental, social, and governance (ESG) issues, which will likely include the company’s management strategies and performance related to food safety, supply chain management, …

March 7, 2017// Boston, MA – Today CNN published an op-ed written by Matt Patsky, CEO of Trillium Asset Management and Scott M. Stringer, New York City Comptroller titled, “The Business Case Against the Next Bathroom Bill.” The op-ed speaks out against proposed Texas Senate Bill 6 (or SB6), legislation that would discriminate against transgender individuals in the state of Texas. The opinion piece supports a recent investor letter released by Trillium and the Office of the New York City Comptroller Scott M. Stringer. Signed by a group of investors representing more than $11 trillion in assets under management, the …

February 28, 2017 // Boston, MA – Trillium Asset Management is pleased to announce that following a productive dialogue, it has successfully withdrawn its Product Safety and Quality shareholder proposal at medical device manufacturing company, Zimmer Biomet Holdings (NYSE:ZBH). The shareholder proposal, filed by Trillium, sought an analysis of governance improvements the Board could take to solidify the company’s product safety and quality performance. The Zimmer Biomet board has committed to adding explicit oversight of product safety and quality to the charter of the existing Research, Innovation and Technology Committee of the Board. This existing standing Committee will be re-named …

February 8, 2017 // Boston, MA – On Monday, Trillium Asset Management and more than 100 sustainable investors and businesses signed a letter urging the Administration and Congress to continue support for the Consumer Financial Protection Bureau (CFPB). Jointly organized by the Interfaith Center on Corporate Responsibility and the American Sustainable Business Council, the letter defends the CFPB, which has provided strong regulatory oversight of the financial sector to protect the interests of consumers, communities, and businesses since 2010. Signatories call on members of Congress to preserve financial regulations implemented by the CFPB. The agency, which oversees U.S. consumer financial …

New reports seek to create dialogue around leveraging investments for impact February 1, 2017 // Boston, MA – This week Trillium Asset Management publicly released for the first time proprietary impact reports measuring a range of ESG metrics on our key investment products.  These reports are based on a prior beta version that Trillium introduced to key partners in September.  After reviewing feedback, we have improved the content of the reports and updated the data through 2016.  The impact reports have two primary sections: 1) proxy voting and shareholder advocacy and 2) portfolio exposures in relation to key ESG metrics, …

January 30, 2017 // Boston, MA – Trillium Asset Management has sent a letter to shareholders of Whole Foods Market (NASDAQ: WFM) calling for support of our Food Waste Reporting shareholder proposal on the company’s 2017 proxy. The letter provides an overview of the importance of the issue as well as the four main reasons why we believe shareholders should vote for this proposal. The proposal, co-filed by First Affirmative Financial Network, Green Century Capital Management, Trinity Health, and the Dominican Sisters of Houston, asks the company to issue a report on company-wide efforts to assess, reduce, and optimally manage food waste. Approximately …

January 19, 2017 // Boston, MA – During the second half of 2016 Trillium filed shareholder proposals with over two dozen companies, asking them to adopt more sustainable business practices and improve sustainability-related disclosures. We engaged with companies in new areas of advocacy and participated in many successful dialogues. Through a combination of shareholder advocacy tools (i.e. shareholder proposals, dialogue, and policy), Trillium and our clients are working to influence change in corporate behavior that we believe benefits investors, society, and the environment. Our advocacy work focused on over a dozen environmental, social, governance issues including: Toxic Chemicals & Chemical Footprinting …

January 19, 2017 // Boston, MA – Trillium Asset Management is pleased to announce that oil and gas company EOG Resources, Inc. (EOG) has made substantial commitments to improve its methane disclosures and enhance protections for LGBT employees. Following a constructive dialogue, and subsequent to a shareholder proposal filed by Trillium on behalf of three of its clients, Miller/Howard Investments, and Mercy Investment Services, EOG has committed to publicly disclose a methane emissions percentage and several other methane emissions metrics spanning at least the past three years. This will give investors the ability to evaluate EOG’s emissions performance over time. Understanding …