Trillium’s Q2 2016 Market Commentary & Q1/Q2 2016 Advocacy Highlights Available
July 15, 2016: Trillium’s Q2 2016 Market Commentary & Q1/Q2 Shareholder Advocacy Highlights are now available to download. “The U.S. economic outlook is stronger than current market sentiment and bond yields indicate. U.S. economic growth continues to be solid, even if slow. Job creation is slowing, as would be expected as the economy nears full employment; the current unemployment rate of 4.9% is the lowest since 2007. We are slightly less positive about anticipated equity returns than in prior quarters, due to the higher level of uncertainty resulting from the Brexit vote, and our concerns about the persistent low inflation, …
Watch Matt Patsky Discuss Doing Good While Doing Well with John Hancock
Trillium CEO, Matt Patsky, examines the benefits of integrating environmental, social and governance (ESG) factors with fundamental equity research. The video was released by John Hancock Investments following the recent announcement of the launch of two new mutual funds sub-advised by Trillium. Click here to read more on the announcement. …
Letter from Matt Patsky on Second Vatican Conference on Impact Investing
“Impact investing is not philanthropy, it is about creating opportunities for self-sufficiency.” – Matt Patsky, CEO, Remarks at the Second Vatican Conference on Impact Investing On Monday, June 26, I arrived in Rome for the Second Vatican Conference on Impact Investing. The Vatican Conference on Impact Investing builds on the call made in the May 2015 Papal Encyclical Laudato Si: On Care for Our Common Home. The timing of the Conference was especially moving for me, following the recent apology made by Pope Francis for the treatment of marginalized populations by the Catholic Church. Pope Francis’s comments reminded me of …
Thoughts on the United Kingdom vote to exit the European Union
June 24, 2016– Financial markets were rocked on Friday, June 24, by the results of the British referendum on membership in the European Union. Polls had indicated that the vote would be very close; the actual results were a surprisingly strong vote for exit. Across the United Kingdom, 52% of the votes cast rejected membership in the European Union, reversing the United Kingdom’s participation in the European Union, formerly known as the European Communities, or the European Common Market, which Britain joined in 1973. Immediately after the vote results were out, financial market participants looked for safety, wherever it might …
Trillium CEO, Matt Patsky, Invited to Speak at Second Vatican Conference on Impact Investing
“It is important that ethics once again play its due part in the world of finance and that markets serve the interests of peoples and the common good of humanity.” – Pope Francis JUNE 16, 2016: Trillium Asset Management’s CEO, Matt Patsky has been invited to speak at the Second Vatican Conference on Impact Investing, which will be held in Rome, Italy from June 26-28. Mr. Patsky has been asked to share his perspective on how investors in the public markets can invest while considering environmental and social impacts on poor and disenfranchised people across the globe. In 2014, the …
Trillium’s Statement on the Tragedy in Orlando
We are so very deeply saddened by the recent news out of Orlando that a gunman violently stole 49 lives in the name of hate. While many details are still unknown, it is clear that the growing atmosphere of intolerance in our country around race, religion, sexual orientation and gender identity is dangerous and unacceptable. For over 30 years the sustainable and responsible investment community has worked together to try, through our words and actions, to send the message that tolerance, equality, and protection of human rights for all individuals should be a common standard for our country—and the rest of the …
John Hancock Investments launches two ESG funds: Trillium Asset Management to manage John Hancock ESG All Cap Core Fund and John Hancock ESG Large Cap Core Fund
Click here to download the PDF. BOSTON, June 6, 2016—John Hancock Investments today announced the addition of two new funds focused on integrating environmental, social, and governance (ESG) issues with fundamental stock research. John Hancock ESG All Cap Core Fund and John Hancock ESG Large Cap Core Fund are both managed by Trillium Asset Management, LLC, the country’s oldest investment advisor exclusively focused on sustainable and responsible investing. The announcement follows yesterday’s observance of World Environment Day, which is promoted annually by the United Nations Environment Programme and is intended to raise global awareness of the need to take positive …
22 Investors Managing Over $505 Billion in Assets Sign Letter Calling on Congress to End Shell Company Secrecy
Comes as Investors Convene in DC to Discuss Governance, Social and Environmental Risks to Investors and Companies and as the US government commits to corporate transparency measures at the international Anti-Corruption Summit in the UK ** Read the full letter to the Senate HERE and House HERE ** Washington, DC — This week investors from across the country are gathering in Washington, DC to share the latest in sustainable investment strategies. An important topic will include the strong message sent to Congress by 22 institutional investors managing more than $505 billion in assets calling for passage of bipartisan legislation currently before …
Chemical Footprint Project Releases First Report on Corporate Progress Toward Safer Chemicals
May 19, 2016: Following today’s press release, the Chemical Footprint Project published its inaugural report on corporate chemical use and in doing so, became the first of its kind to publically benchmark corporate chemicals management. The report includes a forward from Matthew W. Patsky, CEO of Trillium Asset Management. The results will provide valuable insights into how leading companies manage hazardous chemicals in their products and supply chains, and how all companies can look to manage these issues in the future. At Trillium, we believe the common metric offered by Chemical Footprint Project gives investors and companies a meaningful tool …
Trillium Successfully Withdraws Board Diversity Proposal at Stifel Financial
MAY 16, 2016: Trillium Asset Management is pleased to announce that it has successfully withdrawn its Board Diversity shareholder proposal at Stifel Financial (NYSE: SF) following the company’s agreement to institutionalize a commitment to board diversity inclusive of gender, race and national origin. At the time of our dialogue with management in April, the Board also announced the appointment of its first women directors. Kathleen Brown and Maura Markus will begin serving on Stifel’s board effective June 15, 2017. “The infrequency with which companies look to refresh their board is often cited as a reason women have not moved into …
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