Bay Area Office Moves to the Heart of Downtown San Francisco
San Francisco, CA // October 9, 2017 – We are proud to announce the relocation of our San Francisco office to 160 Spear Street in Downtown San Francisco. Trillium’s new office opened on August 1, 2017. Since opening our San Francisco location in 1996, we have helped our clients invest their money in alignment with their values. It has been an exciting twenty-one years and we look forward to continuing the Trillium legacy at this new location. “It is a pleasure welcoming our clients and partners to the convenient San Francisco space,” says Will Lana, Partner and Investment Manager at …
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 …
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. …
Information for Smucker Shareholders Regarding our Renewable Energy Shareholder Proposal
ORRVILLE, OH // AUGUST 10, 2017: Trillium Asset Management has published a letter to shareholders of J.M. Smucker Company (NYSE: SJM) urging them to vote next Wednesday, August 16, 2017, in favor of a shareholder proposal on the company’s 2017 proxy card. The proposal, asks J.M. Smucker to issue a report by January 2018 analyzing and proposing how the company can increase renewable energy sourcing and/or production. The letter provides the following rationale for voting “Yes”: Opportunities: Increased renewable energy sourcing can lead to cost savings, improve the company’s license to operate, and enhance U.S. energy security Risk management: Investing in …
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, …
Trillium’s Quarterly Economic Outlook Available for Download
July 12, 2017//Boston, MA – In contrast to ambitious campaign agendas and the prospect of productive single-party control following the 2016 U.S. elections, political news in 2017 has largely brought delays and uncertainty. Amid the unusually slow appointment of cabinet members, the ongoing investigation of Russian election involvement, intra-party debates over healthcare reform, the Republican Party’s failure, as yet, to pass the American Health Care Act, and a lack of substantive progress towards any other legislative measures, the stock market’s optimistic expectation for that economically-stimulating tax reform has begun to wane. House Republicans are now working on a revenue-neutral tax …
Advocacy Highlights: Trillium Engages with More Than 30 Companies
July 10, 2017 // Boston, MA – The first half of every year is a busy time for Trillium’s Shareholder Advocacy team. We finish many of our core engagements from the prior year and begin planning strategy for the following spring season. 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 …
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