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 …
Webinar Now Available: Your Guide to Fossil Fuel Free Investing
Trillium Asset Management, Green Century, and 350.org’s June 1, 2017 webinar, “Make a Clean Break: Your Guide to Fossil Fuel Free Investing” is now available for download. Speakers: Leslie Samuelrich, President – Green Century Capital Management Matthew Patsky, CFA, CEO – Trillium Asset Management Brett Fleishman, Senior Global Analyst – 350.org Vanessa Green, Campaign Director – Divest Invest Individual (Moderator) Please click here for a link to the full recording and accompanying slides. ### *The MSCI ACWI ex Fossil Fuels Index is based on the MSCI ACWI Index, its parent index, and includes large and mid-cap stocks across 23 Developed …
Trillium’s Statement on U.S. Withdrawal from the Paris Climate Agreement
June 1, 2017// Boston, MA – President Trump’s decision to withdraw the United States from the Paris Climate Agreement is a major setback for the planet and the economy. But our optimism will not be diminished. We are encouraged that renewable sources of energy are growing quickly (solar installed capacity has tripled since 2013) and that the U.S. economy will innovate and grow more sustainable despite the Trump Administration’s policies, while at the same time we acknowledge that his decision today is not a positive signal to global markets. By removing the U.S. from an international coalition of nations committed …
Investors Urge Texas Lawmakers to Stop the Advancement of Anti-LGBT Legislation
May 26, 2017 (Boston, MA) – Lawmakers in Texas are continuing to prioritize discriminatory legislation that could harm the state’s reputation and business climate as the legislature enters its final weekend of session. Earlier this week, the Texas House amended an education bill to include regulations on access to restrooms in public schools. Lieutenant Governor Dan Patrick rejected that amendment – primarily because he felt it didn’t go far enough in banning transgender people from public restrooms. Patrick has indicated that passing some form of discriminatory, anti-business legislation remains a priority for him over the coming days. We believe that …
Trillium’s Statement Regarding the Financial CHOICE Act
May 22, 2017 // Boston, MA: Among the many deregulatory efforts that have been launched in Congress this year is an attack that is focused directly on one of the central pillars of shareholder advocacy – the shareholder proposal. Shareholder proposals are important to our work because they provide a compelling channel of communication with corporate boards and managers on environmental, social, and governance issues. Shareholder proposals have led to greater board diversity, more inclusive workplaces, new corporate climate change policies, more accountable boards, and many other improvements at the corporate level. For over 70 years they have provided a …
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 …
World Bank’s Heike Reichelt Recognized for Leadership in Sustainable Investing
San Francisco // April 27, 2017 – Heike Reichelt, the head of investor relations and new products at The World Bank, has been awarded the prestigious Joan Bavaria Award for Building Sustainability into the Capital Markets. The announcement was made today at the Ceres Conference 2017 at the Westin St. Francis Hotel in San Francisco. The award is given annually by the sustainability nonprofit organization Ceres and the Boston-based investment firm Trillium Asset Management to honor inspiring global leaders working to move capital markets toward a system that balances economic prosperity with social and environmental issues. “It is such an …
Information for PepsiCo Shareholders Regarding Trillium’s 2017 Shareholder Proposal
April 26, 2017 // Boston, MA – Trillium Asset Management and The Sustainability Group of Loring, Wolcott & Coolidge, have sent a letter to shareholders of PepsiCo, Inc. (NYSE: PEP) urging them to vote in favor of our shareholder proposal regarding Pesticide Pollution. The proposal appears as item #5 on the company’s 2017 proxy card. Co-filers of the proposal include: Benedictine Sisters of Baltimore, Benedictine Sisters of Mount St. Scholastica, Domini Impact Investments, and School Sisters of Notre Dame Cooperative Investment Fund. The letter describes our rationale for requesting PepsiCo to report on options to protect public health and pollinators. …
Information for Merck Shareholders Regarding our 2017 Shareholder Proposal
April 21, 2017 // Boston, MA – Trillium Asset Management has published a letter to shareholders of Merck & Co. (NYSE: MRK) calling for support of our Product Safety and Quality shareholder proposal on the company’s 2017 proxy. The letter provides an overview of the importance of the issue as well why we believe shareholders should vote in favor of this proposal. The proposal asks the company to analyze governance improvements the Board could take to strengthen the Board’s oversight of product manufacturing safety and quality. An October 2016, PWC survey reported that 85% of board members in the pharma/life …
Trillium, Green Century, & 350.org Launch New Investor Guide to Fossil Fuel Free Investing
April 19, 2017 // Boston, MA – Today, Trillium Asset Management, Green Century Capital Management, and 350.org announced the release of a new guide for investors on fossil fuel free investing titled Make a Clean Break: Your Guide to Fossil Fuel Free Investing. The first version of the guide was launched in 2013 and updated in 2014. The new guide provides investors with insights and tools to eliminate fossil fuel companies from their portfolios and reinvest in clean, sustainable, and solutions-oriented investments that are advancing the transition toward a zero-carbon economy. “As we continue to see critical shifts in both …
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