Trillium’s Q2 2014 Market Commentary Now Available to Download
So far in 2014, we have been broadly right on the level of valuation, and somewhat too optimistic about the strength of the economy. The second quarter of 2014 brought welcome relief to U.S. investors. Large capitalization stocks, as measured by the S&P 500, returned 5.05% for the quarter, bringing the year to date return to 7.03%. Small and mid-sized stocks, as measured by the S&P 1000, returned a still-respectable 3.65%, while the Barclays Government/Credit Bond Index returned 1.23%. Stock returns strengthened through the quarter, with May and June results substantially better than April’s… You can download Trillium’s complete Market …
Trillium’s 2013 – 2014 Shareholder Proposals
During the 2013–2014 proxy season, Trillium Asset Management filed more than two dozen shareholder proposals with publicly traded U.S. companies and engaged with scores more through direct outreach, sign-on letters and in-person meetings. Our corporate engagement addressed a wide range of issues including climate change, board diversity, workplace discrimination, political and lobbying spending, privacy and data security as well as indigenous rights. You can find an annotated list of the shareholder proposals that we filed during the proxy season here. …
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