Oikocredit USA Profiles Trillium's Community Impact Investing Portfolio
Oikocredit USA, the United States arm of Oikocredit, a worldwide financial institution that promotes global justice by empowering disadvantaged people with credit, recently ran a profile of Trillium’s Community Impact Investing portfolio. “’All we’ve ever done is environmental, social and governance (ESG) investing,’ says Randy Rice of Trillium Asset Management. ‘In our community impact investing portfolio we are focused on helping our clients achieve a high social return combined with a modest financial return.’ To achieve that goal, he helps clients invest in domestic and international loan funds, and Oikocredit has been in the portfolio for a long time. In …
Private Wealth Magazine: Trillium Brings Impact Investing To Clients
In their most recent issue, Private Wealth published a profile of Trillium’s Community Impact Investing portfolio. “For nearly 30 years, Trillium Asset Management, a leader in sustainable and responsible investing, has been helping clients invest directly in communities to create social impact in exchange for modest financial returns. ‘The money that our clients have placed in community investments instruments has provided capital to non-profit organizations that have created and saved tens of thousands of jobs and homes in the communities they serve’, says Randy Rice, Trillium’s Community Investments Manager and a senior portfolio associate in its Boston office.” You can …
Dear Reader
Matt Patsky, CFA, CEO It is exciting for me personally and for Trillium to be involved in the emergence of Impact Investing as a vital piece of the larger Sustainable and Responsible Investing (SRI) industry. I recently had the privilege of attending both the Skoll World Forum and the Social Venture Network’s spring conference. These organizations, among so many others, are working to find innovative solutions to the world’s most pressing challenges. While attending the Forum, I also had the opportunity to meet briefly with Archbishop Desmond Tutu, who was one of the keynote speakers. The Archbishop spoke appreciatively of …
Still “Impactful” After All These Years
Jonas Kron, JD In the Winter 2011 issue of Investing For A Better World, our colleague Farnum Brown described shareholder advocacy as version 2.0 on SRI’s (socially responsible investment’s) travels towards 3.0, and discussed the importance of directly pressing companies to improve their environmental and social impacts. Similarly, Amy Domini of Domini Social Investments recently wrote passionately in the Huffington Post about the importance of shareholder advocacy as a meaningful way for investors to have a positive impact on the world. Both pieces touched upon the ongoing debate about what to call our field. What was once “socially responsible” or …
Trillium to Add CARS-Rated CDFIs To Approved Investment List
BOSTON, MA, APRIL 20, 2010 – Trillium Asset Management Corporation (Trillium) recently added Coastal Enterprises Inc. (CEI), a CARSTM-rated Community Development Finance Institution (CDFI), based in Wiscasset, ME, to its list of Community Investment organizations that are available for client investment. “CEI is well known for providing financing to job-creating small, medium and micro enterprises, natural resource ventures in the farm, fish and forest sectors as well as the child care, and affordable housing sectors. Trillium clients are actively seeking opportunities to make direct investments that have these high social and environmental impacts. We believe that CEI is a great …
Betting on the Farm: Sustainability Reporting Reaches the Ag Sector
Susan Baker Martin with Jonas Kron Twenty years after the launch of Ceres catalyzed sustainability reporting in the industrial sector, several efforts are underway to bring sustainability measures and reporting to agriculture and food production, and not a moment too soon. The agricultural industry’s industrialized processes are wreaking havoc on our planet and our health. Agriculture accounts for one third of all anthropogenically produced greenhouse gases emitted and it does so inefficiently, to boot: fifty years ago, ten calories of energy produced 23 calories of food; today, the same ten calories produce just one calorie of food sold in supermarkets. …
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