Sister Patricia Daly, Visionary Leader Dedicated to Environmental Justice, Receives 2014 Joan Bavaria Award
APRIL 30, 2014 // BOSTON, MA: Long-time shareholder advocate and executive director of the Tri-State Coalition for Responsible Investment, Sister Patricia Daly, OP has been awarded the sixth-annual Joan Bavaria Award for Building Sustainability into the Capital Markets. The announcement was made today at the annual Ceres Conference, which is running April 30 – May 1 at The Westin Waterfront Hotel in Boston, MA. A pioneer of socially responsible investing, for more than 35 years Daly has helped move companies such as General Electric, ExxonMobil and Ford to improve their sustainability practices and change the way they address environmental, social …
Trillium and Ceres Seek Nominations for the 2013 Joan Bavaria Award
Ceres and Trillium Asset Management are seeking nominations for the sixth annual Joan Bavaria Award. Submissions will be accepted until 5:00 p.m. ET on Monday, December 31, 2012. The Joan Bavaria Award honors 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 winner of this year’s award will be announced at the 2013 Ceres Conference taking place May 1-2 at The Fairmont Hotel in San Francisco. Bavaria founded both Ceres and Trillium Asset Management. She passed away in 2008 after a …
Ceres and Trillium Announce Second Joan Bavaria Awards
In recognition of socially responsible investment pioneer Joan Bavaria, Ceres and Trillium Asset Management Corporation (“Trillium”) are inviting nominations for the second-annual Joan Bavaria Awards for Building Sustainability into the Capital Markets. Nominations for the 2009 Bavaria Awards are being accepted via the Ceres website. The deadline for submitting nominations is February 27, 2009.The two organizations established the awards program in 2008 to honor Bavaria, the founder of Ceres, Trillium, and the Social Investment Forum whose vision and humanity helped catalyze change in the capital markets towards social and environmental responsibility. This year’s awards will take on even greater significance because …
Moving Forward
Joan Bavaria wrote this column, From the President, for the past 15 years. Joan was passionately engaged with the world on many levels, more than any person I have ever known, and her columns reflected her humanity. From the small to the large, from the individual to the global, her deeply personal columns tied her observations of the world to the need for action and a call for our engagement in creating a better world. Joan died on November 18, 2008 after an extended and courageous battle with ovarian cancer. Our world is much the lesser for her passing, and we …
Trillium Founder Joan Bavaria Named a Mover and Shaker by Financial Planning Magazine
Click on link below to view article Movers and Shakers Financial Planning Magazine, January 2009 …
Schwab Institutional Honors Joan Bavaria
Joan Bavaria honored with Charles R. Schwab IMPACT Award® for her vision and leadership in the investment advisory business On September 25, 2008 Schwab Institutional® announced that Trillium Asset Management Corporation (“Trillium”) founding president and CEO Joan Bavaria was recognized with the 3rd annual Charles R. Schwab IMPACT Award – an award honoring Joan as an individual trailblazer whose sustained vision, outstanding leadership, client commitment and community engagement clearly demonstrate the value of independent investment advice. The IMPACT Awards® are an industry-wide awards program to honor advisors and firms that have advanced the industry through their visionary leadership, operational excellence, …
Changing the World, One MBA at a Time
The change we want to see in the world is being created by activists, artists, philanthropists, social entrepreneurs, responsible investors and … MBAs. Yes, MBAs! Given that corporations have become the dominant institutions on the planet, this represents a much-needed revolution from within, augmenting all the good work making a positive difference from the outside. I recently spent four days at Bainbridge Graduate Institute (BGI) as a Change Agent in Residence, joined by the renowned Native American environmentalist Winona LaDuke, the nation’s leading expert on employee ownership Corey Rosen, and the Chief Operating Officer of the Gates Foundation Cheryl Scott. …
Inaugural winners of Joan Bavaria Awards Announced
Ceres and Trillium Asset Management Corporation (“Trillium”) announced the inaugural winners of the Joan Bavaria Awards for Building Sustainability into the Capital Markets. Enhanced Analytics Initiative (EAI) was the winner of the Bavaria Award for Impact, and Bainbridge Graduate Institute (BGI) won the Bavaria Award for Innovation. Read the full press release here View the video of the event (presented in 3 parts): …
Announcing the Joan Bavaria Awards
I am a battered boss. One of our employees, who will remain nameless, has cajoled, flattered, and even threatened me to write on a certain topic in this quarterly newsletter. The threatening person in question reports directly to me, so the fact that she gets away with it is a function of something in my childhood I’d rather not examine. To give you a sense of what I’ve experienced, here’s a direct quote: “If one of us writes about it, it will be in that overly serious, honorific tone that you seem uncomfortable with (although of course, who isn’t secretly …
Joan Bavaria
Joan served as Founding President, CEO, and a senior portfolio manager of Trillium Asset Management Corporation since its incorporation in 1982 until her passing in November 2008. …
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