Two Decades Later, Trillium Still Engaging Companies on Diversity
By Susan Baker and Randy Rice Trillium Asset Management believes that diversity, inclusive of gender and race, is an essential component of sound governance and a critical attribute to a well-functioning organization. We strive to achieve diversity at all levels and seek to invest in companies that are doing the same—from the mail room to the board room. Using tools including shareholder dialogue and advocacy, our founder, Joan Bavaria, helped establish and promote the concept of using stock ownership to improve corporate outcomes on the environment, human rights, workplace diversity, and other areas. Many of America’s largest corporations have programs …
Spotlight on Trillium’s Small/Mid Cap Portfolio
Trillium’s Small/Mid Cap (SMID) portfolio was launched in 2001 and invests in small and mid-capitalization companies across economic sectors that also meet Trillium’s sustainability criteria. As of March 31, 2014, the strategy has over $100 million in assets. The SMID investment strategy team, led by Laura McGonagle, CFA, seeks to find stocks with superior earnings growth prospects that are available at a reasonable price. Prior to joining Trillium in 2001, Laura was a sell-side equity analyst focusing on consumers’ growing awareness of the impact of nutrition, environment, and lifestyle choices on their well-being. Investing For a Better World’s editor, Randy …
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