BOSTON, MA // FEB. 10, 2016: The U.S. Securities and Exchange Commission (SEC) recently rejected Citigroup’s request for “No-Action” on a Gender Pay Gap shareholder proposal that was filed by Trillium Asset Management (Trillium), a Boston-based investment firm. Investors are requesting that Citigroup (NYSE: C) prepare a report demonstrating that the company does not have […]

DECEMBER 14, 2015: Trillium Asset Management recently engaged MSCI ESG Research to analyze the carbon-related characteristics of our Sustainable Opportunities Strategy, in comparison to a portfolio replicating a market benchmark. In addition to assessing the carbon footprint of the Strategy as of September 30, 2015, the MSCI analysis also leverages an extensive set of carbon […]

DECEMBER 4, 2015 // BOSTON, MA: Trillium Asset Management, on behalf of our client The Congregational Council of Plymouth Church UCC of Seattle, recently filed a shareholder proposal at Chipotle Mexican Grill (NYSE: CMG) urging the Board of Directors to “adopt principles for minimum wage reform, to be published by October 2016”. As public protests […]

NOVEMBER 9, 2015: Trillium Asset Management, along with Green Century Equity Fund, has co-filed a Shareholder Proposal at Oracle Corporation (NYSE: ORCL) asking that: “senior management, with oversight from the Board of Directors, set company-wide quantitative targets by March 2016 to increase renewable energy sourcing and/or production”. Our proposal is #5 on the Oracle 2015 […]

Boston Security Analysts Society’s 3rd Annual Sustainable Investing Seminar on will be held on Thursday, November 19th NOVEMBER 5, 2015 // BOSTON, MA: On Thursday, November 19th the Boston Security Analysts Society will host its third full-day Sustainable Investing Seminar. “Sustainable Investing” is often used interchangeably with the terms “Mission-based Investing,” “Green Investing,” “Impact Investing,” […]

WASHINGTON, D.C. // OCTOBER 22, 2015: The Forum for Sustainable and Responsible Investment commends today’s announcement by Secretary of Labor Tom Perez in New York that the administration is rescinding a 2008 bulletin that discouraged investors from considering environmental and social factors in the companies and funds in which they invest. Through his leadership, Secretary […]

OCTOBER 2015: Trillium Asset Management and our clients know that every company, no matter how sustainable, still has environmental and social impacts. Sometimes those impacts are material to the company’s finances and shareholders. They also can be more closely related to the well being of ecosystems, communities, consumers, employees or other stakeholders. In every situation, […]

SEPTEMBER 14, 2015: During the 2015 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 […]

August 25, 2015: We are writing to share our thinking on the past two weeks’ stock and bond market activity, and there have been some wild swings in both stock and bond prices. As always, we want to base our decisions on an analysis of the future: How might changes in economic growth and policy, […]

JULY 22, 2015: Each year, companies seek votes from shareholders on items that are pending on their annual proxy ballots, ranging from the approval of boards of directors to shareholder proposals on social and environmental issues like those we file every year. At Trillium, we take that voting very seriously. You can download a list […]

JULY 13, 2015: Trillium Asset Management is a signatory of the United Nations-supported Principles for Responsible Investment (PRI) Initiative, which is an international network of investors working together to put the Principles for Responsible Investment into practice. Its goal is to understand the implications of sustainability for investors and support signatories to incorporate these issues […]

JULY 8, 2015: Following engagement with investors and advocates, General Mills has become the first major packaged foods company to improve policies to protect bees and other pollinators from the impacts of pesticides. A shareholder resolution filed by investor advocacy non-profit As You Sow and Clean Yield Asset Management was withdrawn after the company agreed […]

BOSTON, MA // JULY 1, 2015: As recent data show methane emissions rising from the oil and gas industry, and the White House moves forward with rules to reduce this pollution, leading investors representing $1.5 trillion in assets under management released a statement of support today for a strong federal standard. “As widely diversified, long-term […]

June 16, 2015: Trillium Asset Management is pleased to announce that our firm has been invited to participate in today’s White House Clean Energy Summit. Vice President Joe Biden is scheduled to deliver remarks highlighting more than $4 billion of independent commitments by major foundations, institutional investors, and other long-term investors to fund climate change […]

MAY 13, 2015 // SAN FRANCISCO, CA: Geeta Aiyer, sustainable investing entrepreneur and Founder and President of Boston Common Asset Management, has been awarded the seventh-annual Joan Bavaria Award for Building Sustainability into the Capital Markets. The announcement was made at the Ceres Conference, which is running today and tomorrow in San Francisco. Nearly three […]

By The Portfolio 21 Investment Team Both founded in 1982, Trillium and Portfolio 21 have been in the Sustainable and Responsible Investing (SRI) field for decades. With the growing recognition and popularity of Sustainable and Responsible Investing (SRI), the merger comes at a very natural time. Trillium’s domestic equity expertise, marketing and distribution capability and […]