Dear Reader
As I reflect on my first two years as Trillium’s CEO, I am gratified by the support of our clients and proud of what our Trillium team has achieved. In particular, we are continuing to build on three key themes … Read more…
Dear Reader
Over the past year, I have spent a lot of time traveling around the country meeting Trillium clients. It is a part of my job that I enjoy very much. You, our clients, have helped me understand what Trillium is … Read more…
Dear Reader
Matthew W. Patksy, CFA, CEO As I sit down to write this column having just returned from South Africa, I am reminded of the key reason I entered the field of socially responsible investing over two decades ago. It was … Read more…
Dear Reader
Cheryl Smith, Ph.D., CFA, President In the mind-numbingly complicated world of 21st century high finance, it’s not always obvious which transactions are unethical versus those which are, if not high-minded, at least legally permissible within a deeply flawed system. The … Read more…
Dear Reader
Cheryl Smith, Ph.D., CFA, President For investors who seek out sustainability, cycles of birth, death, and rebirth are everywhere. The rapidly waning light as we approach the winter solstice calls to mind the Greek goddess Demeter and her daughter Persephone; … Read more…
Dear Reader
Clients have been asking us why we still own major banks in light of their tarnished reputation in the aftermath of the financial crisis. As emotionally satisfying as it might be to avoid the largest banks, we believe that they … Read more…
Dear Reader
by Cheryl Smith, Ph.D., CFA, President The first daffodils of spring just opened beside my house. The sight of these spring flowers always engenders a spirit of newness, of freshness, and of hope after the excessively long New England winter. … Read more…
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 … Read more…
Overcoming the Class 5 Rapids
This has been quite a year so far for the global economy. The collapse of the mortgage market and much of the rest of the loan market in the U.S. has spread around the world. Energy prices have soared, reacting … Read more…
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 … Read more…