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News and insight on the latest developments in ESG investing and shareholder activism. You can receive updates from Trillium via e-mail by subscribing to our RSS feed.

Trillium (once again) Files Non-Discrimination Shareholder Proposal with ExxonMobil

December 22, 2014
DECEMBER 22, 2014: Trillium Asset Management (Trillium) has filed a shareholder proposal with ExxonMobil* (XOM) asking the company to amend its written equal employment opportunity policy to explicitly prohibit discrimination based on sexual orientation and gender identity and to substantially implement the policy. The proposal was co-filed with the New York State Comptroller’s office. Exxon... Read More

Portfolio 21 Announces Intent to Merge with Trillium Asset Management

December 19, 2014
Matthew W. Patsky, CEO of Trillium Asset Management, Will Lead the Proposed Merger of the Pioneering SRI Firms Portfolio 21, a boutique investment management firm known as a leader in environmental investing, has announced its intent to merge with Boston-based Trillium Asset Management. “Our primary objective in evaluating a merger has been to assure ourselves... Read More

eBay Declines to Renew Membership in ALEC

December 19, 2014
December 19, 20014: Trillium Asset Management (Trillium) is pleased to commend eBay, Inc. (NASDAQ:EBAY) for not renewing its membership in the American Legislative Exchange Council (ALEC). ALEC has been on the forefront of attacks on state renewable energy programs and other legislative efforts to address climate change. Trillium began engaging eBay on its membership in... Read More

Trillium Files Four Board Diversity Shareholder Proposals for 2015

December 18, 2014
December 2014: During the fourth quarter of 2014, Trillium Asset Management (Trillium) filed shareholder proposals related to board diversity with Chipotle Mexican Grill (NYSE:CMG), Citrix Systems (NASDAQ: CTXS), Discovery Communications (NASDAQ:DISCA) and eBay (NASDAQ:EBAY). Trillium is co-lead filer with Mercy Investment Services, Calvert Investments and Portico Benefits, an affiliate of the Lutheran Church on the... Read More

Forest City Expands Non-Discrimination Policies to Include Gender Identity and Expression

December 11, 2014
DECEMBER 2014: Following a productive dialogue between Trillium Asset Management and real estate developer, Forest City (NYSE: FCE.A) on the issue of workplace protections, Forest City amended its Equal Employment Opportunity policy to include gender identity and gender expression as protected categories. They company’s policy on now states: Forest City is committed in policy and... Read More

New Tool Measures Corporate Progress Towards Safer Chemicals

December 8, 2014
Third-Party Benchmark Designed to Help Reduce Public Health & Environmental Risks from Chemical Exposure for Health Care Industry, Retail Stores, Socially Responsible Investors and other Stakeholders DECEMBER 8, 2014: A group of corporate and NGO leaders today released a new tool for assessing leadership in corporate chemicals management. The Chemical Footprint Project (CFP) provides the... Read More, Green Century & Trillium to Host Webinar on Fossil Fuel Free Investing

December 4, 2014
An Updated Guide to Personal Divestment and Reinvestment has just been published  On December 15, 2014,, Green Century Capital Management & Trillium Asset Management will host a webinar: Extracting Fossil Fuels from your Portfolio ℠: An UPDATED Guide to Personal Divestment and Reinvestment. To preserve our planet, scientists tell us we must reduce the... Read More

Extracting Fossil Fuels from Your Portfolio: A Guide to Personal Divestment and Reinvestment

December 4, 2014, Green Century Capital Management and Trillium Asset Management have recently published an updated edition of Extracting Fossil Fuels from Your Portfolio℠: A Guide to Personal Divestment and Reinvestment. The frequency and severity of extreme weather systems continue to impact the lives of people around the globe and increasingly in our own communities.  Many investors... Read More

US SIF Foundation: Client Demand is Major Factor Driving Growth in SRI

November 21, 2014
WASHINGTON, DC // NOVEMBER 20, 2014: Sustainable, responsible and impact investing (SRI) assets have expanded 76 percent in two years: from $3.74 trillion at the start of 2012 to $6.57 trillion at the start of 2014, according to the US SIF Foundation’s latest biennial survey, the Report on US Sustainable, Responsible and Impact Investing Trends... Read More

Shareholders File Palm Oil Shareholder Proposal with Yum! Brands

November 20, 2014
NOVEMBER 2014 // BOSTON, MA: Shareholders, concerned about the negative financial, social and environmental impacts of unsustainable palm oil production including deforestation, human rights abuses and climate change, recently filed a shareholder proposal with YUM! Brands (NYSE: YUM) asking the company to prepare an annual public report demonstrating the extent to which Yum is curtailing... Read More

New Initiative Tracks Impact of Shareholder Engagement

November 19, 2014
Investors and Stakeholders Present New Reporting Framework for Impact of Equity Engagement November 2014: The multi-stakeholder Impact of Equity Engagement (IE2) initiative released a new report revealing the positive outcomes of investor engagement on the environmental, social, and corporate governance practices of publicly traded companies. Investors often engage in the proxy process, dialogue, public policy... Read More
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