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News & Resources

News and insight on the latest developments in ESG investing and shareholder activism.

Alphabet’s Board Strengthens Governance Practices – Adopts “Rooney Rule” Language after Trillium engages Management on Board Diversity

August 16, 2018
August 16, 2018 // Boston, MA In May, when the company called to tell us that Sundar Pichai (Google’s CEO and an India native) would be joining the executive committee of Alphabet’s Board, we withdrew our shareholder proposal* which asked the company to address the lack of diversity on the Executive Committee of the Board... Read More

Trillium Featured in The Onion

August 16, 2018
August 15, 2018 // Boston, MA The satirical news website, The Onion, recently honored Trillium Asset Management and its CEO, Matt Patsky, by making us the subject of one of its latest articles.  All of us at Trillium had a good laugh and appreciate The Onion’s humorous take on Trillium and our work. In the article, Matt... Read More

An Impact Pioneer: How Joan Bavaria Harnessed Shareholder Power to Forge Corporate Change

July 26, 2018
By Rahul Kolluri Trillium’s history in shareholder advocacy stretches back three decades. Trillium’s founder Joan Bavaria was inspired by the Interfaith Center on Corporate Responsibility’s (ICCR) use of advocacy to push for divestment from companies doing business in Apartheid South Africa. With this example, Joan began similar campaigns at companies on a variety of environmental,... Read More

Trillium Equity Strategies Maximize Holdings for LGBT Equality

July 26, 2018
July 25, 2018 // Boston, MA Trillium is pleased to announce that as of July 24th, 2018 all of the companies held in our Large Cap Core and All Cap Core strategies have workplace policies that protect LGBT employees from discrimination. Specifically, these companies explicitly name sexual orientation and gender identity or expression in their... Read More

Businesses Urge US Court to Uphold Coverage of Reproductive Health Care Benefits

June 19, 2018
June 19, 2018 // Boston, MA – Last week, Trillium Asset Management joined the U.S. Women’s Chamber of Commerce and a group of 15 businesses in submitting an amicus brief to the 9th Circuit Court of Appeals. This brief urges the court to uphold the Affordable Care Act’s (ACA) requirement that employers provide comprehensive sexual... Read More

Fortune: Greater Board Risk Oversight at Facebook

June 11, 2018
Boston, MA // June 11, 2018 – On Friday, June 8th, Fortune published commentary authored by Trillium Asset Management’s Director of Shareholder Advocacy Jonas Kron titled, “Microsoft Does These 2 Things to Stay out of Trouble. Facebook Should Try Them”. Read the introduction below and the full commentary on www.fortune.com. Microsoft Does These 2 Things... Read More
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