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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’s Q2 2016 Market Commentary & Q1/Q2 2016 Advocacy Highlights Available

July 15, 2016
July 15, 2016: Trillium’s Q2 2016 Market Commentary & Q1/Q2 Shareholder Advocacy Highlights are now available to download. “The U.S. economic outlook is stronger than current market sentiment and bond yields indicate.  U.S. economic growth continues to be solid, even if slow.  Job creation is slowing, as would be expected as the economy nears full... Read More

Watch Matt Patsky Discuss Doing Good While Doing Well with John Hancock

July 11, 2016
Trillium CEO, Matt Patsky, examines the benefits of integrating environmental, social and governance (ESG) factors with fundamental equity research. The video was released by John Hancock Investments following the recent announcement of the launch of two new mutual funds sub-advised by Trillium. Click here to read more on the announcement.  

Letter from Matt Patsky on Second Vatican Conference on Impact Investing

July 1, 2016
“Impact investing is not philanthropy, it is about creating opportunities for self-sufficiency.” – Matt Patsky, CEO, Remarks at the Second Vatican Conference on Impact Investing On Monday, June 26, I arrived in Rome for the Second Vatican Conference on Impact Investing. The Vatican Conference on Impact Investing builds on the call made in the May... Read More

Thoughts on the United Kingdom vote to exit the European Union

June 24, 2016
June 24, 2016– Financial markets were rocked on Friday, June 24, by the results of the British referendum on membership in the European Union. Polls had indicated that the vote would be very close; the actual results were a surprisingly strong vote for exit.   Across the United Kingdom, 52% of the votes cast rejected membership... Read More

Trillium’s Statement on the Tragedy in Orlando

June 13, 2016
We are so very deeply saddened by the recent news out of Orlando that a gunman violently stole 49 lives in the name of hate.  While many details are still unknown, it is clear that the growing atmosphere of intolerance in our country around race, religion, sexual orientation and gender identity is dangerous and unacceptable.... Read More

John Hancock Investments launches two ESG funds: Trillium Asset Management to manage John Hancock ESG All Cap Core Fund and John Hancock ESG Large Cap Core Fund

June 6, 2016
Click here to download the PDF. BOSTON, June 6, 2016—John Hancock Investments today announced the addition of two new funds focused on integrating environmental, social, and governance (ESG) issues with fundamental stock research. John Hancock ESG All Cap Core Fund and John Hancock ESG Large Cap Core Fund are both managed by Trillium Asset Management,... Read More

Trillium Successfully Withdraws Board Diversity Proposal at Stifel Financial

May 16, 2016
MAY 16, 2016: Trillium Asset Management is pleased to announce that it has successfully withdrawn its Board Diversity shareholder proposal at Stifel Financial (NYSE: SF) following the company’s agreement to institutionalize a commitment to board diversity inclusive of gender, race and national origin. At the time of our dialogue with management in April, the Board... Read More
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