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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 Perspective on Recent Market Volatility

August 25, 2015
August 25, 2015: We are writing to share our thinking on the past two weeks’ stock and bond market activity, and the 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, both in the... Read More

Renewable Energy Proposal at JM Smucker Receives 21% of Vote

August 18, 2015
August 18, 2015: Shareholders sent a strong message to the management of JM Smucker (NYSE: SJM) last week when nearly $1.9B worth of shares voted in favor of a proposal requesting greater disclosure around the company’s renewable energy opportunities. The 21% vote in favor is an indication that shareholders are concerned the company is not... Read More

WSJ: In Conflict Minerals, Ethical Investors Gain Ability to Rank Companies

August 6, 2015
AUGUST 6, 2015: Jeremy Cote, CFA, who is one of Trillium’s Research Analysts, was recently interviewed by the Wall Street Journal for a story on Section 1502 of the Dodd-Frank Act, which concerns the reporting of conflict minerals. Kristin Lin and Emily Chasan write: “…At Trillium Asset Management, a Boston-based sustainability-focused investment firm that manages... Read More

Investors Hope Ohio Returns to a Commitment of Supporting Clean Energy

August 5, 2015
AUGUST 5, 2015: Crain’s Cleveland Business recently published an Op-ed which is co-authored by Brianna Murphy, Trillium’s Vice President of Shareholder Advocacy and Stu Dalheim, Vice President of Shareholder Advocacy at Calvert Investments. The column says, in part: “This fall, Ohio’s elected leaders have an opportunity to put common sense, cost-saving clean energy policies back... Read More

Trillium Supports EPA’s Clean Power Plan Proposal

August 4, 2015
AUGUST 4, 2015: Trillium Asset Management has joined 365 companies and investors who sent letters to more than two dozen governors across the United States voicing support for the Environmental Protection Agency’s Clean Power Plan for existing power plants and encouraging “timely finalization” of implementation plans to meet the new standards. The letter states, in... Read More

Information for SJM Shareholders Regarding Our 2015 Shareholder Proposal

July 30, 2015
July 30, 2015: Trillium Asset Management, along with our colleagues at Calvert Investments, Clean Yield Asset Management, and Green Century Capital Management, filed a 2015 shareholder proposal with Smucker (NYSE: SJM) which asks the Company’s Board of Directors to: “issue a public report, at reasonable cost and excluding confidential information, by January 2016 analyzing and... Read More

UNFI Expands EEO Policy to Include Gay, Lesbian and Bisexual Employees

July 24, 2015
JULY 24, 2015: Following a productive dialogue between Trillium Asset Management (Trillium) and United Natural Foods (Nasdaq: UNFI), the company has expanded its Equal Opportunity Employment policy to explicitly prohibit discrimination on the basis of sexual orientation. Trillium believes that companies and workers benefit from consistent, corporate-wide, efforts to prevent discrimination, ensuring a respectful and... Read More

List of Trillium’s 2014-2015 Proxy Votes Available for Download

July 22, 2015
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... Read More

Trillium’s 2015 UN Principles for Responsible Investment Report is Available

July 13, 2015
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... Read More

Investors Applaud General Mills’ Improved Policies to Protect Bees from Pesticides

July 8, 2015
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... Read More
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