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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.

Information Regarding Trillium’s Shareholder Proposal at Oracle

November 9, 2015
NOVEMBER 9, 2015: Trillium Asset Management, along with Green Century Equity Fund, has co-filed a Shareholder Proposal at Oracle Corporation (NYSE: ORCL) asking that: “senior management, with oversight from the Board of Directors, set company-wide quantitative targets by March 2016 to increase renewable energy sourcing and/or production”. Our proposal is #5 on the Oracle 2015... Read More

Trillium Co-Sponsoring BSAS Sustainable Investing Seminar

November 5, 2015
Boston Security Analysts Society’s 3rd Annual Sustainable Investing Seminar will be held on Thursday, November 19th NOVEMBER 5, 2015 // BOSTON, MA: On Thursday, November 19th the Boston Security Analysts Society will host its third full-day Sustainable Investing Seminar. “Sustainable Investing” is often used interchangeably with the terms “Mission-based Investing,” “Green Investing,” “Impact Investing,” “SRI... Read More

New White Paper: Investing for Positive Impact on Women

November 2, 2015
NOVEMBER 2, 2015 // BOSTON, MA: A group of investors has released a new white paper, Investing for Positive Impact on Women: Integrating Gender into Total Portfolio Activation. The paper was prepared by Croatan Institute with the guidance and close collaboration of Global Fund for Women, Root Capital, Thirty Percent Coalition, and Trillium Asset Management.... Read More

US SIF Commends Department of Labor Repeal of 2008 Bulletin

October 22, 2015
WASHINGTON, D.C. // OCTOBER 22, 2015: The Forum for Sustainable and Responsible Investment commends today’s announcement by Secretary of Labor Tom Perez in New York that the administration is rescinding a 2008 bulletin that discouraged investors from considering environmental and social factors in the companies and funds in which they invest. Through his leadership, Secretary... Read More

California State Pensions to Divest Coal Investments

October 21, 2015
OCTOBER 21, 2015: Earlier this month, Governor Jerry Brown signed Senate Bill 185, which requires California’s state pension funds, Calpers and CalSTRS, to divest investments in companies that generate 50% or more of their revenue from mining thermal coal. The new law sets a deadline for divestment of July 1, 2017 and prohibits new investments... Read More

Trillium’s Approach to Shareholder Engagement

October 19, 2015
OCTOBER 2015: Trillium Asset Management and our clients know that every company, no matter how sustainable, still has environmental and social impacts. Sometimes those impacts are material to the company’s finances and shareholders. They also can be more closely related to the well being of ecosystems, communities, consumers, employees or other stakeholders. In every situation,... Read More

Trillium Signs Montréal Carbon Pledge

October 13, 2015
OCTOBER 13, 2015: Trillium Asset Management (Trillium) has recently signed the Montréal Carbon Pledge, committing to measure and publicly disclose the carbon footprint of our investment portfolios on an annual basis. In signing the Pledge, Trillium joins investors who share our belief that as “institutional investors, we have a duty to act in the best... Read More

Trillium Successfully Withdraws Board Diversity Proposal at PANW

October 8, 2015
OCTOBER 8, 2015: Trillium Asset Management is pleased to announce that it has successfully withdrawn a shareholder proposal at Palo Alto Networks (NYSE: PANW) following the company’s agreement to institutionalize a commitment to board diversity inclusive of gender, race and national origin. At the time of the filing, Palo Alto had no woman on its... Read More

MA Pension Fund Experiences Notable Loss of Value within Fossil Fuel Holdings

September 21, 2015
SEPTEMBER 21, 2015 / / BOSTON, MA: A recent review of publicly disclosed data indicates that the Massachusetts Pension Reserves Investment Trust (PRIT) Fund, which is overseen by Pension Reserves Investment Management Board (PRIM), lost a half billion dollars in its fossil fuels investments for the fiscal year ending June 30, 2015. The loss estimate... Read More

Investors Disagree with Recent Conflict Mineral Ruling by U.S. Court of Appeals

September 18, 2015
SEPTEMBER 18, 2015: As investment professionals, we strongly disagree with the recent decision by the US Court of Appeals for the District of Columbia Circuit on the conflict minerals provision, Section 1502 of the 2010 Dodd-Frank Act.[1] In granting companies the constitutional right to conceal important information about whether or not the minerals in their... Read More

Trillium Asset Management Announces Hiring of Jackson W. Robinson

September 10, 2015
SEPTEMBER 10, 2015 // BOSTON, MA: Trillium Asset Management (Trillium) is pleased to announce that Jack Robinson has joined the firm as Vice Chair and Portfolio Manager. Mr. Robinson has over three decades of experience working in the field of sustainable and responsible investing (SRI), most recently at Brown Advisory. “I have known Jack Robinson... Read More

Summary of Trillium’s 2015 Shareholder Proposals Available for Download

September 9, 2015
SEPTEMBER 14, 2015: During the 2015 proxy season, Trillium Asset Management filed more than two dozen shareholder proposals with publicly traded U.S. companies and engaged with scores more through direct outreach, sign-on letters and in-person meetings. Our corporate engagement addressed a wide range of issues including climate change, board diversity, workplace discrimination, political and lobbying... Read More
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