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

Open MIC and Investors: Comcast-Time Warner Cable Merger Should Be Blocked

August 26, 2014
August 26, 2014 // NEW YORK: Comcast Corp.’s proposed $45 billion takeover of Time Warner Cable would have no significant benefits for American consumers or businesses and could pose a serious threat to entrepreneurial growth in the U.S., investors said in a federal filing opposing the merger. Open MIC – the Open Media and Information... Read More

Investors Secure Groundbreaking Corporate Commitments to Protect Forests, Reduce Carbon Emissions

August 15, 2014
Record-high number of shareholder resolutions filed in 2014 proxy season drive more aggressive action by top companies on climate-related issues BOSTON, August 14, 2014 /3BL Media: In response to nearly 150 climate-related resolutions filed by institutional investors during the 2014 proxy season, 20 major international corporations have committed to set goals to reduce greenhouse gas... Read More

Forbes: Apple CEO Tim Cook Is ‘Not Satisfied’ With Employee Diversity

August 13, 2014
Forbes contributor, Amit Chowdry, writes: “Apple (AAPL) recently released its employee diversity report and the numbers are fairly consistent with other tech companies in Silicon Valley. Apple CEO Tim Cook acknowledged that he is ‘not satisfied’ with the numbers and will focus on ‘advancing diversity.’… Even though Apple is hiring more females for executive positions... Read More

Investors Applaud Amgen and Novartis for Support of Investor Principles on Biosimilars

August 12, 2014
Twenty-five pharmaceutical companies are being asked to adopt common principles regarding biosimilars on patient safety, lobbying and business partnerships. DETROIT, MI // Aug. 11, 2014: A coalition of 19 institutional investors representing $430 billion in assets commends Amgen and Novartis for support of a set of investor principles to guide corporate boards on policy and... Read More

Trillium’s Large Cap Core Strategy Webinar is Available for On-Demand Replay

August 1, 2014
On July 31, 2014 Trillium hosted a Large Cap Core Strategy Update Webinar with Stephanie Leighton, CFA, who is a Partner and Lead Portfolio Manager for the strategy, and Jonas Kron, Esq., who is Trillium’s Director of Shareholder Advocacy. The Large Cap Core strategy performed moderately below its benchmark, the S&P 500, for the second... Read More

List of Trillium’s 2013-2014 Proxy Votes Available for Download

July 31, 2014
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 of our proxy... Read More

Trillium’s Approach to Investing in Publicly Traded Agriculture & Food Companies

July 22, 2014
When considering investments in publicly traded food and beverage companies, a major focus for Trillium is on companies participating in the natural and organic space. Not only are these companies leaders in the health and wellness trend, their approach to raw material sourcing (agricultural commodities) is inherently more sustainable. We have also gravitated toward traditional... Read More

Shareholders Say Washington, DC NFL Team Name Presents Heightened Reputational Risks to Stadium Sponsor FedEx

July 16, 2014
  FedEx Increasingly Embroiled in Ongoing Controversy over “Redskins” Name   July 16, 2014: Last week, FedEx won approval from the Securities and Exchange Commission for its effort to remove a shareholder proposal focused on the ongoing controversy over the “Redskins” name from its upcoming annual proxy. Investors filed a shareholder proposal in April with... Read More

Home Depot Takes Action to Protect Bees and Other Pollinators

July 15, 2014
July 15, 2014: The Sustainability Group of Loring, Wolcott & Coolidge and Trillium Asset Management commend Home Depot for taking concrete action to protect bees and other pollinators by reducing the use of neonicotinoids (neonics). Home Depot recently announced that by the fourth quarter of 2014, it will require suppliers to label all plants treated... Read More

Trillium’s Approach to Investing in Publicly Traded Agriculture and Food Companies

July 9, 2014
By Jonas Kron, Esq. and Laura McGonagle, CFA When considering investments in publicly traded food and beverage companies, a major focus for Trillium has been on companies participating in the natural and organic space. Not only are these companies leaders in the health and wellness trend, their approach to raw material sourcing (agricultural commodities) is... Read More

Global Fund for Women: Giving — and Investing — In Line With Our Values

July 9, 2014
By Elizabeth Schaffer, Chief Financial and Operations Officer & Sara Ferree, Director of Donor Services – Global Fund for Women   Since 1987, the Global Fund for Women (GFW) has been a leader in advancing women’s human rights around the world. It is a truly global, publicly supported, women’s fund.   In the early 1980s... Read More
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