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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.

Op-Ed: The Impact of Dodd-Frank 1502: U.S. Sustainable and Responsible Investors Respond

January 26, 2015
Editor’s Note: The following opinion piece, co-authored by Trillium’s Susan Baker, along with Lauren Compere of Boston Common Asset Management, Bennett Freeman of Calvert Investments and Patricia Jurewicz of Responsible Sourcing Network, was published in Responsible Investor on January 23, 2015. JANUARY 23, 2014: As a group of responsible investors with a keen interest in... Read More

Trillium’s Approach to Investing in the Diversified Financials Sector

January 23, 2015
By Keith A. Mills, CFA, Director of Research In late 2014, six large, globally focused banks were fined more than $4.3 billion by American, British, and Swiss regulators for their attempted manipulation of foreign exchange rates from 2009 through 2012. These settlements follow other civil and criminal settlements related to alleged residential mortgage foreclosure processing... Read More

Strong Public Policy on Methane Emissions from Natural Gas is Vital

January 23, 2015
By Jonas D. Kron, Esq., Director of Shareholder Advocacy It is well established that methane emissions are a serious climate problem. Methane is a highly potent greenhouse gas—as much as 84 times more powerful than carbon dioxide over a 20-year time period. The Intergovernmental Panel on Climate Change, the leading international body for the assessment... Read More

Trillium’s Market Commentary & Advocacy Highlights Available for Download

January 15, 2015
JANUARY 15, 2015: Trillium’s Q4 2014 Market Commentary and Advocacy Highlights are now available to download. “With a positive outlook for the U.S. economy, increasing consumer confidence, falling unemployment, and extremely quiescent inflation, our outlook for U.S. stocks should be extremely positive, and we are, indeed, positive. We continue our positive outlook on U.S. financial... Read More

OPEN MIC: Shareholders Press Verizon Board on Net Neutrality

January 14, 2015
JANUARY 13, 2015 // NEW YORK, NY: Investors in Verizon Communications Inc. (NYSE:VZ) are once again pressing the company’s board of directors to report on the business risks arising from the company’s opposition to open Internet and network neutrality principles. A shareholder proposal which last year won 26.4% of the shareholder vote – representing $30.6... Read More

Toledo Blade Op-Ed: ALEC Doesn’t Reflect Business Support for Climate Action

January 13, 2015
JANUARY 2015: The Blade, a newspaper based in Toledo, OH, recently published an opinion piece by Trillium’s Director of Shareholder Advocacy, Jonas Kron. Jonas writes: “In the past few months, companies such as Microsoft, Google, Facebook, Yelp, Yahoo, and Occidental Petroleum have said they will no longer be members or supporters of the American Legislative... Read More

Trillium Files Two Dozen Shareholder Proposals for 2015

January 12, 2015
Our Firm is Preparing for a Very Active Annual Meeting Season, with 23 Pending Shareholder Proposals JANUARY 12, 2015: Trillium Asset Management’s shareholder advocacy team has filed or co-filed 24 proposals for the 2015 shareholder season. Proposals were filed on issues including climate change, political spending, diversity, Internet privacy, sustainable agriculture and Native American rights.... Read More

Shareholders Withdraw Costco Greenhouse Gas Proposal

January 7, 2015
JANUARY 7, 2015: Trillium Asset Management, Walden Asset Management, Boston Common Asset Management, and Calvert Investments are pleased to announce they have successfully withdrawn their shareholder proposal at Costco Wholesale (NASDAQ: COST) regarding greenhouse gas emissions and climate change policy. The proposal was withdrawn following several commitments from the company including resuming participation in the... Read More

Portfolio 21 Merges with Trillium Asset Management

January 2, 2015
  JANUARY 2, 2015: Portfolio 21 has merged with Trillium Asset Management. Trillium has assumed responsibility for the Portfolio 21 brand and the management of the Portfolio 21 Global Equity Fund. Both Trillium and Portfolio 21 were founded in 1982 and integrate Environmental, Social, and Governance (ESG) factors into the investment process as a way... Read More

Trillium Files Non – Discrimination Shareholder Proposal with ExxonMobil

December 22, 2014
DECEMBER 22, 2014: Trillium Asset Management (Trillium) has filed a shareholder proposal with ExxonMobil* (XOM) asking the company to amend its written equal employment opportunity policy to explicitly prohibit discrimination based on sexual orientation and gender identity and to substantially implement the policy. The proposal was co-filed with the New York State Comptroller’s office. Exxon... Read More

Trillium Files Four Board Diversity Shareholder Proposals for 2015

December 20, 2014
December 2014: During the fourth quarter of 2014, Trillium Asset Management (Trillium) filed shareholder proposals related to board diversity with Chipotle Mexican Grill (NYSE:CMG), Citrix Systems (NASDAQ: CTXS), Discovery Communications (NASDAQ:DISCA) and eBay (NASDAQ:EBAY). Trillium is co-lead filer with Mercy Investment Services, Calvert Investments and Portico Benefits, an affiliate of the Lutheran Church on the... Read More

eBay Declines to Renew Membership in ALEC

December 19, 2014
December 19, 20014: Trillium Asset Management (Trillium) is pleased to commend eBay, Inc. (NASDAQ:EBAY) for not renewing its membership in the American Legislative Exchange Council (ALEC). ALEC has been on the forefront of attacks on state renewable energy programs and other legislative efforts to address climate change. Trillium began engaging eBay on its membership in... Read More
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