Views & Updates

Latest Updates

February 15, 2024

Investing in Equality: Advocating for LGBTQ+ Rights

Investing in Equality: Advocating for LGBTQ+ Rights

WEBINAR REPLAY: 1Q22 Review & Outlook:
From Pandemic to War in Europe: Readout from a Sustainable Investor

Creating a safe and inclusive workplace isn't just morally right—it's also economically beneficial for all. Despite global progress, challenges persist for LGBTQ+ individuals, especially in the workplace. At Trillium, we stand firm in our commitment to advocating for LGBTQ+ rights―at home and abroad. Watch to learn more about our efforts:

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January 18, 2024

Economic and Market Outlook - Fourth Quarter 2023

Economic and Market Outlook - Fourth Quarter 2023

WEBINAR REPLAY: 1Q22 Review & Outlook:
From Pandemic to War in Europe: Readout from a Sustainable Investor

In Trillium’s 4Q23 Economic Review & Outlook, Economist & Portfolio Manager Cheryl Smith provides data-driven rationale as to why, despite current equity market prices reflecting a perfect landing engineered by the Fed, reasons remain to protect against market over-exuberance.

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January 3, 2024

Shareholder Advocacy Video: Trillium's Approach to Proxy Voting

Shareholder Advocacy Video: Trillium's Approach to Proxy Voting

WEBINAR REPLAY: 1Q22 Review & Outlook:
From Pandemic to War in Europe: Readout from a Sustainable Investor

Trillium’s Kate Monahan discusses a key tool of shareholder advocacy employed by Trillium: Proxy Voting. Learn how Trillium seeks to fulfill our fiduciary responsibility to clients by casting our votes with care on proposals that can help shape a company.

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December 15, 2023

Year-End Review & 2024 Outlook

Year-End Review & 2024 Outlook

WEBINAR REPLAY: 1Q22 Review & Outlook:
From Pandemic to War in Europe: Readout from a Sustainable Investor

Trillium’s Year-End Review and 2024 Outlook is now available on demand! The Trillium team covers strategy performance and portfolio positioning moving into 2024 as well as their expectations for the economy and ESG trends in the new year.

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November 8, 2023

Shareholder Advocacy Video: Amplifying Affected Communities' Perspectives

Shareholder Advocacy Video: Amplifying Affected Communities' Perspectives

WEBINAR REPLAY: 1Q22 Review & Outlook:
From Pandemic to War in Europe: Readout from a Sustainable Investor

One way that investors can create positive impact is by using their platforms to amplify the perspectives of communities disproportionately affected by corporation actions. Trillium has used institutional capabilities for more than 40 years to focus corporate attention on diverse stakeholder voices, like in the case of the Gwich’in people in 2022 and 2023.

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October 19, 2023

Economic and Market Outlook – Third Quarter 2023

Economic and Market Outlook – Third Quarter 2023

WEBINAR REPLAY: 1Q22 Review & Outlook:
From Pandemic to War in Europe: Readout from a Sustainable Investor

Despite resilience in the labor market, risks and stressors continue to accumulate elsewhere. In the face of rising interest rates and a slowing economy, investor psychology is likely to break; Hopes and desires for a soft landing will meet the hard reality of progressive downward growth revisions as declining corporate revenue growth squeezes hiring and employment.

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July 28, 2023

Money Life with Chuck Jaffe (Radio): Recession? Bear Market? Or Both?

Money Life with Chuck Jaffe (Radio): Recession? Bear Market? Or Both?

WEBINAR REPLAY: 1Q22 Review & Outlook:
From Pandemic to War in Europe: Readout from a Sustainable Investor

Economist and Portfolio Manager Cheryl Smith appeared on Money Life with Chuck Jaffe to discuss her expectations of both a forthcoming recession and bear market. Listen now at (21:00) mark.

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July 25, 2023

Trillium Advocates for Safer Global Supply Chains

Trillium Advocates for Safer Global Supply Chains

WEBINAR REPLAY: 1Q22 Review & Outlook:
From Pandemic to War in Europe: Readout from a Sustainable Investor

Director of International Advocacy Lisa Hayles discusses how Trillium has engaged with companies to address forced labor in their global supply chains.

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July 17, 2023

2Q23 Economic and Market Outlook

2Q23 Economic and Market Outlook

WEBINAR REPLAY: 1Q22 Review & Outlook:
From Pandemic to War in Europe: Readout from a Sustainable Investor

While the U.S. economy has been resilient so far, we continue to see many risks, with a wide dispersion of potential outcomes. Read our 2Q23 Economic and Market Outlook and learn where we believe icebergs lurk underwater, and where to go from here.

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July 11, 2023

Advocacy Video: Engaging Union Pacific Corp for Benefit Equality

Advocacy Video: Engaging Union Pacific Corp for Benefit Equality

WEBINAR REPLAY: 1Q22 Review & Outlook:
From Pandemic to War in Europe: Readout from a Sustainable Investor

As advocates for sustainable workplace practices, Trillium’s Shareholder Advocacy team engaged with Union Pacific Corp in effort to advance benefit equality – in this case, paid sick time – for rail workers.

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June 7, 2023

Engaging With Costco to Reduce Its Use of Toxic Chemicals

Engaging With Costco to Reduce Its Use of Toxic Chemicals

WEBINAR REPLAY: 1Q22 Review & Outlook:
From Pandemic to War in Europe: Readout from a Sustainable Investor

Toxic chemicals can create risks for investors, consumers, workers and the environment. Director of Shareholder Advocacy Susan Baker explains how Trillium works with companies held in our portfolios to reduce their use and invest in sustainable chemistry.

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May 11, 2023

1Q23 Investment Review & Market Outlook

1Q23 Investment Review & Market Outlook

WEBINAR REPLAY: 1Q22 Review & Outlook:
From Pandemic to War in Europe: Readout from a Sustainable Investor

CIO John Quealy and Economist Cheryl Smith discuss Trillium investment strategies’ performance during the turbulent first quarter and provide a market and economic outlook based on the work they have done to date.

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April 24, 2023

Apple and Investors Reach an Agreement: Worker Rights Assessment

Apple and Investors Reach an Agreement: Worker Rights Assessment

WEBINAR REPLAY: 1Q22 Review & Outlook:
From Pandemic to War in Europe: Readout from a Sustainable Investor

Chief Advocacy Officer Jonas Kron discusses how Trillium co-led a group of investors in reaching an agreement with Apple to commission a third-party assessment of its labor practices. Learn more about how persistent shareholder engagement led to this outcome.

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April 18, 2023

Investing in Our Planet

Investing in Our Planet

WEBINAR REPLAY: 1Q22 Review & Outlook:
From Pandemic to War in Europe: Readout from a Sustainable Investor

As a signatory to the Net Zero Managers initiative, Trillium is committed to building portfolios that enable the transition to a net-zero greenhouse gas emissions economy. Learn more about our approach to setting, measuring, and communicating a portfolio-coverage target.

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April 5, 2023

Advocating for Equity at Elevance Health

Advocating for Equity at Elevance Health

WEBINAR REPLAY: 1Q22 Review & Outlook:
From Pandemic to War in Europe: Readout from a Sustainable Investor

Director of Shareholder Advocacy Hyewon Han discusses a recent success in engaging Elevance Health to conduct a racial equity audit. Learn more about what they are and how they can help a company understand and address its internal and external impacts on civil rights and racial equity.

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March 17, 2023

A Sustainable Investor Goes to Houston

A Sustainable Investor Goes to Houston

WEBINAR REPLAY: 1Q22 Review & Outlook:
From Pandemic to War in Europe: Readout from a Sustainable Investor

Head of ESG Strategy & Portfolio Manager Elizabeth Levy participated in CERAWeek2023, speaking on a panel regarding constructive dialogue between climate advocates and the energy industry. Read Liz’s key takeaways from the event in her recent opinion piece, “A Sustainable Investor Goes to Houston.”

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March 9, 2023

Chief Advocacy Officer, Jonas Kron Joins Equal Time Podcast

Chief Advocacy Officer, Jonas Kron Joins Equal Time Podcast

WEBINAR REPLAY: 1Q22 Review & Outlook:
From Pandemic to War in Europe: Readout from a Sustainable Investor

Jonas Kron joins Equal Time to discuss how Trillium engages with corporate leaders on environmental, social and governance issues to positively impact all stakeholders.

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February 1, 2023

4Q22 Investment Strategy Update

4Q22 Investment Strategy Update

WEBINAR REPLAY: 1Q22 Review & Outlook:
From Pandemic to War in Europe: Readout from a Sustainable Investor

Chief Investment Officer John Quealy provides brief update on 4Q22 investment strategy performance and expectations moving into 2023.

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December 14, 2022

Investment Outlook – 2023 and Beyond

Investment Outlook – 2023 and Beyond

WEBINAR REPLAY: 1Q22 Review & Outlook:
From Pandemic to War in Europe: Readout from a Sustainable Investor

Learn how Trillium plans to position portfolios in 2023 given our expectations for interest rates, inflation, GDP growth and the geopolitical landscape. We also address why we believe that sustainable investing frameworks are better suited to the current environment—and beyond—than traditional investing frameworks alone.

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September 22, 2022

ON-DEMAND WEBINAR: Trillium ESG Small/Mid Cap Core Portfolio: Performance Review & Outlook

ON-DEMAND WEBINAR: Trillium ESG Small/Mid Cap Core Portfolio: Performance Review & Outlook

WEBINAR REPLAY: 1Q22 Review & Outlook:
From Pandemic to War in Europe: Readout from a Sustainable Investor

While small-cap stocks were hard hit during the first half of 2022, August’s earnings season revealed a bounce back for the asset class. What does this mean for Trillium’s ESG Small/Mid Cap Core Portfolio?

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March 31, 2022

“Redefining the Investment Industry with Innovative Ideas” – CIO Views

“Redefining the Investment Industry with Innovative Ideas” – CIO Views

WEBINAR REPLAY: 1Q22 Review & Outlook:
From Pandemic to War in Europe: Readout from a Sustainable Investor

What does it take to lead an ESG impact investment firm? Learn more about Matt Patsky’s journey to becoming Trillium CEO, how he defines success, and what’s next for the firm in CIO Views’ “The 10 Most Inspiring CEOs to Look Out for in 2022”

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March 24, 2022

Trillium Celebrates 40 Years of Investing for a Better World

Trillium Celebrates 40 Years of Investing for a Better World

WEBINAR REPLAY: 1Q22 Review & Outlook:
From Pandemic to War in Europe: Readout from a Sustainable Investor

In 1982, Trillium was founded as one of the first firms dedicated to socially responsible investing. Learn more about our history of achieving “firsts” and how we continue to break new ground today.

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March 24, 2022

Trillium ESG Global Equity Strategy: Overview & Outlook

Trillium ESG Global Equity Strategy: Overview & Outlook

WEBINAR REPLAY: 1Q22 Review & Outlook:
From Pandemic to War in Europe: Readout from a Sustainable Investor

Portfolio Manager Patrick Wollenberg, CEFA, provides an overview of the ESG Global Equity portfolio and discusses potential challenges and opportunities for the strategy presented by the current macro environment, driven by Russia’s invasion of Ukraine.

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March 15, 2022

Asset TV Masterclass: Women in Investing

Asset TV Masterclass: Women in Investing

WEBINAR REPLAY: 1Q22 Review & Outlook:
From Pandemic to War in Europe: Readout from a Sustainable Investor

Elizabeth Levy, CFA, Head of ESG Strategy and Portfolio Manager, discusses how women are changing the financial services landscape―in ESG investing and beyond―with a panel of accomplished women investment professionals.  

CIMA and CFP continuing education credit is offered upon completion of the program.

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March 2, 2022

Trillium’s Statement Re: Russian Invasion of Ukraine

Trillium’s Statement Re: Russian Invasion of Ukraine

WEBINAR REPLAY: 1Q22 Review & Outlook:
From Pandemic to War in Europe: Readout from a Sustainable Investor

Chief Investment Officer John Quealy clarifies Trillium’s current investment portfolio exposure to Russia following its unjustified and tragic invasion of Ukraine. He also highlights how traditional and alternative energy sectors may impact portfolio performance and the expectation of continued volatility as these events―not experienced in this magnitude since the end of WWII―continue to unfold.

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February 17, 2022

Trillium’s Market Review & Outlook – Q1 2022

Trillium’s Market Review & Outlook – Q1 2022

WEBINAR REPLAY: 1Q22 Review & Outlook:
From Pandemic to War in Europe: Readout from a Sustainable Investor

Trillium Chief Investment Officer John Quealy shares his perspectives on market challenges of January 2022 and his expectation of continued volatility through first quarter. Also announced―key promotions on the investment team.

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February 8, 2022

Trillium Leads Investors Representing $1.2 Trillion to Engage The New York Times Company on its Approach to Unions

Trillium Leads Investors Representing $1.2 Trillion to Engage The New York Times Company on its Approach to Unions

WEBINAR REPLAY: 1Q22 Review & Outlook:
From Pandemic to War in Europe: Readout from a Sustainable Investor

On February 1, 2022, Trillium Asset Management LLC sent a letter to New York Times Company CEO Meredith Levien urging the Company to cease and refrain from actions that may violate federal labor law, to respect the final outcome of the Times Tech Guild election without further delays, and to swiftly come to a fair agreement with the Times Guild. At this time, it appears the company is attempting to limit the size and scope of the union and delay a vote.

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February 2, 2022

What is a B-Corp and How Does it Benefit Stakeholders?

What is a B-Corp and How Does it Benefit Stakeholders?

WEBINAR REPLAY: 1Q22 Review & Outlook:
From Pandemic to War in Europe: Readout from a Sustainable Investor

Trillium CEO Matt Patsky shares what it means to be a B-Corp, how stakeholders benefit, and why he believes more financial firms haven’t filed for B-Corp status.

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November 4, 2021

Trillium Announces 2030 Net Zero Commitment as Part of Net Zero Asset Managers Initiative

Trillium Announces 2030 Net Zero Commitment as Part of Net Zero Asset Managers Initiative

WEBINAR REPLAY: 1Q22 Review & Outlook:
From Pandemic to War in Europe: Readout from a Sustainable Investor

In April 2021, Trillium joined other leading global asset managers in signing onto the Net Zero Asset Managers (NZAM) Initiative, formally pledging to align our portfolios with the goal of net zero greenhouse gas emissions by 2050 or sooner, in line with global efforts to limit warming to 1.5 degrees Celsius. By joining NZAM, we pledged to make our own commitments to move our equity strategies towards a net zero greenhouse gas emission world. Therefore, in the run-up to the United Nations Climate Change Conference (COP26) in Glasgow, we are setting our commitment in an effort to do our part to help global progress be made this decade to slow and end GHG emissions and climate change.

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October 14, 2021

Investors with $1.6 trillion in assets push Congress to back paid leave

Investors with $1.6 trillion in assets push Congress to back paid leave

WEBINAR REPLAY: 1Q22 Review & Outlook:
From Pandemic to War in Europe: Readout from a Sustainable Investor

Today over 100 investors representing over $1.6 trillion released a letter calling on Congress to pass a comprehensive and permanent federal paid family and medical leave program by the end of 2021. The letter, organized by Trillium and the Interfaith Center on Corporate Responsibility (ICCR), was supported by domestic and global asset management firms, state treasurers’ offices and pension and faith-based funds, and makes the economic case for passing a federal paid family and medical leave policy as a part of the BuildBack Better budget legislation pending in Congress.

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September 27, 2021

Progress for Bristol Bay Stakeholders

Progress for Bristol Bay Stakeholders

WEBINAR REPLAY: 1Q22 Review & Outlook:
From Pandemic to War in Europe: Readout from a Sustainable Investor

In April, Trillium led a group of investors calling on the EPA to use its authority under Section 404(c) of the Clean Water Act to immediately restrict mine waste disposal in wetlands, rivers and streams within the Bristol Bay watershed.

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