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News & Resources

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

Investors Urge Texas Lawmakers to Stop the Advancement of Anti-LGBT Legislation

May 26, 2017
May 26, 2017 (Boston, MA) – Lawmakers in Texas are continuing to prioritize discriminatory legislation that could harm the state’s reputation and business climate as the legislature enters its final weekend of session. Earlier this week, the Texas House amended an education bill to include regulations on access to restrooms in public schools. Lieutenant Governor... Read More

Trillium’s Statement Regarding the Financial CHOICE Act

May 22, 2017
May 22, 2017 // Boston, MA: Among the many deregulatory efforts that have been launched in Congress this year is an attack that is focused directly on one of the central pillars of shareholder advocacy – the shareholder proposal. Shareholder proposals are important to our work because they provide a compelling channel of communication with... Read More

Trillium Honored as 2017 SMA ‘Impact’ Manager of the Year

May 5, 2017
Press Release Boston, MA // May 5, 2017 – Envestnet, Inc. and Investment Advisor magazine announced Trillium Asset Management’s Small/Mid Cap Core (SMID) strategy as the recipient of this year’s Separately Managed Account (SMA) Managers and Strategists of the Year Award in the Impact category. The Impact award recognizes a “best-in-class” portfolio manager that integrates... Read More

World Bank’s Heike Reichelt Recognized for Leadership in Sustainable Investing

April 27, 2017
San Francisco // April 27, 2017 – Heike Reichelt, the head of investor relations and new products at The World Bank, has been awarded the prestigious Joan Bavaria Award for Building Sustainability into the Capital Markets. The announcement was made today at the Ceres Conference 2017 at the Westin St. Francis Hotel in San Francisco.... Read More

Information for Merck Shareholders Regarding our 2017 Shareholder Proposal

April 21, 2017
April 21, 2017 // Boston, MA – Trillium Asset Management has published a letter to shareholders of Merck & Co. (NYSE: MRK) calling for support of our Product Safety and Quality shareholder proposal on the company’s 2017 proxy. The letter provides an overview of the importance of the issue as well why we believe shareholders... Read More

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