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Trillium Develops New Product Specific Impact Reports

New reports seek to create dialogue around leveraging investments for impact

February 1, 2017 // Boston, MA – This week Trillium Asset Management publicly released for the first time proprietary impact reports measuring a range of ESG metrics on our key investment products.  These reports are based on a prior beta version that Trillium introduced to key partners in September.  After reviewing feedback, we have improved the content of the reports and updated the data through 2016.  The impact reports have two primary sections: 1) proxy voting and shareholder advocacy and 2) portfolio exposures in relation to key ESG metrics, such as board diversity, CSR disclosure, and executive compensation.

As a critical component of the reports, we included a carbon footprint analysis.  We believe that carbon footprinting is an essential step in understanding the carbon risk of a portfolio. We integrate climate risk into our investment process because we believe that climate change is the defining investment issue of our time. The carbon footprinting in the reports fulfill our commitment to the Montreal Carbon Pledge, which Trillium signed in 2015.

In the spirit of ‘what gets measured, gets managed’, we believe it is important to begin tracking key ESG metrics to accurately demonstrate continued improvement on factors that are most significant to evaluating impact. We hope these reports create dialogue around leveraging investments for impact and help clients and advisors determine which strategy best fits their investment goals.

You find our impact reports here.

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