
Elizabeth Levy Wins 2022 MarketsChoice Award: Positive Impact
Trillium congratulates Elizabeth Levy, CFA, as the 2022 recipient of @marketsmedia’s WOMEN FINANCE award for Positive Impact!
A Multi-Decade Engagement: The Changing of the Washington NFL Team Name and Logo
On July 13, 2020, the Washington football team announced it was retiring its name, mascot and logo. The change is a direct result from engagement with sponsors and shareholders as well as decades of Native-led advocacy.
Trillium and fellow Investors & Indigenous Peoples Working Group (IIPWG) members had been collaborating on this issue for years. They collectively engaged with sponsors of the Washington D.C. NFL Football team to drive this change on June 14, 2020. In late June 2020, steered by IIPWG, these engagements culminated in letters to FedEx, Nike, and Pepsi from over 80 investors representing over $620 billion in assets asking the companies to cease their relationships with the team if it continued to use its current name and logo – ultimately driving the decision to change the name.

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

4Q22 Economic & Market Outlook
As we move into 2023, Trillium portfolios are positioned for a modestly more risk-off equity market as we anticipate deteriorating profits, rising unemployment, more volatile asset markets, and recession across the developed world as already tightened monetary policy takes hold.