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Advocacy & Public Policy

At Trillium, we leverage the full breadth of shareholder advocacy tools to engage with companies and governments to activate our client assets to help create positive change in companies’ environmental, social, and governance impacts and performance.

Our Advocacy Approach

Improving Companies and Markets through Action

At Trillium, we consider it fundamental to our mission to engage with policymakers and portfolio companies to create positive change on environmental, social, and governance topics at the market and firm level. Trillium has been a distinctive and differentiated leader and innovator in the field of investor stewardship for decades. Learn how our shareholder advocates work every day to drive improvements in environmental and social policies, performance and impact.

Important Disclosure: The information provided is not a recommendation to buy or sell the securities mentioned. The securities were selected on an objective basis and do not represent all of the securities purchased, sold or recommended. It should not be assumed that investments in the securities have been or will be profitable.

Advocacy & Policy

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Recent Developments
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Shareholder Advocacy Team

Trillium leverages deep expertise across the organization to encourage positive environmental, social, and governance improvements at companies and in the market.

Andrea Ranger

Director of Shareholder Advocacy

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Charlie Pereli Silberstein

Shareholder Advocacy Operations Associate

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Lisa Hayles

Director of Sustainability and Stakeholder Engagement, Member Trillium US Advisory Board*

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Kate Monahan

Director of Shareholder Advocacy

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Jonas Kron, Esq.

Chief Advocacy Officer

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Hyewon Han

Director of Shareholder Advocacy

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Recent Developments

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Report

1Q2025 Advocacy Impact Report

The election of President Donald Trump has brought significant attention to many of the topics that the Shareholder Advocacy team at Trillium Asset Management, LLC (Trillium) has worked on for years – diversity, equity, and inclusion, climate change policy, and other topics for example. This has caused many companies to take actions contrary to Trillium’s preferred policy approaches by rolling back or downplaying their environmental and social initiatives.

Report

1Q2025 Advocacy Impact Report

The election of President Donald Trump has brought significant attention to many of the topics that the Shareholder Advocacy team at Trillium Asset Management, LLC (Trillium) has worked on for years – diversity, equity, and inclusion, climate change policy, and other topics for example. This has caused many companies to take actions contrary to Trillium’s preferred policy approaches by rolling back or downplaying their environmental and social initiatives.
Report

4Q24 Advocacy Impact Report

Report

4Q24 Advocacy Impact Report

Report

3Q24 Advocacy Impact Report

Report

3Q24 Advocacy Impact Report

Report

2Q24 Advocacy Impact Report

Report

2Q24 Advocacy Impact Report

Proxy Voting

At Trillium, we seek to vote our clients’ proxies in accordance with their best interests, both their financial interest and their values.

Proxy Voting Guidelines
Recent Proxy Votes

Investing For A Stronger Future

Learn how Trillium’s impact investing strategies transform investor capital into a catalyst for change.

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