Advocacy & Policy

Welcome to the Trillium Advocacy Dashboard

At Trillium, we consider it fundamental to our mission and our fiduciary responsibility to engage with the companies that we hold on behalf of our clients and policymakers to press for positive change on ESG topics or opportunities that we believe will help improve ESG policies, performance, or impact.

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Recent Developments
Latest News
December 14, 2020

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.

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Shareholder Advocacy Team
Graham Kitchen
Graham Kitchen
Bio >
Jamie Mariani, CFA
Jamie Mariani, CFA
Portfolio Manager, United Kingdom
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Ian Warmerdam, BSc MSc, ASIP
Ian Warmerdam, BSc MSc, ASIP
Lead Portfolio Manager, United Kingdom
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Whitney Zelee
Whitney Zelee
Chief Administrative Officer
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Nancy Denney
Nancy Denney
Chief Compliance Officer
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Jonas Kron, Esq.
Jonas Kron, Esq.
Chief Advocacy Officer
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Michelle McDonough
Michelle McDonough
Chief Operating Officer
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John Quealy, CPA
John Quealy, CPA
Chief Investment Officer & Portfolio Manager
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Matthew W. Patsky, CFA
Matthew W. Patsky, CFA
CEO & Portfolio Manager
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Jeremy A. Cote, CFA
Jeremy A. Cote, CFA
Research Analyst
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Paul A. Hilton, CFA
Paul A. Hilton, CFA
Portfolio Manager & Research Analyst
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Emily Lethenstrom
Emily Lethenstrom
Director of ESG Research and ESG Specialist
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Elizabeth R. Levy, CFA
Elizabeth R. Levy, CFA
Portfolio Manager & Research Analyst
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Laura L. McGonagle, CFA
Laura L. McGonagle, CFA
Portfolio Manager & Research Analyst
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C. Cyrus McMillan, CFA
C. Cyrus McMillan, CFA
Research Analyst
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Keith A. Mills, CFA
Keith A. Mills, CFA
Research Analyst
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Cheryl I. Smith, Ph.D., CFA
Cheryl I. Smith, Ph.D., CFA
Economist, Portfolio Manager & Research Analyst
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Beth Williamson
Beth Williamson
Director of ESG Research and ESG Specialist
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Ian Wolf, CFA
Ian Wolf, CFA
Research Analyst
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Christian Wood
Christian Wood
Research Associate
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Patrick Wollenberg, CEFA
Patrick Wollenberg, CEFA
Portfolio Manager & Research Analyst
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Mitali Prasad, CFA
Mitali Prasad, CFA
Portfolio Manager & Research Analyst
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Sada Geuss
Sada Geuss
Investment Manager
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Alex Jovanovic, CFP®
Alex Jovanovic, CFP®
Investment Manager
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Will J. Lana, CFA
Will J. Lana, CFA
Investment Manager
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Lisa MacKinnon
Lisa MacKinnon
Global Institutional Business Development
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Jodi Neuman, CFA
Jodi Neuman, CFA
Investment Manager
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Susan Baker
Susan Baker
Director of Shareholder Advocacy
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Tauby Warriner
Tauby Warriner
Shareholder Advocate
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Joseph Loux
Joseph Loux
Trader
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Cindy Mulica
Cindy Mulica
Portfolio Associate
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Carrie Cabezas
Carrie Cabezas
Portfolio Associate
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Stephanie Pascual
Stephanie Pascual
Portfolio Associate
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Alyson Mikami
Alyson Mikami
Portfolio Associate
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Tom Simunovic
Tom Simunovic
Intermediary ESG Specialist
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Ellen Griggs
Ellen Griggs
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Jean Bua
Jean Bua
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Chuck Thompson
Chuck Thompson
Head of Distribution & Strategy - Americas
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Lisa Hayles
Lisa Hayles
Investment Manager
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Shaylah Kelly
Shaylah Kelly
Operations Associate
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Hyewon Han
Hyewon Han
Associate Shareholder Advocate
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Colgan Powell
Colgan Powell
Portfolio Associate
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Karen Nyawera
Karen Nyawera
Research Associate
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Rob Barry
Rob Barry
Compliance Officer
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Richard Souri, FRM
Richard Souri, FRM
Director, Trillium Asset Management UK Limited, London
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David Lane
David Lane
Group Executive, Perpetual Asset Management
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Amanda Gillespie
Amanda Gillespie
Group Executive, Perpetual Asset Management, Australia
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Sam Mosse
Sam Mosse
Chief Risk Officer, Perpetual Limited
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Denise Selden
Denise Selden
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Robert Kenyon
Robert Kenyon
Head of Intermediary & Business Management – Americas
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Michael Stabile
Michael Stabile
Senior Vice President – Western Divisional Manager
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Laura Torres
Laura Torres
ESG Research Associate
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Susan Rosmarin
Susan Rosmarin
Head of Business Development Support
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Eric Muhlfeld
Eric Muhlfeld
Business Support Manager
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Kate Monahan
Kate Monahan
Director of Shareholder Advocacy
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Jennifer Britman
Jennifer Britman
Compliance Associate
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Shareholder Proposals
Trillium exercises the shareholder’s right to file a shareholder proposal asking companies to address ESG topics.

These proposals can come up for a vote at the company’s annual meeting and can be useful ways to change a corporation’s behavior.

View Trillium's Shareholder Proposals
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