Views & Updates
Latest Updates
The Economics of Clean Energy
The Economics of Clean Energy
WEBINAR REPLAY: 1Q22 Review & Outlook:
From Pandemic to War in Europe: Readout from a Sustainable Investor
The Investor Case for Supporting Worker Organizing Rights:
The Investor Case for Supporting Worker Organizing Rights:
WEBINAR REPLAY: 1Q22 Review & Outlook:
From Pandemic to War in Europe: Readout from a Sustainable Investor
Chief Investment Officer John Quealy Reports on the Performance of Trillium Investment Strategies Through 2Q 2022
Chief Investment Officer John Quealy Reports on the Performance of Trillium Investment Strategies Through 2Q 2022
WEBINAR REPLAY: 1Q22 Review & Outlook:
From Pandemic to War in Europe: Readout from a Sustainable Investor
It’s Time to Divest From Guns
It’s Time to Divest From Guns
WEBINAR REPLAY: 1Q22 Review & Outlook:
From Pandemic to War in Europe: Readout from a Sustainable Investor
Trillium’s Statement Re: Supreme Court Overturning Roe V. Wade
Trillium’s Statement Re: Supreme Court Overturning Roe V. Wade
WEBINAR REPLAY: 1Q22 Review & Outlook:
From Pandemic to War in Europe: Readout from a Sustainable Investor
WEBINAR REPLAY: 1Q22 Review & Outlook: From Pandemic to War in Europe: Readout from a Sustainable Investor
WEBINAR REPLAY: 1Q22 Review & Outlook: From Pandemic to War in Europe: Readout from a Sustainable Investor
WEBINAR REPLAY: 1Q22 Review & Outlook:
From Pandemic to War in Europe: Readout from a Sustainable Investor
Trillium Expands Advocacy Program To Include International Holdings
Trillium Expands Advocacy Program To Include International Holdings
WEBINAR REPLAY: 1Q22 Review & Outlook:
From Pandemic to War in Europe: Readout from a Sustainable Investor
“Redefining the Investment Industry with Innovative Ideas” – CIO Views
“Redefining the Investment Industry with Innovative Ideas” – CIO Views
WEBINAR REPLAY: 1Q22 Review & Outlook:
From Pandemic to War in Europe: Readout from a Sustainable Investor
What does it take to lead an ESG impact investment firm? Learn more about Matt Patsky’s journey to becoming Trillium CEO, how he defines success, and what’s next for the firm in CIO Views’ “The 10 Most Inspiring CEOs to Look Out for in 2022”
Trillium Urges Starbucks to Respect Workers’ Rights
Trillium Urges Starbucks to Respect Workers’ Rights
WEBINAR REPLAY: 1Q22 Review & Outlook:
From Pandemic to War in Europe: Readout from a Sustainable Investor
Trillium and a group of investors representing over $3.4 trillion in assets sent a second letter to Starbucks on March 15, 2022, urging the company to publicly commit to respect workers’ rights to organize into a union and to swiftly negotiate fair and timely collective bargains with workers should they vote to unionize.
Trillium Celebrates 40 Years of Investing for a Better World
Trillium Celebrates 40 Years of Investing for a Better World
WEBINAR REPLAY: 1Q22 Review & Outlook:
From Pandemic to War in Europe: Readout from a Sustainable Investor
In 1982, Trillium was founded as one of the first firms dedicated to socially responsible investing. Learn more about our history of achieving “firsts” and how we continue to break new ground today.
Trillium ESG Global Equity Strategy: Overview & Outlook
Trillium ESG Global Equity Strategy: Overview & Outlook
WEBINAR REPLAY: 1Q22 Review & Outlook:
From Pandemic to War in Europe: Readout from a Sustainable Investor
Portfolio Manager Patrick Wollenberg, CEFA, provides an overview of the ESG Global Equity portfolio and discusses potential challenges and opportunities for the strategy presented by the current macro environment, driven by Russia’s invasion of Ukraine.
Asset TV Masterclass: Women in Investing
Asset TV Masterclass: Women in Investing
WEBINAR REPLAY: 1Q22 Review & Outlook:
From Pandemic to War in Europe: Readout from a Sustainable Investor
Elizabeth Levy, CFA, Head of ESG Strategy and Portfolio Manager, discusses how women are changing the financial services landscape―in ESG investing and beyond―with a panel of accomplished women investment professionals.
CIMA and CFP continuing education credit is offered upon completion of the program.
Trillium’s Statement Re: Russian Invasion of Ukraine
Trillium’s Statement Re: Russian Invasion of Ukraine
WEBINAR REPLAY: 1Q22 Review & Outlook:
From Pandemic to War in Europe: Readout from a Sustainable Investor
Chief Investment Officer John Quealy clarifies Trillium’s current investment portfolio exposure to Russia following its unjustified and tragic invasion of Ukraine. He also highlights how traditional and alternative energy sectors may impact portfolio performance and the expectation of continued volatility as these events―not experienced in this magnitude since the end of WWII―continue to unfold.
Trillium’s Market Review & Outlook – Q1 2022
Trillium’s Market Review & Outlook – Q1 2022
WEBINAR REPLAY: 1Q22 Review & Outlook:
From Pandemic to War in Europe: Readout from a Sustainable Investor
Trillium Chief Investment Officer John Quealy shares his perspectives on market challenges of January 2022 and his expectation of continued volatility through first quarter. Also announced―key promotions on the investment team.
Trillium Leads Investors Representing $1.2 Trillion to Engage The New York Times Company on its Approach to Unions
Trillium Leads Investors Representing $1.2 Trillion to Engage The New York Times Company on its Approach to Unions
WEBINAR REPLAY: 1Q22 Review & Outlook:
From Pandemic to War in Europe: Readout from a Sustainable Investor
On February 1, 2022, Trillium Asset Management LLC sent a letter to New York Times Company CEO Meredith Levien urging the Company to cease and refrain from actions that may violate federal labor law, to respect the final outcome of the Times Tech Guild election without further delays, and to swiftly come to a fair agreement with the Times Guild. At this time, it appears the company is attempting to limit the size and scope of the union and delay a vote.
What is a B-Corp and How Does it Benefit Stakeholders?
What is a B-Corp and How Does it Benefit Stakeholders?
WEBINAR REPLAY: 1Q22 Review & Outlook:
From Pandemic to War in Europe: Readout from a Sustainable Investor
Trillium CEO Matt Patsky shares what it means to be a B-Corp, how stakeholders benefit, and why he believes more financial firms haven’t filed for B-Corp status.
Bank of America Announces Changes to Overdraft Fee Policies
Bank of America Announces Changes to Overdraft Fee Policies
WEBINAR REPLAY: 1Q22 Review & Outlook:
From Pandemic to War in Europe: Readout from a Sustainable Investor
For many years, Trillium has been concerned about bank overdraft policies. After filing a shareholder proposal with Bank of America in 2018, we engaged regularly with the company to discuss these concerns. In January, we were very pleased when they announced changes to their overdraft policies.
Trillium Withdraws Climate Change-Focused Shareholder Proposal
Trillium Withdraws Climate Change-Focused Shareholder Proposal
WEBINAR REPLAY: 1Q22 Review & Outlook:
From Pandemic to War in Europe: Readout from a Sustainable Investor
Trillium is happy to announce it has successfully withdrawn its climate change focused shareholder proposal at J.B. Hunt Transport this week based on multiple conversations with the company and their 2021 CDP statement, which give us confidence that in 2022 it will commit to setting science-based targets.
Corporate Support for Employee Voting: Companies Can Do Their Part to Ensure Fair Voting Systems to Support a Well-Functioning Democracy and Economy
Corporate Support for Employee Voting: Companies Can Do Their Part to Ensure Fair Voting Systems to Support a Well-Functioning Democracy and Economy
WEBINAR REPLAY: 1Q22 Review & Outlook:
From Pandemic to War in Europe: Readout from a Sustainable Investor
Trillium’s findings in this white paper give hope companies are moving in the right direction, providing greater avenues for voter access for employees, but there is much work to be done.
Trillium Pushes Starbucks on Respecting the Right to Organize and Collectively Bargain
Trillium Pushes Starbucks on Respecting the Right to Organize and Collectively Bargain
WEBINAR REPLAY: 1Q22 Review & Outlook:
From Pandemic to War in Europe: Readout from a Sustainable Investor
Trillium Economist and Portfolio Manager Talks ESG Investing on AssetTV
Trillium Economist and Portfolio Manager Talks ESG Investing on AssetTV
WEBINAR REPLAY: 1Q22 Review & Outlook:
From Pandemic to War in Europe: Readout from a Sustainable Investor
Cheryl Smith, economist and portfolio manager, dispels the myths and addresses the advantages of active ESG investing in today’s marketplace.
Trillium Asset Management, LLC Announces Strategic Addition to Americas Distribution Team
Trillium Asset Management, LLC Announces Strategic Addition to Americas Distribution Team
WEBINAR REPLAY: 1Q22 Review & Outlook:
From Pandemic to War in Europe: Readout from a Sustainable Investor
Trillium announces 2030 Net Zero Target as part of Net Zero Asset Managers Initiative
Trillium announces 2030 Net Zero Target as part of Net Zero Asset Managers Initiative
WEBINAR REPLAY: 1Q22 Review & Outlook:
From Pandemic to War in Europe: Readout from a Sustainable Investor
In April 2021, Trillium joined other leading global asset managers in signing onto the Net Zero Asset Managers (NZAM) Initiative, formally pledging to align our portfolios with the goal of net zero greenhouse gas emissions by 2050 or sooner, in line with global efforts to limit warming to 1.5 degrees Celsius. By joining NZAM, we pledged to make our own commitments to move our equity strategies towards a net zero greenhouse gas emission world. Therefore, in the run-up to the United Nations Climate Change Conference (COP26) in Glasgow, we are setting our commitment in an effort to do our part to help global progress be made this decade to slow and end GHG emissions and climate change.
Investors with $1.6 trillion in assets push Congress to back paid leave
Investors with $1.6 trillion in assets push Congress to back paid leave
WEBINAR REPLAY: 1Q22 Review & Outlook:
From Pandemic to War in Europe: Readout from a Sustainable Investor
Today over 100 investors representing over $1.6 trillion released a letter calling on Congress to pass a comprehensive and permanent federal paid family and medical leave program by the end of 2021. The letter, organized by Trillium and the Interfaith Center on Corporate Responsibility (ICCR), was supported by domestic and global asset management firms, state treasurers’ offices and pension and faith-based funds, and makes the economic case for passing a federal paid family and medical leave policy as a part of the BuildBack Better budget legislation pending in Congress.
Progress for Bristol Bay Stakeholders
Progress for Bristol Bay Stakeholders
WEBINAR REPLAY: 1Q22 Review & Outlook:
From Pandemic to War in Europe: Readout from a Sustainable Investor
In April, Trillium led a group of investors calling on the EPA to use its authority under Section 404(c) of the Clean Water Act to immediately restrict mine waste disposal in wetlands, rivers and streams within the Bristol Bay watershed.
The Fight for Reproductive Health Access
The Fight for Reproductive Health Access
WEBINAR REPLAY: 1Q22 Review & Outlook:
From Pandemic to War in Europe: Readout from a Sustainable Investor
Economic and Fundamental Importance of Voting Rights
Economic and Fundamental Importance of Voting Rights
WEBINAR REPLAY: 1Q22 Review & Outlook:
From Pandemic to War in Europe: Readout from a Sustainable Investor
Trillium and Business Coalition Announce Push to Support the John Lewis Voting Rights Advancement Act
Trillium and Business Coalition Announce Push to Support the John Lewis Voting Rights Advancement Act
WEBINAR REPLAY: 1Q22 Review & Outlook:
From Pandemic to War in Europe: Readout from a Sustainable Investor
Press Inquiries