Views &amp; Updates

October 20, 2022

3Q22 Economic & Market Outlook

WEBINAR REPLAY: 1Q22 Review & Outlook:
From Pandemic to War in Europe: Readout from a Sustainable Investor

As the world faces multiple and unsettling unknowns, Trillium continues to closely monitor and interpret economic data to position our ESG portfolios for what may lie ahead.

While most Americans agree that an engaged electorate is critical for a well-functioning democracy, hurdles still exist in getting people to the polls—including securing the necessary time off from work to vote. As election day approaches, learn more about the problem, potential solutions, and how your state and a collection of large-cap companies are addressing this issue in our latest white paper.

October 3, 2022

88% of Americans Support PTO to Vote on Election Day

88% of Americans Support PTO to Vote on Election Day

WEBINAR REPLAY: 1Q22 Review & Outlook:
From Pandemic to War in Europe: Readout from a Sustainable Investor

While most Americans agree that an engaged electorate is critical for a well-functioning democracy, hurdles still exist in getting people to the polls—including securing the necessary time off from work to vote. As election day approaches, learn more about the problem, potential solutions, and how your state and a collection of large-cap companies are addressing this issue in our latest white paper.

September 22, 2022

ON-DEMAND WEBINAR: Trillium ESG Small/Mid Cap Core Portfolio: Performance Review & Outlook

WEBINAR REPLAY: 1Q22 Review & Outlook:
From Pandemic to War in Europe: Readout from a Sustainable Investor

While small-cap stocks were hard hit during the first half of 2022, August’s earnings season revealed a bounce back for the asset class. What does this mean for Trillium’s ESG Small/Mid Cap Core Portfolio?

Trillium believes that the health of people, the planet and the economy are inextricably linked; that’s why our Advocacy team works with companies held in our portfolios to help them make the transition to clean energy. Learn more about our recent efforts.

August 22, 2022

Climate Advocacy: 2021-2022 Corporate Engagement Update

Climate Advocacy: 2021-2022 Corporate Engagement Update

WEBINAR REPLAY: 1Q22 Review & Outlook:
From Pandemic to War in Europe: Readout from a Sustainable Investor

Trillium believes that the health of people, the planet and the economy are inextricably linked; that’s why our Advocacy team works with companies held in our portfolios to help them make the transition to clean energy. Learn more about our recent efforts.

July’s inflation report provided some much-needed relief for consumers and policymakers, but does it indicate that inflation has peaked and that a Fed pivot on interest rates will follow?

August 15, 2022

Inflation Slowed in July. How Will the Fed Respond?

Inflation Slowed in July. How Will the Fed Respond?

WEBINAR REPLAY: 1Q22 Review & Outlook:
From Pandemic to War in Europe: Readout from a Sustainable Investor

July’s inflation report provided some much-needed relief for consumers and policymakers, but does it indicate that inflation has peaked and that a Fed pivot on interest rates will follow?

The “Inflation Reduction Act of 2022” earmarks a record $369 billion for climate and clean energy provisions. Learn more about the economics of these investments, and how we believe they will benefit many Trillium portfolio companies while reducing greenhouse gas emissions, bringing down consumer energy costs, and increasing American energy security.

August 4, 2022

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 “Inflation Reduction Act of 2022” earmarks a record $369 billion for climate and clean energy provisions. Learn more about the economics of these investments, and how we believe they will benefit many Trillium portfolio companies while reducing greenhouse gas emissions, bringing down consumer energy costs, and increasing American energy security.

Unionizing activity is the strongest it’s been in decades. How should investors think about and react to union formations? In our recent paper and video, we highlight the financial and social benefits unions can have on companies related to productivity, health and safety, attrition rates, and more.

August 1, 2022

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

Unionizing activity is the strongest it’s been in decades. How should investors think about and react to union formations? In our recent paper and video, we highlight the financial and social benefits unions can have on companies related to productivity, health and safety, attrition rates, and more.

CIO John Quealy reports investment strategy progress during the extremely volatile 2Q 2022 and highlights attributes of portfolio companies in which we seek to invest, particularly as major developments impacting environmental and social considerations unfold in the US. Watch here:

July 27, 2022

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

CIO John Quealy reports investment strategy progress during the extremely volatile 2Q 2022 and highlights attributes of portfolio companies in which we seek to invest, particularly as major developments impacting environmental and social considerations unfold in the US. Watch here:

Trillium does not invest in gun or ammunition manufacturers, and we do not believe that school teachers, municipal workers, and other pension beneficiaries should have to either. In a recent piece co-authored with ImpactCubed, we make the case for removing gun manufacturers from the indices that underpin passive strategies utilized in many pensions and 401(k) plans in the United States.

July 25, 2022

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 does not invest in gun or ammunition manufacturers, and we do not believe that school teachers, municipal workers, and other pension beneficiaries should have to either. In a recent piece co-authored with ImpactCubed, we make the case for removing gun manufacturers from the indices that underpin passive strategies utilized in many pensions and 401(k) plans in the United States.

With the Supreme Court’s announcement today overruling Roe v. Wade and Planned Parenthood v. Casey we are deeply saddened and angered. Trillium fears what this means for human rights, the American economy, the state of women in the workplace, and the companies that are inextricably linked to all of those issues.

June 24, 2022

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

With the Supreme Court’s announcement today overruling Roe v. Wade and Planned Parenthood v. Casey we are deeply saddened and angered. Trillium fears what this means for human rights, the American economy, the state of women in the workplace, and the companies that are inextricably linked to all of those issues.

How does Trillium approach energy investing and what are our expectations for inflation, interest rates and growth? How are we advocating to improve corporate ESG policies, performance and impact? Watch our webinar:

April 21, 2022

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

How does Trillium approach energy investing and what are our expectations for inflation, interest rates and growth? How are we advocating to improve corporate ESG policies, performance and impact? Watch our webinar:

Trillium is thrilled to dedicate additional resources to our advocacy efforts by creating a new role, Director, International Shareholder Advocacy. Meet Lisa Hayles and learn more about her plans and priorities to build and implement an advocacy program to engage with non-U.S. companies held within our portfolios.

April 20, 2022

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

Trillium is thrilled to dedicate additional resources to our advocacy efforts by creating a new role, Director, International Shareholder Advocacy. Meet Lisa Hayles and learn more about her plans and priorities to build and implement an advocacy program to engage with non-U.S. companies held within our portfolios.

March 31, 2022

“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 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.

March 31, 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.

March 24, 2022

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.

March 24, 2022

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.

March 15, 2022

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.

March 2, 2022

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.

February 17, 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.

February 8, 2022

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.

February 2, 2022

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.

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.

January 27, 2022

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 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.

January 25, 2022

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.

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.

January 18, 2022

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.

On December 9, 2021, the National Labor Relations Board tallied ballots for Starbucks’ first-ever union elections in Buffalo, NY. That day, Trillium Asset Management and Parnassus Investments—representing over $1.3 trillion—called on the company to accept election results and proceed with good-faith contract negotiations. On December 20, Starbucks publicly committed to do so.

January 4, 2022

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

On December 9, 2021, the National Labor Relations Board tallied ballots for Starbucks’ first-ever union elections in Buffalo, NY. That day, Trillium Asset Management and Parnassus Investments—representing over $1.3 trillion—called on the company to accept election results and proceed with good-faith contract negotiations. On December 20, Starbucks publicly committed to do so.

View the Document View the Document

December 9, 2021

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.

November 23, 2021

Trillium Investment Leaders Provide Key Takeaways from Cop26

WEBINAR REPLAY: 1Q22 Review & Outlook:
From Pandemic to War in Europe: Readout from a Sustainable Investor

Tanya Svidler Joins as Director of Institutional Client Portfolio Management and Business Development

November 17, 2021

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

Tanya Svidler Joins as Director of Institutional Client Portfolio Management and Business Development

November 4, 2021

Trillium Announces 2030 Net Zero Commitment 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.

October 14, 2021

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.

Like many of you may have, Trillium Asset Management, LLC (Trillium) greeted the news of Texas’s new abortion restrictions with a mix of negative emotions—empathy for the residents of Texas that will be impacted, particularly those in communities of color and low income and immigrant communities, who have been disproportionately harmed by structural healthcare inequities for decades; rage against the politicians who wrote and enacted this law; and fear of the copycat laws that will surely follow.

September 27, 2021

September 21, 2021

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

Like many of you may have, Trillium Asset Management, LLC (Trillium) greeted the news of Texas’s new abortion restrictions with a mix of negative emotions—empathy for the residents of Texas that will be impacted, particularly those in communities of color and low income and immigrant communities, who have been disproportionately harmed by structural healthcare inequities for decades; rage against the politicians who wrote and enacted this law; and fear of the copycat laws that will surely follow.