Dedicated to Sustainable and Responsible Investing
Trillium Asset Management offers investment strategies and services that advance humankind towards a global sustainable economy, a just society, and a better world. For nearly 40 years, the firm has been at the forefront of ESG thought leadership and draws from decades of experience focused exclusively on responsible investing. Devoted to aligning stakeholders’ values and objectives, Trillium combines impactful investment solutions with active ownership. The firm delivers equity, fixed income, and alternative investments to institutions, intermediaries, high net worth individuals, and other charitable and non-profit organizations with the goal to provide positive impact, long-term value, and ‘social dividends’.
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Latest Updates
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
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 4, 2022
Trillium Pushes Starbucks on Respecting the Right to Organize and Collectively Bargain
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.
Trillium Pushes Starbucks on Respecting the Right to Organize and Collectively Bargain
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 >Read More >December 9, 2021
Trillium Economist and Portfolio Manager Talks ESG Investing on AssetTV
Trillium Economist and Portfolio Manager Talks ESG Investing on AssetTV
Cheryl Smith, economist and portfolio manager, dispels the myths and addresses the advantages of active ESG investing in today’s marketplace.
November 17, 2021
Trillium Asset Management, LLC Announces Strategic Addition to Americas Distribution Team
Tanya Svidler Joins as Director of Institutional Client Portfolio Management and Business Development
Trillium Asset Management, LLC Announces Strategic Addition to Americas Distribution Team
Tanya Svidler Joins as Director of Institutional Client Portfolio Management and Business Development
View the Document >Read More >November 4, 2021
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
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
Investors with $1.6 trillion in assets push Congress to back paid leave
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.
September 27, 2021
Progress for Bristol Bay Stakeholders
Progress for Bristol Bay Stakeholders
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.
September 21, 2021
The Fight for Reproductive Health Access
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.
The Fight for Reproductive Health Access
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.
View the Document >Read More >August 20, 2021
Economic and Fundamental Importance of Voting Rights
A strong democracy is not only vital for America’s moral fabric, but also for our economic future.
Economic and Fundamental Importance of Voting Rights
A strong democracy is not only vital for America’s moral fabric, but also for our economic future.
View the Document >Read More >July 14, 2021
Trillium and Business Coalition Announce Push to Support the John Lewis Voting Rights Advancement Act
As civil rights leader John Lewis said, “When you see something that is not right, not fair, not just, you have to speak up. You have to say something; you have to do something.”
Trillium and Business Coalition Announce Push to Support the John Lewis Voting Rights Advancement Act
As civil rights leader John Lewis said, “When you see something that is not right, not fair, not just, you have to speak up. You have to say something; you have to do something.”
View the Document >Read More >June 16, 2021
Trillium Responds to SEC’s Request for Input on Climate Change and ESG
What a difference a few months and a new administration make!
Trillium Responds to SEC’s Request for Input on Climate Change and ESG
What a difference a few months and a new administration make!
View the Document >Read More >May 25, 2021
Remembering the Tulsa Race Massacre of 1921
May 31, 2021 - June 1, 2021 will mark the 100-year anniversary of the Tulsa Race Massacre.
Remembering the Tulsa Race Massacre of 1921
May 31, 2021 - June 1, 2021 will mark the 100-year anniversary of the Tulsa Race Massacre.
View the Document >Read More >April 22, 2021
Net Zero Asset Managers Initiative
As we celebrate Earth Day 2021, there is no doubt that the climate is changing. Climate change is happening NOW, it is no longer a theoretical future.
Net Zero Asset Managers Initiative
As we celebrate Earth Day 2021, there is no doubt that the climate is changing. Climate change is happening NOW, it is no longer a theoretical future.
View the Document >Read More >April 13, 2021
Racial Equity Audits: A Critical Tool for Shareholders
Susan Baker, Trillium’s Shareholder Advocacy Director, discussed the benefits Racial Equity Audits can have on shareholders and stakeholders over the long run in a recent webinar.
Racial Equity Audits: A Critical Tool for Shareholders
Susan Baker, Trillium’s Shareholder Advocacy Director, discussed the benefits Racial Equity Audits can have on shareholders and stakeholders over the long run in a recent webinar.
View the Document >Read More >April 7, 2021
Investors Call for Permanent Bristol Bay Protections
Firms representing over $105 billion make the economic case against Pebble Mine in the headwaters of the world’s best wild salmon fishery
Investors Call for Permanent Bristol Bay Protections
Firms representing over $105 billion make the economic case against Pebble Mine in the headwaters of the world’s best wild salmon fishery
View the Document >Read More >April 7, 2021
Letter to EPA and Congress Regarding Bristol Bay
For over a decade, investors have expressed concerns about large-scale mining, including the proposed Pebble Mine, in the Bristol Bay region of Alaska. Alaska’s Bristol Bay supports the largest and most productive wild salmon fishery on earth, supplying half of the world’s commercial supply of wild sockeye salmon, $2.2 billion in annual revenue, 15,000 jobs, and sustaining Alaska Native communities that have relied on the salmon for millennia.
Letter to EPA and Congress Regarding Bristol Bay
For over a decade, investors have expressed concerns about large-scale mining, including the proposed Pebble Mine, in the Bristol Bay region of Alaska. Alaska’s Bristol Bay supports the largest and most productive wild salmon fishery on earth, supplying half of the world’s commercial supply of wild sockeye salmon, $2.2 billion in annual revenue, 15,000 jobs, and sustaining Alaska Native communities that have relied on the salmon for millennia.
View the Document >Read More >April 5, 2021
Cheryl Smith on Asset TV ESG Masterclass
Cheryl Smith was recently featured on the Asset TV ESG Masterclass speaking with Jenna Dagenhart about the evolution of the industry, current trends in impact investing, and where she sees ESG heading.
Cheryl Smith on Asset TV ESG Masterclass
Cheryl Smith was recently featured on the Asset TV ESG Masterclass speaking with Jenna Dagenhart about the evolution of the industry, current trends in impact investing, and where she sees ESG heading.
View the Document >Read More >April 1, 2021
KeyCorp agrees to review products to consider low and middle income customer needs and with a racial justice lens.
In the Fall of 2020, following a Bankrate survey which found that Blacks and Hispanics reported facing higher monthly fees, including overdraft fees, than white customers typically do, Trillium filed a shareholder proposal asking KeyCorp to look at its overdraft program with a racial justice lens.
KeyCorp agrees to review products to consider low and middle income customer needs and with a racial justice lens.
In the Fall of 2020, following a Bankrate survey which found that Blacks and Hispanics reported facing higher monthly fees, including overdraft fees, than white customers typically do, Trillium filed a shareholder proposal asking KeyCorp to look at its overdraft program with a racial justice lens.
View the Document >Read More >February 4, 2021
TJX announces new restrictions on toxic chemicals as part of new chemicals strategy
Last month, TJX—the parent company of TJ Maxx, Marshall’s, Home Goods, and Sierra Trading Post—announced on its website it is developing an expanded “Chemical Management” strategy. The new program, which follows more than three years of advocacy by the Mind the Store campaign, Clean Water Action, Trillium Asset Management, First Affirmative Financial Network, and the Investor Environmental Health Network, takes an important step forward towards protecting customers, workers, and the environment from toxic chemical exposure, and paves the way for future action.
TJX announces new restrictions on toxic chemicals as part of new chemicals strategy
Last month, TJX—the parent company of TJ Maxx, Marshall’s, Home Goods, and Sierra Trading Post—announced on its website it is developing an expanded “Chemical Management” strategy. The new program, which follows more than three years of advocacy by the Mind the Store campaign, Clean Water Action, Trillium Asset Management, First Affirmative Financial Network, and the Investor Environmental Health Network, takes an important step forward towards protecting customers, workers, and the environment from toxic chemical exposure, and paves the way for future action.
View the Document >Read More >February 4, 2021
Webinar Replay: 2021 Economic and Advocacy Outlook
The replay of our webinar, "2021 Economic and Advocacy Outlook," is now available.
Webinar Replay: 2021 Economic and Advocacy Outlook
The replay of our webinar, "2021 Economic and Advocacy Outlook," is now available.
View the Document >Read More >January 13, 2021
Marriott issues its 2020 CSR Report
For decades Trillium has been encouraging companies to provide comprehensive workforce diversity disclosures...
Marriott issues its 2020 CSR Report
For decades Trillium has been encouraging companies to provide comprehensive workforce diversity disclosures...
View the Document >Read More >January 13, 2021
Marathon Petroleum Meets Environmental Justice Demands
For years, residents of Detroit’s Tri-Cities area, which is predominantly Black and low income, with a growing Hispanic population, pointed to the Marathon Petroleum refinery for releasing cancer causing chemicals into the air they breathed.
Marathon Petroleum Meets Environmental Justice Demands
For years, residents of Detroit’s Tri-Cities area, which is predominantly Black and low income, with a growing Hispanic population, pointed to the Marathon Petroleum refinery for releasing cancer causing chemicals into the air they breathed.
View the Document >Read More >January 13, 2021
Trillium awarded ‘2021 Real Leaders Impact Award’
Trillium is thrilled to be named among the 2021 Impact Award winners designating the firm as a ‘2021 Real Leaders Top Impact Company’.
Trillium awarded ‘2021 Real Leaders Impact Award’
Trillium is thrilled to be named among the 2021 Impact Award winners designating the firm as a ‘2021 Real Leaders Top Impact Company’.
View the Document >Read More >January 4, 2021
Bank Of America states it would not directly finance oil or gas exploration or production activities in the Arctic.
For decades, Trillium has opposed Arctic drilling for oil and gas. Not only would it accelerate climate change, but it is opposed by the Gwich’in people who have lived in the region for thousands of years and depend on the health of the ecosystem for their way of life.
Bank Of America states it would not directly finance oil or gas exploration or production activities in the Arctic.
For decades, Trillium has opposed Arctic drilling for oil and gas. Not only would it accelerate climate change, but it is opposed by the Gwich’in people who have lived in the region for thousands of years and depend on the health of the ecosystem for their way of life.
View the Document >Read More >December 15, 2020
2021 Joan Bavaria Award: Nominations Open
The Joan Bavaria Award is presented annually by Ceres and Trillium Asset Management to recognize a unique investor or non-governmental organization (NGO) leader who is working to transform the capital markets into a system that balances economic prosperity with social and environmental concerns.
2021 Joan Bavaria Award: Nominations Open
The Joan Bavaria Award is presented annually by Ceres and Trillium Asset Management to recognize a unique investor or non-governmental organization (NGO) leader who is working to transform the capital markets into a system that balances economic prosperity with social and environmental concerns.
View the Document >Read More >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.
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.
View the Document >Read More >November 16, 2020
New Shareholder Proposal Raises Concern About Bank of America’s Refusal to Rule Out Financing for Arctic Drilling
Bank of America investors have a long list of reasons to be concerned about the reputational risks that Arctic drilling poses.
New Shareholder Proposal Raises Concern About Bank of America’s Refusal to Rule Out Financing for Arctic Drilling
Bank of America investors have a long list of reasons to be concerned about the reputational risks that Arctic drilling poses.
View the Document >Read More >September 11, 2020
Trillium Asks 20 Companies How they’re Supporting Employees on Election Day
As Election Day approaches, Trillium is reflecting on our long-held belief that a strong democracy is linked to a strong economy.
Trillium Asks 20 Companies How they’re Supporting Employees on Election Day
As Election Day approaches, Trillium is reflecting on our long-held belief that a strong democracy is linked to a strong economy.
View the Document >Read More >September 2, 2020
Hard Won progress on Washington Football Team Name
Over eighty years of racist history arrived at an end on July 13, 2020 when the Washington Football Team announced that it would stop using the racist name...
Hard Won progress on Washington Football Team Name
Over eighty years of racist history arrived at an end on July 13, 2020 when the Washington Football Team announced that it would stop using the racist name...
View the Document >Read More >July 6, 2020
Thirty-five Words Now Replaced by Three.
On July Fourth, we remember these words: “We hold these truths to be self-evident, that all men are created equal, that they are endowed by their Creator with certain unalienable Rights, that among these are Life, Liberty, and the pursuit of Happiness.”
Thirty-five Words Now Replaced by Three.
On July Fourth, we remember these words: “We hold these truths to be self-evident, that all men are created equal, that they are endowed by their Creator with certain unalienable Rights, that among these are Life, Liberty, and the pursuit of Happiness.”
View the Document >Read More >July 3, 2020
Statement from Investor Group Regarding The Washington D.C. Football Team Decision to Review the Team Name
We commend the Washington D.C. Football Team for announcing today its review of the team name.
Statement from Investor Group Regarding The Washington D.C. Football Team Decision to Review the Team Name
We commend the Washington D.C. Football Team for announcing today its review of the team name.
View the Document >Read More >July 1, 2020
Acquisition of Trillium Asset Management Completed by Australian Financial Firm Perpetual Limited (PDF)
Trillium Asset Management announced today that on June 30, 2020 the firm was successfully acquired by Australian Financial Firm Perpetual Limited. READ MORE (PDF)
Acquisition of Trillium Asset Management Completed by Australian Financial Firm Perpetual Limited (PDF)
Trillium Asset Management announced today that on June 30, 2020 the firm was successfully acquired by Australian Financial Firm Perpetual Limited. READ MORE (PDF)
View the Document >Read More >June 26, 2020
Investors Press Nike,Pepsi, and FedEx on Business Relationships with the Washington D.C. NFL Football Team
We commend the Washington D.C. Football Team for announcing today its review of the team name. We also commend FedEx, Nike, Bank of America, and Pepsi for communicating publicly and to the team the importance of changing its name. This is long overdue and follows years of work by countless individuals.
Investors Press Nike,Pepsi, and FedEx on Business Relationships with the Washington D.C. NFL Football Team
We commend the Washington D.C. Football Team for announcing today its review of the team name. We also commend FedEx, Nike, Bank of America, and Pepsi for communicating publicly and to the team the importance of changing its name. This is long overdue and follows years of work by countless individuals.
View the Document >Read More >June 15, 2020
TJX Companies, Inc.—Over 44% of the retailer’s shareholders voted for action to reduce chemical risk
Trillium’s shareholder proposal at TJX Companies, Inc., requesting that the retailer take action to reduce chemical risk, received a 44% shareholder vote.
TJX Companies, Inc.—Over 44% of the retailer’s shareholders voted for action to reduce chemical risk
Trillium’s shareholder proposal at TJX Companies, Inc., requesting that the retailer take action to reduce chemical risk, received a 44% shareholder vote.
View the Document >Read More >June 8, 2020
Black Lives Matter: Investor Responsibilities and Systemic Racism
In the past three years, Trillium has made clear that human rights are central to our mission.
Black Lives Matter: Investor Responsibilities and Systemic Racism
In the past three years, Trillium has made clear that human rights are central to our mission.
View the Document >Read More >April 14, 2020
Webinar Replay: Trillium Client Call – Impacts of COVID-19 on Markets, Portfolios, and Shareholder Advocacy
Trillium Asset Management’s April 14th 2020 webinar, “Trillium Client Call – Impacts of COVID-19 on Markets, Portfolios, and Shareholder Advocacy” is now available for replay.
Webinar Replay: Trillium Client Call – Impacts of COVID-19 on Markets, Portfolios, and Shareholder Advocacy
Trillium Asset Management’s April 14th 2020 webinar, “Trillium Client Call – Impacts of COVID-19 on Markets, Portfolios, and Shareholder Advocacy” is now available for replay.
View the Document >Read More >April 9, 2020
Tractor Supply takes Important Steps to Build Diversity in its Leadership Ranks
Businesses in every sector are facing myriad of decisions that impact employees, customers, communities and shareholders today and long into the future as a result of the Covid-19 crisis.
Tractor Supply takes Important Steps to Build Diversity in its Leadership Ranks
Businesses in every sector are facing myriad of decisions that impact employees, customers, communities and shareholders today and long into the future as a result of the Covid-19 crisis.
View the Document >Read More >March 18, 2020
Webinar Replay: Trillium Client Call with Market Update
Trillium Asset Management’s March 18th 2020 webinar, “Trillium Client Call with Market Update” is now available for replay.
Webinar Replay: Trillium Client Call with Market Update
Trillium Asset Management’s March 18th 2020 webinar, “Trillium Client Call with Market Update” is now available for replay.
View the Document >Read More >March 12, 2020
Trillium and Rhode Island Treasurer Magaziner secure board diversity commitment from SBA Communications
Trillium Asset Management and Rhode Island General Treasurer Seth Magaziner announced today that investors have secured an agreement from SBA Communications Corporation, a leading independent owner and operator of wireless communications infrastructure, to expand disclosures relating to its commitment to diversity, inclusive of gender race and ethnicity, and publish a skills and diversity matrix noting key qualifications, skills and attributes most relevant to the decision to nominate candidates to serve on the company’s board of directors.
Trillium and Rhode Island Treasurer Magaziner secure board diversity commitment from SBA Communications
Trillium Asset Management and Rhode Island General Treasurer Seth Magaziner announced today that investors have secured an agreement from SBA Communications Corporation, a leading independent owner and operator of wireless communications infrastructure, to expand disclosures relating to its commitment to diversity, inclusive of gender race and ethnicity, and publish a skills and diversity matrix noting key qualifications, skills and attributes most relevant to the decision to nominate candidates to serve on the company’s board of directors.
View the Document >Read More >January 27, 2020
Webinar Replay: 2020 Economic and Advocacy Outlook
Trillium Asset Management’s January 22, 2020 webinar, “2020 Economic and Advocacy Outlook” is now available for replay.
Webinar Replay: 2020 Economic and Advocacy Outlook
Trillium Asset Management’s January 22, 2020 webinar, “2020 Economic and Advocacy Outlook” is now available for replay.
View the Document >Read More >February 5, 2019
Webinar Replay: Global Economic Slowdown & Corporate Engagement Priorities
Trillium Asset Management’s February 5, 2019 webinar, “Global Economic Slowdown & Corporate Engagement Priorities” is now available for replay.
Webinar Replay: Global Economic Slowdown & Corporate Engagement Priorities
Trillium Asset Management’s February 5, 2019 webinar, “Global Economic Slowdown & Corporate Engagement Priorities” is now available for replay.
View the Document >Read More >February 12, 2018
Webinar Replay: Economic Directions & Shareholder Advocacy Priorities
Webinar Replay: Economic Directions & Shareholder Advocacy Priorities
Webinar Replay: Economic Directions & Shareholder Advocacy Priorities
Webinar Replay: Economic Directions & Shareholder Advocacy Priorities
View the Document >Read More >June 1, 2017
Make a Clean Break: Your Guide to Fossil Fuel Free Investing
Trillium Asset Management, Green Century, and 350.org’s June 1, 2017 webinar, “Make a Clean Break: Your Guide to Fossil Fuel Free Investing” is now available for download.
Make a Clean Break: Your Guide to Fossil Fuel Free Investing
Trillium Asset Management, Green Century, and 350.org’s June 1, 2017 webinar, “Make a Clean Break: Your Guide to Fossil Fuel Free Investing” is now available for download.
View the Document >Read More >Press Inquiries
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