Jonas Kron
What a difference a change in Administration makes. Champagne corks popped in the offices of socially concerned shareholders all throughout the land in October, when, with a few strokes of the pen, the Security and Exchange Commission (SEC) restored a necessary dose of common sense to the shareholder resolution process that lacking in the [...]

Susan Baker
Trillium Asset Management Corporation (“Trillium”) has been pressing restaurant chains to reduce the use of pesticides in their supply chains, continuing our research and advocacy on sustainable food and agriculture.1
Reducing pesticides is a logical step toward protecting the health of farm workers and consumers and minimizing soil and water contamination. The introduction of GMO [...]

Note: This list includes “lead filings,” where Trillium Asset Management Corporation heads up a coalition of shareholder advocates, and “co-filings,” in which we participate in filings led by others. In the table below, our lead filings are indicated in bold.

Coal Ash
FirstEnergy**
Report on efforts to manage coal combustion waste

In-person shareholder meetings
Intel*,**
Drop plans to conduct shareholder meetings [...]

February 2, 2010 – Trillium Asset Management Corporation has joined a coalition of investors in calling on major electronics, medical device and automobile component manufactures, to ensure that the companies are not aiding conflict and human rights abuses by purchasing supplies from the Democratic Republic of the Congo (DRC). The investors, who represent almost $200 [...]

RiskMetrics Group’s “Sustainability Risk Monitor” – widely read by the influential institutional investor community – used its cover story this month to give in depth coverage to Open MIC’s 2010 open and free Internet shareholder campaign. Open MIC, which Trillium founded, is coordinating proposals at AT&T, Verizon, Qwest, Comcast and many other companies in an [...]

November 13, 2009 – As the healthcare reform debate in Congress shifts to the U.S. Senate, leading faith-based and concerned institutional investors including Trillium Asset Management Corporation, are pressuring 36 major companies – including Merck, Wal-Mart, McDonald’s, AT&T, IBM and General Electric — to state publicly if the U.S. Chamber speaks for them in its [...]

Since Investing For A Better World is a quarterly publication, we lack the space to write about all of our advocacy initiatives in depth. But at the end of each proxy season, we attempt to give them all their due at least graphically! Elsewhere on this site, you’ll find the text of every shareholder resolution [...]

In early June, I traveled with members of the Interfaith Center for Corporate Responsibility (ICCR) through Louisiana’s heavily industrialized and highly polluted 85-mile stretch between New Orleans and Baton Rouge known as “Cancer Alley,” then further west to the town of Mossville, a cancer alley unto its own. Our guides were leaders from local environmental [...]

Shareowners of corporate stock supposedly have their interests represented by elected board of directors. But we are not allowed to nominate directors to the ballot, unless we bear the costs of a “proxy fight,” expending hundreds of thousands of dollars to each shareholder ourselves. Therefore in practice, shareholders are represented by management’s handpicked nominees. While [...]

In March, nervous that the Employee Free Choice Act being introduced before Congress would depress Wal Mart’s earning potential, Citigroup’s research division lowered Wal Mart from a buy to a hold recommendation. The bill, also known as EFCA, would make it easier for employees to form unions, and is supported by the Obama Administration.
In the Trillium [...]