As I write this column, the whole world seems to be coming apart. Unruly mobs of British youths rampaged through the streets of London, Birmingham, Liverpool and Manchester, looting and torching. A bill everyone agrees is inadequate emerged from a divided U.S. Congress, raising the debt ceiling and calling for spending cuts of $900 billion [...]

The U.S. Department of Justice’s (DOJ’s) announcement in August that it will try to block the proposed AT&T/T-Mobile merger in federal court is highly welcome news. One thing to keep in mind, however, is that even if the government is successful, AT&T’s will still be trying to squash net neutrality – the principle that it [...]

As I reflect on my first two years as Trillium’s CEO, I am gratified by the support of our clients and proud of what our Trillium team has achieved. In particular, we are continuing to build on three key themes at the heart of our company: a commitment to employee empowerment, a focus on impact [...]

In August, we bade farewell to the 2010–2011 “proxy season,” the inside lingo for the annual cycle of filing resolutions, negotiating their withdrawal, and getting out the vote for the remainder that will appear on the spring proxy ballots.
“A good portion of our dialogues and resolutions resulted in agreements with companies to improve policies and [...]

Do you know what’s in your investment portfolio? If Trillium to manages your investments, you probably do. You have likely also thought about your values, and are confident that your money is working to have a positive impact through shareholder activism and investing in low-income communities and sustainable businesses.
But do you know what’s in your [...]

BOSTON – September 20, 2011
Trillium joined business leaders, other SRI investors, and members of the community at a meeting on September 20th, 2011 to deliver a strong economic argument to Massachusetts Gov. Deval Patrick and 10 other Northeast and Mid-Atlantic Governors in favor of pursuing a regional clean fuels standard in their states.
The meeting was [...]

Trillium CEO Matt Patsky provides examples of Trillium’s approach to Impact Investing in the September issue of Financial Planning magazine.  Trillium was one of the very first investment firms to make impact investments on behalf of it’s clients.
Click here to read the article.

Susan Baker
Good news came out of the United Nations this summer that has positive implications for shareholder advocates and activists working to promote and protect human rights.  The UN Human Rights Council (formerly the UN Commission on Human Rights) endorsed the Guiding Principles on Business and Human Rights: Implementing the United Nations ‘Protect, Respect and [...]

Trillium Asset Management, LLC, a Boston-based pioneer in the field of environmental, social and governance (ESG) investing, reported out today on the results of its 2011 proxy season engagements with nearly two dozen major U.S. corporations. (For a full listing of our 2011 Shareholder Proposals, scroll to the end of the page.)
“A good portion of [...]

Trillium Asset Management is pleased to announce that Paul Hilton, CFA, has joined the firm as a portfolio manager. Paul has been involved in sustainable and responsible investing for over 15 years, working on both the investment and sustainability research and advocacy sides.
“We’re delighted to have Paul join Trillium. His long history as an innovator [...]