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 [...]
Matt Patsky, CFA, CEO
It is exciting for me personally and for Trillium to be involved in the emergence of Impact Investing as a vital piece of the larger Sustainable and Responsible Investing (SRI) industry.
I recently had the privilege of attending both the Skoll World Forum and the Social Venture Network’s spring conference. These organizations, among [...]
Over the past year, I have spent a lot of time traveling around the country meeting Trillium clients. It is a part of my job that I enjoy very much. You, our clients, have helped me understand what Trillium is doing well and what needs improvement. For over 25 years, Trillium and our clients have [...]
Matthew W. Patksy, CFA, CEO
As I sit down to write this column having just returned from South Africa, I am reminded of the key reason I entered the field of socially responsible investing over two decades ago. It was (and is) my deep belief that the capital markets could be leveraged for positive social and [...]
Cheryl Smith, Ph.D., CFA, President
In the mind-numbingly complicated world of 21st century high finance, it’s not always obvious which transactions are unethical versus those which are, if not high-minded, at least legally permissible within a deeply flawed system.
The Securities and Exchange Commission (SEC) has charged Goldman Sachs with fraud in connection with the creation and [...]
Cheryl Smith, Ph.D., CFA, President
For investors who seek out sustainability, cycles of birth, death, and rebirth are everywhere. The rapidly waning light as we approach the winter solstice calls to mind the Greek goddess Demeter and her daughter Persephone; Demeter’s sorrow at the loss of her daughter led to winter for the earth. However deep [...]
Clients have been asking us why we still own major banks in light of their tarnished reputation in the aftermath of the financial crisis. As emotionally satisfying as it might be to avoid the largest banks, we believe that they play an extremely important role in our economy. We would rather work for prudent [...]
by Cheryl Smith, Ph.D., CFA, President
The first daffodils of spring just opened beside my house. The sight of these spring flowers always engenders a spirit of newness, of freshness, and of hope after the excessively long New England winter. This year more than ever, I need that sign of hope.
For at least 50 years, as [...]
Joan Bavaria wrote this column, From the President, for the past 15 years. Joan was passionately engaged with the world on many levels, more than any person I have ever known, and her columns reflected her humanity. From the small to the large, from the individual to the global, her deeply personal columns tied her observations [...]
This has been quite a year so far for the global economy. The collapse of the mortgage market and much of the rest of the loan market in the U.S. has spread around the world. Energy prices have soared, reacting not just to global demand and supply fears but to the extremely weak dollar (which [...]
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