Trillium CEO Matt Patsky appeared on CNBC on August 31, 2010, commenting on the controversial political contributions made by Target and Best Buy.  Click here to watch the segment.
Trillium, along with Walden Asset Management and Calvert Asset Management recently filed shareholder proposals at Target and Best Buy, which have recently made sizable contributions to a group channeling [...]

The Los Angeles Times recently wrote about the Target and Best Buy shareholder proposals filed by Trillium Asset Management, Walden Asset Management, and Calvert Asset Management Company, addressing controversial political contributions.
Click here to read the article.
Click here to read the press release issued by Trillium Asset Management along with Walden Asset Management and Calvert Asset Management Company.

“To BP or not to BP” said Cheryl Smith, Trillium President and chair of the Social Investment Forum, in discussing the oil spill at the Responsible Investor ESG USA conference last week.
Click here to read about the highlights of the conference.

Will Lana, Trillium portfolio manager and energy analyst, appeared on Fox Business News on June 17, 2010.   Will discussed Trillium’s decision to sell BP in early May.
Click here to watch the interview.

Trillium CEO Matt Patsky was quoted in Forbes.com on June 4, 2010, in an article about money managers divesting their holdings of BP after the oil spill.
“This has turned into something that is much worse than we ever could have imagined, ” Patsky said.  “Our fears were that this would turn into a bigger [...]

On May 26, 2010, Shelley Alpern, Trillium’s Director of ESG Research and Shareholder Advocacy, attended Chevron’s annual shareholder meeting. Trillium was a co-filer of a resolution which called for the company to appoint a director with environmental expertise.  Chevron’s management denied entry to over 25 legal proxy holders.
“I attend several shareholder meetings every year and [...]

Shelley Alpern, Trillium’s Director of ESG Research and Shareholder Advocacy, was quoted on May 10, 2010 in the Detroit Free Press, commenting on the Ford shareholder proposal asking the company to disclose the amount of money it contributes to trade associations.
Click here to read the article.

Trillium Chief Investment Officer Stephanie Leighton is quoted in an article in Financial Advisor Green, which discusses investing in companies that have mixed ESG records.
Click below to read the article
SRI Footpring Expanding
Financial Advisor Green, May 2010

Jonas Kron, Trillium’s Deputy Director of ESG Research & Shareholder Advocacy, is quoted on VendingMarketWatch.com, commenting on the shareholder proposal Trillium co-filed at Coca-Cola asking them to improve disclosure around the risk associated with the use of BPA in beverage cans. This is the first shareholder proposal filed soley on BPA.
Click here to read the [...]

Trillium CEO Matt Patsky was quoted in an article in Financial Advisor on the younger generation’s preference for socially responsible investing.
Click below to read the article
Younger Clients More Interested In SRI
Financial Advisor Green, April 2010