“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.
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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.
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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.
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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.
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Trillium CEO Matt Patsky was quoted in an article in Financial Advisor on the younger generation’s preference for socially responsible investing.
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Younger Clients More Interested In SRI
Financial Advisor Green, April 2010
Matt Patsky, Trillium’s CEO was interviewed by Thomson Reuters. In the article, Matt talks about where he would like to see Trillium in the future and how he is working to get there.
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INTERVIEW – New Trillium CEO aims to double assets
TD Waterhouse Canada, April 12, 2010
Trillium CEO Matt Patsky was quoted in an article from the Pittsburgh Post-Gazette, providing information on socially responsible investing.
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‘Socially Responsible’ Investing joins your money with your ideals
Pittsburgh Post-Gazette, March 16, 2010
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