OUR APPROACH TO SUSTAINABLE and RESPONSIBLE INVESTING
For over twenty-seven years, Trillium Asset Management Corporation (”Trillium”) has been a pioneer in creating innovative, change-making approaches to sustainable and responsible investing. Throughout our history, our overarching goal has been to provide competitive financial returns for clients, while helping them leverage the power of their assets to create concrete positive social change. Today, we achieve this through an integrated approach that includes screening, shareholder advocacy, proxy voting, opportunities for community investing, and public policy involvement. We particularly pride ourselves on our record of proactively engaging with corporate America to create change. Most companies (like most people) have a mixed record of strengths and weaknesses, and many of them prove open to socially motivated overtures from concerned shareholders.
We devote a great deal of research and resources to engage in dialogue and advocacy with a broad range of major companies on issues covering the three prongs of sustainability (environment, equity, and economy), represented by the tri-petaled trillium flower that gives us our name and logo. We have found that one of the most powerful levers for social change in the corporate arena is the power of ownership in companies. Our report, Trillium Asset Management Social Research & Advocacy: A Record of Accomplishment (downloadable PDF file) describes our approach in more detail and highlights some of our proudest accomplishments. Our specific issues pages provide an overview of our screening and advocacy efforts for issues of particular concern to many of our clients. Our Quarterly Advocacy Update (downloadable PDF file) provides the most up-to-date highlights of the full range of our advocacy efforts.
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