Proxy Voting

Each year, companies seek votes from shareholders on hundreds of items pending on their annual proxy ballots, ranging from the approval of boards of directors to shareholder proposals on social and environmental issues like those we file every year. Sadly, too many investment managers and traditional mutual funds have failed to responsibly vote their clients proxies, either by not voting at all or always voting exclusively with managements’ recommended positions.Starting in 2004, new standards by the U.S. Securities and Exchange Commission require investment managers to disclose to clients their policies for voting proxies and their voting records.

At Trillium, we’re proud of the responsibility we’ve taken to develop and communicate to clients our proxy voting policies, and we take that voting very seriously. Below are links to our recently updated proxy voting guidelines and disclosure of all of our proxy votes for the most recent shareholder season.

Trillium’s Proxy Voting Guidelines

Our proxy voting guidelines are designed to reflect the fiduciary duty of Trillium to vote proxies in the interests of our clients. Our goal is to ensure that we vote our clients’ proxies in accordance with both their financial interests and their values.


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