Note: This list includes “lead filings,” where Trillium Asset Management Corporation heads up a coalition of shareholder advocates, and “co-filings,” in which we participate in filings led by others. In the table below, our lead filings are indicated in bold.

Coal Ash
FirstEnergy**
Report on efforts to manage coal combustion waste

In-person shareholder meetings
Intel*,**
Drop plans to conduct shareholder meetings [...]

Click here to read the press release. 
Boston, MA (April 27, 2009) ­ Trillium Asset Management Corporation (“Trillium”) is joining two nonprofit advocacy organizations, the International Labor Rights Forum and the International Rivers Network, in calling on fellow Berkshire Hathaway investors to back a proposal on the agenda for the company’s upcoming May 2, 2009 annual [...]

For our 2008 advocacy efforts, we’re pleased to report a fair amount of progress — never as much as we’d like (we’d like superhero powers), but enough to confirm that shareholder activism remains a potent tool for change.
Climate change. Our shareholder resolution at ConocoPhillips requesting a report on the environmental and social impacts of tar [...]

We’re 25!
This year marks the 25th anniversary of Trillium Asset Management Corporation (“Trillium”). We’ve done a lot of learning and experimenting, had some adventures and even birthed some offspring (spinoff organizations, that is). As part of our ongoing celebration, in this issue we’ve pulled together excerpts from the last 25 years of Investing for a [...]

Trillium Asset Management Corporation Files Resolutions on the Sudan Genocide
In December 2007, Trillium Asset Management Corporation (“Trillium”), working in coalition with human rights organizations and other socially responsible investment firms, filed shareholder resolutions with major banks and financial firms with the goal of engaging Wall Street to push Sudan [...]

At any given time, the social research and advocacy staff of Trillium Asset Management Corporation are actively working on numerous social and environmental issues of concern to our clients. (Please visit our Engagement page to read more about the means we use to influence corporations.)
The categories below link to more specific descriptions of our work [...]

Trillium Asset Management Corporation (“Trillium”) was one of the first firms in the social investment industry to actively raise social and environmental concerns with companies. We often work with well-informed non-governmental organizations such as Amnesty International and Friends of the Earth to raise critical environmental and social challenges with companies.
The power and legal rights of [...]

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The competition among banks this year to announce ever larger investments to fight climate change brings to my mind the famous reply given by legendary criminal Willie Sutton when asked why he robbed banks: “That’s where the money is.” That’s one of the prime reasons Trillium Asset Management Corporate teamed up with Friends of the [...]