My life is tied closely to the history of Trillium Asset Management Corporation (”Trillium”).
I was there at the birth. The column I now write made its debut on the front page of the first issue of this newsletter in 1983.
I served on the board of directors for eight years.
Founder Joan Bavaria lived in an apartment […]

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 […]

July 29, 2008
In a letter organized by the Investor Network on Climate Risk (INCR) Trillium Asset Management Corporation has joined more than 40 asset managers, pension funds, state treasurers, endowments and foundations to urge Senate Majority Leader Harry Reid and Senate Minority Leader Mitch McConnell to pass legislation extending tax credit for clean energy. The […]

Ceres and Trillium Asset Management Corporation (”Trillium”) announced the inaugural winners of the Joan Bavaria Awards for Building Sustainability into the Capital Markets.
Enhanced Analytics Initiative (EAI) was the winner of the Bavaria Award for Impact, and Bainbridge Graduate Institute (BGI) won the Bavaria Award for Innovation.
Read the full press release here
View the video of the […]

With all the talk out there about energy efficiency and re­duced use, I can’t help but think of my mom, telling us kids to put on a sweater, the heat would not go up. I laugh at the per­son I’ve become, as I tell my own kids the same thing, adding the environmental commentary that […]

One of the most amaz­ing days of my professional life was the day more than a decade ago that I spent as keynote speaker for a conference of the people in charge of General Motors’ environmental policies and procedures in plants around North America. There were hundreds of them, many of whom had Ph.D.’s. They […]

COMMUNITY REINVESTMENT AND PREDATORY LENDING
We support resolutions that promote community reinvestment by financial institutions in low-income, often predominantly minority communities. We also support resolutions against predatory lending practices.
DEMOCRACY AND HUMAN RIGHTS
Burma
We support resolutions that seek to stop companies doing business with the Burmese military junta.
Chad-Cameroon Pipeline
We support resolutions that ask companies to review the impact […]

Ceres is a coalition of institutional investors, environmental, religious, and social justice organizations, and a network of over 50 corporate endorsers of the Ceres Principles from a multitude of industries. Trillium Asset Management Corporation President Joan Bavaria played a leading role in convening Ceres in the wake of the Exxon Valdez oil spill in 1989.
In the […]

Trillium Asset Management president and founder Joan Bavaria was recently honored by Global Green USA and Green Cross International President Mikhail Gorbachev with a Millennium Award for Corporate Environmental Leadership.