August 25, 2010 — This just in from the Social Investment Forum:
Dear members,
In a widely anticipated three-two vote along party lines, the Securities and Exchange Commission (SEC) today enacted a new rule 14a-11 granting shareholder access to the proxy, following more than three decades of debate.  The new rule, however, includes some significant changes from [...]

Jonas Kron
What a difference a change in Administration makes. Champagne corks popped in the offices of socially concerned shareholders all throughout the land in October, when, with a few strokes of the pen, the Security and Exchange Commission (SEC) restored a necessary dose of common sense to the shareholder resolution process that lacking in the [...]

[We're pleased to excerpt this press release from Ceres, the Investor Network on Climate Risk and the Environmental Defense Fund. Trillium Asset Management Corporation participated heavily in the lobbying efforts that lead to this breakthrough.]
Contact:

Peyton Fleming, Ceres, 617-733-6660 or fleming@ceres.org
Steve Tripoli, Ceres, 617-247-0700 x155 or tripoli@ceres.org
Sharyn Stein, EDF, 202-572-3396 or sstein@edf.org
Download the [...]

December 2009 – The Securities and Exchange Commission moved to finalize a new rule that requires companies to disclose annual meeting voting results within four business days after the annual meeting. Trillium argued vigorously in support of this rule change because we believe the value of vote totals is greatest immediately after the annual meeting. [...]

“In a policy reversal long sought by shareholder advocates, the U.S. Securities and Exchange Commission ruled yesterday that investors can directly call on public companies to describe the financial risks they face from global warming,”   according to E&E News ClimateWire.
Trillium has been a leader in pushing the SEC on this issue, and Senior Social Research [...]

October 27, 2009 -  ­ This morning the Securities and Exchange Commission (SEC) announced a reversal in policy that will allow shareholders to resume filing resolutions that ask companies to discuss the risks associated with climate change, toxic chemicals, rising health care costs and other significant social and environmental policies issues. Under the Bush Administration, [...]

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 [...]

Everyone, from the progressive Left to “Obamican” crossovers, has high hopes for the new administration. Social investors are no exception. We share the expectation that the Obama administration will take a hands-on approach to many of the problems we’ve addressed for years, including climate change and other environmental priorities, predatory lending, inadequate regulation of the [...]

Obama Administration has the Opportunity to Reverse SEC Policies that Censored Environmental and Social Inquiries
The current financial and economic crisis demonstrates the extent to which all sectors and all participants in the market, whether companies, investors, employees, or communities, are interrelated and deeply affected by the actions of any one participant. Protecting and enhancing the [...]

The Securities and Exchange Commission has asked investors and investment advisers to help them engage in “a fundamental rethinking of financial disclosure, beginning with the basic purposes of disclosure from the perspective of investors and markets.” This sounds too good to be true, because in a sense it is. The 21st Century Disclosure Initiative, as [...]