Trillium Asset Management

Trillium Asset Management is now hiring an Investment Manager, Private Client Business. Apply here: https://lnkd.in/eid_KvmA

Trillium has a philosophy of investing in companies that have the potential to make the world a better place. The ESG Large Cap Core strategy aims to create a diversified portfolio, focusing on companies that meet specific criteria, which are identified by integrating ESG factors into fundamental financial analysis. Watch now to learn more: https://lnkd.in/g_Q6Pb_y

On this #IndependenceDay, we express deep gratitude to the people and communities that for hundreds of years have contributed to the efforts to form a more perfect union and to live up to our ideals of a democracy.   Considering recent US Supreme Court decisions, the events of January 6, 2021, and growing threats to our democracy, it is critical that the business community understands the positive role it can play in maintaining our democratic institutions and norms. At Trillium Asset Management, we strongly believe a robust democracy is the cornerstone of a flourishing society, where freedom, equality, and justice can prevail. We embrace these principles while understanding their significance for economic and business value.   Political risk threatens financial stability and rocks the confidence of investors around the world. It opens the door to abuses of power, human rights violations, financial fraud, and political corruption.   To help address these challenges businesses can take actions, such as: - Providing employee paid time-off to vote - Enhancing transparency around political spending and lobbying - Aligning political spending with their ESG values or ceasing political spending altogether - Engaging with trade associations to address misalignment of political spending - Supporting public policy that enables democracy such as the John Lewis Voting Rights Act       By championing democracy, the business community fulfills its part in safeguarding the fundamental rights that underpin our society, benefitting us all. Read more about Trillium’s advocacy for democracy and voting rights: https://lnkd.in/e8vH2B23

Trillium's ESG Large Cap Core process is a unique investment approach combining ESG data and financial analysis. However, it's not just about the data; it's about making informed decisions. The team targets business leaders with strong financials and superior ESG characteristics, striving to find the best companies that align with Trillium's values and deliver impact. Watch now: https://lnkd.in/ePs_NnfG

Trillium Asset Management is now hiring a Portfolio Manager. Apply here: https://lnkd.in/enBJm7-v

Where can investors deliver the deepest impact? Our Chief Advocacy Officer, Jonas Kron tells US SIF there’s power in promoting shareholder advocacy. From influencing companies to adopt ethical AI policies to setting science-based climate targets, Jonas said that continued engagement and stewardship with shareholders are key to affecting lasting change. That doesn’t mean this work is without challenges and Trillium Asset Management remains committed to encouraging Starbucks to continue engaging productively with its organized workers.     To hear more dynamic conversations from the sustainable investing community, join the Trillium team and other US SIF members at #FORUM2024 in downtown Chicago from June 24 to 26.  

Why should LGBTQ+ inclusion matter for investors? Despite global progress in corporate culture, legislation, and regulations, LGBTQ+ individuals continue to face discrimination in their daily lives, including in the workplace. During this Pride Month, Trillium Asset Management reaffirms its commitment to advocating for safe and inclusive workplaces for all people. Yet our work in this space isn’t new: In 1995, we became the first US investment firm to sponsor a shareholder proposal, pressing a company to add “sexual orientation” to its non-discrimination policy. We continue to be a leading investor voice for inclusivity, encouraging portfolio companies to include equal benefits for LGBTQ+ workers in their employment policies and supporting more corporate transparency. Under increasing attacks against the LGBTQ+ community, standing up for equality and inclusion isn’t just morally right — it’s economically beneficial. Research shows that LGBTQ+-supportive policies may lead to increased productivity, profitability, and corporate valuations. Watch the video to learn more about Trillium’s efforts to invest in equality year-round: https://lnkd.in/eun96z77

Trillium Asset Management was thrilled to support our very own Samantha D'Amore as she graced the stage at NIRI: The Association for Investor Relations. Sam joined an impressive panel of her peers for an inspiring conversation about the future of ESG communications. Among several lively topics the group discussed, Sam expressed excitement about Trillium’s dedication to aligning stakeholders’ values with investment objectives to uncover compelling long-term investment opportunities in companies that meet our sustainability criteria. She also explained how Trillium votes client proxies consistent with their best interest by integrating financial, environmental, social, and governance factors — all while advocating for positive change.  We want to thank NIRI: The Association for Investor Relations for the invite and for putting on such an incredible conference in San Francisco, as our industry comes together to chart a more sustainable future.   

Today, we recognize the significance of #Juneteenth, a holiday rooted in Black Americans’ journey toward liberation. As we pause and reflect on this important history, we remain energized about our work to advance equity and inclusive prosperity. At Trillium Asset Management, we believe racial inequity poses a significant systemic risk to the companies in our portfolios and to our investment returns. While many would like to believe that racism is uniquely an “American problem,” persistent economic barriers remain a global phenomenon. Across the world, right-wing activists have supported recent efforts to roll back DEI initiatives which in our view is detrimental to the long-term health of economies. With major elections set to take place amid growing polarization, it’s critical for shareholders to use our voices to advance an inclusive workforce culture. Our latest whitepaper builds the moral and business case for investors to engage on racial equity across Europe. While we certainly can’t say that U.S. and European history on race is the same, there has never been a more important time for a values-aligned investor like Trillium to encourage companies and policymakers to bridge the world’s racial and economic divides. By breaking down the systems that perpetuate discrimination, we can support a more inclusive, socially just economy for all. Learn how Trillium is engaging institutional investors and advocating for change: https://lnkd.in/ekfMxTUf

Yesterday, the Supreme Court ruled in favor of Starbucks in its challenge to grant injunctions that reinstate workers over contested firings. Trillium Asset Management joins the Office of the New York City Comptroller and the Police Investigations Review Commissioner to express disappointment in the retailer’s efforts to tamp the National Labor Relations Board’s request to reinstate workers. This development can chill workers’ rights to form or join a union and potentially could hinder proactive collaboration between corporate management and employees. The move follows a case brought by the coffee chain over the 2022 firing of seven workers in Memphis. While Starbucks claims the crew was fired for allowing a private television crew into a closed store, the NLRB said they were fired over their unionization efforts. A judge issued an injunction to reinstate the workers, and Starbucks challenged the standard in a petition to the Supreme Court. The case has now been returned to the lower courts, following the justice’s ruling. We join a growing number of investors who believe that maintaining workforce stability and positive labor relations benefits a company’s culture. Read our statement. https://lnkd.in/eMFs7YTr