Views & Updates

Latest Updates

September 20, 2023

Strategy Impact Reports

View our latest Impact Reports for the ESG Global Conviction and ESG International Conviction Strategies

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September 15, 2023

Advocacy Video: Engaging Union Pacific Corp for Benefit Equality

As advocates for sustainable workplace practices, Trillium’s Shareholder Advocacy team engaged with Union Pacific Corp in effort to advance benefit equality – in this case, paid sick time – for rail workers.

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September 1, 2022

Trillium Launches ESG International Conviction Strategy

Trillium is thrilled to launch our ESG International Conviction Strategy, providing investors with another solution for portfolio diversification via an unconstrained, concentrated, benchmark-agnostic strategy that invests in companies across market caps and geographies outside of the US.

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August 24, 2022

B-Corp Recognition 2022: Best in World 2022, Customers & Governance

For the 10th consecutive year,Trillium is among the top 5% of B Corps in the Customers and Governance impact areas.

The B Corporation award is not indicative of the future performance of Trillium Asset Management. B Lab, a non-profit organization helping companies manage corporate social responsibility, recognizes businesses that have earned an overall score in the top 5% of approximately 4,000 Certified B Corporations in one of the impact areas assessed: community, customers, environment, governance, and workers. The latest B Corporation ‘Best for WorldOverall’ Honoree was awarded in July 2022.

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August 5, 2022

Trillium Edinburgh participates in “10,000 Black Interns” programme

Trillium was thrilled to host Rasin Wurie as our first summer intern from the 10,000 Black Interns programme, in alignment with our goals to attract and retain talented team members from groups that have been chronically underrepresented in the asset management industry.

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August 1, 2022

The Investor Case for Supporting Worker Organizing Rights:

Unionizing activity is the strongest it’s been in decades. How should investors think about and react to union formations? In our recent paper and video, we highlight the financial and social benefits unions can have on companies related to productivity, health and safety, attrition rates, and more.

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April 21, 2022

WEBINAR REPLAY: 1Q22 Review & Outlook: From Pandemic to War in Europe: Readout from a Sustainable Investor

How does Trillium approach energy investing and what are our expectations for inflation, interest rates and growth? How are we advocating to improve corporate ESG policies, performance and impact? Watch our webinar:

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April 20, 2022

Trillium Expands Advocacy Program to Include Non-U.S. Holdings

Trillium is thrilled to dedicate additional resources to our advocacy efforts by creating a new role, Director, International Shareholder Advocacy. Meet Lisa Hayles and learn more about her plans and priorities to build and implement an advocacy program to engage with non-U.S. companies held within our portfolios.

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February 2, 2022

What is a B-Corp and How Does it Benefit Stakeholders?

In conversation with Jamie Mariani, Portfolio Manager for the ESG Global Conviction Strategy, Trillium CEO Matt Patksy shares what it means to be a B-Corp, how stakeholders benefit, and why he believes more financial firms haven’t filed for B-Corp status.

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November 15, 2021

Key Themes Emerging From COP26

ESG Research Analyst Andrea Zdanaviciute shares key themes emerging from COP26, including the market’s failure to address climate change and the need for systemic and behavioural change.

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November 9, 2021

Trillium investment leaders provide initial thoughts on COP-26

From the banks of the River Clyde in Glasgow, John Quealy (CIO), Ian Warmerdam (Lead PM) & Jamie Mariani (PM) reflect on their preliminary learnings from COP-26. Despite negative sentiment, they project a cautiously optimistic tone.

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November 4, 2021

Trillium announces 2030 Net Zero Target as part of Net Zero Asset Managers Initiative

In April 2021, Trillium joined other leading global asset managers in signing onto the Net Zero Asset Managers (NZAM) Initiative, formally pledging to align our portfolios with the goal of net zero greenhouse gas emissions by 2050 or sooner, in line with global efforts to limit warming to 1.5 degrees Celsius. By joining NZAM, we pledged to make our own commitments to move our equity strategies towards a net zero greenhouse gas emission world. Therefore, in the run-up to the United Nations Climate Change Conference (COP26) in Glasgow, we are setting our commitment in an effort to do our part to help global progress be made this decade to slow and end GHG emissions and climate change.

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October 28, 2021

Windsor Calling: The risk of ESG washing ahead of COP-26

Following the publication of a 368 page plan to achieve net zero by 2050 from the UK government, Ian Warmerdam (Lead PM) & Jamie Mariani (PM) call on leading banks and asset managers to champion the drive for significant positive ESG change. They caution savers seeking ethical investment solutions to proceed carefully given the risk of ESG washing.

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October 18, 2021

Why Trillium in Edinburgh?

Running investments from Edinburgh has its advantages, as Trillium CEO Matt Patsky, Lead Portfolio Manager Ian Warmerdan, and Portfolio Manager Jamie Mariani highlight, as well as the how they were drawn to socially responsible investing.

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October 6, 2021

Trillium Bolsters Its UK Asset Management Team with Key Hires To Support Future Global Growth

Trillium Asset Management (‘Trillium’) strengthens its UK asset management team with the appointment of three new team members.

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