Speaker: Matthew Patsky, CFA Chief Executive Officer, Trillium Asset Management
Mission
The mission of this workshop is to present Trillium’s responsible investment practices; with a focus on our approach to active ownership to improve corporate behaviour around environmental and social impact. Trillium Asset Management LLC is a Boston based firm started in 1982 with over USD 2.6 billion in assets under management plus over USD 300 million in model-driven platform assets (June 30, 2018). It is the oldest U.S. investment advisor exclusively focused on sustainable and responsible investing (55% institutional and 45% individual). Trillium is employee owned, with broad distribution of shares and has a four person dedicated shareholder advocacy team. It is a Certified B Corporation member since 2008 and has ranked ‘Best for World Overall’ for six consecutive years.
Preliminary Agenda
- Focusing on Long Term Value Creation
- Corporate Engagement 101
- Escalation to a Shareholder Proposal
- Objective: Change Corporate Behaviour
Target groups
- Investment managers
- Asset owners
- Corporate Investor Relations executives
- Researchers