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How ESG investing creates value and return

Speaker: Matthew Patsky, CFA Chief Executive Officer, Trillium Asset Management


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

  1. Focusing on Long Term Value Creation
  2. Corporate Engagement 101
  3. Escalation to a Shareholder Proposal
  4. Objective: Change Corporate Behaviour

 Target groups 

  1. Investment managers
  2. Asset owners
  3. Corporate Investor Relations executives
  4. Researchers