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Plenary Session #5: Our approach to responsible investing

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


The mission of this workshop is to present Trillium’s responsible investment practices and experience as well as provide trends and major challenges in ESG investing. Trillium Asset Management LLC is a Boston based firm started in 1982 with over USD 2 billion in assets under management plus over USD 200 million in model-driven platform assets (Dec. 31, 2016). It is the oldest 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 ‘Best for World Overall’ Honoree for four consecutive years.

Draft Agenda

  1. Approaching Institutional Clients
  2. High quality investment approach
  3. ESG criteria (exclusionary and positive)
  4. Equity strategies
  5. Buy list assessment process
  6. ESG investment trends

Target groups

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