Trillium Asset Management Corporation

From SourceWatch
Jump to navigation Jump to search

Trillium Asset Management Corporation

"Trillium Asset Management, LLC is the oldest independent investment advisor devoted exclusively to sustainable and responsible investing (SRI). We believe that environmental, social, and governance (ESG) factors play an integral role in the investment process, which can lower portfolio risk and help identify the best-managed companies. For investors seeking ethical and mission-related investing strategies, Trillium is a leader in shareholder advocacy and public policy work." [1]   "Trillium was founded in 1982 by visionary Joan Bavaria. Originally named Franklin Research & Development, the company was started to provide a space for investors to match their money with their values. Under Joan’s leadership, Trillium grew to become one of the largest SRI investment firms in the US. She was often referred to as the Founding Mother of this field, Socially Responsible Investing. Joan was proud to use Trillium as an incubator to create organizations with impact. From within our walls we helped nurture US SIF, Ceres, SIRAN and Open MIC. After Joan’s death in 2008, Matt Patsky joined the firm as CEO, and committed to furthering Joan’s legacy." [2]


Accessed May 2013: [3]  



Resources and articles

Related Sourcewatch


  1. Trillium Asset Management Home, organizational web page, accessed May 26, 2013.
  2. Trillium Asset Management History, organizational web page, accessed May 26, 2013.
  3. Trillium Asset Management Board, organizational web page, accessed May 26, 2013.