Trillium ESG Global Equity Fund

Some sustainability-mandated funds actively engage the companies they own. Indeed, efforts by sustainability-focused investors whose funds are found on this site have been crucial to driving positive change in deforestation-risk sectors like palm oil. A number of asset managers are known sustainability engagers, and have taken actions such as filing shareholder resolutions asking for policy changes. Those asset managers deserve special acknowledgement - often, they are using their investments to make sure they have a voice at the table to call for real improvements in company behavior. We used data collected by Ceres to identify asset managers that have filed shareholder resolutions on deforestation, climate change, or other environmental issues. If a fund owns companies we screen for, but the family is a known filer of deforestation or environmental-related shareholder resolutions, it earns a special engagement score. Read more about our deforestation grades.

Trillium Mutual Funds has filed deforestation or other climate-change related shareholder resolutions at 3M Co., Akamai Technologies, Inc., Amgen Inc., Anadarko Petroleum Corporation, AT&T, Inc., Bank of America Corporation, Chipotle Mexican Grill, Inc., Church & Dwight Co. Inc., ConocoPhillips, Dominion Energy, Inc., EOG Resources, Inc., Hologic Inc., Home Depot, Inc., Illinois Tool Works Inc., J. M. Smucker Company, JB Hunt Transport Services Inc., Kraft Heinz, Lowe's Companies Inc., Mastercard Incorporated, Middleby Corporation, Minerals Technologies Inc, ONEOK Inc., Oracle Corporation, Range Resources Corporation, RBC, Spectra Energy Corp., Tractor Supply Company, Umpqua Holding Corporation, Valmont Industries, Inc., Verizon Communications Inc., WhiteWave Foods Company, and Yum! Brands. See the resolutions