087, Matthew Patsky, Trillium Asset Management | Environmental, Social and Governance (ESG) Investing

087, Matthew Patsky, Trillium Asset Management | Environmental, Social and Governance (ESG) Investing

Environmental, Social and Governance (ESG); Socially Responsible Investing (SRI); and Impact Investing: these terms have slightly different meaning, but in the end all lead to the same conclusion. When we invest, we are owners of companies. We have an obligation to take that ownership responsibility seriously in order to influence the environmental and social impact of companies.

For today’s episode of Social Entrepreneur, we continue our May #MoneyMonday series with Matthew Patsky of Trillium Asset Management. Trillium has been recognized as a “Best for the World” BCorp. We dig in to the governance aspect of ESG. Trillium not only screens investments into or out of their portfolio based on ESG, they use their shareholder status to improve the environmental, social and governance policies of companies they hold in their portfolio.

Trillium Asset Management works with individual investors, financial advisors and institutional investors. For individuals, they combine investment performance with environmental and social impact. For financial advisors, Trillium enables them to meet the needs of their clients looking for sustainable investments. And Trillium partners with institutional investors to align their investment portfolio with their organizational values.

Quotes from Matthew Patsky on Environmental, Social and Governance Investing

“There are impacts with money and the way money is invested.”

“On behalf of the clients, we are acting as owners and trying to influence behavior toward more sustainable business practices.”

“We actually do see a positive long-term financial benefit to doing the right thing on governance.”

“There seems to be an awful lot from the Ben & Jerry’s culture that is now running throughout all of Uniliver.”

“The worst thing you can do is to sit back and say “I am but one individual. What I do doesn’t matter.’”

Social Entrepreneurship Resources:

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About the Author
Tony Loyd is a TEDx speaker, podcast host and the author of Crazy Good Advice: 10 Lessons Learned from 150 Leading Social Entrepreneurs. He is a former Fortune 500 executive with extensive experience in strategic planning, talent management, and leadership development. Tony is the host of the podcast Social Entrepreneur where you can hear the stories of changemakers who are making an impact on the world.

One comment on “087, Matthew Patsky, Trillium Asset Management | Environmental, Social and Governance (ESG) Investing

  1. Mary Ignatiadis says:

    Matt Patsky was incorrect regarding Starbucks’ social and environmental record. They do not pay their farmers fair wages (and have undermined the validity of the Fair Trade label), they do not source their milk products sustainably, and they do not implement recycling programs in their stores, despite generating ungodly amounts of plastic waste.

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