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Joan L. Bavaria

Former President at Trillium Asset Management LLC
Overview
Relationships
In The News
Paths
Education
Career History
Boards & Committees
Non-Profit Donations & Grants
Political Donations

Joan L. Bavaria

Former President at Trillium Asset Management LLC

Overview

Notable Companies
Trillium Asset Management LLC
Board Seats
12
Number of Relationships
This person is connected to 768 people.

Relationships See Details


Former Vice President at Trillium Asset Management LLC

Chief Investment Officer & Portfolio Manager at Clean Yield Group, Inc.

Professor of Urban Planning at Columbia University

Executive Director at National Consumers League Inc.

Former Managing Director at Trillium Asset Management LLC

Communications Director at Trillium Asset Management LLC

President at Massachusetts Growth Capital Corp.

Consultant/Director at Theodore R. and Vivian M. Johnson Scholarship Foundation, Inc.

Co-Founder at O'Naturals, Inc.

Chief Sustainability Officer & Vice President at Praxair, Inc.
See 758 more listings with RelSci Professional.

In The News See More

GreenBiz
July 8, 2017
GreenBiz
May 27, 2017
Pensions & Investments
June 1, 2015
GreenBiz
May 18, 2015
The New York Times - Biographical Materials
September 7, 2013

Paths to Joan L. Bavaria

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Educational Background

Attendee 

Career History

Investment Officer
Prior
President
1982 - 2008
Trillium Asset Management Corp. is a socially-responsible investor. The firm believes that integrating environmental, social, and governance (ESG) factors into the financial analysis process can help identify the best companies positioned to deliver long-term risk adjusted performance. They are long-term investors, with a 3-5 investment horizon, and use a growth-at-a-reasonable-price (GARP) equity discipline. Their equity strategies include: Large-Cap Core Equity, Small/Mid-Cap Core, All-Cap Core Equity, Sustainable Opportunities, Fossil Fuel Free Core, Growth & Income and Global Equity. The Large-Cap Core, Small/Mid-Cap Core, and All-Cap Core strategies invest stocks that are well-diversified across economic sectors, and are benchmarked to the S&P 500, S&P 1000, and S&P 1500, respectively. Trillium's Sustainable Opportunities strategy invests in companies positioned to thrive as the world transitions to a more sustainable economy, such as climate solutions, economic empowerment and healthy living. It is fossil fuel-free, includes greater international exposure, and is benchmarked to the S&P 1500.The Fossil Fuel-Free Core strategy invests across market-caps and economic sectors in companies that meet Trillium’s sustainability criteria. It has no direct exposure to fossil fuels.The Growth & Income strategy invests in large-cap stocks that are well-diversified across economic sectors and have higher dividend yields, benchmarked to the S&P 500.Trillium's Global Equity strategy invests in companies that demonstrate global leadership from a both financial and environmental perspective. It is fossil fuel-free, comprised of roughly 50% international and 50% US companies, and is benchmarked to the ACWI.Trillium offers a well-diversified, actively-managed, US Core Bond strategy which is managed for all market environments. Their Fixed Income Strategy combines a macro-view with individual fixed income security selection and incorporates both negative and positive ESG criteria. The strategy offers both taxable and tax-exempt options, depending on the client's needs. The strategy also proactively includes “Green Bond” exposure, including World Bank and IFC Green Bonds. The portfolio typically holds bonds until maturity or call, with less than 25% turnover per year. It uses structured notes at attractive option adjusted spread to pick up yield and protect against rising rates.
Investment Officer
1969 - 1974

Boards & Committees

Corporate Boards ▾
Member, Social Advisory Board
Current
Commons Capital looks for early-stage companies that exhibit superior management, with a proven track record, proprietary technology, brand equity or other competitive advantage, a large market with substantial growth prospects and relatively low capital needs and attractive gross margin potential.They are interested in companies when their product or service addresses a major social or environmental challenge by reducing adverse environmental impacts, improving efficient utilization of natural resources, expanding access to information and education, expanding access to or improving healthcare, supporting new enterprise creation in economically disadvantaged communities and promoting sustainable agriculture, organic food and improved nutrition. They do not consider companies involved in producing unsafe products or services such as tobacco, alcohol, gambling, weapons or nuclear power.Commons Capital is also interested in companies whose corporate cultures contribute to a sustainable economy by supporting access to capital by women and minority entrepreneurs, addressing inequities in corporate governance, including management compensation and Board diversity, promoting corporate philanthropy and active involvement in the community, promoting corporate accountability and full disclosure, including regular social and environmental audits and accountability to all stakeholders or promoting, through brand recognition, consumer awareness of social and environmental issues.In evaluating indirect investments in other venture capital funds, they seek funds that exhibit investment strategies consistent with their social and environmental criteria, superior management with a proven track record and the willingness to collaborate with Commons Capital on deal flow and co-investment and well-defined investment niches and established deal flow relationships, providing a clear competitive advantage.
President
1982 - 2008
Trillium Asset Management Corp. is a socially-responsible investor. The firm believes that integrating environmental, social, and governance (ESG) factors into the financial analysis process can help identify the best companies positioned to deliver long-term risk adjusted performance. They are long-term investors, with a 3-5 investment horizon, and use a growth-at-a-reasonable-price (GARP) equity discipline. Their equity strategies include: Large-Cap Core Equity, Small/Mid-Cap Core, All-Cap Core Equity, Sustainable Opportunities, Fossil Fuel Free Core, Growth & Income and Global Equity. The Large-Cap Core, Small/Mid-Cap Core, and All-Cap Core strategies invest stocks that are well-diversified across economic sectors, and are benchmarked to the S&P 500, S&P 1000, and S&P 1500, respectively. Trillium's Sustainable Opportunities strategy invests in companies positioned to thrive as the world transitions to a more sustainable economy, such as climate solutions, economic empowerment and healthy living. It is fossil fuel-free, includes greater international exposure, and is benchmarked to the S&P 1500.The Fossil Fuel-Free Core strategy invests across market-caps and economic sectors in companies that meet Trillium’s sustainability criteria. It has no direct exposure to fossil fuels.The Growth & Income strategy invests in large-cap stocks that are well-diversified across economic sectors and have higher dividend yields, benchmarked to the S&P 500.Trillium's Global Equity strategy invests in companies that demonstrate global leadership from a both financial and environmental perspective. It is fossil fuel-free, comprised of roughly 50% international and 50% US companies, and is benchmarked to the ACWI.Trillium offers a well-diversified, actively-managed, US Core Bond strategy which is managed for all market environments. Their Fixed Income Strategy combines a macro-view with individual fixed income security selection and incorporates both negative and positive ESG criteria. The strategy offers both taxable and tax-exempt options, depending on the client's needs. The strategy also proactively includes “Green Bond” exposure, including World Bank and IFC Green Bonds. The portfolio typically holds bonds until maturity or call, with less than 25% turnover per year. It uses structured notes at attractive option adjusted spread to pick up yield and protect against rising rates.
Non-Profit Boards ▾
Director
Prior - 2008
Ceres operates as a non-profit organization. Its solutions include energy conservation, environmental restoration, management commitment, management commitment, reduction and disposal of wastes and audits and reports. The company was founded in 1989 and is headquartered in Boston, MA.
Board Member & Secretary
Prior
GREEN SEAL INC. IS AN INDEPENDENT NON-PROFIT ORGANIZATION THAT USES SCIENCE-BASED STANDARDS AND THE POWER OF THE MARKET PLACE TO CREATE A MORE SUSTAINABLE WORLD.
Member, Advisory Board
Prior
The Union of Concerned Scientists is a science-based nonprofit working for a healthy environment and a safer world. UCS combines independent scientific research and citizen action to develop solutions and to secure responsible changes in government policy, corporate practices, and consumer choices. It was founded 1969 in and is headquartered in Cambridge, MA.
Board Member
Prior
Earthjustice Legal Defense Fund provides environmental legal services. Its services help to preserve magnificent places and wildlife, to advance clean energy, and to combat climate change. The company was founded in 1971 and is headquartered in San Francisco, CA.
Board Member
Prior
ACCELERATE CONSERVATION SUCCESS THROUGH THE POWERFUL PERSPECTIVE OF FLIGHT.
Board Member
Prior
Board Member
Prior
Board Member
Prior
Member, Board of Directors
Prior
Member, Advisory Board
Prior

Non-Profit Donations & Grants

Learn how non-profit organizations benefit from RelSci
$1,000 - $4,999
2006
Ceres operates as a non-profit organization. Its solutions include energy conservation, environmental restoration, management commitment, management commitment, reduction and disposal of wastes and audits and reports. The company was founded in 1989 and is headquartered in Boston, MA.
$1,000 - $4,999
2005
Ceres operates as a non-profit organization. Its solutions include energy conservation, environmental restoration, management commitment, management commitment, reduction and disposal of wastes and audits and reports. The company was founded in 1989 and is headquartered in Boston, MA.
$1,000 - $4,999
2004
Ceres operates as a non-profit organization. Its solutions include energy conservation, environmental restoration, management commitment, management commitment, reduction and disposal of wastes and audits and reports. The company was founded in 1989 and is headquartered in Boston, MA.
$5,000 - $10K
2003
Ceres operates as a non-profit organization. Its solutions include energy conservation, environmental restoration, management commitment, management commitment, reduction and disposal of wastes and audits and reports. The company was founded in 1989 and is headquartered in Boston, MA.
$1,000 - $4,999
2003
Earthjustice Legal Defense Fund provides environmental legal services. Its services help to preserve magnificent places and wildlife, to advance clean energy, and to combat climate change. The company was founded in 1971 and is headquartered in San Francisco, CA.

Political Donations

$250
2008
Former President of United States
$250
2004
DNC Service Corp. operates a political party. It is an organization which raises fund for the Democratic Party which has been a part of the U.S. political landscape. The company plans the presidential nominating convention, promotes candidates from the local to the national level and sets the party platform. DNC Service was founded in 1848 and is located in Washington, DC.
$250
2004
The Democratic Senatorial Campaign Committee is the only organization solely dedicated to electing a Democratic Senate. From grassroots organizing to candidate recruitment to providing campaign funds for tight races, the DSCC is working hard all year, every year to elect Democrats – and give President Obama the help he needs on Capitol Hill to move our country forward.
$250
1992
Former President of United States
$250
1992
Council Member at City of Irvine (California)

Other Affiliations

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