Impact Investors & Having a Point of View

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On February 16, 2023, we spoke with Jonas Kron of Trillium Asset Management to explore “The Paradoxes of Shareholder Voice: CPR & the Investment Manager Perspective.”

Amidst the current debate about ESG and impact investing, fund managers are taking a deeper look at the political activities of the companies they invest in. Some push companies into active advocacy. Others focus on ensuring that political influences are not adding risk, or insisting that firms stay out of politics altogether. Yet all of these strategies raise enormous practical questions.

In this module, we explore:

• How would you describe Trillium’s “point of view?” Where does it come from… what guides it?
• How do you actually apply that point of view when you engage with firms? Can you give an example – say of climate policy? Paid leave?

The Corporate Political Responsibility Taskforce (CPRT)’s Expert Dialogues are in-depth, recorded conversations with academic experts, stakeholder advocates and business practitioners to provide our members and other CPR champions with the expertise and context they need to develop principled, proactive CPR strategies. We invite those interested in a constructive, non-partisan, principles-based discussion.

Jonas Kron, Esq. is Trillium Asset Management's Chief Advocacy Officer. With more than 20 years of experience in shareholder advocacy, Jonas is responsible for leading and coordinating Trillium’s extensive advocacy program, which works to engage companies on their environmental and social performance.

The full transcript for this module is available here. 

Keywords: #CorporatePoliticalInfluence #CorporatePoliticalResponsibility #ImpactInvesting #ImpactInvestors