General Investing >> Money Manager Interviews >> April 20, 2009

Socially Responsible Investing – Adam Seitchik – Trillium Asset Management Corporation

Adam Seitchik is Chief Investment Officer of Trillium Asset Management Corporation in Boston (www.trilliuminvest.com), the oldest and largest independent US investment firm dedicated solely to socially and environmentally responsible investing. He is the lead portfolio manager for the Green Century Balanced Fund, an environmentally focused mutual fund owned by a consortium of non-profit environmental organizations. Prior to joining Trillium, he was Chief Global Strategist for Deutsche Asset Management in London, where he led a team setting investment policy for over 40 billion in client assets, and created and managed three global macro hedge funds. He also has experience as an analyst and portfolio manager at Wellington Management Company in Boston. He holds a PhD in Economics from Boston University and early in his career was an Assistant Professor of Economics at Wellesley College. He received the Chartered Financial Analyst designation in 1993. He has published a variety of books and articles on economics, finance and public policy, and has spoken widely on these issues. He is the co-author of "Why Lower Drug Prices Benefit Institutional Investors: An Application of Universal Ownership Theory," in the May 2007 issue of Corporate Governance. Other recent articles include "Climate Change from the Investor's Perspective" (for the Civil Society Institute), "The Transformational Power of Sustainability," "Taking Responsibility for Market Returns," and "Wall Street Goes Green." He is Director of the Bainbridge Graduate Institute, a leading sustainable MBA program. He also serves as a Trustee of the Hyams Foundation, which is dedicated to increasing economic and social justice and power within low-income communities in the Boston area. He is Chair of the Foundation's Investment and Finance Committee and serves on its ad-hoc committee on Mission Related Investing. He is an elected parent representative on the Lexington High School Council and an active member of the Social Venture Network. Profile
TWST: Please start with an overview of Trillium Asset Management and your

investment philosophy there.

Mr. Seitchik: Trillium Asset Management is a 27-year-old investment adviser. We

are the