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Trillium Asset Management CEO, Matt Patsky on Impact Through Global Public Equities Investing, Joan Bavaria, Community Impact Investing CDs, Mark Zuckerberg & The Onion, and More (#004)
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Matt Patsky (@mattpatsky) is the CEO and Lead Portfolio Manager of the Trillium ESG Global Equity Srategy and Portfolio Manager of the Trillium Sustainable Opportunities Strategy. Matt began his career at Lehman Brothers in 1984 and has over three decades of experience in investment research and investment management. In 1994 he became the first sell-side analyst in the United States to publish on the topic of socially responsible investing.
In this episode, we discuss how early in his career, Matt wrote a sustainability business plan in his first job out of school at Lehman Brothers and how his boss told him he would ruin his career if he didn’t stop this sort of thing. We spoke about how he stumbled into the Social Venture Network and ‘found his tribe’ after meeting a lot of the early SRI pioneers like Ben Cohen and Jerry Greenfield of Ben and Jerry’s, Howard Schultz of Starbucks Coffee, Anita Roddick of The Body Shop, and a bunch of others who encouraged him to follow his passion for responsible investing, and how he ended up being recruited to replace Trillium’s well-known founder, Joan Bavaria.
Matt speaks at length about his views on value creation and his belief that a manager’s fiduciary responsibility requires incorporating ESG principles into portfolio management. We also discuss greenwashing in the industry and the failures of investment funds to hold themselves accountable to the same standards that they impose on the management of their portfolio companies.
Show notes: https://sri360.com/podcast/matt-patsky
About the SRI 360° Podcast: The SRI 360° Podcast is focused exclusively on sustainable & responsible investing. In each episode, Scott Arnell interviews a world-class investor who is an accomplished practitioner from all asset classes. In my interviews, I cover everything from their early personal journeys - and what motivated and attracted them to commit their life energy to SRI - to insights on how they developed and executed their investment strategies and what challenges they face today. Each episode is a chance to go way below the surface with these impressive people and gain additional insights and useful lessons from professional investors.
SELECTED LINKS FROM THIS EPISODE:
- Connect with Matt Patsky: Twitter | LinkedIN
- Pax World Fund
- Social Venture Network
- Blue Haven Initiative
- BlackRock
- Glasgow Financial Alliance for Net Zero
- Lehman Brothers
- KLD Research & Analytics
- Eaton Vance
- Adams Harkness & Hill
- State Street Global Advisors
- SSGA Gender Diversity Index Exchange Traded Fund (ETF)
- Winslow Management
- Matt, Mark Zuckerberg and The Onion
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