The 2024 Joan Bavaria Award will recognize an investor or non-profit leader who is working to transform the capital markets into a system that balances economic prosperity with social and environmental concerns

WASHINGTON, DC / BOSTON, MA, February 14, 2024 /24-7PressRelease/ — US SIF and Trillium Asset Management are seeking nominations for the 2024 Joan Bavaria Award, which will recognize an investor or non-profit leader who is working to transform the capital markets into a system that balances economic prosperity with social and environmental concerns.

A pioneer of socially responsible investing, Joan Bavaria’s vision and humanity helped catalyze positive change in the capital markets. She is often referred to as the “Founding Mother” of Socially Responsible Investing. Joan died in 2008, following a courageous battle with ovarian cancer.

In 1981, Joan co-founded US SIF, a non-profit membership organization which works to shift investment practices towards sustainability, focusing on long-term investment and the generation of positive social and environmental impacts.

Joan founded Trillium Asset Management in 1982. It was one of the first investment firms solely focused on sustainable and responsible investing.

The Joan Bavaria Award was created in 2008 by Trillium Asset Management and Ceres to carry on Joan’s legacy by honoring other sustainability heroes across the planet. The 2024 Joan Bavaria Award will be presented at the 2024 US SIF FORUM being held June 24-26 in Chicago, IL.

To be considered for the Joan Bavaria Award, nominees must have experience in the investment industry or the NGO / Non-Profit community and share the spirit of collaboration and coalition building demonstrated by Joan Bavaria and the organizations she founded.

The judges for the 2024 Joan Bavaria Award are Maria Lettini, CEO of US SIF, Matthew Patsky, CEO of Trillium Asset Management and Mindy Lubber, CEO and President of Ceres.

Nominations, including self-nominations, for the Award are being accepted through March 8, 2024, at www.trilliuminvest.com/joanbavaria and www.ussif.org/joanbavaria.

“We look forward to honoring Joan Bavaria’s legacy by spotlighting sustainability champions with the 2024 Joan Bavaria Award,” said Maria Lettini, CEO of US SIF. “As sustainable investing expands across all investment sectors, we recognize the significance of Joan’s meaningful contribution in establishing sustainable investing. This award celebrates the new leaders who continue to carry her torch by broadening and the deepening the industry’s role in driving positive impact and equitable change.”

“Joan Bavaria dedicated her life’s work to creating a better world,” said Matt Patsky, CEO of Trillium Asset Management. “She was a hero of mine, and it is an honor for me to lead the investment firm that she founded. With this award, we have the opportunity to recognize sustainability leaders who share her passion.”

Past winners of the Joan Bavaria award include Napoleon Wallace, Managing Partner of The Southern Reconstruction Fund, Sr. Patricia Daly, Executive Director of the Tri-State Coalition for Responsible Investment, and Christiana Figueres, Executive Secretary of the United Nations Framework Convention on Climate Change.

If you have questions about the 2024 Joan Bavaria Award, please e-mail [email protected].

US SIF: The Sustainable Investment Forum is the preeminent voice advancing sustainable investing. Members, who represent $5 trillion in assets under management or advisement, support US SIF’s mission is to rapidly shift investment practices toward sustainability, focusing on long-term investment, the generation of positive social and environmental impacts and supporting the shift toward a more resilient and equitable planet and society. https://www.ussif.org

Trillium Asset Management offers investment strategies and services that advance humankind towards a global sustainable economy, a just society, and a better world. For over 40 years, Trillium has been at the forefront of sustainable and responsible investing. Devoted to aligning stakeholders’ values and objectives, Trillium combines impactful investment solutions with active ownership. www.trilliuminvest.com


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