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Joan Bavaria, founding president and chief executive officer, Trillium Asset Management
Trillium Asset Management is an employee-owned investment advisor for clients concerned with the social and environmental impacts of their investments. The company, founded by Joan Bavaria in 1982, manages approximately $800 million and donates 5% of its before-tax profits to charitable causes.
In 1981, Ms. Bavaria co-founded the Social Investment Forum, an organization engaged in socially responsible investing where she served as President for four years and as a board member for eight years. Ms. Bavaria is also the Founding Chair of CERES, a national network of investment funds, environmental organizations and other public interest groups working to advance environmental stewardship in the business sector. She served as Chair from 1989 to 2001 and is currently a member of the Board. Her additional board memberships include the Dean's Committee for International Development at Harvard University's John F. Kennedy School of Government, Earth Justice Legal Defense Fund, Earthday Network, Union of Concerned Scientists and Greening of Industry Network.
Ms. Bavaria has been honored by President Mikhail Gorbachev, the City of Göteborg, Investment Advisor magazine, Scientific American magazine, Global Green USA and Green Cross International, Time.com, the New England Women Business Owners (NEWBO) and Working Women Magazine.
Research Insights on Leadership and Ethics
Assistant Professor of Finance and Economics
"Banks in India...the accounts are not well used...This may be because they have to walk the 3km to the bank; or it may be due to other obstacles, such as procrastination.”
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Jack R. Anderson Professor of Business
"The industry has developed general principles on which portfolio risk should be decomposed but actually determining the risk contributions can be difficult in complex portfolios.”
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Senior Vice Dean and Paul Calello Professor of Leadership and Ethics
"Those in a homogeneous group put much less effort into the task at hand in part because they were more interested in avoiding conflict. Diverse environments allowed people to focus on the task instead of their social relationship."
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Professor of Finance
“What makes countries rich is how productively they use their resources…Once a (more productive) technology is introduced, do people use it? Why aren’t people using the most improved technologies to begin with?”