Trillium Asset Management Welcomes Kathleen Bochman to the Team
Trillium Asset Management, a prominent player in sustainable and socially responsible investment management, is excited to announce the arrival of Kathleen (KK) Bochman, CFA, to its Portfolio Management team. With her wealth of experience in portfolio management and sustainable investing, KK is poised to make significant contributions to the firm.
Commitment to Sustainable Investing
John Quealy, Trillium's Chief Investment Officer, expressed enthusiasm about KK's inclusion. "We are thrilled to welcome KK to our team," he stated. "Her deep expertise in sustainable investing aligns seamlessly with our collaborative approach towards managing strategies consistent with our firm values of equity, ecology, and economy. We are confident that her insights will elevate our ability to deliver investment solutions that not only drive returns but also foster a more sustainable future for our clients and the communities we serve."
KK Bochman's Impressive Background
Before joining Trillium, KK held the position of Senior Director of Investor Relations of ESG at Moderna and previously served as Managing Director of ESG at Fidelity Investments. It is noteworthy that she began her career in sustainability at Loomis Sayles & Company, where she was Director of ESG and held various roles, including equity analyst and portfolio manager.
A Focus on ESG Strategies
KK's broad expertise encompasses ESG data integration, climate transition strategies, stewardship, and the application of regulatory and industry frameworks. This extensive background in sustainable investing highlights her commitment to advancing responsible investment practices.
Vision for the Future
Bochman expressed her enthusiasm about joining Trillium by stating, "I am honored to join a firm with such a strong commitment to responsible investing and sustainability. Trillium's dedication to aligning values with investment objectives to make a positive impact resonates deeply with my professional beliefs. I look forward to contributing to the firm's mission and working on strategies that support long-term value creation and positive societal impact."
Educational Background and Credentials
Prior to her focus on sustainable investing, KK was involved in fixed income analysis at Wellington and State Street Research. She holds a B.A. in Psychology from Dartmouth College and an MBA from Columbia University. Alongside her impressive academic credentials, she is a CFA Charterholder and holds the CFA Institute Certificate in ESG Investing.
About Trillium Asset Management
Trillium is dedicated to advancing a global sustainable economy and creating a just society. With over 40 years of leadership in ESG thought, the firm uses a comprehensive, fully integrated investment process to uncover long-term investment opportunities. Trillium remains devoted to aligning stakeholders' values with impactful investment solutions while prioritizing responsible ownership. It offers equity, fixed income, and alternative investments catering to institutions, intermediaries, high-net-worth individuals, as well as charitable and non-profit organizations, all aimed at delivering positive impact and long-term value.
Frequently Asked Questions
Who is Kathleen Bochman?
Kathleen Bochman is a seasoned professional in portfolio management and sustainable investing, recently joining Trillium Asset Management.
What previous roles did KK Bochman hold?
She served as Senior Director of Investor Relations of ESG at Moderna and Managing Director of ESG at Fidelity Investments, among others.
What does Trillium Asset Management focus on?
Trillium focuses on sustainable and socially responsible investment management, aiming to align values with investment goals.
What is the mission of Trillium?
Trillium’s mission is to advance a sustainable economy, contribute positively to society, and provide long-term value through responsible investing.
Where did KK Bochman receive her education?
KK holds a B.A. in Psychology from Dartmouth College and an MBA from Columbia University.
