Joan L. Bavaria

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Joan Bavaria (died in 2008) "served as Founding President and CEO of Trillium Asset Management since its incorporation in 1982. An employee-owned investment advisor with thirty four employees and approximately $750 million under management, Trillium Asset Management services clients with a concern for the social and environmental impacts of their investments. The company has published research on social issues and investments since 1982, works with clients and companies on their social and environmental management issues, contributes significant resources to social activism and community work, and donates 5% of its before-tax profits to charitable causes. Ms. Bavaria is Founding Chair of CERES and served as Chair from 1989 to 2001. In 1989, the Coalition released the ten principles for environmental management now known as the CERES Principles. With CERES, Joan works with companies who have endorsed the Principles or who are interested in CERES around environmental reporting, community outreach and various environmental justice issues. The list of CERES endorsing companies includes Timberland, and Ben & Jerry's; but also General Motors, BankAmerica, IT&T Industries, and Sunoco, the first Fortune 500 firm.

"In 1981, Joan co-founded the Social Investment Forum, an organization of research, advisory, banking and community loan fund organizations engaged in socially responsible investing. She served as President of the Forum for four years and served on the Board for eight years. Ms. Bavaria is currently on the Dean's Committee for International Development at Harvard University's John F. Kennedy School of Government. She sits on the Boards of CERES; LightHawk, pilots for the environment; Earth Justice Legal Defense Fund and the Center for Environmental Leadership in Business. She is on the Advisory Board of the Greening of Industry Network, a global network of academics and on the Advisory Board of the Corporate Environmental Management Program at the University of Michigan. She was a Board member and Secretary of Green Seal from 1991 - 1999, and served as Chair of the National Advisory Committee for Policy & Technology's subcommittee, Community Based Environmental Policy, which advises the EPA. Joan has also served on the Boards of Directors of The Council on Economic Priorities for twelve years and the Industrial Cooperative Association Loan Fund for ten.

"Ms. Bavaria has received numerous awards. In December of 2002 she was named by Scientifc Amercian magazine as one of the "Scientific American 50." October of 2000 she was honored by Global Green USA and Green Cross International President Mikhail Gorbachev with the Millennium Award for Corporate Environmental Leadership. In November of 1999 Ms. Bavaria was lauded as "Hero for the Planet" by Time.com. Other awards include the New England Women Business Owners (NEWBO) Woman of the Year award in 1994, and two regional awards from Working Women Magazine and their Entrepreneurial Excellence Awards in March of 1999. For the past 20 years, Ms. Bavaria has been widely published and has done extensive public speaking and media work. She served as an Investment Officer of the Bank of Boston from 1967 to 1975. Her education included Massachusetts College of Art, University of Massachusetts, Amherst, and the Chartered Financial Analyst program."" [1]

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References

  1. Joan L. Bavaria, CERES, accessed May 11, 2008.