New Holding: Merck

Posted November 3, 2014

Merck, a global healthcare and pharmaceutical company, offers products to treat conditions across a range of therapeutic areas, including cardiovascular disease, asthma, cancer, infections, and osteoporosis. Merck also has substantial businesses in vaccines and animal health. The pharmaceutical industry relies heavily on solvents throughout manufacturing and other processes, so companies’…  

Portfolio Managers Commentary: Third Quarter 2014

Posted October 22, 2014

Performance Review… We repositioned the portfolio early in the third quarter, ahead of what we believe to be a forthcoming change in monetary policy in the United States. The shift entailed moderating exposure to small and mid-cap and emerging market stocks, while increasing the allocation to stable and liquid mega  

Portfolio 21 to Merge with Trillium Asset Management

Posted October 13, 2014

Dear Clients, Advisors and Friends, We are very pleased to inform you that Portfolio 21 is working toward a merger with Trillium Asset Management. Our primary objective in evaluating a merger has been to assure ourselves that it would result in a substantial improvement in the resources available to serve…  

Seeking international progress on ESG disclosure

Posted October 8, 2014

In conjunction with other investors, Portfolio 21 requested that The International Organization of Securities Commissions work more closely with regulators, stock exchanges, and other related parties to improve the disclosure of material environmental, social and governance information.…  

Diversification does not assure a profit nor protect against loss in a declining market.


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