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CASE 3.1 Engage or Divest?: Trillium Asset Management, Facebook Governance, and Shareholder Advocacy

In The Heller Social Impact Case Collection

Monique DeSimone , Jess Lynch-Foust, Douglass Guernsey, and Laura Burroughs

This case presents a challenge facing Trilliam Asset Management around whether to continue advancing ESG issues with Facebook or divest. The case provides a window into corporate goverance and hard choices that must be made with incomplete information. 

The Heller Social Impact Case Collection is available for purchase here. Instructors may request the Teaching Notes for the book.

Cover Image of CASE 3.1 Engage or Divest?: Trillium Asset Management
E-book: $4.95
ISBN-13: 9781684582235
Pages: 22 | Size: 8.5 in. x 11 in.
Date Published: April 15, 2024
Screenshot-2023-10-11-at-16.51.58

About the Author

Monique DeSimone is a Social Impact MBA candidate and president/co-chair of the Impact Investing and ESG Group at the Heller School for Social Policy and Management at Brandeis University. She has 8 years of experience in the finance sector, with expertise in wealth management, financial planning and modeling, investment analysis, and ESG portfolio development. Monique was recognized as an Emerging Leader at GreenFin22 and is passionate about centering social equity within the investing landscape. She is a Chartered SRI Counselor and a Series 7 and 66 holder, and she received a BBA in Management with a concentration in Sustainability from the University of Massachusetts Amherst.

Douglass Guernsey is a Social Impact MBA candidate and co-chair of the Impact, Investing, and ESG Group at Brandeis University. He brings a passion for entrepreneurship, governance, and sustainability to the impact investing space. Douglass has opened several restaurants, started a media company, and is the co-founder of the fundraising fintech Missionable.

Jess Lynch-Foust is a Social Impact MBA candidate at the Heller School for Social Policy and Management at Brandeis University, where she is a committee member of the Impact Investing and ESG Group. She has held roles in the financial industry at Atlas Impact Partners and Wellington Management and is currently interning with Ceres on their Cor- porate Sustainability Performance Analyst Team. She holds a BA in International Affairs and Human Services with a minor in Global Social Entrepreneurship from Northeastern University.

Laura Burroughs is a Social Impact MBA candidate and committee member of the Impact Investing and ESG Group. Prior to Heller, Laura spent 6 years at an international NGO. Laura’s expertise is in international development, sustainable resource management, monitoring and evaluation, and gender equity. She selected the Heller MBA program to translate her background into advancing impact for the private sector. She is currently interning at Corporate Citizenship, an ESG consulting firm where she contributes to sustainability research, ESG reporting and materiality assessments, and client proposals. She is a certified project management professional, with experience leading projects in the US and Somalia.

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