Joan Bavaria, a pioneer of social investing whose vision and humanity helped catalyze change in the capital markets, passed away on November 18 at her home in Marblehead, MA after a prolonged battle with cancer. Bavaria dedicated her life to exploring and developing all means of social investing and to educating and motivating other investors.
She co-founded the Social Investment Forum in 1981, an organization of research, advisory, banking and community loan fund organizations dedicated to advancing socially responsible investing. A year later, she founded Trillium Asset Management, the first U.S. firm dedicated to developing social research on publicly traded companies. Her pioneering work there laid the groundwork for the tremendous growth and interest in the socially responsible investing industry today. Bavaria co-founded Ceres in 1989, with a mission to move companies, financial markets and policy makers to find solutions to sustainability challenges such as global climate change.
This video tribute was created by Ceres Board Member Paul Freundlich for the second annual Bavaria Awards ceremony held at the Ceres Conference 2009.
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