Kathleen Bochman

Director of Research - Equity at

Trillium Asset Management LLC

Finance

Consumer Services

Profile

Ms. Kathleen M.
Bochman, CFA MBA, is a Managing Director of Research & Portfolio Manager at Trillium Asset Management LLC.
She oversees all Equity and ESG Research Analysts and Investment Operations and Risk Management.
Ms. Bochman is aslo the Lead Portfolio Manager on the Sustainable Opportunities strategies and a Portfolio Manager for the ESG Large Cap Core strategy.
She is a member of the Leadership Committee.
Ms. Bochman joined Trillium in 2024.
Previously, she was on the Investor Relations team at Moderna, focused on ESG prior to joining Trillium.
The majority of her career was spent in Asset Management as the Director of ESG, Director of Equity Research, Portfolio manager, and analyst roles at firms including Fidelity, Loomis Sayles, Wellington, and State Street Research & Management.
Ms. Bochman holds a B.A. in Psychology from Dartmouth College and an MBA from Columbia University.
She is a CFA Charterholder.

Kathleen Bochman active positions

Companies	Position	Start
Trillium Asset Management LLC Trillium Asset Management LLC Investment ManagersFinance Trillium combines impactful investment solutions with active ownership. Thier investment processes are focused on finding companies with strong growth prospects that are attractively priced and meet their ESG criteria/requirements. The firm’s analysts and portfolio managers conduct bottom-up, fundamental research on the companies, simultaneously reviewing both traditional financial and ESG metrics that they believe can add value to each strategies’ investment process.	Director of Research - Equity	-

All active positions of Kathleen Bochman

Former positions of Kathleen Bochman

Companies	Position	End
Loomis, Sayles & Co. LP Loomis, Sayles & Co. LP Investment ManagersFinance Loomis Sayles bases their overall investment approach on the premise that their disciplined, research-based investment strategies can identify market inefficiencies that can lead to consistent outperformance of benchmarks. The firm's fixed-income research team seeks to identify attractive securities and assign ratings to various issues. Their equity investment approach is based on their belief that equity markets are inefficient. Loomis Sayles employs an intensive bottom-up investment analysis with the goal of delivering superior risk adjusted performance.	Analyst-Equity	31/12/2016
Wellington Management Co. LLP Wellington Management Co. LLP Investment ManagersFinance WMC relies on their extensive independent research and includes portfolio management styles and approaches in equities, fixed income securities, currencies and commodities, as well as asset allocation across these categories. The firm has several different disciplines when approaching research and these include asset allocation analysts, currency analysts, data scientists, factor analysts, fixed income credit analysts, fixed income market analysts, global industry analysts and research associates, macro-analysts, quantitative analysts and technical analysts.	Analyst-Equity	30/12/2003
Gimme Credit LLC Gimme Credit LLC Investment ManagersFinance Provides investment research	Corporate Officer/Principal	30/12/2005
Andersen Consulting (Minnesota)	Corporate Officer/Principal	-
State Street Research & Management Co. State Street Research & Management Co. Investment Banks/BrokersFinance SSR combines bottom-up stock selection with quantitative risk controls. The Asset Allocation committee formulates the asset allocation strategy based upon the relative attractiveness, variability and correlation between the equity and fixed income markets. The committee reviews a wide range of factors that include forecasts of corporate earnings, liquidity and an assessment of macroeconomic trends. The committee formally reviews allocation targets on a monthly basis. For active equity management they combine bottom-up stock selection based on comprehensive fundamental research with explicit sector weighting decisions and quantitative risk management. Teams manage portfolios. SSR believes that fixed income security prices respond to economic fundamentals in predictable but not perfectly efficient ways. They seek to identify opportunities created by these inefficiencies through fundamental research supported by quantitative risk controls.	Analyst-Equity	30/12/2000

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Private companies	8
Loomis, Sayles & Co. LP Loomis, Sayles & Co. LP Investment ManagersFinance Loomis Sayles bases their overall investment approach on the premise that their disciplined, research-based investment strategies can identify market inefficiencies that can lead to consistent outperformance of benchmarks. The firm's fixed-income research team seeks to identify attractive securities and assign ratings to various issues. Their equity investment approach is based on their belief that equity markets are inefficient. Loomis Sayles employs an intensive bottom-up investment analysis with the goal of delivering superior risk adjusted performance.	Finance
State Street Research & Management Co. State Street Research & Management Co. Investment Banks/BrokersFinance SSR combines bottom-up stock selection with quantitative risk controls. The Asset Allocation committee formulates the asset allocation strategy based upon the relative attractiveness, variability and correlation between the equity and fixed income markets. The committee reviews a wide range of factors that include forecasts of corporate earnings, liquidity and an assessment of macroeconomic trends. The committee formally reviews allocation targets on a monthly basis. For active equity management they combine bottom-up stock selection based on comprehensive fundamental research with explicit sector weighting decisions and quantitative risk management. Teams manage portfolios. SSR believes that fixed income security prices respond to economic fundamentals in predictable but not perfectly efficient ways. They seek to identify opportunities created by these inefficiencies through fundamental research supported by quantitative risk controls.	Finance
Wellington Management Co. LLP Wellington Management Co. LLP Investment ManagersFinance WMC relies on their extensive independent research and includes portfolio management styles and approaches in equities, fixed income securities, currencies and commodities, as well as asset allocation across these categories. The firm has several different disciplines when approaching research and these include asset allocation analysts, currency analysts, data scientists, factor analysts, fixed income credit analysts, fixed income market analysts, global industry analysts and research associates, macro-analysts, quantitative analysts and technical analysts.	Finance
Trillium Asset Management LLC Trillium Asset Management LLC Investment ManagersFinance Trillium combines impactful investment solutions with active ownership. Thier investment processes are focused on finding companies with strong growth prospects that are attractively priced and meet their ESG criteria/requirements. The firm’s analysts and portfolio managers conduct bottom-up, fundamental research on the companies, simultaneously reviewing both traditional financial and ESG metrics that they believe can add value to each strategies’ investment process.	Finance
The Trustees of Columbia University in The City of New York The Trustees of Columbia University in The City of New York Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Dartmouth College Dartmouth College Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Gimme Credit LLC Gimme Credit LLC Investment ManagersFinance Provides investment research	Finance
Andersen Consulting (Minnesota)