2024 Joan Bavaria Award

Image of Joan Bavaria in black and whiteJoan Bavaria was a pioneer of socially responsible investing whose vision and humanity helped catalyze positive change in the capital markets.

Beginning in the late 1960s, she recognized that many investors wanted to integrate social and environmental values into their investments, that investment firms could leverage their funds to press for corporate social responsibility, and that such investments could be profitable.

Joan was a co-founder of US SIF in 1981, and founded Trillium Asset Management in 1982, establishing an investment firm to provide a space for clients to invest their money in alignment with their values.

In 1989 Joan co-founded Ceres, a nonprofit with a mission to move companies, financial markets and policy makers to find solutions to sustainability challenges.

Joan was a founding, and long-time member of the boards of Ceres and US SIF, serving as Chair of each organization, respectively.

Joan served as Trillium’s CEO until her death in 2008 and she is often referred to as the “Founding Mother” of Socially Responsible Investing.

Following her death, Trillium and Ceres continued to present The Joan Bavaria Award to honor her trailblazing spirit and impact.

Chart listing the past recipients of the Bavaria Award from 2008 to 2022Nominations for the 2024 Bavaria Award are open to people in the investment and non-profit / NGO communities who are working to transform capital markets.

Judges for the 2024 Joan Bavaria Award are leaders of three organizations that Joan Bavaria founded or co-founded: Maria Lettini, CEO of US SIF, Matthew Patsky, CEO of Trillium Asset Management, and Mindy Lubber, CEO and President of Ceres.  

The 2024 Joan Bavaria Award will be awarded at the 2024 US SIF conference, which will take place in Chicago, IL from June 24 – 26, 2024.

Eligibility  

To be considered for the 2024 Joan Bavaria Award, nominees must have experience in the investment industry or the NGO / Non-Profit community and share the spirit of collaboration and coalition building demonstrated by Joan Bavaria and the organizations she founded.

When submitting a nomination or self-nomination, please include a description of initiatives or accomplishments that have been the most impactful. Sharing information on the nominee’s individual accomplishments that are especially visionary, groundbreaking, or otherwise unique will be helpful to the people reviewing nominations. Nominations, including self-nominations, for the Award are being accepted through March 8, 2024

Current employees of US SIF, Trillium and Ceres will not be considered for the 2024 Joan Bavaria Award.

If you have questions, please e-mail BavariaAward@trilliuminvest.com