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Active Portfolios, Global Impact

Delivering Sustainable Investments Since 1982®

At Trillium, we seek to activate client capital to advance humankind towards a global, sustainable economy, a just society, and a better world.

Private Clients
Partnering with individuals, family offices, and non-profits to build diversified, values-aligned investment portfolios.
Financial Intermediaries
Providing advisors with impact-driven investment solutions to align with their clients’ goals.
Institutional Investors
Delivering institutional consultants and asset owners purpose-driven investment solutions.
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Holistic ESG-Integrated Investments

Exclusively Focused On Responsible Investing

As a pioneer in values-driven investing, Trillium is committed to delivering value for investors through active ownership and shareholder advocacy — creating lasting, positive change.  

$4.6 billion 

Assets under management
as of 3/31/25

$1.1 billion

Model assets
as of 3/31/25

260+

Total shareholder engagements 

Who We Are

We Believe Impact is Active

Trillium’s investment approach focuses on positive integration of material quantitative and qualitative ESG* (environmental, social and governance) data with fundamental financial analysis to provide meaningful insights into value-creation opportunities and risk profiles.

We also consider it part of our mission to engage with the companies that we hold to press for positive change on ESG concerns or opportunities that we believe will help protect or enhance shareholder value and/or create meaningful impact for stakeholders.

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*ESG investing is defined as utilizing environmental, social, and governance (ESG) criteria as a set of standards for a company's operations that socially conscious investors use to screen potential investments.

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Insight

Trillium 1Q25 Economic Review & Outlook

Trillium shares why they believe quality companies will continue to perform in an era of waning US influence.

Insight

Trillium 1Q25 Economic Review & Outlook

Trillium shares why they believe quality companies will continue to perform in an era of waning US influence.

Report

1Q2025 Advocacy Impact Report

Report

1Q2025 Advocacy Impact Report

Update

Trillium Insight on Tariffs and Market Volatility

Update

Trillium Insight on Tariffs and Market Volatility

Update

Corporate Inclusion Of Trans People

Update

Corporate Inclusion Of Trans People

Insight
Facing political whiplash, here’s why investors should stay the course
Insight
Facing political whiplash, here’s why investors should stay the course
Insight
Trillium Q4 Economic Review & Outlook
Insight
Trillium Q4 Economic Review & Outlook
Report
4Q24 Advocacy Impact Report
Report
4Q24 Advocacy Impact Report

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Shareholder Advocacy

Advocacy & Public Policy

At Trillium, we leverage the full breadth of company shareholder advocacy tools and resources to engage with companies and governments, activating our stakeholder client assets to help create positive, lasting change in companies’ environmental, social, and governance impacts and performance.

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Investing For A Stronger Future

Learn how Trillium’s impact investing strategies transform investor capital into a catalyst for change.

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