Exclusively Focused On Responsible Investing
$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
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.

*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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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.

Investing For A Stronger Future
Learn how Trillium’s impact investing strategies transform investor capital into a catalyst for change.