Community Investing
Given their direct and tangible social benefits, it’s not surprising that community investments are the fastest growing asset class in socially responsible investing. Community investments provide loans and financial services to individuals and community organizations that traditional commercial banks often fail to serve, including the poor, minorities, small entrepreneurs, people in the developing world, and many others. Community investments help finance mortgages for low-income homebuyers, the development of nonprofit community childcare centers, and the establishment of sustainable enterprises like sustainable agriculture cooperatives around the world, to name just a few examples.
From our earliest days, Trillium Asset Management Corporation (”Trillium”) has been a leader in helping our clients participate in community investing. We work in partnership with community banks, credit unions, loan funds, and nonprofit organizations to offer our clients choices of an innovative range of high-impact community investments.
Community investment instruments are customized for each client, and can be targeted both geographically and by area of interest. (All of our community investments are client directed, and many of our clients choose to allocate a portion of their portfolios to community investing.) In addition to their high social impact, community investments can provide diversification and risk control helpful in meeting some clients’ financial goals.
We are pleased to be a part of the Social Investment Forum’s “1% in Community” campaign. Trillium is one of only a few active investment management firms with more than 1% of assets under management in community investment instruments.
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