The Oldest SRI Investment Advisor
Headquartered in Boston, MA, Trillium Asset Management LLC is the oldest independent investment advisor devoted exclusively to sustainable and responsible investing (SRI). With over $1.3 billion in assets under management, Trillium integrates Environmental, Social, and Governance (ESG) factors into the investment process as a way to identify the companies best positioned to deliver strong long-term performance.
Launched in 1982, Trillium has a long history of managing SRI and ESG equity and fixed income investments for:
- High Net Worth Individuals
- Religious Organizations
- Other Non-Profits
- Financial Advisors and their Clients
A leader in shareholder advocacy and public policy work, Trillium leverages the power of stock ownership to promote social and environmental change while providing both impact and performance to our investors.
Trillium’s equity strategies include Large Cap Core, Small/Mid Cap Core, All Cap Core, Sustainable Opportunities, and Growth and Income. The track record of these strategies demonstrates that an SRI approach can provide competitive long term returns.