Delivering Sustainable Investments Since 1982SM

About Us

Trillium Asset Management is an employee-owned investment management firm with over $2.2 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.

Founded in 1982, Trillium has a long history of managing equity and fixed income portfolios for:

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 strives to achieve the same level of diligence and reporting that we ask of companies with whom we interact.

You can download Trillium’s most recent United Nations Principle of Responsible Investing Report here.
You can download Trillium’s most recent GIIRS Report here.
You can download Trillium’s most recent ADV II brochure here.
You can download Trillium’s 2014-2015 Proxy votes here.

*As of June 30, 2015

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