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ThinkAdvisor Profiles Trillium’s Award-Winning Approach to ESG Investing

August 4, 2017 // Boston, MA – This past May, after receiving the Envestnet and Investment Advisor SMA ‘Impact’ Manager of the Year Award for our Small/Mid-Cap Core strategy, Trillium Asset Management CEO Matthew Patsky sat down with Investment Advisor magazine to discuss the integration of environmental, social, and governance (ESG) factors into the strategy’s investment process. Below is an excerpt from the article.


The Long Game: 2017 SMA Managers of the Year

Although impact investing has been growing in popularity over the last few years, Trillium Asset Management has been in the sector for 35 years.

When the firm was founded in 1982, a lot of factors that contributed to a firm’s success weren’t available in its financial statements, according to Matt Patsky, Trillium CEO and portfolio manager on the Small/Mid-Cap Core strategy.

“You wanted to look at environment, social and governance issues that were material to the sustainability of businesses models but were not going to be found within the financial statement,” Patsky said of security analysis back then. However, he said, Trillium believed “that if we did it and did it well, [impact investing] would go mainstream.”

If not quite mainstream, impact investing is clearly an area of opportunity. A report released in mid-May by the Global Impact Investing Network found that in 2016, institutional investors poured over $22 billion into impact investments, with plans to increase both the amount of capital and the number of investments this year by 17% and 20%, respectively. Those investors manage a total $114 billion in impact investments, the survey found.

Although he has more competitors now, Patsky said that hopefully, “we’re moving into the mainstreaming of [impact investing] enough that 10 years from now you won’t have an impact award because everyone will qualify as an impact investor.”

Read the full article on ThinkAdvisor.com.

Contact: Caroline White, Communications Manager, cwhite@trilliuminvest.com

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The SMA Manager of the Year award is not indicative of the future performance of the SMID strategy or Trillium Asset Management.  Past performance is not guarantee of future results. The award winner is chosen from more than 1,400 SMAs and strategists available on the Envestnet platform. Each portfolio must have at least a three-year track record and at least $200 million in assets invested in the strategy. These strategies must be widely available to advisors and their end clients on multiple platforms. One manager was chosen from the managers under consideration or less than 1% of managers.

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