Delivering Sustainable Investments Since 1982SM

Equity Strategies

All Trillium strategies include negative and positive ESG criteria, employing fundamental equity analysis that emphasizes higher growth companies trading at reasonable valuations.

Large Cap Core

Invests in large capitalization stocks that are well-diversified across economic sectors, benchmarked to the S&P 500.
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Small/Mid Cap Core

Invests in small and medium cap companies that are well-diversified across economic sectors, benchmarked to the S&P 1000.
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All Cap Core

Invests across the range of market capitalizations and economic sectors, benchmarked to the S&P 1500.
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Sustainable Opportunities

Thematic strategy that invests in companies positioned to thrive as we transition to a more sustainable economy (Green Solutions, Economic Empowerment, and Healthy Living). This fossil fuel free strategy includes greater international exposure and is benchmarked to the S&P 1500.
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Fossil Fuel Free Core

Invests across the range of market capitalizations and economic sectors in companies that meet Trillium’s sustainability criteria. This strategy has no direct exposure to fossil fuels.
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Growth and Income

Invests in large capitalization stocks that are well-diversified across economic sectors and have higher dividend yields, benchmarked to the S&P 500.
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