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.
Download Fact Sheet | Download Commentary| Available in Mutual Fund Form

Small/Mid Cap Core

Invests in small and medium cap companies that are well-diversified across economic sectors, benchmarked to the S&P 1000.
Download Fact Sheet | Download Commentary| Available in Mutual Fund Form

All Cap Core

Invests across the range of market capitalizations and economic sectors, benchmarked to the S&P 1500.
Download Fact Sheet | Download Commentary| Available in Mutual Fund Form

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.
Download Fact Sheet | Download Commentary| Available as Equity Portion of the Green Century Balanced Fund

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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Global Equity

Invests in companies that demonstrate global leadership from both a financial and environmental perspective.  This ACWI benchmarked strategy has been fossil fuel free since inception. Global Equity is comprised of roughly 50% international and 50% US companies.
Download Fact Sheet | Available in Mutual Fund Form

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