Delivering Sustainable Investments Since 1982SM

Fixed Income Strategy

Trillium offers a well-diversified, actively-managed, US-core bond strategy managed for all market environments.

Trillium’s Fixed Income Strategy, which was launched in 2007, combines a macro-view with individual fixed income security selection and incorporates both negative and positive Environmental, Social, and Governance (ESG) criteria. The strategy offers both taxable and tax-exempt options, depending on the needs of the client.

Agency and municipal bonds are selected with consideration of the positive aspects of funding provided: education, sanitation, clean energy, etc. Corporate bonds are selected, in part, based on the ESG profile of the issuing company. The strategy, which is lead by Cheryl I. Smith, Ph.D., CFA, also proactively includes “Green Bond” exposure, including World Bank and IFC Green Bonds. The portfolio typically holds bonds until maturity or call, with less than 25% turnover per year. It uses structured notes at attractive Option Adjusted Spread to pick up yield and protect against rising rates.


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