Delivering Sustainable Investments Since 1982SM

Trillium News

July 31, 2013

Trillium’s Sustainable Opportunities Strategy is One-Third as Carbon Intensive as its Benchmark

As of March 31, 2013 Trillium’s Sustainable Opportunities Strategy has been calculated to be 66.64% less carbon intensive than its benchmark, the S&P 1500® Index, on that date, according to a carbon footprint analysis conducted by Trucost, a leading environmental data and analysis firm.

Trucost’s carbon intensity analysis is based on measuring the tons of carbon emissions per million dollars of revenue of the companies held by the strategy and those of the companies included in the S&P 1500® Index.

Trillium’s Sustainable Opportunity Strategy seeks to provide long-term investment growth by investing in companies positioned to thrive during the transition to a more sustainable economy. The strategy has been fossil fuel-free since its inception.

“Climate change is the defining investment issue of our generation.” says Matthew W. Patsky, CEO of Trillium Asset Management. “Sound environmental practices in the business community—like those represented in our Sustainable Opportunities Strategy—are important to strong economic growth. Companies revolutionizing the fields of energy efficiency, clean energy, and sustainable agriculture will, we believe, have the highest growth prospects and benefit from changes in the global economy.”

Since its 2008 inception, the strategy has employed fundamental equity analysis that integrates ESG factors and emphasizes high-growth companies trading at reasonable valuations. Companies must demonstrate that they are contributing to three core sustainability themes through their core business: Green Solutions, Economic Empowerment, and Healthy Living.

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