A high-conviction, higher-tracking error sustainability-themed strategy that invests in companies positioned to thrive as we transition to a more sustainable economy.
esg global equity
Dedicated to a carbon-free future since 1999
Elizabeth Levy Wins 2022 MarketsChoice Award: Positive Impact
Trillium congratulates Elizabeth Levy, CFA, as the 2022 recipient of @marketsmedia’s WOMEN FINANCE award for Positive Impact!
A Multi-Decade Engagement: The Changing of the Washington NFL Team Name and Logo
On July 13, 2020, the Washington football team announced it was retiring its name, mascot and logo. The change is a direct result from engagement with sponsors and shareholders as well as decades of Native-led advocacy.
Trillium and fellow Investors & Indigenous Peoples Working Group (IIPWG) members had been collaborating on this issue for years. They collectively engaged with sponsors of the Washington D.C. NFL Football team to drive this change on June 14, 2020. In late June 2020, steered by IIPWG, these engagements culminated in letters to FedEx, Nike, and Pepsi from over 80 investors representing over $620 billion in assets asking the companies to cease their relationships with the team if it continued to use its current name and logo – ultimately driving the decision to change the name.
1Q23 Investment Review & Market Outlook
CIO John Quealy and Economist Cheryl Smith discuss Trillium investment strategies’ performance during the turbulent first quarter and provide a market and economic outlook based on the work they have done to date.
Apple and Investors Reach an Agreement: Worker Rights Assessment
Chief Advocacy Officer Jonas Kron discusses how Trillium co-led a group of investors in reaching an agreement with Apple to commission a third-party assessment of its labor practices. Learn more about how persistent shareholder engagement led to this outcome.