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.
Trillium's ESG Large Cap Core Strategy: Our Investment Philosophy
Trillium's ESG Large Cap Core Strategy: Our Investment Philosophy
Trillium has a philosophy of investing in companies that have the potential to make the world a better place. The ESG Large Cap Core strategy aims to create a diversified portfolio, focusing on companies that meet specific criteria, which are identified by integrating ESG factors into fundamental financial analysis. Watch now to learn more:
Trillium ESG Large Cap Core Strategy: Our Investment Process
Trillium ESG Large Cap Core Strategy: Our Investment Process
Trillium's ESG Large Cap Core process is a unique investment approach combining ESG data and financial analysis. However, it's not just about the data; it's about making informed decisions. The team targets business leaders with strong financials and superior ESG characteristics, striving to find the best companies that align with Trillium's values and deliver impact.