ESG Global Equity

ESG Global Equity is designed to address the risks and opportunities created by the increasing constraints on natural capital.

ESG Global Equity is designed to address the risks and opportunities created by the increasing constraints on natural capital.

Investment Process

ESG Global Equity is designed to address the risks and opportunities created by the increasing constraints on natural capital. Since 1999, we have searched the globe for companies that meet a dual mandate: environmental leadership and financial quality. Our rigorous selection criteria is fossil fuel free and integrates financial and ESG (environmental, social, and governance) research to seek high quality growth companies at a reasonable price, resulting in an equity portfolio that seeks positive risk-adjusted return.

Contact Information

Tom Simunovic
Tom Simunovic
ESG Investment Strategy Specialist and Relationship Manager
tsimunovic@trilliuminvest.com617-532-6673

Portfolio Managers

Jim Madden, CFA
Jim Madden, CFA
Portfolio Manager
Bio >
Matthew W. Patsky, CFA
Matthew W. Patsky, CFA
Portfolio Manager
Bio >
Patrick Wollenberg, CEFA
Patrick Wollenberg, CEFA
Portfolio Manager
Bio >
Benchmark
MSCE ACWI
Inception Date
1999
Strategy Assets
$494m
Holdings
119
Initial Position Size
0-5%
Tracking Error Range (3 years)
3-4%
Standard Deviation +/-
4%
Annual Turnover
20-40%
Equity Characteristics
as of 3/31/20
Global Equity
MSCI ACWI
Market Capitalization
(weighted avg. billions)
$244.5
$284.1
Dividend Yield
2.5%
2.3%
P/E (FY1 EST)
15.3x
16.1x
Price/Book
2.6x
2.7x
Est. 3-5 Yr. EPS Growth
9.5%
9.7%
Operating Margin
21.9%
22.1%
LT Debt/Capital
44.7%
43.2%
Sector Allocations vs. Benchmark
as of 3/31/20
Global Equity
MSCI 
ACWI
Information Tech.
19.5
18.8
Industrials
15.8
9.6
Health Care
15.4
13.3
Financials
13.0
14.5
Consumer Discretionary
10.6
10.8
Consumer Staples
8.0
8.8
Materials
5.6
4.4
Comm. Svcs.
4.5
9.3
Real Estate
3.3
3.2
Utilities
2.1
3.6
Energy
0.0
3.7
Sector Allocation, Equity Characteristics and Top Holdings based on a representative account as of 03/31/2020 and exclude cash.
Top Ten Countries
as of 3/31/20
Global Equity
MSCI 
ACWI
United States
48.9
55.0
Japan
6.5
7.5
France
5.4
3.0
United Kingdom
4.5
4.4
Ireland
3.7
1.0
Switzerland
3.2
3.4
Germany
2.9
2.3
Denmark
2.6
0.6
Sweden
2.4
0.7
Canada
1.9
2.8
GIPS COMPLIANT PERFORMANCE  COMING SOON