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 Investment Approach > Overview
Our Investment Approach

We Believe Impact is Active

Trillium’s investment approach focuses on positive integration of material quantitative and qualitative ESG data with fundamental financial analysis to provide meaningful insights into value-creation opportunities and risk profiles. We also consider it part of our mission to engage with the companies that we hold to press for positive change on ESG concerns or opportunities that we believe will help protect or enhance shareholder value and/or create meaningful impact for stakeholders.

Our Holistic ESG-Integrated Investment Approach

Trillium’s investment approach integrates in-depth ESG research and analysis with rigorous, fundamental financial diligence to help identify the companies best-positioned to deliver risk-adjusted, long-term outperformance.

Our Investment Process

Trillium’s investment process is focused on finding companies with strong growth prospects that are attractively priced. Our analysts conduct bottom-up fundamental analysis on the companies they cover, simultaneously reviewing both traditional financial metrics and ESG metrics that we believe can add value to the investment process.

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Our Sustainable Investment Approach in Energy & Power

10%

Of company revenue must be derived from renewable energy or enabling technology

Zero

Commitments to invest in new fossil fuel exploration, production, storage, transport (excluding distribution), trading, or refining capacity, or new fossil fuel-based power generation without emissions capture

50%

If half of a company’s revenue is derived from sales to Energy or Utilities companies, a low-carbon transition plan that we find credible is required

Investing For A Stronger Future

Learn how Trillium’s impact investing strategies transform investor capital into a catalyst for change.

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