Trillium ESG Small/
Mid Cap FUnd
The Trillium ESG Small/Mid Cap Fund invests in small and mid cap stocks that are well-diversified across economic sectors and meet Trillium’s sustainability criteria.
Invests in small and mid cap stocks that are well-diversified across economic sectors and meet Trillium’s sustainability criteria.
Fundamental equity analysts, who divide coverage by sector, are responsible for providing in-depth analysis of companies and generating new buy ideas consistent with the strategy’s high quality approach, including a rigorous integrated review of financial and Environmental, Social and Governance (ESG) factors. The Investment Management Committee, comprised of portfolio managers and analysts, meets periodically to review and approve recommendations to the buy-list recommended by the analysts. A strategy team, headed by the lead Portfolio Manager, rebalances the portfolio on at least a quarterly basis to identify the best subset of names from the buy-list at that particular point of time. The team leverages an optimization process that helps monitor and control portfolio characteristic exposures while overweighting companies based on a proprietary alpha score that includes an analyst rating. In this sense, the strategy is fundamentally driven, but quantitatively assisted.
Individual Investors: 866-209-1962
Trillium Asset Management Family of Funds
c/o U.S. Bancorp Fund Services, LLC
P.O. Box 701
Milwaukee, WI 53201-0701
Trillium Asset Management
Two Financial Center
60 South Street
Boston, MA 02111