Trillium News
May 11, 2023

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.

1Q23 Investment Review & Market Outlook1Q23 Investment Review & Market Outlook

Dear U.S. Environmental Protection Agency Administrator and Members of Congress,

Watch Trillium’s 1Q23 Investment Review and Market Outlook, as Chief Investment Officer and Portfolio Manager John Quealy and Economist and Portfolio Manager Cheryl Smith discuss:

  • Trillium investment strategies’ performance against the backdrop of a turbulent first quarter
  • Portfolio exposure to the Financials sector – prior to the regional bank crisis and after
  • What’s next and where do we go from here? Market expectations and portfolio positioning

Watch Trillium’s 1Q23 Investment Review and Market Outlook, as Chief Investment Officer and Portfolio Manager John Quealy and Economist and Portfolio Manager Cheryl Smith discuss:

  • Trillium investment strategies’ performance against the backdrop of a turbulent first quarter
  • Portfolio exposure to the Financials sector – prior to the regional bank crisis and after
  • What’s next and where do we go from here? Market expectations and portfolio positioning

Watch Trillium’s 1Q23 Investment Review and Market Outlook, as Chief Investment Officer and Portfolio Manager John Quealy and Economist and Portfolio Manager Cheryl Smith discuss:

  • Trillium investment strategies’ performance against the backdrop of a turbulent first quarter
  • Portfolio exposure to the Financials sector – prior to the regional bank crisis and after
  • What’s next and where do we go from here? Market expectations and portfolio positioning
Trillium's Approach to Investing in Energy and Power
No genuine effort to slow or combat climate change can ignore Energy and Power. Trillium seeks to find the companies best-positioned to lead―and benefit from―the ongoing energy transition. Learn more about our approach to investing in Energy and Power.

Advocacy Impact Report - Second Half 2021
Trillium considers it fundamental to our mission and our fiduciary responsibility to engage with the companies that we hold in our portfolios to press for positive change that we believe will help improve ESG policies, performance, or impact. Learn more about our recent engagement activities.
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