Dedicated to Sustainable and Responsible Investing
Trillium Asset Management offers investment strategies and services that advance humankind towards a global sustainable economy, a just society, and a better world. For nearly 40 years, the firm has been at the forefront of ESG thought leadership and draws from decades of experience focused exclusively on responsible investing. Devoted to aligning stakeholders’ values and objectives, Trillium combines impactful investment solutions with active ownership. The firm delivers equity, fixed income, and alternative investments to institutions, intermediaries, high net worth individuals, and other charitable and non-profit organizations with the goal to provide positive impact, long-term value, and ‘social dividends’.
Search TrilliumInvest.com
Views & Updates
Latest Updates
September 27, 2021
Progress for Bristol Bay Stakeholders
In April, Trillium led a group of investors calling on the EPA to use its authority under Section 404(c) of the Clean Water Act to immediately restrict mine waste disposal in wetlands, rivers and streams within the Bristol Bay watershed.
September 21, 2021
The Fight for Reproductive Health Access
Like many of you may have, Trillium Asset Management, LLC (Trillium) greeted the news of Texas’s new abortion restrictions with a mix of negative emotions—empathy for the residents of Texas that will be impacted, particularly those in communities of color and low income and immigrant communities, who have been disproportionately harmed by structural healthcare inequities for decades; rage against the politicians who wrote and enacted this law; and fear of the copycat laws that will surely follow.
Read More >July 14, 2021
Trillium and Business Coalition Announce Push to Support the John Lewis Voting Rights Advancement Act
As civil rights leader John Lewis said, “When you see something that is not right, not fair, not just, you have to speak up. You have to say something; you have to do something.”
Read More >April 7, 2021
Letter to EPA and Congress Regarding Bristol Bay
For over a decade, investors have expressed concerns about large-scale mining, including the proposed Pebble Mine, in the Bristol Bay region of Alaska. Alaska’s Bristol Bay supports the largest and most productive wild salmon fishery on earth, supplying half of the world’s commercial supply of wild sockeye salmon, $2.2 billion in annual revenue, 15,000 jobs, and sustaining Alaska Native communities that have relied on the salmon for millennia.
Read More >April 1, 2021
KeyCorp agrees to review products to consider low and middle income customer needs and with a racial justice lens.
In the Fall of 2020, following a Bankrate survey which found that Blacks and Hispanics reported facing higher monthly fees, including overdraft fees, than white customers typically do, Trillium filed a shareholder proposal asking KeyCorp to look at its overdraft program with a racial justice lens.
Read More >February 4, 2021
TJX announces new restrictions on toxic chemicals as part of new chemicals strategy
Last month, TJX—the parent company of TJ Maxx, Marshall’s, Home Goods, and Sierra Trading Post—announced on its website it is developing an expanded “Chemical Management” strategy. The new program, which follows more than three years of advocacy by the Mind the Store campaign, Clean Water Action, Trillium Asset Management, First Affirmative Financial Network, and the Investor Environmental Health Network, takes an important step forward towards protecting customers, workers, and the environment from toxic chemical exposure, and paves the way for future action.
Read More >January 13, 2021
Marathon Petroleum Meets Environmental Justice Demands
For years, residents of Detroit’s Tri-Cities area, which is predominantly Black and low income, with a growing Hispanic population, pointed to the Marathon Petroleum refinery for releasing cancer causing chemicals into the air they breathed.
Read More >January 4, 2021
Bank Of America states it would not directly finance oil or gas exploration or production activities in the Arctic.
For decades, Trillium has opposed Arctic drilling for oil and gas. Not only would it accelerate climate change, but it is opposed by the Gwich’in people who have lived in the region for thousands of years and depend on the health of the ecosystem for their way of life.
Read More >December 15, 2020
2021 Joan Bavaria Award: Nominations Open
The Joan Bavaria Award is presented annually by Ceres and Trillium Asset Management to recognize a unique investor or non-governmental organization (NGO) leader who is working to transform the capital markets into a system that balances economic prosperity with social and environmental concerns.
Read More >July 6, 2020
Thirty-five Words Now Replaced by Three.
On July Fourth, we remember these words: “We hold these truths to be self-evident, that all men are created equal, that they are endowed by their Creator with certain unalienable Rights, that among these are Life, Liberty, and the pursuit of Happiness.”
Read More >June 26, 2020
Investors Press Nike,Pepsi, and FedEx on Business Relationships with the Washington D.C. NFL Football Team
We commend the Washington D.C. Football Team for announcing today its review of the team name. We also commend FedEx, Nike, Bank of America, and Pepsi for communicating publicly and to the team the importance of changing its name. This is long overdue and follows years of work by countless individuals.
Read More >April 14, 2020
Webinar Replay: Trillium Client Call – Impacts of COVID-19 on Markets, Portfolios, and Shareholder Advocacy
Trillium Asset Management’s April 14th 2020 webinar, “Trillium Client Call – Impacts of COVID-19 on Markets, Portfolios, and Shareholder Advocacy” is now available for replay.
Read More >March 12, 2020
Trillium and Rhode Island Treasurer Magaziner secure board diversity commitment from SBA Communications
Trillium Asset Management and Rhode Island General Treasurer Seth Magaziner announced today that investors have secured an agreement from SBA Communications Corporation, a leading independent owner and operator of wireless communications infrastructure, to expand disclosures relating to its commitment to diversity, inclusive of gender race and ethnicity, and publish a skills and diversity matrix noting key qualifications, skills and attributes most relevant to the decision to nominate candidates to serve on the company’s board of directors.
Read More >Press Inquiries
Active Portfolios, Global Impact: Putting Assets into Action since 1982.
