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FFF = Fossil Fuel Free
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Investors Press Nike, Pepsi, and FedEx on Business Relationships with the Washington D.C. NFL Football Team
TJX Companies, Inc.—Over 44% of the retailer’s shareholders voted for action to reduce chemical risk
Black Lives Matter: Investor Responsibilities and Systemic RacismMore
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Competitive ESG Investment Strategies

We believe that a company’s commitment to implementing ESG principles create a distinct competitive advantage and builds long-term value. Trillium’s robust, fully integrated investment process uses a propriety ESG scoring methodology, coupled with a time-tested fundamental approach, to identify compelling investment opportunities and competitive risk adjusted returns. The firm’s dedicated shareholder advocacy team is at the intersection of investment management and impact, engaging with companies to align values with investment objectives.

Our ESG-Integrated Investment Approach >
We Believe Impact is Active

Trillium believes that integrating environmental, social, and governance factors into the financial analysis process can help identify the best companies positioned to deliver long-term risk adjusted performance. It is fundamental to our mission and fiduciary responsibility to engage with the companies that we hold on behalf of clients to press for positive change on any material ESG concern or opportunity that we believe will help protect or enhance shareholder value.

Shareholder Advocacy: Engaging with Companies for Positive Impact

For over 40 years, Trillium has exercised its rights and powers as a shareholder to improve the ESG policies, practices and—most importantly—impacts of the companies held in our portfolios.

As investors and fiduciaries to our clients, we believe it is our responsibility to encourage the companies we invest in to do better, to be more sustainable, and to be more just. We pursue this work not only because we believe it is the right thing to do, but also because we believe it contributes to a company’s long-term performance.

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’.

Information & Resources

Trillium demonstrates its commitment to clients and community by serving as thought leaders and sharing decades of experience in responsible investing through the development and sponsorship of white papers and webinars to help investors better understand the ESG investment universe and how to implement a values-based investment program.

Competitive ESG Investment Strategies

We believe that a company’s commitment to implementing ESG principles create a distinct competitive advantage and builds long-term value. Trillium’s robust, fully integrated investment process uses a propriety ESG scoring methodology, coupled with a time-tested fundamental approach, to identify compelling investment opportunities and competitive risk adjusted returns. The firm’s dedicated shareholder advocacy team is at the intersection of investment management and impact, engaging with companies to align values with investment objectives.

Our ESG-Integrated Investment Approach >

* Effective 6/30/22, the Trillium All Cap Core and Trillium Fossil Fuel Free Core strategies merged and were renamed Trillium ESG Core Equity.

Equity Strategies
ESG Core EquityESG Global ConvictionESG Global Equity FFFESG Growth and IncomeESG International ConvictionESG Large Cap CoreESG Small/Mid Cap CoreSustainable Opportunities FFF
Fixed Income Strategies
Community Impact Investments FFFUS-Core Bond Strategy FFF
Mutual Funds
Trillium ESG Global Equity Fund FFFTrillium ESG Small/Mid Cap FundGreen Century Balanced Fund FFFJohn Hancock ESG Large Cap Core Fund
Materials
Documents & Disclosures
FFF = Fossil Fuel Free
We Believe Impact is Active

Trillium believes that integrating environmental, social, and governance factors into the financial analysis process can help identify the best companies positioned to deliver long-term risk adjusted performance. It is fundamental to our mission and fiduciary responsibility to engage with the companies that we hold on behalf of clients to press for positive change on any material ESG concern or opportunity that we believe will help protect or enhance shareholder value.

Our Approach to ESG
Investment ApproachESG Integration & CriteriaOur Approach to Investing in
Energy and Power
Exclusionary Screening
Research & Reports
Latest Economic & Market Outlook (PDF)Firm Impact Report 2021 (PDF)Trillium’s Shareholder Advocacy Reports (PDF)Trillium’s Approach to Investing in Energy and Power (PDF)
Shareholder Advocacy: Engaging with Companies for Positive Impact

For over 40 years, Trillium has exercised its rights and powers as a shareholder to improve the ESG policies, practices and—most importantly—impacts of the companies held in our portfolios.

As investors and fiduciaries to our clients, we believe it is our responsibility to encourage the companies we invest in to do better, to be more sustainable, and to be more just. We pursue this work not only because we believe it is the right thing to do, but also because we believe it contributes to a company’s long-term performance.

Advocacy Dashboard
OverviewRecent DevelopmentsPapers & ReportsShareholder ProposalsProxy VotingTeam
Recent Papers & Reports
Shareholder Advocacy Report (Q3 2023)Apple Agrees To A Third-Party Assessment On The Rights Of Workers To Organize88% of Americans Support PTO to Vote on Election Day
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’.

About Us
About TrilliumOur ValuesTeamCareers
Trillium Overview (PDF)
Latest News & Updates
Trillium's Q3 2023 Advocacy Impact Report
Shareholder Advocacy Video: Amplifying Affected Communities' Perspectives
Cheryl Smith on the Markets
More News from Trillium >
Information & Resources

Trillium demonstrates its commitment to clients and community by serving as thought leaders and sharing decades of experience in responsible investing through the development and sponsorship of white papers and webinars to help investors better understand the ESG investment universe and how to implement a values-based investment program.

News & Engagement
Leadership & Corporate EngagementViews & UpdatesIn the NewsWhite Papers & Webinars
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To view Trillium's past Shareholder Proposals, Proxy Voting Record, and other materials, please visit the archive at archive.trilliuminvest.com.
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