Trillium Asset Management (Trillium) offers investment strategies and services that we believe 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 Environmental, Social, and Governance (ESG) thought leadership and draws from decades of experience focused exclusively on responsible investing. Trillium uses a holistic, fully integrated fundamental investment process to uncover compelling long-term investment opportunities. 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’.
At Trillium, we believe that the incorporation of ESG factors into fundamental financial analysis can help identify companies that appear best positioned to deliver risk-adjusted, long-term investment performance. Trillium’s investment approach goes beyond traditional exclusionary screening to focus instead on the positive integration of quantitative and qualitative ESG data alongside financial analysis. We evaluate and score companies on their ESG performance, which our analysts use to determine the companies available in our universe and the companies we wish to include in our buy-list. In addition to our ESG performance assessments based on various positive and negative screens, we consider shareholder advocacy, proxy voting, and public policy work as integral parts of our strategy.
Trillium’s investment team is led by John Quealy CPA, Trillium’s Chief Investment Officer (CIO). The team comprises 10 Portfolio Managers, four of which also carry lead analyst responsibilities, seven lead analysts who divide their coverage by sector, four generalist associates that support the lead analysts, and three environmental, social, and governance (ESG) Specialists that support the firm’s ESG research and proprietary scoring methodology. In addition to the investment team, Trillium has invested significant resources to accelerate adoption of ESG practices, with five dedicated shareholder advocacy professionals, led by Jonas Kron, Esq., who engage corporate issuers with direct communications and shareholder resolutions.
We believe the structure of our investment team is one of our key differentiators. Many of our competitors separate the ESG and fundamental research functions, with non-financial professionals doing the ESG research and non-ESG professionals doing the fundamental research. At Trillium, all of our analysts conduct both the ESG and fundamental analyses to help us better understand the interaction between ESG and fundamental risks and performance drivers.
ESG Case Studies
- Trillium is proud to have been one of the first financial services firms to become a certified benefit corporation, we are a founding member of the US Sustainable Investment Forum, and among the first 50 investment manager signatories of the Principles for Responsible Investment.
- Trillium is a Certified B Corporation member since 2008 and ‘Best for World Overall’ Honoree for 9 consecutive years. Learn more
B corp disclosure: The B Corporation award is not indicative of the future performance of Trillium Asset Management, LLC. Past performance is not a guarantee of future results. B Lab, a non-profit organization helping companies manage corporate social responsibility, recognizes businesses that have earned an overall score in the top 5% of approximately 4,000 Certified B Corporations in one of the impact areas assessed: community, customers, environment, governance, and workers.
- Summary/Case Study of our work on toxic chemicals
- Proxy voting records (searchable and by year)
- Trillium firm impact report
Total managed assets (As of September 30, 2021)
% Best in class: 82%
% Exclusions: 100%
% ESG integration: 100%
% Normative screening: As a reporting output, we use TCFD rubrics on 100% of equity portfolios.
% Engagement and voting: 100%
% Impact investing: 1.5%
% Sustainability themed: 18%
Breakdown of your ESG-aligned assets in following asset classes (%)
% Equity: 82.2%
% Fixed income: 12.5%
% Other: 5.3%
Links and documents
– Trillium Advocacy Dashboard
– Our Holistic ESG-Integrated Investment Approach
– ESG Integration & Criteria
– 2021 Proxy Voting Guidelines
– Trillium’s Approach to Shareholder Engagement
– Our Approach to Investing in Energy and Power
– UNPRI Report
– Active Portfolios, Global Impact: Putting Assets Into Action Since 1982
– Trillium’s Approach to Investing in Energy and Power