Trillium Asset Management

Founding Date

Trillium Asset Management is an impact-driven, environmental, social and governance focused firm that has been at the forefront of ESG investing for nearly 40 years. Founded in 1982, Trillium was one of the first investment firms to align values with investment objectives, and is the oldest independent investment advisor devoted exclusively to sustainable and responsible investing. The firm is a leader in shareholder advocacy and public policy work, and leverages the power of stock ownership to promote social and environmental change while providing both impact and performance to investors. 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’. Trillium offers investment strategies and services that advance humankind towards a global sustainable economy, a just society, and a better world.

  • Trillium uses a holistic, fully integrated fundamental investment process to uncover compelling long-term investment opportunities.

  • The firm offers a dedicated shareholder advocacy team in an effort to create concrete, positive social and environmental change on a global scale.

Trillium Strategies

  • Equity Strategies

    • Fossil Fuel Free Core

    • ESG Global Equity

    • Sustainable Opportunities

    • All Cap Core

    • Large Cap Core

    • Small/Mid Cap Core

    • Growth and Income

    • ESG Global Conviction

  • Mutual Funds

    • Trillium ESG Global Equity Fund

    • Trillium ESG Small/Mid Cap Fund

    • John Hancock ESG Large Cap Core Fund

    • Green Century Balanced Fund