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+1 617-423-6655
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Two Financial Center 60 South St, Ste 1100, Boston, MA, 02111
South Boston, Waterfront
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250 ftEssex St @ Atlantic Ave
280 ftEssex St & Atlantic Ave
390 ftSouth Station (Track 1)
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Specialties
Trillium Asset Management, LLC is the oldest independent investment advisor devoted exclusively to sustainable and responsible investing (SRI). We believe that environmental, social, and governance (ESG) factors play an integral role in the investment process, which can lower portfolio risk and help identify the best-managed companies. For investors seeking ethical and mission-related investing strategies, Trillium is a leader in shareholder advocacy and public policy work. Our goal is to deliver both impact and performance to our private and institutional investors.
History
Established in 1982.
Headquartered in Boston, MA, Trillium Asset Management LLC is the oldest independent investment advisor devoted exclusively to sustainable and responsible investing (SRI). With over $ 1 billion in assets under management, Trillium integrates Environmental, Social, and Governance (ESG) factors into the investment process as a way to identify the companies best positioned to deliver strong long-term performance.
Launched in 1982, Trillium has a long history of managing SRI and ESG equity and fixed income investments for:
High Net Worth Individuals
Foundations
Endowments
Religious Organizations
Other Non-Profits
Financial Advisors & Clients
A leader in shareholder advocacy and public policy work, Trillium leverages the power of stock ownership to promote social and environmental change while providing both impact and performance to our investors.
Meet the Business Owner
Matthew P.
Business Owner
Matt is a managing partner, CEO, and portfolio manager, and leads our Sustainable Opportunities strategy. He joined Trillium in October, 2009, and has over 25 years of experience in investment research and investment management.
Matt began his career at Lehman Brothers in 1984 as a technology analyst. In 1989, while covering emerging growth companies for Lehman, he began to incorporate environmental, social and governance factors into his research, becoming the first sell side analyst in the United States to publish on the topic of socially responsible investing in 1994.
