Trillium Asset Management

History

Established in 1982.

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.

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 and their Clients