trilliuminvest.comSocially Responsible Investing | Trillium Asset Management

Acquisition of Trillium Asset Management Completed by Australian Financial Firm Perpetual Limited (PDF) X Form CRS (PDF) Client Log In Mutual Fund Log In Strategies Our Approach to ESG About Us Resources Contact Equity Strategies Fossil Fuel Free Core FFF Global Equity FFF Sustainable Opportunities FFF All Cap Core Large Cap Core Small/Mid Cap Core Growth and Income Fixed Income Strategies US-Core Bond Strategy FFF Community Impact Investments FFF Mutual Funds Trillium ESG Global Equity Fund FFF Trillium ESG Small/Mid Cap Fund John Hancock ESG All Cap Core Fund John Hancock ESG Large Cap Core Fund Green Century Balanced Fund FFF Materials Documents & Disclosures FFF = Fossil Fuel Free Our Approach to ESG Investment Approach ESG Integration & Criteria Advocacy & Policy Research & Reports Latest Economic & Market Outlook 2020 ESG Impact Reports Winter 2019/2020 Investing for a Better World Newsletter® Trillium’s Shareholder Advocacy Highlights About Us About Trillium Team Careers Trillium Overview (PDF) Latest News & Updates 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 News & Engagement Leadership & Corporate Engagement Views & Updates In the News Investing for a Better World® - Quarterly Newsletter White Papers & Webinars Information for: Institutional Investors Financial Advisors Private Clients Strategies Our Approach to ESG About Us Resources Contact 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. 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 > Equity Strategies Fossil Fuel Free Core FFF ESG Global Equity FFF Sustainable Opportunities FFF All Cap Core Large Cap Core Small/Mid Cap Core Growth and Income Fixed Income Strategies US-Core Bond Strategy FFF Community Impact Investments FFF Mutual Funds Trillium ESG Global Equity Fund FFF Trillium ESG Small/Mid Cap Fund John Hancock ESG All Cap Core Fund John Hancock ESG Large Cap Core Fund Green Century Balanced Fund FFF 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 Approach ESG Integration & Criteria Advocacy & Policy Research & Reports Latest Economic & Market Outlook (PDF) 2020 ESG Impact Reports Winter 2019/2020 Investing for a Better World Newsletter® Trillium’s Shareholder Advocacy Highlights (PDF) 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 Trillium Team Careers Trillium Overview (PDF) Latest News & Updates 2021 Joan Bavaria Award: Nominations Open New Shareholder Proposal Raises Concern About Bank of America’s Refusal to Rule Out Financing for Arctic Drilling Ruth Bader Ginsburg 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 Engagement Views & Updates In the News Investing for a Better World® - Quarterly Newsletter White Papers & Webinars Information for: Institutional Investors Financial Advisors Private Clients Search TrilliumInvest.com Active Portfolios, Global Impact: Putting Assets into Action since 1982 STRATEGIES & PRODUCTS Equity Strategies Fossil Fuel Free Core FFF Global Equity FFF Sustainable Opportunities FFF All Cap Core Large Cap Core Small/Mid Cap Core Growth and Income Fixed Income Strategies US Core Bond Strategy Mutual Funds Trillium ESG Global Equity Fund FFF Trillium ESG Small/Mid Cap Fund John H...