Trillium Asset Management

Trillium serves individuals (including high–net‑worth clients), trusts, pension and profit‑sharing plans, charitable institutions, foundations, endowments, and other institutional clients, providing discretionary portfolio management across equity, fixed‑income, and balanced strategies as well as model portfolios for SMA/UMA platforms and participation in wrap programs. The firm also manages accounts implemented through mutual funds and pooled vehicles and provides quarterly reporting to separately managed accounts.

The firm’s investment process centers on integrated ESG research combined with fundamental, bottom‑up financial analysis and risk controls; strategies use exclusionary business screens (for example, certain fossil fuel and controversial industries), thematic sustainable portfolios, and active ownership, including a dedicated proxy‑voting and advocacy program. Fixed‑income work similarly integrates ESG and credit research, while portfolio construction emphasizes stock selection, tracking error limits, and defined sell disciplines.

Compared with many multi‑team peers, Trillium serves as a sub‑adviser to registered funds (for example, the Trillium ESG Global Equity Fund and Trillium ESG Small/Mid Cap Fund), advises a private fund of funds for which an affiliated general partner acts as sponsor, and manages pooled investment vehicles — roles that are statistically uncommon for firms its size. The firm also publishes newsletters/periodicals, offers community investment products (including promissory notes and certain CDs that it prices at par for reporting), and focuses on investment management rather than providing comprehensive financial planning.