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Trillium Asset Management
Global Equity | U.S. Equity | ESG
Overview
Trillium Asset Management is a values and ESG-integrated asset management firm exclusively focused on sustainable and responsible investing. The firm employs a holistic, fully integrated fundamental investment process to uncover compelling long-term opportunities across equity, fixed income and alternative investments. Trillium serves institutions, intermediaries, high net worth individuals, charitable and non-profit organizations with the goal of providing positive impact, competitive long-term returns and ‘social dividends’.TM
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Investment Philosophy
As a pioneer in sustainable and responsible investing, Trillium is committed to delivering value for investors through active ownership and shareholder advocacy. The firm believes ‘impact is active’, promoting an investment approach that integrates social and environmental factors into financial analysis to identify investment opportunities that reflect Trillium's values, are positioned for long-term outperformance, and promote sustainable, global impact.
Mutual Funds
Trillium ESG Global Equity Fund (PORIX, PORTX)
The Trillium ESG Global Equity Fund is designed to invest primarily in companies Trillium believes are leaders in managing risks and opportunities related to environmental, social and governance (ESG) criteria, have above average growth potential, and are reasonably valued.
Trillium ESG Small/Mid Cap Fund (TSMDX)
The Trillium ESG Small/Mid Cap Fund integrates Trillium’s environmental, social and governance (ESG) criteria, values, and financial analysis process to identify small and mid-sized companies positioned to deliver long-term risk adjusted performance.
Invest With Us
Perpetual Ltd., founded in 1886 and one of Australia's largest wealth managers, is a diversified financial services company providing specialized investment management, wealth advice and corporate fiduciary services.
Perpetual Asset Management (Americas), is a dynamic, multi-boutique manager operating to support the needs of institutional and retail clients. Perpetual brings a broad range of unique and high-quality investment strategies to clients across the US through its sophisticated distribution capabilities and its partnerships with its boutiques: Barrow Hanley Global Investors, J O Hambro Capital Management (and JOHCM (USA)), Regnan, Trillium Asset Management, and Thompson, Siegel & Walmsley (TSW).
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Americas
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Australia and New Zealand
The information on this website and the products and services mentioned are intended for Australian residents or citizens who are currently located in Australia, and where expressly indicated, New Zealand residents or citizens who are currently located in New Zealand only. The information on this website should not be relied on by residents or citizens of any other jurisdiction. By clicking the “Proceed” button below, you are agreeing to the Terms & Conditions of use.
Singapore
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United Kingdom
This information and the terms of use are subject to change at any time without notice. The contents of this website are intended for residents and citizens of the United Kingdom, and the European Union, and should not be relied on by residents or citizens of other jurisdictions. All investment products and services referenced in this website are managed and offered by either JOHCM or its affiliates within the Perpetual Limited group of companies ("Perpetual Affiliates"). By clicking the “Proceed” button below, you are agreeing to the Terms & Conditions of use.
Europe
This information and the terms of use are subject to change at any time without notice. The contents of this website are intended for residents and citizens of the United Kingdom, and the European Union, and should not be relied on by residents or citizens of other jurisdictions. All investment products and services referenced in this website are managed and offered by either JOHCM or its affiliates within the Perpetual Limited group of companies ("Perpetual Affiliates"). By clicking the “Proceed” button below, you are agreeing to the Terms & Conditions of use.