Social responsible investing since 1982
The Trillium Sustainable Opportunities Fund and Trillium ESG Global Share Fund had direct exposures to SVB Financial Group (SIVB), a company that was placed in FDIC receivership on Friday 10 March 2023. This statement is intended to provide context on why we owned the bank and what we may see more broadly among financial companies from here.
Trillium Asset Management (Trillium), now part of the Perpetual Asset Management family, is an impact-driven, environmental, social and governance (ESG) focused firm. Based in Boston USA, Trillium has been at the forefront of ESG investing for nearly 40 years and was one of the first investment firms to align values with investment objectives. Trillium's investment strategies are designed to advance humankind towards a global sustainable economy, a just society, and a better world.
A high-conviction, sustainability-themed strategy that invests in companies positioned to thrive as we transition to a more sustainable economy.
An actively managed, diversified portfolio of global equities, which provides the potential for long-term capital growth by investing in companies that are leaders in managing environmental, social and governance (ESG) risks and opportunities.
Trillium asset management's statement regarding invasions of Ukraine
Chief Investment Officer John Quealy clarifies Trillium’s current investment portfolio exposure to Russia following its unjustified and tragic invasion of Ukraine. He also highlights how traditional and alternative energy sectors may impact portfolio performance and the expectation of continued volatility as these events―not experienced in this magnitude since the end of WWII―continue to unfold.
Trillium Investor Day 2020
Trillium Asset Management is a Boston-based specialist ESG investment manager owned by Perpetual, advocated for social betterment as part of their shareholder advocacy program.
How fund managers identify sustainable companies
In this ASX Investor Update, Matt Patsky, CEO and Portfolio Manager of Trillium Asset Management explains how effecting positive change in corporate behaviour is part of their investment process to identify sustainable companies.
The information on this website is intended for Australian residents or citizens who are currently located in Australia, or where expressly indicated, New Zealand residents or citizens who are currently located in New Zealand only, and 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.
Please read this information carefully as it governs your use of this website. Except as otherwise indicated, the contents of this website and the products and services are intended for persons residing in the United States, and the information on this website is only for such persons. This website is not directed to any person in any jurisdiction where its publication or availability is prohibited. Persons in such jurisdictions must not use this website. By clicking the “Proceed” button below, you are agreeing to these terms.
Please read this information carefully as it governs your use of this website. The contents of this website and the products and services mentioned are intended for persons residing in Singapore, and the information on this website if only for such persons. This website is not directed to any person in any jurisdiction where its publication or availability is prohibited. By clicking the “Proceed” button below, you are agreeing to these terms.