Trillium Global Sustainable Opportunities Fund

Paul is a Portfolio Manager, and Research Analyst covering the Consumer Discretionary sector and a member of the portfolio management team for the Sustainable Opportunities strategy. He is also a member of the portfolio management team for the Green Century Balanced Fund, for which Trillium serves as a sub-advisor. Prior to joining the firm, he was Vice President, Sustainable Investment Business Strategy at Calvert Investments.

Paul also previously held senior positions within Calvert’s Equities and Marketing Departments. He has also served as Portfolio Manager for Socially Responsible Investing at The Dreyfus Corporation, then a division of Mellon Bank, and as Research Analyst in the Social Awareness Investment (SAI) program at Smith Barney Asset Management, then a division of Citigroup.

Paul started his career in the field of SRI as an analyst with the Council on Economic Priorities, a non-profit known for an influential consumer guidebook called “Shopping for a Better World.”

Paul currently serves on the Steering Committee of the Intentional Endowments Network (IEN), a network focused on promoting ESG investing uptake by universities and colleges. He is a former Board Chair of US SIF, the U.S. membership for organizations engaged in socially responsible and sustainable investing. He holds Master’s degrees in Anthropology from New York University and Education from Roberts Wesleyan.

Matt Patsky is CEO and a Portfolio Manager on Trillium’s Sustainable Opportunities strategy and the co-lead manager on Trillium’s ESG Global Equity strategy. He joined Trillium in 2009 and has three decades of experience in investment research and investment management.

Matt began his career at Lehman Brothers in 1984 as a technology analyst. In 1989, while covering emerging growth companies for Lehman, he began to incorporate environmental, social and governance factors into his research, becoming the first sell side analyst in the United States to publish on the topic of socially responsible investing in 1994. As Director of Equity Research for Adams, Harkness & Hill, he built that firm’s powerful research capabilities in socially and environmentally responsible areas such as renewable energy, resource optimization, and organic and natural products. Matt was most recently at Winslow Management Company in Boston, where he served as director of research, chairman of the investment committee and portfolio manager for the Green Solutions Strategy and the Winslow Green Solutions Fund.

Matt is currently on the Boards of Environmental League of Massachusetts, and Shared Interest. He has also served on the Boards of Pro Mujer, US SIF and Root Capital. Matt is a member of the Social Venture Circle (SVC). Matt is a member of the CFA Society Boston and is a Chartered Financial Analyst charter holder. He holds a Bachelor of Science in Economics from Rensselaer Polytechnic Institute.

Laura is a Senior Vice President, Portfolio Manager, and Research Analyst covering the Consumer Staples Sector. She also leads our Small/Mid Cap Core strategy. Prior to joining Trillium, Laura was an Equity Research Analyst at Adams, Harkness and Hill, a Boston-based investment bank that focuses on emerging growth companies.

Laura’s last position at Adams was as a sell-side equity analyst in the “Healthy Living” group. This group covered specialty consumer stocks which addressed the consumers’ growing awareness of the impact of nutrition, environment and lifestyle choices on their well-being. Laura earned a B.A. in quantitative economics from Tufts University in 1992.