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Trillium
Social responsible investing since 1982
Trillium Statement on SVB Financial Exposure (13 March 2023)
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.
A sustainability-driven, environmental, social and governance (ESG) focused firm.
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.
Trillium
Trillium Global Sustainable Opportunities Fund
A high-conviction, sustainability-themed strategy that invests in companies positioned to thrive as we transition to a more sustainable economy.
Trillium ESG Global Equity Fund
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.
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