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Trillium - active portfolios, global impact

Trillium - active portfolios, global impact

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.

An impact-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.

 

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Contact us

 

For more information, please call our Investor Service Centre during business hours or via email.