While there are many Socially Responsible Investment Funds (SRIs), Trillium Asset Management's entire portfolio is socially responsible. As the oldest investment management firm in the United States dedicated to such a cause (they've been around since 1982), Trillium has been helping to incite positive social change through a variety of arenas including: sustainable strategy; Environmental, Social and Governance (ESG) analysis; equity, balanced and fixed income portfolios; ESG research; shareholder advocacy; and more.
Trillium Asset Management is designed to create positive effects on society, the environment, and their employee shareholders. According to their website, Trillium is â€œdeeply committed to using the power of capital markets to move toward a sustainable economy that properly values people and planet.â€
How does Trillium Asset Management succeed in their mission? Their investment approach policy means that they evaluate their potential investments by incorporating criteria such as public policy involvement, active stock ownership and community investments. This program is more than the typical social responsibility investing agenda, which typically uses negative screening in order to weed out investments that may have associations with things such as firearms, gambling, alcohol and tobacco.
Trillium Asset Management is dedicated to positive investments that strike a balance between competition, financial gain, equity and ecological sustainability.
Trillium Asset Management Website
711 Atlantic Avenue
Toll free: 800-548-5684