Community-Based Investments

A Very Special Asset Class: Community-based Investments

Many Trillium Asset Management clients choose to expand their investments beyond publicly traded stocks and bonds, to what we view as an emerging new asset class with particularly high social impact: community-based investments. These investments are typically directed to community loan funds, nonprofit groups, and community development banks that help provide a flow of capital to historically under-served sectors of society, both domestically and abroad.

For two decades, we have helped clients invest directly in communities through these vehicles, providing a unique managed portfolio approach that can be customized by geography, type of investment and risk/return expectations. Many investors choose to allocate a portion of their overall portfolio holdings (typically 1-10%) to this very special, high-impact asset class.


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