We believe that a company’s commitment to implementing ESG principles create a distinct competitive advantage and builds long-term value. Trillium’s robust, fully integrated investment process uses a propriety ESG scoring methodology, coupled with a time-tested fundamental approach, to identify compelling investment opportunities and competitive risk adjusted returns. The firm’s dedicated shareholder advocacy team is at the intersection of investment management and impact, engaging with companies to align values with investment objectives.
Trillium believes that integrating environmental, social, and governance factors into the financial analysis process can help identify the best companies positioned to deliver long-term risk adjusted performance. It is fundamental to our mission and fiduciary responsibility to engage with the companies that we hold on behalf of clients to press for positive change on any material ESG concern or opportunity that we believe will help protect or enhance shareholder value.
For over 40 years, Trillium has exercised its rights and powers as a shareholder to improve the ESG policies, practices and—most importantly—impacts of the companies held in our portfolios.
As investors and fiduciaries to our clients, we believe it is our responsibility to encourage the companies we invest in to do better, to be more sustainable, and to be more just. We pursue this work not only because we believe it is the right thing to do, but also because we believe it contributes to a company’s long-term performance.
Trillium Asset Management offers investment strategies and services that advance humankind towards a global sustainable economy, a just society, and a better world. For nearly 40 years, the firm has been at the forefront of ESG thought leadership and draws from decades of experience focused exclusively on responsible investing. Devoted to aligning stakeholders’ values and objectives, Trillium combines impactful investment solutions with active ownership. The firm delivers equity, fixed income, and alternative investments to institutions, intermediaries, high net worth individuals, and other charitable and non-profit organizations with the goal to provide positive impact, long-term value, and ‘social dividends’.
Trillium demonstrates its commitment to clients and community by serving as thought leaders and sharing decades of experience in responsible investing through the development and sponsorship of white papers and webinars to help investors better understand the ESG investment universe and how to implement a values-based investment program.
We believe that a company’s commitment to implementing ESG principles create a distinct competitive advantage and builds long-term value. Trillium’s investment processes use a proprietary ESG scoring methodology to identify compelling investment opportunities that meet our ESG requirements. The firm’s dedicated shareholder advocacy team is at the intersection of investment management and impact, engaging with companies to align values with investment objectives.
* Effective 6/30/22, the Trillium All Cap Core and Trillium Fossil Fuel Free Core strategies merged and were renamed Trillium ESG Core Equity.
Trillium’s investment processes are focused on finding companies with strong growth prospects that are attractively priced and meet our ESG criteria/requirements. Our analysts and portfolio managers conduct bottom-up, fundamental research on the companies, simultaneously reviewing both traditional financial and ESG metrics that we believe can add value to each strategies’ investment process.
At Trillium, we consider it fundamental to our mission and our fiduciary responsibility to engage with policymakers and the companies that we hold on behalf of our clients to press for positive change on ESG topics or opportunities that we believe will help improve ESG policies, performance, or impact.
Trillium Asset Management offers investment strategies and services that advance humankind towards a global sustainable economy, a just society, and a better world. For over 40 years, the firm has been at the forefront of ESG thought leadership and draws from decades of experience focused exclusively on responsible investing. Devoted to aligning stakeholders’ values and objectives, Trillium combines impactful investment solutions with active ownership. The firm delivers equity, fixed income, and alternative investments to institutions, intermediaries, high net worth individuals, and other charitable and non-profit organizations with the goal to provide positive impact, long-term value, and ‘social dividends’.
Trillium demonstrates its commitment to clients and community by serving as thought leaders and sharing decades of experience in responsible investing through the development and sponsorship of white papers and webinars to help investors better understand the ESG investment universe and how to implement a values-based investment program.
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The distribution of the information contained on this website may be restricted by law in certain jurisdictions and, accordingly, persons who access it are required to inform themselves of and comply with any such restrictions. Persons interested in acquiring any investment should inform themselves as to: (i) the legal requirements within the countries of their nationality, residence, ordinary residence or domicile for such acquisition; (ii) any foreign exchange control requirement which they might encounter on the acquisition or sale of investments; and (iii) the income tax and other tax consequences which might be relevant to the acquisition, holding or disposal of any investment.
This website gives wider circulation to certain documents and information that may also be available by other means. JOHCM has used its best efforts to ensure that the information appearing on this site has been properly reproduced and is accurate, but cannot accept responsibility for errors, omissions or inaccuracies. Should there be any discrepancies between documents reproduced on this website and the originals, then the originals will prevail.
Terms of use
The information on this website does not constitute an offer or solicitation and is provided for information purposes only and not as the basis for any contract for the purchase or sale of any investment product or instrument. The information on this website shall not be deemed to constitute advice and should not be relied on as such to enter into a transaction or for any investment decision. It is not the intention to make available the material on this website in any territories where to do so would be unlawful.
The Privacy Statement applies to this website only. We keep our Privacy Statement under review and will place any updates on this web page. Our website contains links to other websites. When you link to other websites you should read their own privacy notices. These links do not constitute any endorsement, sponsorship or approval of the materials appearing in such websites. In accessing these websites you may be proceeding to the website of an organisation that is not regulated under the Financial Services and Markets Act 2000. JOHCM has not examined such websites and does not take any responsibility for the contents of such sites or for their services.
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Jonas Kron, Esq.
Chief Advocacy Officer
Jonas is Trillium's Chief Advocacy Officer. With over twenty years of experience in shareholder advocacy, Jonas is responsible for leading and coordinating Trillium’s extensive advocacy program, which works to engage companies on their environmental and social performance. His advocacy work includes direct communications with company leadership, investor education and awareness, shareholder proposals, and public policy advocacy at the municipal, state, and federal levels. As a recognized legal expert in the field and a leader in shareholder advocacy, Jonas regularly represents Trillium in the media, at public events, and with clients. Jonas served on the board of US SIF - the Forum for Sustainable and Responsible Investment from 2017 through 2023. Prior to joining Trillium, Jonas was an environmental attorney and public defender as well as outside counsel to many socially responsible investment organizations. Jonas holds J.D. and master’s degrees from Vermont Law School.
*The Trillium Advisory Board is an independent body created for the purpose of advising the Trillium Asset Management, LLC Board on matters concerning the fulfillment of the mission of Trillium Asset Management, LLC in terms of the continuity of its internal mission and the Trillium Asset Management’s leadership in the broader sustainability and ESG communities.
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