ESG Global Equity FUnd
ESG Global Equity Fund
ESG Global Equity is designed to address the risks and opportunities created by the increasing constraints on natural capital.
Trillium ESG Global Equity Fund Wins Two “Wealth for Good Awards”![ESG Global Equity Fund 20 Years](https://cdn.prod.website-files.com/66a90acb7359a6249b230563/66a90acb7359a6249b230649_20yrs-anniversary-globe-featured-601x525.png)
The Trillium ESG Global Equity Fund is designed to invest primarily in companies Trillium believes are leaders in managing risks and opportunities related to environmental, social and governance (ESG) criteria, have above average growth potential, and are reasonably valued.
Investment Process
Trillium believes that the best long-term investments for the Fund are found in companies that have above-average financial characteristics and growth potential, while also contributing towards the goals of a sustainable global economy. Trillium believes that a company’s sound understanding of sustainability principles can demonstrate the qualities of innovation and leadership that support the creation of a distinct competitive advantage and the building of long-term value. The Fund does not invest in companies that are primarily engaged in fossil fuel production based on a company’s total gross revenue unless the company demonstrates a plan to transition to a low carbon business model that Trillium finds credible.
Daily Prices
Daily Prices
The Trillium ESG Global Equity Fund is designed to address the risks and opportunities created by the increasing constraints on natural capital.
Investment Process
The Trillium ESG Global Equity Fund is designed to address the risks and opportunities created by the increasing constraints on natural capital. Since 1999, we have searched the globe for companies that meet a dual mandate: environmental leadership and financial quality. Our rigorous selection criteria is fossil fuel free and integrates financial and ESG (environmental, social, and governance) research to seek high quality growth companies at a reasonable price, resulting in an equity portfolio that seeks positive risk-adjusted return.
Contact Information
Individual Investors: 866-209-1962
Financial Advisors:
![Tom Simunovic](https://cdn.prod.website-files.com/66a90acb7359a6249b230563/66a90acb7359a6249b2305ec_Tom-Simunovic-250x250.jpg)
Portfolio Managers
![Matthew W. Patsky, CFA](https://cdn.prod.website-files.com/66a90acb7359a6249b230563/66a90acb7359a6249b2305ed_Matt-Patsky_390x450.png)
![Laura McGonagle, CFA](https://cdn.prod.website-files.com/66a90acb7359a6249b230563/66a90acb7359a6249b2305fe_McGonagleLaura-2015-Web-250x250.jpg)
![Laura McGonagle, CFA](https://cdn.prod.website-files.com/66a90acb7359a6249b230563/66a90acb7359a6249b230624_John-Quealy_250x250.png)
![Patrick Wollenberg, CEFA](https://cdn.prod.website-files.com/66a90acb7359a6249b230563/66a90acb7359a6249b2305eb_Patrick-Wollenberg-website.jpg)
Trillium Asset Management Family of Funds
c/o U.S. Bancorp Fund Services, LLC
P.O. Box 701
Milwaukee, WI 53201-0701
(866) 209-1962
info@trilliuminvest.com
Trillium Asset Management
Two Financial Center
60 South Street
Suite 1100
Boston, MA 02111
(800) 548-5684
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ACWI
ACWI