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Competitive ESG Investment Strategies

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.

Our ESG-Integrated Investment Approach >

We Believe Impact is Active

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.

Shareholder Advocacy: Engaging with Companies for Positive Impact

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.

Dedicated to Sustainable and Responsible Investing

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’.

Information & Resources

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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This information and the terms of use are subject to change at any time without notice. The contents of this website are intended for residents and citizens of the of the United Kingdom, and the European Union, and should not be relied on by residents or citizens of other jurisdictions. All content referenced in this website is managed and offered by either J O Hambro Capital Management Limited, Perpetual Investment Services Europe Limited or its affiliates within the Perpetual Limited group of companies ("Perpetual Affiliates"). By clicking the “Proceed” button below, you are agreeing to the Terms & Conditions of use.

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Please read the following terms and conditions of use carefully before using this website. By using this website, you acknowledge that you have read these terms and conditions of use, that you understand them and that you accept and agree to be bound by them. If you do not accept and agree to these terms and conditions of use, promptly exit this website. Perpetual Investment Services Europe Limited (“PISEL”), trading as Perpetual Group may, at any time and at its sole discretion, revise these terms and conditions without notice by updating this posting.

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The contents of this website have been approved by PISEL, which is authorised and regulated by the Central Bank of Ireland. Perpetual Group is a trading name of PISEL.

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.

All investment products and services referenced in this website are managed and offered by either PISEL or its affiliates within the Perpetual Limited group of companies ("Perpetual Affiliates").

The value of an investment and the income from it can go down as well as up and investors may not get back the amount invested. This may be partly the result of exchange rate fluctuations in investments which have an exposure to foreign currencies. You should be aware that past performance is no guarantee of future performance.

Any tax relief mentioned is that currently available and is subject to change. The value of any tax advantage is dependent upon individual circumstances.

PISEL shall have no liability for damage arising out of the use of or reliance on the information provided including any loss of profit or any other damage, direct and consequential. If you are dissatisfied with this website, your exclusive remedy shall be to cease using this website.

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This website gives wider circulation to certain documents and information that may also be available by other means. PISEL 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.

PISEL believes that the information on this website has come from reliable sources, but it cannot assure its completeness or suitability for any purpose. The information included on this website is published in good faith and no warranty express or implied is made by PISEL or the Perpetual Affiliates as to its accuracy. PISEL may make changes to the website pages at any time without notice.

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Links to third-party, including Perpetual Affiliates, websites through hyperlinks are provided by PISEL as a convenience. PISEL does not control these sites and is not responsible for the content, update or accuracy of these sites. PISEL does not endorse or make any representations about the companies, products, or materials accessible through these hyperlinks, or the security of such websites. If you opt to hyperlink to other websites accessible through this website, you do so entirely at your own risk. Further, no representation or warranty is provided for any software that you may download from a link from this website. PISEL reserves the right to terminate or disable any hyperlinks at any time. You acknowledge and agree that any content or software downloaded or otherwise obtained from PISEL and the Perpetual Affiliates is done at your own risk and that you will be solely responsible for any damages whatsoever arising from the download or other acquisition of such content or software. PISEL and Perpetual Affiliates will not be responsible if any software or content infects or contaminates a user's system or information.

PISEL takes your privacy seriously. The Privacy Notice contains further information on what personal data PISEL collects, what it does with that information, and what rights you have. We keep our Privacy Notice under review and will place any updates on this web page. If you have any questions or comments, please contact Ireland-dataprotection@johcm.com.

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Please read this information carefully as it governs your use of this website. If you use this website then you will be agreeing to the terms of use that appear below. This information and the terms of use are subject to change at any time without notice.

The contents of this website are issued and approved in the UK by J O Hambro Capital Management Limited (“JOHCML”) which is authorised and regulated by the Financial Conduct Authority. Registered office: Level 3, 1 St James’s Market, London SW1Y 4AH. Issued in the European Union by Perpetual Investment Services Europe Limited (“PISEL”) which is authorised by the Central Bank of Ireland. Registered office: 24 Fitzwilliam Place, Dublin 2, Ireland D02 T296. References to “JOHCM” below are to either JOHCML or PISEL as the context requires.

This website provides information about JOHCM investment products and ideas aimed at institutional investors only. If you are in any doubt about any of the information on this website, please consult your financial adviser. The value of an investment and the income from it can go down as well as up and investors may not get back the amount invested. This may be partly the result of exchange rate fluctuations in investments which have an exposure to foreign currencies. You should be aware that past performance is no guarantee of future performance.

Specific risks associated with particular investments are detailed on this website and in our printed literature. Please ensure that clients are shown a copy of the relevant Prospectus and Key Investor Information Document (KIID) before investing. Prospectuses, KIIDs and application forms are available to download from the Literature section of this website.

Any tax relief mentioned is that currently available and is subject to change. The value of any tax advantage is dependent upon individual circumstances.

JOHCM shall have no liability (save for any liability JOHCM may have under the Financial Services and Markets Act 2000, any equivalent legislation in any other jurisdiction or any replacement regulation if legislation permits such a statement to be made) for damage arising out of the use of or reliance on the information provided including any loss of profit or any other damage, direct and consequential.

Other JOHCM affiliates comprise of the following five incorporated entities:

J O Hambro Capital Management Limited (Registered No. 2176004) is authorised and regulated by the Financial Conduct Authority.
JOHCM Funds (UK) Limited (Registered No. 11325227 ) is authorised and regulated by the Financial Conduct Authority.
Perpetual Investment Services Europe Limited (Registered No.629023) is authorised by the Central Bank of Ireland.
JOHCM (Singapore) Pte Limited (Registered No. 2006-11295M) is registered in the Republic of Singapore.
JOHCM (USA) Inc. is registered in the state of Delaware, United States of America.

J O Hambro® and JOHCM® are registered trademarks of JOHCML.

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.

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Terms of use

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.

The information included on this website is published in good faith and, whilst JOHCM has taken all reasonable steps to ensure its accuracy, no warranty express or implied is made by JOHCM or its affiliates as to its accuracy.

JOHCM may make changes to the website pages at any time without notice. JOHCM makes every effort to keep this website operational, however, certain technical difficulties may, from time to time, result in suspension of the website's operations. JOHCM does not accept liability arising from failure of the website to remain operational.

Nothing in this clause attempts to exclude any liability JOHCM may have under the UK Financial Services and Markets Act 2000.

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Privacy Policy

JOHCM takes your privacy seriously. The JOHCM Privacy Statement found on our website contains further information on what personal data JOHCM collects, what it does with that information, and what rights you have. If you have any questions or comments, please contact EUKA-dataprotection@perpetual.com.

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Ownership

This website and each of its components and the pages are the property of JOHCM. Any attempt by any person to damage this site or undermine its operation may be a violation of criminal or civil laws. JOHCM reserves the right to seek remedy from any such person to the full extent of the law.

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Trillium Asset Management is a registered trademark.

Advisors

Resources >Advisors

Advisors play a vital role in helping us meet the needs of investors and organizations that seek to align their investment objectives to environmental, social and governance principles.

Advisor Resources:

Mutual Funds

Trillium ESG Global Equity Fund Trillium ESG Small/Mid Cap Fund John Hancock ESG Large Cap Core Fund Green Century Balanced Fund

Strategies

ESG Global Equity ESG Small/Mid Cap Core ESG Core Equity ESG Large Cap Core Fossil Fuel Free Core Sustainable Opportunities ESG Growth and Income

= Fossil Fuel Free

Look up Trillium products on your firm’s platforms. Please call us if you do not see a particular Trillium product listed so we may assist.
We can provide marketing material for clients looking to put "Assets into ActionSM."
We are pleased to help you better serve your clients by providing updates about portfolios, performance, screening, and advocacy strategies.

Contacts:

Damon Gough

Managing Director

Head of Intermediary Markets

(917) 664-3717 dgough@johcm.com

Mutual fund investing involves risk. Principal loss is possible.

‍The Trillium ESG Global Equity Fund and the Trillium ESG Small/Mid Cap Fund may invest in foreign securities, which are subject to the risks of currency fluctuations, political and economic instability and differences in accounting methods. Investing in foreign securities is riskier than investing in domestic securities. The Fund invests in smaller and medium companies, which involve additional risks such as limited liquidity and greater volatility. Trillium’s ESG Small/Mid Cap Fund and Trillium's ESG Global Equity Fund environmental policy could cause it to make or avoid investments that could result in the portfolio under performing similar funds that do not have an environmental policy. There are no assurances that the fund will achieve its objective and/or strategy. Diversification does not assure a profit or protect against a loss in a declining market.

Trillium Asset Management is the advisor to the Trillium ESG Global Equity Fund and the Trillium ESG Small/Mid Cap which are distributed by Quasar Distributors, LLC.

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Advisors

Advisors play a vital role in helping us meet the needs of investors and organizations that seek to align their investment objectives to environmental, social and governance principles.