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Trillium’s Elizabeth Levy Featured in Video: How Top Asset Managers Stay Ahead of the Pack

In May, we published a story, linked here, celebrating our All Cap Core Strategy’s Envestnet award for Impact SMA of 2019. Think Advisor and Envestnet have since created a video, How Top Asset Managers Stay Ahead of the Pack, showcasing the various category award winners including our very own Elizabeth Levy, Portfolio Manager of the All Cap Core Strategy. Watch to gain some insight into Trillium’s ability to perform during times of volatility on Think Advisor’s website here: https://www.thinkadvisor.com/2019/06/28/how-top-asset-managers-stay-ahead-of-the-pack/

 

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Disclosure: The awards are not indicative of the future performance of the ACC or SMID strategies or Trillium Asset Management.  Past performance is not guarantee of future results. Out of the roughly 50 SMA’s that incorporate ‘impact’ into the investment process on Envestnet, the award winner of the impact category (the ACC award) was chosen from roughly 15 SMA’s that fit the following criteria: each portfolio must have at least a three-year track record, at least $200 million in assets invested in the strategy, and be broadly available on the Envestnet platform and open to new investors.   One manager was chosen from the managers under consideration or approximately 7% of managers.  The award winner (2017 SMID award) was chosen from more than 1,400 SMAs and strategists available on the Envestnet platform.  Each portfolio must have at least a three-year track record and at least $200 million in assets invested in the strategy.  These strategies must be widely available to advisors and their end clients on multiple platforms.  One manager was chosen from the managers under consideration or less than 1% of managers.

 

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