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.
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.
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.
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.
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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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Our History
Trillium Asset Management is at the forefront of thought leadership and continues to draw from decades of experience focused exclusively on responsible investing. Trillium’s founder, Joan Bavaria, was a true visionary and served as an early catalyst for change in the investment industry. The firm’s innovative approach led to the creation of numerous organizations, the development of the ESG investment field, and the first generation of investors focused on improved environmental, social, and governance outcomes.
Today, the firm is an impact-driven, ESG-focused firm dedicated to aligning values with investment objectives. Trillium’s commitment to active ownership and shareholder advocacy has contributed to concrete and positive change.
![Joan Bavaria](https://cdn.prod.website-files.com/66a90acb7359a6249b230563/66a90acb7359a6249b23064e_JLB-715x1024.jpg)
Joan Bavaria founded Trillium in 1982 to provide a space for clients to invest their money in alignment with their values. She is often referred to as the “Founding Mother” of Socially Responsible Investing. Under Joan’s visionary leadership, Trillium grew to become one of the largest SRI investment firms in the U.S. Joan was proud to use Trillium as an incubator to create organizations with impact. Our firm helped nurture US SIF, Ceres, SIRAN and Open MIC.
Joan Bavaria (1943-2008)
The "Founding Mother" of ESG Investing
Assets Under Advisement*
*Trillium manages $4.9 billion in AUM and $2.1 billion
in model assets.
Founded
Distinct Strategies
Milestones
Trillium is founded
as Franklin Research & Development by Joan Bavaria; becomes first dedicated SRI Advisor
1982
US SIF
(formerly the Social Investment Forum) is cofounded by Joan Bavaria
1984
Ceres
a nonprofit organization mobilizing businesses and investor leadership on environmental issues is cofounded by Joan Bavaria
1989
First Institutional Strategy
launched by the firm
1994
Trillium becomes the first investment manager to file a shareholder resolution
on sexual orientation with Johnson & Johnson
1995
Trillium becomes signatory of UNPRI
UN Principles for Responsible Investment
2007
Trillium becomes a certified B Corp
the fourth financial firm to receive this recognition
2008
Trillium agrees to be acquired
by Australian Financial Firm Perpetual Ltd.
2020
Trillium recognized as ’Best for World Overall’ Honoree
for tenth consecutive year*
2022
Small/Mid Cap Core
Fossil Fuel Free Core
Sustainable Opportunities
Growth and Income
UK ESG Global Conviction Strategy
(Edinburgh, Scotland)
The B Corporation award is not indicative of the future performance of Trillium Asset Management. B Lab, a non-profit organization helping companies manage corporate social responsibility, recognizes businesses that have earned an overall score in the top 5% of approximately 4,000 Certified B Corporations in one of the impact areas assessed: community, customers, environment, governance, and workers. The latest B Corporation ‘Best for World Overall’ Honoree was awarded in July 2022. B Labs discontinued the “Best for the WorldTM” recognition in 2023.
Why Trillium Asset Management?
Trillium offers strategies designed to advance humankind towards a global sustainable economy, a just society, and a better world
Innovators in ESG:
at the forefront of ESG thought leadership and drawing from decades of experience focused exclusively on responsible investing, Trillium uses a holistic, fully integrated fundamental investment process to uncover compelling long-term investment opportunities
Dedicated to Impact:
Trillium believes that ‘impact is active’ and leverages the full breadth of company resources, including a dedicated shareholder advocacy team, to engage with companies and governments, activating stakeholders’ assets in an effort to create concrete, positive social and environmental change on a global scale
Commitment to Community:
devoted to aligning clients’ values and objectives by combining investment solutions with active ownership in order to provide ‘social dividends’
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Investing involves risk including loss of principal. For more information pertaining to a fund product above, including investment objectives, risks, charges and expenses, please refer to the prospectus. Read the prospectus carefully before investing or sending money. Neither this content nor any accompanying oral presentation is intended to constitute a recommendation of any funds or a determination of suitability for any investor.
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