Views & Updates

How does Trillium approach energy investing and what are our expectations for inflation, interest rates and growth? How are we advocating to improve corporate ESG policies, performance and impact? Watch our webinar:

Trillium is thrilled to dedicate additional resources to our advocacy efforts by creating a new role, Director, International Shareholder Advocacy. Meet Lisa Hayles and learn more about her plans and priorities to build and implement an advocacy program to engage with non-U.S. companies held within our portfolios.

In conversation with Jamie Mariani, Portfolio Manager for the ESG Global Conviction Strategy, Trillium CEO Matt Patksy shares what it means to be a B-Corp, how stakeholders benefit, and why he believes more financial firms haven’t filed for B-Corp status.

ESG Research Analyst Andrea Zdanaviciute shares key themes emerging from COP26, including the market’s failure to address climate change and the need for systemic and behavioural change.

From the banks of the River Clyde in Glasgow, John Quealy (CIO), Ian Warmerdam (Lead PM) & Jamie Mariani (PM) reflect on their preliminary learnings from COP-26. Despite negative sentiment, they project a cautiously optimistic tone.

In April 2021, Trillium joined other leading global asset managers in signing onto the Net Zero Asset Managers (NZAM) Initiative, formally pledging to align our portfolios with the goal of net zero greenhouse gas emissions by 2050 or sooner, in line with global efforts to limit warming to 1.5 degrees Celsius. By joining NZAM, we pledged to make our own commitments to move our equity strategies towards a net zero greenhouse gas emission world. Therefore, in the run-up to the United Nations Climate Change Conference (COP26) in Glasgow, we are setting our commitment in an effort to do our part to help global progress be made this decade to slow and end GHG emissions and climate change.

Following the publication of a 368 page plan to achieve net zero by 2050 from the UK government, Ian Warmerdam (Lead PM) & Jamie Mariani (PM) call on leading banks and asset managers to champion the drive for significant positive ESG change. They caution savers seeking ethical investment solutions to proceed carefully given the risk of ESG washing.

Running investments from Edinburgh has its advantages, as Trillium CEO Matt Patsky, Lead Portfolio Manager Ian Warmerdan, and Portfolio Manager Jamie Mariani highlight, as well as the how they were drawn to socially responsible investing.

Trillium Asset Management (‘Trillium’) strengthens its UK asset management team with the appointment of three new team members.