Privacy & Use Policies | Trillium Asset Management

Form CRS (PDF)Sustainability-Related Disclosures Log In - Mutual Funds Log In - Separate Accounts

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.

Home >Privacy & Use Policies

Privacy Statement

Trillium Asset Management, LLC is committed to your privacy. This statement describes what personal information we collect on our web site (the “Site”), how we use this personal information, and how you can correct your personal information.

Cookies

Trillium Asset Management, LLC does not use cookies. We collect only the information that you provide to us when you register on the Site to receive e-mail updates. We may also collect your e-mail address when you send us an e-mail or send a letter to the editor of our newsletter.

Data Sharing

We do not disclose any personal information to any third party. We use your information solely to send you e-mail updates. The sole exception to this is the publishing of e-mail addresses and/or names associated with letters to the editor. You may choose to allow such information to be published anonymously.

Opting Out

If you do not wish to receive e-mail updates, you may remove your name from our mailing list by sending a request to the webmaster. You may also update or correct your e-mail address or other information by sending an e-mail to the webmaster.

Links to Other Sites

The Site contains links to third-party web sites. The linked sites are not under the control of Trillium Asset Management, and we are not responsible for the privacy practices of any linked site. We encourage you to check the privacy policies of any linked site. Please check our Privacy Statement periodically. It may change as we make changes to our Site or our services.

Proprietary Rights

The Site Is Proprietary To Trillium Asset Management. All the text, images, marks, logos and other content of the Site (“Site Content”) is proprietary to Trillium Asset Management or to third parties from whom Trillium Asset Management has obtained permission.

Trillium Asset Management, LLC authorizes you to view, download, and print the Site Content provided that: (i) you may only do so for your own personal and non-commercial use; (ii) you may not modify the Site Content; (iii) you may not remove any copyright, trademark, or other proprietary notices that have been placed in the Site Content by Trillium Asset Management, LLC.

Except as expressly permitted above, reproduction or redistribution of the Site Content, or any portion of the Site Content, is strictly prohibited without the prior written permission of Trillium Asset Management, LLC. To request permission you may contact the webmaster. You represent and warrant that your use of Site Content will be consistent with this license and will not infringe or violate the rights of any other party or breach any contract or legal duty to any other parties.

‍Use of the Site. The Site is designed to provide useful information about Trillium Asset Management, LLC and our services. While the Site discusses financial issues, the Site does not provide specific recommendations for any particular situation or circumstances and it should not be used as a basis for investment decisions. Such recommendations can only be provided by a qualified professional advisor who is familiar with your particular circumstances and other relevant information.

Links to Third Party Sites. The Site contains links to third-party web sites. The linked sites are not under the control of Trillium Asset Management, LLC, and we are not responsible for the contents or policies of any linked site. We provide these links as a convenience only, and a link does not imply endorsement of, sponsorship of, or affiliation with the linked site by Trillium Asset Management, LLC.Links to merchants or advertisers are owned and operated by independent retailers or service providers, and therefore, Trillium Asset Management, LLC cannot ensure that you will be satisfied with their products, services or practices. You should make whatever investigation you feel necessary or appropriate before proceeding with any transaction with any of these third parties.

Warranty Disclaimer And Limitation of Liability

Trillium Asset Management, LLC makes no representation of any kind regarding the Site Content, or any portion thereof. All Site Content is provided in as is condition, and we EXPRESSLY DISCLAIM ANY AND ALL WARRANTIES OF MERCHANTABILITY OR FITNESS FOR PARTICULAR USE. Trillium Asset Management also expressly disclaims any warranty or representation as to the accuracy or proprietary character of the site; you waive and covenant not to assert any claims or allegations of any nature arising from or relating to your use of the Site, including, without limitation, all claims and allegations relating to the alleged infringement of proprietary rights, the alleged inaccuracy of Site Content, or allegations that Trillium Asset Management, LLC has or should indemnify, defend, or hold you harmless from any claim or allegation arising from your use, republication or other exploitation of the Site.

You use the Site at your own risk and neither Trillium Asset Management, LLC nor the parties who provide information and materials for publication within the Site Content will be liable for any damages arising from your use of this Site. Applicable Law And Jurisdiction. The Site (excluding links) is controlled by Trillium Asset Management and operated by Trillium Asset Management, LLC from its offices in and around Boston, Massachusetts.

This Site is accessible in all fifty states and other countries, and each of these places has laws that may differ from those of Massachusetts and from each other. As you and Trillium Asset Management, LLC both benefit from establishing a predictable legal environment in which to publish, access and use the Site, by publishing, accessing, and/or using this Site you and Trillium Asset Management, LLC agree that all matters arising from or relating to the use and operation of this Site will be governed by the laws of The Commonwealth of Massachusetts, without regard to its conflicts of laws principles. You agree that all claims you may have arising from or relating to the operation or use of this Site will be heard and resolved in the courts of Boston, Massachusetts. You consent to the personal jurisdiction of such courts over you, stipulate to the fairness and convenience of proceeding in such courts, and covenant not to assert any objections to proceeding in such courts.