While there are many Socially Responsible Investment Funds (SRIs), Trillium Asset Management's entire portfolio is socially responsible. As the oldest investment management firm in the United States dedicated to such a cause (they've been around since 1982), Trillium has been helping to incite positive social change through a variety of arenas including: sustainable strategy; Environmental, Social and Governance (ESG) analysis; equity, balanced and fixed income portfolios; ESG research; shareholder advocacy; and more.
Trillium Asset Management is designed to create positive effects on society, the environment, and their employee shareholders. According to their website, Trillium is “deeply committed to using the power of capital markets to move toward a sustainable economy that properly values people and planet.â€
How does Trillium Asset Management succeed in their mission? Their investment approach policy means that they evaluate their potential investments by incorporating criteria such as public policy involvement, active stock ownership and community investments. This program is more than the typical social responsibility investing agenda, which typically uses negative screening in order to weed out investments that may have associations with things such as firearms, gambling, alcohol and tobacco.
Trillium Asset Management is dedicated to positive investments that strike a balance between competition, financial gain, equity and ecological sustainability.
Contact Information:
Trillium Asset Management Website
711 Atlantic Avenue
Boston, Massachusetts
02111-2809

United States
Telephone: 617-423-6655

Fax: 617-482-6179

Toll free: 800-548-5684
Socially Responsible Investment Firms
Trillium Asset Management Promotes Social Justice
Trend Themes
1. Socially Responsible Investment Funds - Opportunity for firms to create investment portfolios that align with social and environmental values, promoting positive change.
2. Environmental, Social, and Governance (ESG) Analysis - Opportunity for firms to incorporate ESG considerations into investment decision-making, ensuring long-term sustainability and risk management.
3. Shareholder Advocacy - Opportunity for firms to advocate for social and environmental causes through active ownership, influencing corporate behavior and driving positive change.
Industry Implications
1. Investment Management - Opportunity for investment management firms to differentiate themselves by offering socially responsible investment options, attracting socially conscious investors.
2. Sustainable Finance - Opportunity for firms to develop innovative financial products and services that support sustainable development, addressing the growing demand for socially responsible investments.
3. Corporate Social Responsibility (CSR) - Opportunity for companies to align their business practices with social and environmental values, enhancing their reputation and attracting socially conscious consumers.