< Return to all investment strategies
Sustainable Investment Separate Accounts Chart
Jump to: About This Strategy | About The Company | Specific Screening Information by Category
About This Strategy - [Return to Top]
Assets Under Management (AUM): $209M (in US$ millions)
Required Minimum: $2 million direct, $100,000 advisor
Benchmark used: S&P 1500
Strategy type: All Cap
Strategy description: Sustainable Opportunities is a high-conviction, higher-tracking error sustainability-themed investment strategy that seeks to provide long-term investment growth by investing in companies positioned to thrive as we transition to a more sustainable economy. The strategy employs fundamental equity analysis that integrates ESG factors and emphasizes high-growth companies trading at reasonable valuations. Companies must demonstrate that they are contributing to three core sustainability themes through their core business: Green Solutions, Economic Empowerment, and Healthy Living. The portfolio has no fossil fuel exposure
Strategy web link: External Link
About The Company - [Return to Top]
Institution Name:
Trillium Asset Management
Approach to Sustainable & Responsible Investment: Trillium Asset Management is the oldest independent investment advisor devoted exclusively to sustainable and responsible investing (SRI). We believe that environmental, social, and governance (ESG) factors play an integral role in the investment process, which can lower portfolio risk and help identify the best-managed companies.Trillium is a leader in shareholder advocacy and public policy work. Our goal is to deliver both impact and performance to our private and institutional investors.
Research conducted: Both internally and externally
Researcher name: Fundamental Analysts
Contact info:
60 South Street / Two Financial Center
Boston, MA 02111
USA
Phone: 617-532-6680
Fax: 617-482-6179
Email: rrice@trilliuminvest.com
Web: http://www.trilliuminvest.com (Opens in a new window)
Specific Screening Information by Category - [Return to Top]
Environment
- Climate / Clean Technology: Combination of Positive and Restricted/Exclusionary Strategies - This strategy is Fossil Fuel Free, with proactive investment in green leaders such as energy efficiency names and alternative energy. We also look to invest in companies with lower carbon footprints.
- Pollution / Toxics: Restricted/Exclusionary Investment
- Other Environmental: Combination of Positive and Restricted/Exclusionary Strategies
Social
- Community Development: No Screens
- Diversity & Equal Employment Opportunity: Combination of Positive and Restricted/Exclusionary Strategies
- Human Rights: Combination of Positive and Restricted/Exclusionary Strategies
- Labor Relations: Combination of Positive and Restricted/Exclusionary Strategies
- Conflict Risk: Restricted/Exclusionary Investment
Governance
- Board Issues: Combination of Positive and Restricted/Exclusionary Strategies
- Executive Pay: Combination of Positive and Restricted/Exclusionary Strategies
Products
- Alcohol: Restricted/Exclusionary Investment
- Animal Welfare: Combination of Positive and Restricted/Exclusionary Strategies
- Defense/Weapons: Restricted/Exclusionary Investment
- Gambling: Restricted/Exclusionary Investment
- Tobacco: Restricted/Exclusionary Investment
Other
- Other/Qualitative: In addition to the exclusionary screens, Trillium fundamental equity analysts are asked to create an industry-specific materiality matrix to identify the most important ESG issues for that industry. Then companies are benchmarked to find those best positioned to address these issues.
- Shareholder Engagement - Shareholder Resolutions: Filed or co-filed with companies on environmental, social or governance issues
- Shareholder Engagement - Private Dialogue: Conducted with companies on environmental, social or governance issues
- Proxy Voting: Actively voted by my institution for this investment strategy in support of environmental, social or governance issues in accordance with formal guidelines