Trillium Asset Management

Socially responsible investing

Boston, Massachusetts

United States

www.trilliuminvest.com

About Trillium

 

Headquartered in Boston, MA, Trillium Asset Management, LLC (Trillium) is the oldest independent investment advisor devoted exclusively to sustainable and responsible investing (SRI). Trillium integrates Environmental, Social, and Governance (ESG) factors into the investment process to lower portfolio risk and help identify the best managed companies.

Founded in 1982, Trillium has a long history of managing SRI and ESG equity and fixed income investments for high net worth individuals, foundations, endowments, religious and other nonprofit organizations as well as financial advisors and their clients.

In our view, Trillium was a B Corp before there was a name for it. We were founded explicitly to benefit society and the environment as well as our employee shareholders. It has been part of our mission since day one. It was a natural step for us to become a B Corporation and promote this model of doing business.

The Change We Seek®

 

A leader in shareholder advocacy and public policy work, Trillium leverages the power of stock ownership to promote social and environmental change while providing both impact and performance to investors. Trillium’s team of environmental, social and governance (ESG) advocacy experts are involved in high level discussions with dozens of the most influential companies in the U.S., sometimes as a direct result of shareholder resolutions that are filed with the companies. The firm works in close collaboration with many investor groups, including the Interfaith Center on Corporate Responsibility, Open Mic and Ceres.  Trillium also supports and collaborates with a broad network of organizations working toward common goals.

As an employee owned firm, Trillium strives to achieve the same level of diligence and reporting that they ask of companies with whom we interact. Every two years, Trillium publishes a comprehensive sustainability report which uses the guidelines set forth in the Global Reporting Index (GRI) guidelines and its Financial Services Sector Supplement. GRI has developed the most widely used framework for sustainability reporting. The framework allows users to track and report ESG impacts using general and industry-tailored principles and indicators.

Trillium is deeply committed to using the power of capital markets to move toward a sustainable economy that properly values people and planet.

What makes us a better company?

B Impact Report

Certified since: 

June 2008
Summary:

Company Score

Median Score*

Governance

Governance

The Governance section of the Assessment evaluates a company's accountability and transparency. The section focuses on the company's mission, stakeholder engagement, and overall transparency of the company's practices and policies.

18
10
Workers

Workers

The Worker section of the survey assesses the company's relationship with its workforce. This section measures how the company treats its workers through compensation, benefits, training, and ownership opportunities provided to workers. It also focuses on the overall work environment within the company through management/worker communication, job flexibility and corporate culture, and worker health and safety practices.

44
22
Community

Community

The Community section of the survey assesses a company's impact on its community. The Community section evaluates a company's supplier relations, diversity, and involvement in the local community. The section also measures the company's practices and policies around community service and charitable giving. In addition, this section includes if a company's product or service is designed to solve a social issue, including access to basic services, health, education, economic opportunity, arts, and increasing the flow of capital to purpose-driven enterprises.

26
32
Environment

Environment

The Environment section of the Assessment evaluates a company's environmental performance through its facilities; materials, resource, and energy use; and emissions. Where applicable, it also considers a company's transportation/distribution channels and environmental impact of its supply chain. This section also measures whether a company's products or services are designed to solve an environmental issue, including products that aid in the provision of renewable energy, conserve resources, reduce waste, promote land/wildlife conservation, prevent toxic/hazardous substance or pollution, or educate, measure, or consult to solve environmental problems.

11
9
Overall B Score
147
80

80 out of 200 is eligible for certification

*Of all businesses that have completed the B Impact Assessment

*Median scores will not add up to overall

view full reports »

Company Highlights: 

Environment: >25% recycled office materials; >50% carbon inventory reduced through purchase of certified carbon credits; 257.59lbs of carbon offset annually

Employees: >50% women employees; all employees paid living wage; >15% net profits included in employee profit sharing plan; >80% individual/family health insurance premiums covered by company

Community: >40% expenditures directed towards local suppliers; >5% net profits given to charitable institutions

Consumers: CERES certified

2014 Best for the World Overall Honoree

Miscellany: 

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