Trillium Asset Management, LLC

Certified B Corporation

Massachusetts, United States

Certified Since

June 2008


Investment advising


Service with Minor Environmental Footprint

Operates In


Netherlands The,

United Kingdom,

United States

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.

Overall B Impact Score

Based on the B Impact assessment, Trillium Asset Management, LLC earned an overall score of 140.6. The median score for ordinary businesses who complete the assessment is currently 50.9.
140.6 Overall B Impact Score
80 Qualifies for B Corp Certification
50.9 Median Score for Ordinary Businesses

Governance 20.5

Governance evaluates a company's overall mission, engagement around its social/environmental impact, ethics, and transparency. This section also evaluates the ability of a company to protect their mission and formally consider stakeholders in decision making through their corporate structure (e.g. benefit corporation) or corporate governing documents.

Mission & Engagement5.4
Ethics & Transparency7.5
+ Mission Locked7.5

What is this? A company with an Impact Business Model is intentionally designed to create a specific positive outcome for one of its stakeholders - such as workers, community, environment, or customers.

Workers 37.8

Workers evaluates a company’s contributions to its employees’ financial security, health & safety, wellness, career development, and engagement & satisfaction. In addition, this section recognizes business models designed to benefit workers, such as companies that are at least 40% owned by non-executive employees and those that have workforce development programs to support individuals with barriers to employment.

Financial Security12.2
Health, Wellness, & Safety10.2
Career Development6.6
Engagement & Satisfaction6.9

Community 17.8

Community evaluates a company’s engagement with and impact on the communities in which it operates, hires from, and sources from. Topics include diversity, equity & inclusion, economic impact, civic engagement, charitable giving, and supply chain management. In addition, this section recognizes business models that are designed to address specific community-oriented problems, such as poverty alleviation through fair trade sourcing or distribution via microenterprises, producer cooperative models, locally focused economic development, and formal charitable giving commitments.

Diversity, Equity, & Inclusion7.1
Economic Impact2.9
Civic Engagement & Giving4.6
Supply Chain Management0.7

Environment 7.3

Environment evaluates a company’s overall environmental management practices as well as its impact on the air, climate, water, land, and biodiversity. This includes the direct impact of a company’s operations and, when applicable its supply chain and distribution channels. This section also recognizes companies with environmentally innovative production processes and those that sell products or services that have a positive environmental impact. Some examples might include products and services that create renewable energy, reduce consumption or waste, conserve land or wildlife, provide less toxic alternatives to the market, or educate people about environmental problems.

Environmental Management3.0
Air & Climate0.9
Land & Life3.0

Customers 56.9

Customers evaluates a company’s stewardship of its customers through the quality of its products and services, ethical marketing, data privacy and security, and feedback channels. In addition, this section recognizes products or services that are designed to address a particular social problem for or through its customers, such as health or educational products, arts & media products, serving underserved customers/clients, and services that improve the social impact of other businesses or organizations.

Customer Stewardship3.4
+ Portfolio Reporting6
+ Targeted for Investment21
+ Leadership & Outreach6
+ Investment Criteria14.5
+ Portfolio Management6

What is this? A company with an Impact Business Model is intentionally designed to create a specific positive outcome for one of its stakeholders - such as workers, community, environment, or customers.

Previous Overall B Impact Scores

2022 Overall B Impact Score140.6
2018 Overall B Impact Score163.8
2015 Overall B Impact Score161.8
2015 Overall B Impact Score142.5
2013 Overall B Impact Score146.9
2008 Overall B Impact Score116.9

Additional Documentation

Transparent Assessment

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