TRILLIUM ASSET Overview

Trillium Asset Management Llc is an investment advisor that manages 2.1 BN dollars in regulatory AUM and has 36 employees, of which 12 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 2BN in positions, representing 73% of the manager's regulatory AUM.

TRILLIUM ASSET StockAlpha

-3.2%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

TRILLIUM ASSET Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
GOOGL 3.07% Tech -3.21% -0.06% 0 34%
CSCO 1.92% Tech -6.13% -0.09% 0 30%
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FEATURED IN
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TRILLIUM ASSET Founders and Key Employees

Name Title In Position Since
Cheryl I. Smith Managing Partner July-2011
Matthew W. Patsky Managing Partner, Ceo July-2011
Michelle Mcdonough Managing Partner July-2011
Nancy I. Denney Chief Compliance Officer October-2014

TRILLIUM ASSET Brokers, Custodians, Auditors and Administrators

Type Company

TRILLIUM ASSET Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss


Methods of Analysis

Our investment philosophy is that integrating environmental, social, and governance factors into the financial analysis process can help identify the best companies positioned to deliver long‐term risk adŒusted performance. We are long‐term investors, with a three to five year investment horizon, and use a growth‐at‐a‐reasonable‐price equity discipline. We believe that our risk‐adŒusted performance benefits from combining multiple sources of investment insight within a risk management framework.




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Our investment strategy includes several components, including quantitative review, fundamental analysis, and portfolio construction, risk control, and optimization.
We begin with a quantitative review process on the front end that eliminates companies that do not pass our business involvement screens (tobacco, alcohol, gambling,
por...
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TRILLIUM ASSET Portfolio Concentration

TRILLIUM ASSET Location

TWO FINANCIAL CENTER
60 SOUTH STREET, SUITE 1100
BOSTON, Massachusetts
UNITED STATES, 02111

TRILLIUM ASSET Contact Information

Phone Number: 617-423-6655
Fax Number: 617-482-6179
Website:

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