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 09/30/20. The fund's latest filing disclosed 2BN in positions, representing 112% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 09/30/20. The fund's latest filing disclosed 2BN in positions, representing 112% of the manager's regulatory AUM.
TRILLIUM ASSET StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
TRILLIUM ASSET Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 4.39% | Tech | 11.5% | 0.02% | 0 | 36% | ||
| MSFT | 4.33% | Tech | 1.54% | -0.4% | 0 | 43% | ||
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FEATURED IN
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 adusted 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‐adusted performance benefits from combining multiple sources of investment insight within a risk management framework.
4
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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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 adusted 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‐adusted performance benefits from combining multiple sources of investment insight within a risk management framework.
4
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...
Unlock Full Investment Process Description
TRILLIUM ASSET Portfolio Concentration
TRILLIUM ASSET Location
TWO FINANCIAL CENTER
60 SOUTH STREET, SUITE 1100
BOSTON, Massachusetts
UNITED STATES, 02111
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: http://www.trilliuminvest.com
Fax Number: 617-482-6179
Website: http://www.trilliuminvest.com
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