Dear Reader

Over the past year, I have spent a lot of time traveling around the country meeting Trillium clients. It is a part of my job that I enjoy very much. You, our clients, have helped me understand what Trillium is doing well and what needs improvement. For over 25 years, Trillium and our clients have been successfully working with companies and communities to improve social and environmental outcomes. During that time, Trillium has consistently delivered competitive financial returns.
We can’t do what we do without you, our clients.
Thank you.
For the past 13 years, Trillium has also had a great partner in Wainwright Bank and Trust. In 1997, Wainwright purchased a minority stake in Trillium and provided much-needed capital to expand our business. With a shared vision of social responsibility, Trillium and Wainwright worked to strengthen our company and the products we offer. In December 2010, Trillium bought back Wainwright’s investment and once again became completely independent and wholly employee-owned.
While talking with many of you I have heard that you are proud to be connected with Trillium; that you fully support what we do on environmental, social and governance (ESG) issues and you want to see us “do more of what you do.”
I heard that our clients want to have have alternatives to our traditional offerings of equity and bond strategies. We know that clients are anxious to have access to emerging and international markets, while keeping true to our mission of investing for a better world.
As I write this, Trillium is actively exploring partnerships and strengthening internal capabilities to integrate ESG information to broaden our investment strategies. We are evaluating data providers in emerging markets to ensure the broadest and highest quality coverage of ESG issues.
I expect that in the next 12 months Trillium will have products that meet the growing need of wider diversification for our clients.
Stay tuned!