Trillium Asset Management Corp. is a socially-responsible investor. The firm believes that integrating environmental, social, and governance (ESG) factors into the financial analysis process can help identify the best companies positioned to deliver long-term risk adjusted performance. They are long-term investors, with a 3-5 investment horizon, and use a growth-at-a-reasonable-price (GARP) equity discipline. Their equity strategies include: Large-Cap Core Equity, Small/Mid-Cap Core, All-Cap Core Equity, Sustainable Opportunities, Fossil Fuel Free Core, Growth & Income and Global Equity. The Large-Cap Core, Small/Mid-Cap Core, and All-Cap Core strategies invest stocks that are well-diversified across economic sectors, and are benchmarked to the S&P 500, S&P 1000, and S&P 1500, respectively. Trillium's Sustainable Opportunities strategy invests in companies positioned to thrive as the world transitions to a more sustainable economy, such as climate solutions, economic empowerment and healthy living. It is fossil fuel-free, includes greater international exposure, and is benchmarked to the S&P 1500.The Fossil Fuel-Free Core strategy invests across market-caps and economic sectors in companies that meet Trillium’s sustainability criteria. It has no direct exposure to fossil fuels.The Growth & Income strategy invests in large-cap stocks that are well-diversified across economic sectors and have higher dividend yields, benchmarked to the S&P 500.Trillium's Global Equity strategy invests in companies that demonstrate global leadership from a both financial and environmental perspective. It is fossil fuel-free, comprised of roughly 50% international and 50% US companies, and is benchmarked to the ACWI.Trillium offers a well-diversified, actively-managed, US Core Bond strategy which is managed for all market environments. Their Fixed Income Strategy combines a macro-view with individual fixed income security selection and incorporates both negative and positive ESG criteria. The strategy offers both taxable and tax-exempt options, depending on the client's needs. The strategy also proactively includes “Green Bond” exposure, including World Bank and IFC Green Bonds. The portfolio typically holds bonds until maturity or call, with less than 25% turnover per year. It uses structured notes at attractive option adjusted spread to pick up yield and protect against rising rates.