Trucost News / 16 Jul 2013

Trillium Asset Management’s Sustainable Opportunities Strategy is one-third as carbon intensive as its benchmark

Trucost’s carbon audit of Trillium Asset Management’s Sustainable Opportunities Strategy reveals the strategy is one-third as carbon intensive as its benchmark.

Trillium Asset Management, the oldest independent investment advisor devoted exclusively to sustainable and responsible investing, announced today that its Sustainable Opportunities Strategy has been calculated to be 67% less carbon intensive than its benchmark, the S&P 1500® Index, according to a carbon footprint analysis conducted by Trucost, a leading environmental data and analysis firm.

Trucost’s carbon intensity analysis (Sustainable Opportunities Strategy) is based on measuring the tons of carbon emissions per million dollars of revenue of the companies held by the Strategy and those of the companies included in the S&P 1500® Index.

Trillium’s Sustainable Opportunity Strategy seeks to provide long-term investment growth by investing in companies positioned to thrive during the transition to a more sustainable economy. The strategy has been fossil fuel free since inception.

“Climate change is the defining investment issue of our generation.” said Matthew W. Patsky, CEO of Trillium Asset Management. “Sound environmental practices in the business community – like those represented in our Sustainable Opportunities Strategy – are important to strong economic growth. Companies revolutionizing the fields of energy efficiency, clean energy and sustainable agriculture, will, we believe, have the highest growth prospects and benefit from changes in the global economy.”

Since its 2008 inception, the strategy has employed fundamental equity analysis that integrates ESG factors and emphasizes high-growth companies trading at reasonable valuations. Companies must demonstrate that they are contributing to three core sustainability themes through their core business: Green Solutions, Economic Empowerment, and Healthy Living.

Divya Mankikar, Vice President, Trucost said, “Our carbon audit of Trillium’s Sustainable Opportunities Strategy clearly demonstrates the effectiveness of Trillium’s approach to integrating ESG investment factors at a stock and sector level.”


+44 (0)20 7160 9800

18 June, 2020
Events Building Best in Class ESG Practices’ – Webinar

In this Webinar we will take a look at how global banks and asset managers can build best practices around data quality, assessment frameworks and risk modelling. Christopher Perceval – Director and Head of Business Development EMEA at Trucost, part of S&P Global will be speaking at this event. For more info or details...

Find out more
16 June, 2020
Events ESG Disclosure and Due Diligence:  Through the Lens of Equity Capital Markets – Webinar

AFME’s first sustainable finance webinar will explore the increasingly important topics of ESG Disclosure and Due Diligence and more specifically, what they mean for Equity Capital Markets. With the support of our co-hosts, Allen and Overy, we’ll be using their planned report as a foundation to discuss further implications, challenges and projections around these...

Find out more
3 February, 2020
Events Green Finance Summit – Phoenix – 3 – 4, 2020

The GreenFin Summit follows a successful launch event in 2019. That invitation-only event brought together 100 corporate sustainability leaders, major public-sector pension fund executives and leading financial institutions, with over a trillion dollars of combined assets under management. The discussion broached vital topics in ESG that will be expanded upon at the 2020 Summit. Richard Mattison...

Find out more