Trillium ESG Global Equity Fund Institutional Class
PORIX
NASDAQ- -
USD
- -
- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
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in mil. unless spec.Quarterly Dividends Per Share
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management - Global
- Address
- 615 E. Michigan St. Milwaukee WI United States of America 53202
- IPO Date
- Mar 30, 2007
- CIK
- 0000811030
- Website
- trilliummutualfunds.com
- Similar Companies
- Business
- Trillium ESG Global Equity Fund Institutional Class (PORIX) is an actively managed mutual fund that seeks long-term capital appreciation by investing primarily in equity securities of companies worldwide that demonstrate strong environmental, social, and governance (ESG) practices. The fund employs a rigorous proprietary research process to identify companies with sustainable business models, superior ESG risk management, and positive societal impact; its portfolio typically includes large-cap growth stocks across sectors such as technology, healthcare, consumer discretionary, and industrials, with holdings screened for climate change mitigation, labor standards, board diversity, and ethical supply chains. Trillium emphasizes thematic investing in areas like renewable energy, water conservation, and inclusive economies, while maintaining diversification with up to 80% in common stocks, convertible securities, and American Depositary Receipts of non-U.S. issuers. Operated by Trillium Asset Management, LLC, founded in 1982 and headquartered in Boston, Massachusetts, the fund serves institutional investors seeking ESG-integrated global equity exposure with a focus on developed markets in North America, Europe, and Asia-Pacific. The firm, a pioneer in sustainable investing, manages approximately $1 billion in assets across mutual funds and separately managed accounts; PORIX, launched in 2009, features a low turnover strategy to minimize transaction costs and tax implications, benchmarked against the MSCI World Index. Geographic operations span global markets, with no single country exceeding 25% of assets unless U.S.-based. In recent developments, Trillium Asset Management rebranded its mutual fund offerings under the Ariel Trillium umbrella following its 2022 acquisition by Ariel Investments, enhancing distribution through Ariel's established platforms and integrating advanced ESG data analytics for improved screening; this strategic alliance expanded access to retail and institutional channels while bolstering research capabilities with Ariel's value-oriented expertise. The fund introduced enhanced climate risk metrics in its 2024 annual report, incorporating carbon intensity targets and biodiversity impact assessments amid growing regulatory demands like the EU's SFDR. No major funding rounds or divestitures reported in the last two years, though portfolio adjustments reflect shifts toward AI-driven clean tech firms.