What Does Trillium Asset Management Do?

Total employees78
HeadquartersBoston
Founded1982

Trillium Asset Management is an investment firm with a singular focus on sustainable and impact investing. Founded in 1982, Trillium has pioneered the integration of Environmental, Social, and Governance (ESG) criteria into investment decision-making for decades. They partner with individuals, foundations, endowments, and religious institutions to build diversified portfolios that align financial objectives with deeply held values. Trillium is distinguished by its active ownership practices, including shareholder advocacy and corporate engagement, to drive positive social and environmental outcomes alongside competitive financial returns. In 2020, Trillium Asset Management became part of Perpetual Limited, an Australian diversified financial services company.

Where Is Trillium Asset Management's Headquarters?

Trillium Asset Management officeTrillium Asset Management officeTrillium Asset Management officeTrillium Asset Management office
*Images sourced via web search. Rights belong to original owners

HQ Function

The Boston headquarters is Trillium's primary operational center, housing its core investment management, ESG research, shareholder advocacy, client services, and corporate functions.

Notable Features:

Situated in Boston's Financial District, the headquarters occupies a modern office space designed to foster collaboration and support its specialized investment activities. Specific architectural highlights are not publicly detailed.

Work Culture:

Trillium cultivates a mission-driven and collaborative work environment. The culture is characterized by a strong commitment to ethical practices, sustainability, and a shared passion among employees for driving positive change through responsible investment.

HQ Significance:

Its Boston location is strategically vital, positioning Trillium within a major North American financial hub, providing access to industry talent, extensive networks, and facilitating direct engagement with clients and stakeholders.

Values Reflected in HQ: The choice of a professional and accessible headquarters in a key financial center mirrors Trillium's commitment to excellence, client service, and providing a high-quality environment for its dedicated team.

Location:

While Trillium Asset Management's offices are located within the United States, its investment philosophy and activities are global in scope. The firm analyzes and invests in companies worldwide, applying its rigorous ESG criteria across diverse international markets. Trillium serves a predominantly U.S.-based clientele but actively engages with multinational corporations on critical ESG issues, demonstrating a global perspective in its sustainable and impact investing strategies. As a part of Perpetual Limited, Trillium benefits from an expanded international network and resources.

Street Address:

Two Financial Center, 60 South Street, Suite 1100

City:

Boston

State/Province:

MA

Country:

USA

Where Else Does Trillium Asset Management Operate Around the World?

San Francisco, CA, USA

Address: 180 Montgomery Street, Suite 2150, San Francisco, CA 94104

Enhances Trillium's presence on the West Coast, allowing for closer engagement with a significant base of ethically-minded investors and pioneering companies in the region.

Portland, OR, USA

Address: The Yeon Building, 522 SW Fifth Avenue, Suite 1020, Portland, OR 97204

Serves clients and identifies investment opportunities in the Pacific Northwest, aligning with the area's pronounced environmental and social values.

Durham, NC, USA

Address: The Chesterfield, 701 W. Main Street, Suite 101, Durham, NC 27701

Establishes a strategic presence in the Southeast, supporting regional clients and building relationships within its vibrant economic and academic landscape.

Buying Intent Signals for Trillium Asset Management

Highperformr Signals uncover buying intent and give you clear insights to target the right accounts at the right time — helping your sales, marketing, and GTM teams close more deals, faster.

Notable news
Hiring actively
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
*Example signal, not calculated in real time

Who's Leading Trillium Asset Management? Meet the Executive Team

As of April 2025, Trillium Asset Management' leadership includes:

Matthew W. Patsky - Chief Executive Officer
John C. H. Queally - Chief Investment Officer
Lisa L. MacKinnon - Chief Operating Officer & Chief Compliance Officer
Kate R. Monfette - Chief Client Officer
Cheryl D. Smith, Ph.D., CFA - Managing Partner, Economist

Who's Investing in Trillium Asset Management?

Trillium Asset Management has been backed by several prominent investors over the years, including:

Perpetual Limited (Owner)

What Leadership Changes Has Trillium Asset Management Seen Recently?

Hire0
Exits0

No major C-suite executive hires or departures at Trillium Asset Management have been widely publicized in the last 12 months. The leadership team has demonstrated stability and continuity following the company's acquisition by Perpetual Limited.

What Technology (Tech Stack) Is Used byTrillium Asset Management?

Discover the tools Trillium Asset Management uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.

Trillium Asset Management Email Formats and Examples

Trillium Asset Management commonly uses an email format consisting of the employee's first initial followed by their last name, at the company's domain.

[first_initial][last_name]@trilliuminvest.com

Format

mpatsky@trilliuminvest.com

Example

90%

Success rate

What's the Latest News About Trillium Asset Management?

Citywire USA • October 25, 2023

Trillium Asset Management’s advocacy chief on the new frontiers of ESG engagement

Jonas D. Kron, Trillium Asset Management's Chief Advocacy Officer, discusses the evolving landscape of ESG engagement, highlighting new focus areas such as artificial intelligence ethics, biodiversity impacts, and human rights within corporate supply chains....more

Trillium Asset Management / PR Newswire • May 2, 2023

Trillium Asset Management Announces Support for The Shareholder Commons’ Pursuit of Amicus Brief Regarding Corporate Purpose

Trillium Asset Management publicly announced its support for The Shareholder Commons (TSC) in their effort to file an amicus brief with the Delaware Supreme Court, related to the legal interpretation of corporate purpose and shareholder primacy....more

Trillium Asset Management Insights • February 7, 2024

Engaging on the Rights of Indigenous Peoples

Trillium details its engagement philosophy and actions concerning the rights of Indigenous Peoples, emphasizing the importance of Free, Prior, and Informed Consent (FPIC) in corporate operations and project development....more

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