Trillium ESG Global Equity Fund
An actively managed, diversified portfolio of global EQ, which provides the potential for long-term Caps growth by invest. in companies that are leaders in environmental, social, governance (ESG) risks and opportunities. (For Wholesale Investors Only)
The Trillium ESG Global Equity Fund is designed to address the risks and opportunities created by the increasing constraints on natural capital.
An actively managed, diversified portfolio of global equities, which provides the potential for long-term capital growth by investing in companies that are leaders in managing environmental, social and governance (ESG) risks and opportunities.
The Fund provides investors with an opportunity to align values in Trillium’s vision of investing in global companies that aim for a more sustainable future and meet the dual mandate of ESG leadership and financial quality.
The Fund intends to have no direct fossil fuel exposure.
The investment objective is to provide investors with long-term capital growth through investment in quality global shares. To outperform the benchmark (before fees and taxes) over rolling 3-year periods.
Trillium aims to achieve the above objectives by adopting a "bottom-up" stock selection approach to investing, where the decision to buy or sell is based on fundamental quality and valuation with an integrated analysis of environmental, societal, and governance risks and attributes.
The Fund invests globally and has exposure to both emerging and developed markets. The Fund may invest in companies of any size and seeks diversification by country and economic sector. The Fund has no direct Fossil Fuel exposure.
The investment process comprises four distinct areas: idea generation, ESG analysis, fundamental research and portfolio construction.
The process is designed to be conducted with objectivity and to leverage the deep experience and insights of the portfolio managers, as well as Trillium's team of equity research analysts, ESG specialists and advocacy professionals. The order in which the following process steps are completed is variable, depending on the specifics of any given situation.
| Assets | Range % |
| Cash | 0 - 10% |
| International shares | 90 - 100% |
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Perpetual Limited is a diversified financial services company which has been serving Australians since 1886 when it was established as a trustee company by a group of businessmen including Sir Edmund Barton, later to be Australia’s first Prime Minister. That trustee heritage – and the culture it created around putting clients first – is what makes Perpetual unique.
Over more than 135 years we have supported clients and communities through periods of great change and volatility, continuing to evolve to provide products and services to meet the changing needs of our clients – some of which span five generations.
Today, we are an ASX-listed company (ASX: PPT) headquartered in Sydney, Australia, providing asset management, private wealth and trustee services to local and international clients. Our operations span Australia, Asia, Europe, the United Kingdom and the United States.
At Perpetual, we are, and have always been, committed to acting in the best interests of our clients and the communities we support to ensure a positive impact and help build a sustainable future. We aim to be the most trusted brand in financial services.
Our purpose is and has always been, to create enduring prosperity.
Perpetual has appointed Trillium Asset Management as the investment manager for the Fund. Trillium is an investment management firm, based in Boston, MA (USA), which has been devoted exclusively to sustainable and responsible investing since its founding in 1982.
Trillium is also a wholly owned subsidiary of Perpetual Limited.
Matt Patsky is CEO and Lead Portfolio Manager of the Trillium ESG Global Equity strategy and Portfolio Manager of the Trillium Sustainable Opportunities strategy.
Matt has over three decades of experience in investment research and investment management. He began his career at Lehman Brothers in 1984 as a technology analyst. In 1989, while covering emerging growth companies for Lehman, he began to incorporate environmental, social, and governance factors into his research, becoming the first sell side analyst in the United States to publish on the topic of socially responsible investing in 1994.
As Director of Equity Research for Adams, Harkness & Hill, he built the firm’s powerful research capabilities in socially and environmentally responsible areas such as renewable energy, resource optimization, and organic and natural products.
Before Trillium, Matt worked at Winslow Management Company in Boston, where he served as director of research, chairman of the investment committee, and portfolio manager for the Green Growth and Green Solutions Strategies.
Matt currently serves on the board of TONIIC and has previously served on the Boards of Environmental League of Massachusetts, Shared Interest, Pro Mujer, US SIF, and Root Capital.
He is also a member of the Social Venture Circle (SVC) and is a member of the CFA Society Boston and is a Chartered Financial Analyst charterholder.
Patrick is a Portfolio Manager of the Trillium ESG Global Equity strategy and Research Analyst covering the financial sector. Patrick joined as an Analyst in September 2018 with previous experience as a portfolio manager and equity research analyst for several Global and European equity funds at ING Investment Management and Robeco Asset Management, where he started his career in 1994.
Immediately prior to joining Trillium, he was an Investment Director at John Hancock Investments (JHI), covering global, international, and emerging markets and US equity funds for John Hancock. While at JHI, Patrick served as an ESG specialist at the firm, driving product development, content creation and client education. Patrick also served in due diligence roles at Merrill Lynch Global Wealth & Investment Management.
Patrick completed his Masters of Science (Honors) in Business Administration in 1992 and his Masters of Science in Economics (Honors) in 1994 from Erasmus University Rotterdam, The Netherlands. Patrick is a Certified European Financial Analyst.
Laura is a Senior Vice President, Portfolio Manager, and Research Analyst. She leads the Trillium Small/Mid Cap Core strategy and is on the portfolio management team of the ESG Global Equity strategy and the Sustainable Opportunities strategy. She joined Trillium Asset Management in 2001.
Prior to joining Trillium she was an equity research analyst at Adams, Harkness and Hill, a Boston-based investment bank that focuses on emerging growth companies. Laura’s last position at Adams was as a sell-side equity analyst in the “Healthy Living” group. This group covered specialty consumer stocks which addressed the consumers’ growing awareness of the impact of nutrition, environment and lifestyle choices on their well-being.
Laura earned a B.A. in quantitative economics from Tufts University in 1992. Laura is a member of the CFA Society Boston and is a Chartered Financial Analyst charterholder.
John Quealy is the Chief Investment Officer and Portfolio Manager of the ESG Global Equity strategy. He oversees the management of all investment strategies and portfolio construction at Trillium. He joined the firm in 2018 and has extensive experience in sustainable investing.
Prior to joining Trillium, John spent 17 years with Canaccord Genuity in Equity Research, where he was a Managing Director, specialising in the Sustainability and Industrial Technology sectors. He joined the firm as an Associate in 2000, helping to launch this franchise in the United States. Over his career, John helped lead Canaccord’s efforts across this emerging area, having previously served as Sector Head overseeing Sustainability Equity Research in North America and the UK. John has covered a broad array of companies in the Energy Technology, Water, Recycling, Agriculture, and Electrical Equipment sectors. Prior to Canaccord, John worked for Deloitte & Touche, where he was a Manager in the Audit and Assurance practice, serving a wide range of domestic and international, public, and private companies.
John has served on the boards of Rosie’s Place (founded in 1974 as the first dedicated Women’s Shelter in the U.S.) and the Environmental League of Massachusetts (ELM). John received a B.S. degree in Accounting and Philosophy cum laude from Boston College and is a licensed Certified Public Accountant in Massachusetts.
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