Our History

Trillium Asset Management is at the forefront of thought leadership and continues to draw from decades of experience focused exclusively on responsible investing. Trillium’s founder, Joan Bavaria, was a true visionary and served as an early catalyst for change in the investment industry. The firm’s innovative approach led to the creation of numerous organizations, the development of the ESG investment field, and the first generation of investors focused on improved environmental, social, and governance outcomes.

Today, the firm is an impact-driven, ESG-focused firm dedicated to aligning values with investment objectives. Trillium’s commitment to active ownership and shareholder advocacy has contributed to concrete and positive change.  
Joan BavariaJoan Bavaria founded Trillium in 1982 to provide a space for clients to invest their money in alignment with their values. She is often referred to as the “Founding Mother” of Socially Responsible Investing.  Under Joan’s visionary leadership, Trillium grew to become one of the largest SRI investment firms in the U.S.  Joan was proud to use Trillium as an incubator to create organizations with impact. Our firm helped nurture US SIF, Ceres, SIRAN and Open MIC.

Joan Bavaria (1943-2008)Founder, Trillium Asset ManagementThe “Founding Mother” of ESG Investing