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Trillium launches new small/mid cap SRI mutual fund

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Trillium Asset Management’s Small/Mid Cap Core investment strategy is now available to institutional investors as a mutual fund (TSMDX), adding to the Portfolio 21 Global Equity Fund that the firm acquired at the end of 2014.

Since its founding in 1982, Trillium has been integrating Environmental, Social, and Governance (ESG) factors into the investment process as a way to identify the companies that may be positioned to deliver strong long-term performance. Historically, Trillium has offered its investment products as separately managed accounts; typically to institutional and individual clients, who own individual securities outright. 
 
Trillium’s Small/Mid Cap Core (SMID) strategy, which is benchmarked to the S&P 1000, was launched as a separate account product in 2001 and invests in small and mid-cap stocks that are well-diversified across economic sectors.
 
“There is increasing interest in impact and sustainable and responsible investing – especially among millennials,” says Trillium’s CEO, Matthew W Patsky (pictured), CFA. “Additionally, we know that a significant percentage of investment dollars are in retirement plans – often in mutual funds. The launch of this new fund, along with our recent acquisition of the Portfolio 21 Global Equity Fund, helps Trillium achieve its goal of providing more investment products that meet investor needs.” 
 
Laura McGonagle, CFA, who has been involved in the management of Trillium’s SMID strategy since its inception, added “In launching Trillium’s SMID strategy as a mutual fund, we have broadened access to the strategy to Sustainable and Responsible Investors (SRI) investors who are looking for exposure to equities down the market capitalisation spectrum, as we only initiate positions in companies with a market capitalisation below USD10 billion.” 

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