About the Advisor

Portfolio 21 has merged with Boston-based Trillium Asset Management with Trillium assuming responsibility for the Portfolio 21 brand and the management of the mutual fund.

Both Trillium and Portfolio 21 were founded in 1982 and integrate Environmental, Social, and Governance (ESG) factors into the investment process as a way to identify the companies best positioned to deliver strong long-term performance.

Members of the Portfolio 21 investment team, including Jim Madden, Tony Tursich, Beth Williamson, and Emily Lethenstrom are now Trillium employees. The mutual fund will continue to follow the same investment process and will continue in the same office in Portland, OR; working closely with Trillium’s headquarters in Boston, MA and offices in Larkspur, CA and Durham, NC. A merger of the two companies will strengthen the depth of our current research capacity, while significantly broadening investment products for our clients.

Over the years, Portfolio 21 and Trillium have collaborated on many issues. Sharing a deep concern about the proposed Pebble Mine in Bristol Bay, Alaska, we brought the investor perspective to the EPA and the White House in filings urging the administration to protect vital salmon resources. Similarly, we have led investors in urging the Obama Administration to adopt robust methane regulations. And in Oregon, we are working with our good friends at Ceres to urge Oregon legislators to remove the Clean Fuel Program sunset provisions.

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