Trillium ESG Global Equity Fund Institutional Class (PORIX)
Trillium ESG Global Equity Fund Institutional Class operates in the Asset Management - Global industry of the Financial Services sector, headquartered in Milwaukee, WI, US. The stock last traded at $61.94, down 0.15% on the session, giving a market capitalisation of $772.7M. Its beta of 1.01 implies it has historically moved more than the broad market.
This fund primarily targets equity investments in companies that its advisor identifies as excelling in environmental, social, and governance (ESG) practices, possessing strong growth prospects, and trading at attractive valuations. Typically, the fund commits a minimum of 80% of its net assets (including any borrowed capital for investment) to stocks that align with the Adviser's specified ESG standards. Furthermore, the Adviser generally aims to maintain a full allocation to these particular securities. Its portfolio is diversified across the globe, encompassing both established and developing international markets.
Trillium ESG Global Equity Fund Institutional Class is most often compared with the following Financial Services names: