Paul Hilton, CFA

Trillium Asset Management is pleased to announce that Paul Hilton, CFA, has joined the firm as a portfolio manager. Mr. Hilton has been involved in sustainable and responsible investing for over 15 years, working on both the investment and sustainability research and advocacy sides.

"We are delighted to have Paul join Trillium. His long history as an innovator in the field of SRI augments the deep talent already in place at Trillium," commented Matt Patsky, Trillium's CEO. "Paul has collaborated with Trillium staff over the years on various projects, including the co-founding of SIRAN (Social Investment Research Analyst Network, a national group of analysts working to promote dialogue with companies about corporate responsibility), and everyone looks forward to having him on the Trillium team."

This is a very exciting time in the history of Trillium. The firm has seen significant growth in institutional and individual assets over the past year. "Trillium's strong performance record and shareholder advocacy victories are generating increasing demand for our services. Having another experienced portfolio manager allows us to effectively manage this growth," said Mr. Patsky.

Mr. Hilton commented, "I am very excited to join the outstanding team of SRI professionals at Trillium, to help further build the brand and expand our footprint into new channels. I also look forward to leveraging my experience integrating ESG research with financial analysis to continue to build strong portfolios for clients. Trillium is at the forefront of ESG integration, and I am thrilled to be a key member in helping to chart this evolving course."

Prior to joining Trillium, Mr. Hilton was Vice President, Sustainable Investment Business Strategy at Calvert Investments, leading SRI product and business development, with a particular focus on the institutional and international arenas. He also previously held senior positions within Calvert's Equities and Marketing Departments. Prior to Calvert Mr. Hilton was Portfolio Manager for Socially Responsible Investing at The Dreyfus Corporation. At Dreyfus he was responsible for social research and advocacy for the Dreyfus Premier Third Century Fund and its variable annuity counterpart, the Dreyfus Socially Responsible Growth Fund. He also served as a research analyst in the Social Awareness Investment (SAI) program at Smith Barney Asset Management, then a division of Citigroup. Paul started his career in the field of SRI as an analyst with the Council on Economic Priorities, a non-profit known for an influential consumer guidebook called "Shopping for a Better World."

Mr. Hilton is a former Treasurer of the United Nations Environment Programme Finance Initiative (UNEP-FI) and current member and former co-chair of its Asset Management Working Group. In addition, Paul serves on the board of the Social Investment Forum. A Chartered Financial Analyst, he holds Master's degrees in Anthropology from New York University and Education from Roberts Wesleyan College.

Paul is a frequent commentator on SRI to the news media, and has been quoted in Pensions & Investments, Investment News, Barron's, Institutional Investor, The Wall Street Journal, The Financial Times, and The Village Voice. He was co-project lead on the influential UNEP-FI report of the Asset Management Working Group entitled: "Fiduciary Responsibility - Legal and Practical Aspects of Integrating Environmental, Social and Governance Issues into Institutional Investment."

Trillium Asset Management, a pioneer and innovator in sustainable and responsible investing for three decades, manages approximately $1 billion in assets for institutions and individuals.

Trillium Asset Management

Trillium Asset Management

Trillium Asset Management, LLC is the oldest investment advisor exclusively focused on sustainable and responsible investing (SRI). Founded in 1982, we believe that environmental, social, and governance (ESG) factors play an integral role in the investment process, which can lower portfolio risk and help identify the best-managed companies. For investors seeking ethical and mission-related investing strategies, Trillium is a leader in shareholder advocacy and public policy work. Our goal is to deliver both impact and performance to our private and institutional investors.

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