Trillium ESG Small/Mid Cap Fund Institutional · NASDAQ:TSMDX

Trillium ESG Small/Mid Cap Fund Institutional — Trillium Asset Management — 2019 Outlook Webinar

11 slides from Trillium ESG Small/Mid Cap Fund Institutional's conference presentation, Feb 5, 2019

  1. Slide 1: 2019 Outlook Webinar: Global Economic Slowdown & Corporate Engagement Priorities

    2019 Outlook Webinar: Global Economic Slowdown & Corporate Engagement Priorities February 5, 2019 Cheryl I. Smith, Ph.D., CFA Jonas Kron, Esq. Alex Jovanovic, CFP® Partner, Portfolio Manager Director of Shareholder Advocacy Investment Manager DISCLOSURES The views expressed are those of the authors

  2. Slide 2: Today's Speakers

    TODAY’S SPEAKERS Cheryl Smith, Ph.D, CFA Partner, Portfolio Manager, Chief Economist Jonas Kron, Esq. Director of Shareholder Advocacy Alex Jovanovic, CFP® Investment Manager (Moderator) 2

  3. Slide 3: Will Corporate Tax Reform Produce Growth?

    WILL CORPORATE TAX REFORM PRODUCE GROWTH? Increased Increased Productivity Automation Investment Growth Improved U.S. Better After- New Jobs Lower Business Tax Corporate Tax Other uses of Competitive- Corporate Higher No Change Rate funds: share ness Profits Market in Economic buybacks; Valuations G

  4. Slide 4: Countervailing Policies

    COUNTERVAILING POLICIES Source: ID 64878151 © Walldemarus | Dreamstime.com 4

  5. Slide 5: The SEC & Shareholder Rights

    THE SEC & SHAREHOLDER RIGHTS Source: Joseph Mirachi / The New Yorker Collection Source: ID 104166161 © Dennizn Dreamstime.com 5

  6. Slide 6: From Fossil to Renewable Fuels

    FROM FOSSIL TO RENEWABLE FUELS Source: ID 69916494 © Madrabothair | Dreamstime.com 6

  7. Slide 7: Climate Advocacy

    CLIMATE ADVOCACY Green House Gas Emissions Public Policy 7

  8. Slide 8: Advocacy Updates

    ADVOCACY UPDATES Diversity Digital Disruption Update 8

  9. Slide 9: Looking Forward

    LOOKING FORWARD Source: ID 18745495 © Mnovelo | Dreamstime.com 9

  10. Slide 10: Disclosure: Important Information

    DISCLOSURE: IMPORTANT INFORMATION The views expressed are those of the authors and Trillium Asset Management, LLC as of the date referenced and are subject to change at any time based on market or other conditions. These views are not intended to be a forecast of future events or a guarantee of futu

  11. Slide 11: For More Information

    FOR MORE INFORMATION Alex Jovanovic Investment Manager P: 617-532-6656 E: ajovanovic@trilliuminvest.com Emily Lee Regional Sales Consultant (Western) P: 415-925-1498 E: elee@trilliuminvest.com Stay Connected: Visit www.trilliuminvest.com to sign up for additional news, resources, and updates. 11

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