Cheryl Smith
Economist and Portfolio Manager at Trillium Asset Management, LLC
About
Cheryl Smith is an Economist and Portfolio Manager at Trillium Asset Management, LLC, based in Boston, MA. She leads the firm’s fixed income management process and is the Lead Portfolio Manager for Trillium’s ESG Large Cap Core Strategy, as well as a manager for the ESG Core Equity strategy and the Green Century Balanced Fund, focusing her work primarily on environmentally and socially responsible investment portfolios.
Smith’s expertise spans ESG-integrated equity and fixed income strategies, with a particular emphasis on large-cap U.S. equities, core equity, and green bonds. She is recognized for incorporating environmental, social, and governance criteria in asset selection, and her work supports community investment and sustainable finance sectors. She is also active in speaking engagements covering topics such as green bonds and responsible investing.
With an investment management career dating back to 1987, Smith previously held roles at Boston Trust & Investment Management (Walden Asset Management) and has served on multiple boards, including Oikocredit USA and US SIF. She is a Chartered Financial Analyst (CFA) and earned her Ph.D., M.A., and M.Phil. in Economics from Yale University, and her BSFS in International Economics from Georgetown University School of Foreign Service.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Trillium Asset Management | Economist and Portfolio Manager | Nov 1997 to Present | — |
| Trillium Asset Management, LLC | Managing Partner | Nov 1997 to Present | Managing Partner at premier sustainable and responsible investment advisor. Trillium Asset Management, LLC, a pioneer and leader in the social investment industry, is the oldest independent investmen... |
| Oikocredit USA | Board Member | Jan 2012 to Dec 2018 | Oikocredit USA is the United States arm of Oikocredit, a worldwide financial institution that promotes global justice by empowering disadvantaged people with credit. A global cooperative based in the ... |
| Episcopal Divinity School, Cambridge, MA | Board Member | Jan 2007 to Dec 2011 | Member of Board of Trustees; Chair of Investment Committee; Member of Audit Committee |
| US SIF: The Forum for Sustainable and Responsible Investment | Former Chair and Board Member | Jan 2005 to Dec 2010 | Board of Trustees for US SIF, the Forum for Sustainable and Responsible Investment, (formerly the Social Investment Forum), 2005-2008; Chair 2008 - 2010. US SIF is the the only national membership as... |
| United States Trust Company | Vice President | Feb 1992 to Oct 1997 | Company is now known as Walden Asset Management, a division of Boston Trust and Investment Management Company. Vice President and portfolio manager, specializing in socially responsible investment ma... |
| University of Denver | Asssistant Professor of Economics | Sep 1982 to Jun 1986 | Assistant Professor of Economics; Member of Faculty Senate. Research and teaching in macroeconomics, monetary theory, international finance, and the history of economic thought. |
Education
Yale University
Ph.D., Economics
1977 — 1984
Georgetown University
BSFS, International Economics
1973 — 1977
Shawnee Mission South
Diploma
1971 — 1974
Skills & Expertise
Others at Trillium Asset Management, LLC (22)
| Name | Role | Location |
|---|---|---|
| Research Analyst | Boston, MA , United States | |
| Research Analyst | Boston, MA , United States | |
| Head Trader | Salem, MA , United States | |
| Equity Research Analyst | Boston, MA , United States | |
| Portfolio Manager | Boston, MA , United States | |
L Laura Maria Torres | ESG Research Analyst | Boston, MA , United States |
L Laura McGonagle | SVP and Portfolio Manager | Boston, MA , United States |
| Investment Manager | Boston, MA , United States | |
| Investment Associate | Denver, CO , United States | |
| Investment Associate | Boston, MA , United States |