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Cheryl Smith

Economist and Portfolio Manager at Trillium Asset Management, LLC

Boston, MA , United States

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

OrganizationRoleDate RangeDetails
Trillium Asset ManagementEconomist and Portfolio ManagerNov 1997 to Present
Trillium Asset Management, LLCManaging PartnerNov 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 USABoard MemberJan 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, MABoard MemberJan 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 InvestmentFormer Chair and Board MemberJan 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 CompanyVice PresidentFeb 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 DenverAsssistant Professor of EconomicsSep 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

Investments
Investment Management
Portfolio Management
ESG Investing
Macroeconomics
Monetary Theory
Socially Responsible Investing
Sustainability
Asset Management
Green Bonds
Fixed Income Portfolio Management
Investment Strategies
Financial Analysis
Sustainable Business
Equities
Environmental Awareness
Governance
Sustainability Reporting
Research
Non-profits
Microfinance
Economics
Non Profits
Business Strategy
Project Management

Others at Trillium Asset Management, LLC (22)

NameRoleLocation
Ian Wolf
Ian Wolf
Research AnalystBoston, MA , United States
Jeremy Cote
Jeremy Cote
Research AnalystBoston, MA , United States
Joseph Loux
Joseph Loux
Head TraderSalem, MA , United States
Karen Nyawera
Karen Nyawera
Equity Research AnalystBoston, MA , United States
Kathleen Bochman
Kathleen Bochman
Portfolio ManagerBoston, MA , United States
L
Laura Maria Torres
ESG Research AnalystBoston, MA , United States
L
Laura McGonagle
SVP and Portfolio ManagerBoston, MA , United States
Lisa Mackinnon
Lisa Mackinnon
Investment ManagerBoston, MA , United States
Logan Amaral
Logan Amaral
Investment AssociateDenver, CO , United States
Michael Byrd
Michael Byrd
Investment AssociateBoston, MA , United States
Showing 1-10 of 22 team members