Pioneers in Investing

Below are major events that have influenced the development and progression of our product over time.

The Paris Climate Agreement goes into effect on November 4, 2016, a historic step toward minimizing GHG emissions and increasing investment in support of a low carbon economy.
The Singapore Exchange (SGX) announces guidelines for sustainability reporting, which include a ‘comply or explain’ policy for listed companies for the year ending December 31, 2017. Companies must report on the following: material environmental, social, and governance (ESG) factors related to policies, practices, and performance, targets, sustainability reporting framework, and the company’s Board statement.
The Obama Administration and the Environmental Protection Agency (EPA) release the final Clean Power Plan on August 3, 2015, regulating U.S. GHG emissions generated by new coal and gas power plants. The plan is the first to place limitations on CO2 pollution caused by power plants. The plan sets a goals to reduce U.S. emissions 26 to 28 percent below 2005 levels by 2025 to help mitigate climate change.
Trillium Asset Management purchases the Portfolio 21 Global Equity Fund from Portfolio 21 Investments.
Portfolio 21 Investments publishes “Perspectives on Sustainable Palm Oil” & “The Case against GMOs”.
Portfolio 21 reaches $500,000,000 in AUM.
The Supreme Court rules that under the Clean Air Act, the EPA has the authority to regulate toxic emissions from coal power plants that travel across state lines.
The Intergovernmental Panel on Climate Change (IPCC), a group organized under the UN, publishes a report identifying the global impact of climate change including rising sea levels, water shortages, and retreating glaciers. The report offers recommendations to reduce the risks of a rapidly changing climate.
Portfolio 21 Investments publishes two papers, “Managing Investment Portfolios without Fossil Fuel Stocks” and “Beyond Fossil Fuel Free Investing”.
The Obama Administration announces new fuel efficiency standards requiring vehicles average 54.5 miles per gallon by 2025. The new standards aim to reduce GHG emissions and improve fuel efficiency, estimated to save drivers approximately $1.7 trillion in fuel expenses by 2025. Hurricane Sandy hits during October 2012. Portfolio 21 publishes its paper “Peak”.
On April 20, 2010, the Deepwater Horizon offshore drilling rig explodes, releasing approximately 4.9 million barrels of oil into the Gulf of Mexico. Operated by oil and gas company, BP, the spill is considered one of the worst environmental disasters in U.S. history.
Portfolio 21 reaches $400,000,000 in assets.
Portfolio 21 reaches $300,000,000 in AUM.
Portfolio 21 Investments launches an institutional share class, PORIX. Portfolio 21 reaches $200,000,000 in AUM.
Portfolio 21 reaches $100,000,000 in AUM.
141 countries sign the Kyoto Protocol and commit to reducing total global GHG emissions by 5 percent below 1990 levels between 2008 and 2012. However, several nations including Australia and the United States were not signatories.
31 state governors are told by the Environmental Protection Agency (EPA) that their state’s level of pollution does not comply with federal health standards. Each state must develop air pollution controls.
Europe adopts its first climate emissions trading law and gives carbon dioxide a market value across the EU when trading begins in 2005.
Germany commits to generating approximately one quarter of its domestic electricity from wind power by 2025.
Over 15 million hectares (1 hectare = 2.47 acres) of forests a year are destroyed due to deforestation, as reported by the UN.
The Convention on Biological Diversity adopts the Cartagena Protocol on Biosafety. The treaty seeks to establish safer measures for countries involved in the trade of genetically modified organisms (GMOs).
The Portfolio 21 Global Equity Fund, PORTX, launches in September.
Portfolio 21 develops its environmental criteria and the search for Global Leaders begins.
The United Nations Framework Convention on Climate Change adopts the Kyoto Protocol, an agreement requiring countries with high levels of greenhouse gas (GHG) emissions to set a reduction target of 6 to 8 percent against 1990 levels. A total of 37 countries commit to the mandate.
The Intergovernmental Panel on Climate Change (IPCC) publishes a report assessing the environmental impacts of climate change. Scientists determine that “the balance of evidence suggests a discernible human influence on global climate.”