ESG statement

Triodos Investment Management

Triodos IM is a globally active impact investor. We go beyond ESG integration to invest in commercial solutions across three key sustainable transition areas including food and agriculture, energy and climate, and social inclusion. We offer impact investment opportunities across all asset classes including listed equities and bonds, private equity and debt, and real assets.

Our mission is to make money work for positive change while generating a balanced return for investors. 100% of our assets under management are invested for impact.

 

Adam Robbins
Senior Investor Relationship Manager
E [email protected]
T +44 (0) 7557 784962

 


Funds to watch

Name Ratings ISIN Domicile Description
Triodos Global Equities Impact Fund FNG 3 stars, Nordic Swan Ecolabel LU0785617183 LU0785617266 LU0278271951 LU0278272413 LU0309381191 LU0309381514 Lux

Triodos Global Equities Impact Fund aims to generate positive impact and competitive returns from a global portfolio of equities issued by large-cap companies that offer commercial solutions to sustainability challenges.


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Triodos Pioneer Impact Fund FNG 3 stars, Nordic Swan Ecolabel LU0785618587 LU0785618660 LU0278272843 LU0278272926 LU0309382678 LU0309383726 Lux

Triodos Pioneer Impact Fund aims to generate positive impact and competitive financial returns from a concentrated portfolio of small- and mid-cap companies pioneering the transition to a sustainable society.


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Triodos Microfinance Fund LuxFLAG LU0785618587 LU0785618660 LU0278272843 LU0278272926 LU0309382678 LU0309383726 Lux

Triodos Microfinance Fund aims to contribute to a robust, transparent and inclusive financial sector, by providing fixed income and equity investments in financial institutions and businesses that empower people in developing countries and emerging economies.


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Triodos Renewables Europe Fund LuxFLAG LU0254371015 LU0254372179 Lux

Triodos Renewables Europe Fund aims to mitigate the effects of climate change by increasing the share of clean energy in the total energy mix and by reducing CO2 emissions. The fund aims to generate a competitive financial return through investments in wind farms, solar photovoltaic and solar thermal installations across Europe.


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ESG DDQ

Does the investment manager have a policy addressing its approach to the incorporation of ESG factors within the investment process? If there is no policy, please explain why.

Yes, Triodos IM has sector specific policies addressing impact and ESG factors within the investment process. Our group-wide minimum standards delineate the business activities which are ineligible for investment, while our responsible investment policies layout the positive impact requirements for investment eligibility. As impact investors, the positive impact of prospective investments is the cornerstone of our due diligence process.

Please explain what steps have been taken to ensure ESG specialists have authority in the portfolio management process?

Our investment teams have been fully integrated so that all research analysts and fund managers are able to thoroughly assess the financial and sustainability layers of a prospective investment. As impact investors, ESG and sustainability are deeply rooted in the investment strategies’ DNA, and our fund managers are responsible for ensuring that the portfolios remain anchored in solutions to sustainability challenges. Impact and ESG analyses are reviewed in detail and must be approved by the Investment Committee before the deal is able to be cleared for ultimate investment.

Please explain how the Sustainable Development Goals (SDGs) are integrated in the investment policy and decisions, if applicable.

Triodos IM’s impact equity and bond funds invest thematically across seven key sustainable transitions:

  • Renewable resources
  • Circular economy
  • Sustainable mobility and infrastructure
  • Sustainable food and agriculture
  • Prosperous and healthy people
  • Social inclusion and empowerment

For each of these transition themes, we have mapped our impact goals against the 17 SDGs’ underlying 169 sub-targets. The linkage between these sets indicate where our investment strategy aims to achieve the same outcomes as those that have been set forth by the SDGs, as well as where our portfolios currently stand on producing these outcomes.

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