Triodos Bank’s Executive Board provides a perspective on the wider world it operates in, its impact and activity in 2017 and its prospects for the future.
Triodos Investment Management will continue to build on over 25 years’ experience in bringing together values, vision, and financial returns on investment, helping to meet the European demand for values-based investment solutions that are key in the transition to a more sustainable society. Through its funds, Triodos Investment Management aims to further increase its impact in key areas related to its mission and the UN Sustainable Development Goals (SDGs). It will focus on human dignity and development, social cohesion and inclusiveness, and responsibility and care for the earth.
Triodos Investment Management’s strategic focus will continue to be on individual investors, distributors, High Net Worth Individuals, family offices and (semi-)institutional investors. In the context of the ambition to further increase its impact, Triodos Investment Management aims to broaden its international distribution strategy by adding new European markets to its network.
After taking on the portfolio management of Sustainability | Finance | Real Economies SICAV – SIF, also known as the SFRE fund (pronounced Sapphire), during 2017 Triodos Investment Management will also act as fund manager of the fund from 1 January 2018. The SFRE fund was launched in March 2015 by the Global Alliance for Banking on Values (GABV) and is designed to deploy substantial capital to financial institutions that play a key role in meeting human needs and advancing essential segments of real economies in their communities. The fund’s mission to invest in sustainability-focused financial institutions. It is fully aligned with Triodos Investment Management’s mission to provide growth capital to an expanding segment of financial institutions that are making a meaningful difference to the lives of millions of individuals, and small businesses, globally.
Triodos Investment Management will bring the asset management of its SRI proposition in-house, leading to an intensified and more integrated SRI investment approach. This will apply to the four Triodos SRI funds (Triodos Sustainable Pioneer Fund, Triodos Sustainable Mixed Fund, Triodos Sustainable Equity Fund and Triodos Sustainable Bond Fund), and the discretionary portfolios of Triodos Bank Private Banking in The Netherlands. From the start of 2018, the asset management of the discretionary portfolios of private banking accounts will be managed by Triodos Investment Management. The migration of the asset management of the four SRI funds is scheduled for the beginning of the second quarter 2018.
Triodos Investment Management will continue to pursue development and growth, both through expansion and further development of existing funds and by creating new impact investment products.