100% subsidiary of Triodos Bank
Global leader in impact investing
EUR 5.5 billion total assets under management
Managing 20 funds
Active in diverse sustainable sectors; from inclusive finance to energy & climate, and from sustainable food & agriculture to impact equities & bonds
Introduction
Triodos Investment Management is a globally recognised leader in impact investing and a wholly owned subsidiary of Triodos Bank N.V.
Triodos Investment Management manages direct investments in a variety of sectors including energy and climate, inclusive finance, sustainable food and agriculture and listed companies that materially contribute to the transition toward a sustainable society.
Triodos Investment Management manages 20 funds, both impact private debt and equity funds and impact equities and bonds funds. The impact private debt and equity funds invest in Europe and emerging markets with a range of risk-return profiles and financial instruments. The impact equities and bonds funds invest globally in listed equities and bonds, also with a range of risk-return profiles.
Private and professional investors can invest in these funds. The investment funds for private investors are distributed by a number of platforms and banks, including the majority of Triodos Bank’s country operations. Triodos Investment Management also maintains direct relationships with professional and institutional investors.
Impact – delivering more than just financial results
Triodos Investment Management’s mission is to make money work for positive change. More specifically its aim as an investor is to serve as a catalyst in the transition to an economy where people and planet come first, in line with the vision and mission of Triodos Bank.
Triodos Investment Management continues to see an increasing demand from investors for credible investments that deliver real impact and not just financial results, even in challenging market circumstances. In 2022 it continued to focus on growing its investor base through third party distribution to retail investors, through other banks and Triodos Bank, High Net Worth Individuals, family offices and (semi) institutional investors.
Triodos Bank and Triodos Investment Management have more than 30 years’ experience in investment products that deliver social and sustainable environmental and economic change. As a result of this work Triodos Investment Management has become globally recognised as a front-runner in impact investing.
In 2022 this meant:
that we co-financed 185 projects in the sustainable energy sector, with a total generating capacity of 5,500 MW producing the equivalent of the electricity needs of 5.4 million households worldwide (2021: 3.7 million), or 347,600 households (2021: 259,000) based on our share in these projects. These projects were attributing to the avoidance of over 358 ktonne of CO2e emissions (2021: 276 ktonne);
over 42,800 smallholder farmers (2021: 38,000) in nine emerging market countries worldwide were paid directly and fairly upon delivery of their harvests as a result of trade finance provided to farmers’ cooperatives and agribusiness. The farmers had 57,100 hectares of certified organic farmland under cultivation in 2022 (2021: 49,000). An additional 6,000 (2021: 5,800) hectares was in conversion;
that the organically managed land on the European farms which we financed could produce the equivalent of 7.2 million meals, or enough food to provide a sustainable diet for approximately 6,600 people (2021: 6,600). Together approximately 10,800 hectares of organic farmland was financed across Europe;
providing finance to 113 (2021: 111) emerging and well-established financial institutions working for inclusive finance in Latin America, Asia, Eastern Europe and Africa. These institutions reached approximately 20.3 million customers borrowing for a better quality of life (2021: 17.8 million). Approximately 19.9 million people living on low incomes use savings services offered by these institutions (2019: 18.6 million);
that as of the end of 2022, 45% of our Impact Equities and Bonds’ portfolio by net asset value were aligned with or committed to Science-Based Targets to reduce greenhouse gas emissions. Targets are considered to be science-based if they are in line with what the latest climate science says is necessary to meet the goals of the Paris Climate Agreement.