Triodos Investment Management
Investments take place through investment funds or investment institutions bearing the Triodos name and are managed by Triodos Investment Management BV, a 100% subsidiary of Triodos Bank.
Triodos Investment funds only invest in sustainable themes such as inclusive finance, sustainable trade, organic food and agriculture, energy and climate, sustainable real estate, arts and culture, or in listed companies with above average environmental, social and governance (ESG) performance.
EUR 2.7 billion
In 2014, the Triodos
total assets under
management increased to
EUR 2.7 billion, a 6% increase
(2013: 15% increase).
The funds publish separate annual reports and most have their own Annual General Meeting of Shareholders.
Triodos Investment Management is responsible for 17 funds, for both individual and institutional investors, totaling EUR 2.66 billion assets under management. The total growth of the investment funds was EUR 149 million, up 6% (2013: 15%). The transfer of Ampere Equity Fund to another manager as per 1 January 2014 has reduced the total assets under management by EUR 221 million. This was compensated during the year by solid inflows in the majority of the investment funds, resulting in a net increase of the total assets under management.
The overall increase in total funds entrusted to Triodos Investment Management reflects investors’ appetite for sustainable investments. Worldwide, investors are increasingly opting for meaningful and measurable impact in addition to financial results. This development is of enormous value in the transition to a more sustainable society. Triodos Sustainable Funds (SICAV I), Triodos Fair Share Fund and Triodos Microfinance Fund in particular have benefited from this emerging change and have experienced substantial growth with an increase of 53%, 26% and 40% respectively (2013: 33%, 32% and 33%).
Triodos Investment Management is well positioned for further growth, with increasing demand from investors in impact investment looking for an experienced, reliable and professional impact investment partner. To strengthen its reputation as an innovative investment manager it will continue to develop and expand within existing funds and create new values-based investment solutions. It will explore the further development of its SRI funds in particular. This will further contribute to achieving Triodos Investment Management’s mission and deepen the impact of its funds.
This is particularly relevant in a competitive market where growing numbers of organisations present themselves as socially responsible investors. Triodos Investment Management’s strategic focus will continue to be on individual investors, but will also increasingly be aimed at High Net Worth Individuals, family offices and semi-institutionals. Triodos Investment Management will also continue to increase its international distribution.
In the context of ambitions to further increase its impact and with challenging market circumstances and increasing regulations, Triodos Investment Management aims to grow its assets under management to EUR 3.1 billion in 2015.