This report shows public data only. Is this your organisation? If so, login here to view your full report.

Triodos Investment Management B.V.

PRI reporting framework 2017

You are in Direct - Inclusive Finance » Context

Context

IFD 01. Mission and investment objective

01.1. Indicate if you have a distinct mission and investment objective for your investment in inclusive finance.

01.2. Describe your inclusive finance mission and investment objective.

We want to contribute to the sustainable development of an all-inclusive financial sector that provides access to a wide range of financial services for the majority of people. We do this by building long-term relationships, based on transparency and fairness, and a shared commitment to providing access for all and caring for the planet.

The goal of the microfinance and sustainable trade funds is to contribute towards the development of inclusive financial sectors in developing countries that improve lives by providing financial services in a transparent and responsible way to microentrepreneurs and SMEs, to encourage trade in certified fair trade and organic products, and to stimulate sustainable agriculture.

01.3. Additional information.


IFD 02. Governance, management structures and processes

02.1. Provide a brief description of the governance and management structures and processes you have in place for your responsible investment activities and implementation of the PIIF.

See Strategy and Governance module.


IFD 03. Social targets

03.1. Indicate if you set social targets for your organisation, specific to inclusive finance.

03.2. Additional information.

As an impact investor, 100% of our investments are in line with our mission of investing with a positive social and environmental impact. Specific to inclusive finance, we aim to contribute to the development of an inclusive financial sector in developing countries that provides access to transparent financial services to all. We track various social indicators (number of credit clients, average loan amount, number of savings clients, average savings amount, number of women, number of clients reached in rural/semi-rural/remote/difficult to reach areas, activities in sustainable agriculture, renewable energy, energy saving initiatives). These indicators help us assess whether an investment is in line with our social and environmental mission.


IFD 04. Percentage in equity, debt and guarantees

04.1. Of your total assets invested directly in inclusive finance, indicate what percentage is invested in the following:

Equity  

Debt

Guarantees

Other, specify

          
        

Total

100%

04.2. Additional information. [Optional]


IFD 05. Percentage in microfinance and/or SME finance

05.1. Of your total assets invested directly in inclusive finance, indicate what percentage is invested in the following:

Microfinance

SME finance (provide your definition of SME)

          Context specific / depends on country/local regulation/financial institution. We use the same definition as the financial institution.
        

Other, specify

          Consumer finance (salary based lending) and fund or holding companies that invest in the inclusive finance sector e.g institutions that offer education/housing loans
        

Total

100%

05.2. Additional information. [Optional]


IFD 06. Geographical spread of microfinance investments

06.1. Indicate if you track the geographical spread of your total assets invested directly in microfinance.

06.2. Of your total assets invested directly in microfinance, indicate the geographic spread as a percentage of your portfolio.

% of portfolio

Indicate the average loan size (in US$) of your investees to active borrowers in this region.

1.985

% of portfolio

Indicate the average loan size (in US$) of your investees to active borrowers in this region.

3.284

% of portfolio

Indicate the average loan size (in US$) of your investees to active borrowers in this region.

1.940

% of portfolio

Indicate the average loan size (in US$) of your investees to active borrowers in this region.

327

% of portfolio

Indicate the average loan size (in US$) of your investees to active borrowers in this region.

562

% of portfolio

Indicate the average loan size (in US$) of your investees to active borrowers in this region.

713

06.3. Additional information. [Optional]


Top