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Triodos Investment Management B.V.

PRI reporting framework 2017

You are in Strategy and Governance » Objectives and strategies

Objectives and strategies

SG 05. RI goals and objectives

05.1. Indicate if and how frequently your organisation sets and reviews objectives for its responsible investment activities.

05.2. Additional information. [Optional]

All investment strategies have investment committees in place that meet at least on a quarterly basis. The investment committes are responsible for safeguarding the overall strategy which is derived from the three year business plans and finetuned on an annual basis. The objectives set out in the investment policies are furthermore monitored throughout the year. The results and impact of our investments are published on an annual basis in the annual reports and throughout the year via quarterly reports and on our website. 


SG 06. Main goals/objectives this year

06.1. List the main responsible investment objectives that your organisation set for the reporting year.

Responsible investment processes

Key performance indicator

          Response rate, number of in-depth engagements, improvement of ESG performance
        

Progress achieved

Increase response rate to questions :Increase from 86% to 91%

Increase the number of in-depth engagement: Increase from 37 to 48 companies

Improve the performance of at least 2 companies on animal welfare: Significant change at Compass Group, Metro, Colruyt, Whitbread and Whole Foods Market

In-depth dialogue with at least 3 companies on their remuneration policy: Interview with Liberty Global and WPP

Start up a collaborative engagement about living wage: Collaborative engagement with 14 companies from the textiles and apparel sector

Please see SRI report 2016: https://www.triodos.com/downloads/investment-management/research/sri-report-2016.pdf  

Financial performance of investments

ESG characteristics of investments

Key performance indicator

          Comparison of ESG performance of portfolio against the ESG Performance of the benchmark.
        

Progress achieved

The ESG performance of the portfolio outperforms the benchmark between 5.2 and 9.6 basis points for the bond portfolio and between 4.7 and 10.4 basis points for the equity portfolio. We measure and publish this on a quartely basis.

Other activities

Key performance indicator

          UNPRI, Eumedion, ICGN, Eurosif and four of its national member organisations (UKSIF, Forum Nachhaltige Geldanlage, Dutch Association of Investors for Sustainable Development, SpainSIF)
        

Progress achieved

Key performance indicator

          We publish all our investments on our website for all our R.I. strategies and do not only focus on best practices.
        

Progress achieved

Key performance indicator

          We demonstrate our case studies in the e-zines we publish, in our (online) annual reports and in our (online) engagement report.
        

Progress achieved

other description (1)

          We publish the realised positive impact through our investments in the annual reports of our funds and through the impact management reports.
        

Key performance indicator

          Using key indicators for measuring impact.
        

Progress achieved

06.2. Additional information.


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