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TriLinc Global, LLC

PRI reporting framework 2018

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]

The TriLinc Sustainability and Impact Committee conducts ongoing analysis of responsible investment activities and is tasked with the following responsibilities:

- Approve ESG and Impact Policies and Procedures to ensure fulfillment of each Fund mandate and TriLinc client objectives

- Define and monitor Funds' Impact Objectives

- Review impact assessment forms and Impact Policies and Procedures and propose any changes to IC

- Perform independent due diligence on the ESG and impact attributes of prospective borrower companies and prepare borrower-specific reports for the discussion of potential deals during IC meetings

- Review and approve Category A and B investments

- Identify opportunities to expand TriLinc's knowledge base and establish best practices for the industry

- Review impact trend analysis of financed investments to identify gaps and opportunities

- Review material events of financed investments, if any

- Review impact related communication materials


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

          100% of new staff receive ESG and impact training
        

Progress achieved

100% of new investment team members, and 57% of all new staff across the organization, recieved ESG & Impact training in 2017.

Key performance indicator

          Include Impact topics in every weekly Team meeting
        

Progress achieved

100% of team meetings incorporate a sustainability and impact update

Financial performance of investments

ESG characteristics of investments

Other activities

Key performance indicator

          Participation in RI industry thought leadership organizations
        

Progress achieved

Active member of:

PRI

B Corp

ANDE

GIIN

EMPEA, including Impact Investing Council

Women Investing for a Sustainable Economy (WISE) New York Chapter

Participated in the creation of WISE - Los Angeles Chapter

 

Key performance indicator

          Incorporation of portfolio company profiles in  Investment Spotlights, quarterly Portfolio and Impact Updates, and Sustainability and Impact Report
        

Progress achieved

Created Spotlights for 89% of borrower companies

Provided a total of 12 company snapshots and 4 company case studies in quarterly reports

Provided 5 company case studies in 2016 Sustainability and Impact Report, published in 2017

other description (1)

          1.Research and establish TriLinc position on the Sustainable Development Goals (SDGs) 
2. Map Fund-level and Borrower company-level impact objectives to the SDGs
        

Key performance indicator

          1. Create TriLinc Global position statements on SDGs for TriLinc, Funds, and Borrowers
2. Design methodology for Fund-level and Borrower company-level SDG mapping
        

Progress achieved

1. TriLinc Global position statement approved by the Sustainability and Impact Committee

2. SDG mapping methodology reviewed and approved by the Sustainability and Impact Committee

06.2. Additional information.


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