Reputation: Our investment process and criteria ensure that we invest only in outperformers on sustainability and that we have no involvement in unsustainable activities. We continuously monitor our reputation with clients and distributors of our funds.
Return: Delta Lloyd Asset Management is limited to investing in companies that are selected for sustainable investment by Triodos. Despite these limitations, Triodos is convinced that companies that outperform on ESG will (in the long run) also outperform financially. The investment return of the funds are benchmarked against widely accepted general indices.
Risk: Due to the limitations of the investment universe and the concentrated investment portfolios, the volatility of the funds is relatively high. However, research has shown that the incorporation of ESG criteria has had a positive impact on the risk profile of the funds.
ESG performance: Based on our strict selection criteria, most companies fail to meet our investment standards. By maintaining our investment standards, we continue to select companies that clearly outperform on ESG and this outperformance is also visible in the investment portfolios. The investment portfolios are exclusively made up of companies that are selected for sustainable investment by Triodos.