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Triodos Investment Management B.V.

PRI reporting framework 2018

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Overview

LEA 01. Description of approach to engagement

New selection options have been added to this indicator. Please review your prefilled responses carefully.

01.1. Indicate whether your organisation has a formal engagement policy.

01.2. Attach or provide a URL to your engagement policy.

01.3. Indicate what your engagement policy covers:

01.4. Provide a brief overview of your organization’s approach to engagement

With the money entrusted to Triodos SRI funds comes the responsibility - and the power - to influence the way the companies in which we may invest do business. The key element in our SRI strategy is active engagement and dialogue with the companies we invest in or are considering to invest in, aiming to raise awareness of sustainability, to stimulate action and to create lasting positive change. Where appropriate, we will seek to discuss substantial and relevant issues with regard to ESG performance, aiming to enhance the business performance of companies.

Engagement takes place during the assessment of a company, by means of (proxy) voting at AGMs and through collaborative engagement. Furthermore, we engage with companies, nongovernmental organisations, governments and independent experts to maintain our in-depth knowledge of sustainability issues.

We report about our engagement activities in our annual Engagement report: https://www.triodos-im.com/binaries/content/assets/tim/sri-theme-documents/sri_report__2016.pdf

01.6. Additional information [optional]

Information provided refers to 2017. Please note that, as of April 2018, Triodos Investment Management will bring the asset management of its SRI funds in-house. As of that month, a team of investment analysts will integrate the ESG and the financial performance in their analysis of companies, resulting in the definition of the investment universe. Related organisational changes are being implemented and expected to be fully in place by the end of 2018.

Main changes are:

  • positive selection instead of best-in-class
  • increase of the number of investment themes from four to seven;
  • integrated, in-house company analysis;
  • intensification of engagement;
  • in-house asset management.

LEA 02. Reasoning for interaction on ESG issues

02.1. Indicate the method of engagement, giving reasons for the interaction.

Type of engagement

Reason for interaction

Individual/Internal staff engagements
          To gain more in-depth insight in corporate ESG implementation processes relevant for the assessment of our minimum standards.
        
Collaborative engagements
Service provider engagements

Please specify why your organisation does not engage via service providers.

In 2018 we will start engagement via service providers.

02.2. Additional information. [Optional]

For proxy voting advice we make use of PIRC services. The actual votes cast are always based on Triodos proxy voting guidelines and PIRC's advice is tailored to those guidelines. Otherwise we do not yet make use of engagement services of service providers.

Information provided refers to 2017. Please note that, as of April 2018, Triodos Investment Management will bring the asset management of its SRI funds in-house. As of that month, a team of investment analysts will integrate the ESG and the financial performance in their analysis of companies, resulting in the definition of the investment universe. Related organisational changes are being implemented and expected to be fully in place by the end of 2018. See LEA 01.6.


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