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Triodos Investment Management B.V.

PRI reporting framework 2018

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General processes for all three groups of engagers

LEA 09. Share insights from engagements with internal/external managers

09.1. Indicate if insights gained from your engagements are shared with your internal or external investment managers.

Type of engagement

Insights shared

Individual/Internal staff engagements

Collaborative engagements

09.2. Additional information. [Optional]

Our asset managers have access to the Research database in which ESG information can be found on each company. This includes engagement efforts and outcomes that are part of the selection process.

In case our engagement insights have a clear exposure to the financial performance of a company, our asset manager is informed pro-actively.

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.


LEA 10. Tracking number of engagements

10.1. Indicate if you track the number of your engagement activities.

Type of engagement
Tracking engagements

Individual / Internal staff engagements

Collaborative engagements

10.2. Additional information. [OPTIONAL]

All company engagement efforts are tracked in a database. Information that is tracked includes topics for engagement, contact person, reason for engagement, whether or not the engagement is closed and whether or not it has been succesful.


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