See Strategy and Governance module.
We invest in organisations that aim for a well-balanced mix between people, planet and profit. This basis for our investment policy is anchored in the overall investment process and translated into practices, tools, and indicators which together form the Triodos Sustainability Management System
The portfolio company's mission and strategy are screened to ensure the alignment with investment strategy.
Investment officers visit the portfolio company to conduct on-site due diligence. In addition to a financial and risk analysis, they use the tools of the Triodos Sustainability Banking Assessment Scorecard, adapted from the Global Alliance on Banking on Values scorecard.
The Investment Committee's decision is based on a thorough assessment of the investment officer's findings and analyses of the portfolio company's performance in financial, risk and sustainability aspects, as well as compliance with our mission, objectives, policies and principles.
Portfolio companies are obliged to submit social indicator reports on a quarterly basis to track progress in sustainability and identify areas for improvement. All portfolio companies are reviewed and visited annually by our investment officers.
We regularly publish information on our investment activities in monthly, quarterly and annual reports.