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Triodos Investment Management B.V.

PRI reporting framework 2018

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ESG issues in asset allocation

SG 13. ESG issues in strategic asset allocation

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

13.1. Indicate if your organisation executes scenario analysis and/or modelling in which the risk profile of future ESG trends at portfolio level is calculated.

Is this scenario analysis based on a 2°C or lower scenario?

13.2. Indicate if your organisation considers ESG issues in strategic asset allocation and/or allocation of assets between sectors or geographic markets.

We do the following

13.3. Additional information. [OPTIONAL]


SG 14. Long term investment risks and opportunity

14.1. Describe the process used to identify short, medium and long-term risks and opportunities that could have a material impact on your organisation and its activities.

The aim of Triodos IM’s risk management activities is to ensure the long term resilience of the business. These activities create an environment in which Triodos IM can pursue its mission to its fullest potential in a safe way. Risk management provides the structural means to identify, prioritize and manage the risks inherent in its business activities. The intention is to embed risk management in such a way that it fits the complexity and size of the organization and is designed to also allow it to grow. In order to ensure that such an environment can exist and prosper, a Risk Governance Framework has been put in place which underpins the risk processes.

Triodos Investment Management manages its business using a Three Lines of Defense Model. This approach ensures that each co-worker is fully aware of its responsibilities in the management of risk, irrespective of whether their role is in a commercial, policy-making or control function. The model ensures that responsibilities are properly aligned and makes clear that all co-workers have a role to play in managing risk.

14.2. Some investment risks and opportunities arise as a result of long term trends. Indicate which of the following you act on.

14.3. Indicate which of the following activities you have undertaken to respond to climate change risk and opportunity

14.4. Indicate which of the following tools you use to manage emissions risks and opportunities

14.6. Additional information [Optional]


SG 15. Allocation of assets to environmental and social themed areas

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

15.1. Indicate if your organisation allocates assets to, or manages, funds based on specific environmental and social themed areas.

15.2. Indicate the percentage of your total AUM invested in environmental and social themed areas.

100 %

15.3. Specify which thematic area(s) you invest in, indicate the percentage of your AUM in the particular asset class and provide a brief description.

Area

Asset class invested

Brief description and measures of investment

Two of our investment funds are active in direct investments in renewable energy: Triodos Green Fund (EUR 850 million) which provides private debt loans (25,8% of total AUM) and Triodos Renewables Europe Fund (EUR 70 million, Infrastructure). For our SRI funds (bonds and equity) clean technology is also part of their investment strategy.

Asset class invested

Brief description and measures of investment

Triodos Real Estate Fund (EUR 74 million, 2.1% of total AUM) solely invests in sustainable green buildings. Triodos Green Fund (EUR 850 million) does as well for a part of its portfolio (13,6% of portfolio).

Asset class invested

Brief description and measures of investment

Part of the portfolio of Triodos Green Fund (EUR 850 million) is targeted specifically to Nature and landscape (4.9% of the portfolio).

Asset class invested

Brief description and measures of investment

Part of the portfolio of Triodos Green Fund (15.6%) is targeted at sustainable agriculture, this is also the case for Triodos Organic Growth Fund and Triodos Sustainable Trade Fund.

Asset class invested

25.4 % of AUM

Brief description and measures of investment

We have four Triodos inclusive finance funds; Triodos Fair Share Fund, Triodos SICAV II – Triodos Microfinance Fund, Stichting Triodos Sustainable Finance Foundation and Stichting Hivos-Triodos Fonds .

Asset class invested

Brief description and measures of investment

All inclusive funds include a specific focus on SME in their investment strategy.

          Arts & Culture
        

Asset class invested

Brief description and measures of investment

Triodos Culture Fund (EUR 91 million) invests in cultural projects that promote the development of arts and culture, such as museums, concert halls and theatres. 2.6% of total AUM


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