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Triodos Investment Management B.V.

PRI reporting framework 2018

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Objectives and strategies

SG 05. RI goals and objectives

05.1. Indicate if and how frequently your organisation sets and reviews objectives for its responsible investment activities.

05.2. Additional information. [Optional]

All investment strategies have investment committees in place that meet at least on a quarterly basis. The investment committees are responsible for safeguarding the overall strategy which is derived from the three year business plans and finetuned on an annual basis. The objectives set out in the investment policies are furthermore monitored throughout the year. The results and impact of our investments are published on an annual basis in the annual reports and throughout the year via quarterly reports and on our website. 


SG 06. Main goals/objectives this year

06.1. List the main responsible investment objectives that your organisation set for the reporting year.

Responsible investment processes

Key performance indicator

          Monitoring of individual progress though bi-annual staff reviews
        

Progress achieved

All Triodos IM co-workers are trained on ESG specific aspects on a continuous basis, for instance by periodically following values based training sessions on corporate level, but also on a more thematic level like renewable energy or organic farming.

Key performance indicator

          Monitoring of individual progress though bi-annual staff reviews
        

Progress achieved

Client facing co-workers and front office staff are trained in their skills to enhance sustainability through dialogue and engagement.

Key performance indicator

          Response rate, number of in-depth engagements, improvement of ESg performance.
        

Progress achieved

- 112 companies screened

- 176 companies engaged with

- 90% response rate to questions

- Carrefour commits to animal welfare policy

- RELX' new remuneration policy takes positive steps

- Renault joins responsible minerals sourcing initiative

See also the SRI engagement report: https://www.triodos-im.com/socially-responsible-investing (available as of April 6th).

 

 

Key performance indicator

          
        

Progress achieved

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.

Financial performance of investments

ESG characteristics of investments

Key performance indicator

          Comparison of ESG performance of portfolio against the ESG performance of the benchmark.
        

Progress achieved

The ESG performance of the portfolio outperforms the benchmark between 6.5 and 10.6 basis points for the bond portfolio and between 4.7 and 10.4 basis points for the equity portfolio. We measure and publish this on a quarterly basis.

Other activities

Key performance indicator

          UNPRI, Eumedion, ICGN, Eurosif and five of its national members (UKSIF, Forum Nachhaltige Geldanlage, Dutch association of Investors for Sustainable Development, SpainSIF, BelSIF).
        

Progress achieved

Key performance indicator

          Where relevant we wil actively encourage other investors and companies to join RI initiatives
        

Progress achieved

- We are one of the initiators of the PCAF initiative: https://www.triodos.com/en/about-triodos-bank/news/press-releases/financial-institutions-develop-methodology-to-measure-their-carbon-impact/

- We have asked Nike to sign the investor letter to IOSCO

- We have rallied for multiple organisations to join the living wage initiative

 

Key performance indicator

          We publish all our investments on our website for all our R.I. strategies en do not only focus on best practices.
        

Progress achieved

Key performance indicator

          We demonstrate our case studies in the articles we publish, in our (online) annual reports and in our (online) engagement report.
        

Progress achieved

other description (1)

          We publish the realised positive impact through our investments in the annual reports and our (online) engagement report.
        

Key performance indicator

          Using key indicators for measuring impact.
        

Progress achieved

See for instance: www.triodosimpactreports.com

06.2. Additional information.


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