Triodos Impact Equities and Bonds

Creating positive impact through public equities and bonds

How we are different

As an impact investor, we go beyond ESG. We go beyond exclusions. How? We focus on solutions. We select companies that develop solutions to the world's most critical sustainability challenges.

Our impact approach

Triodos impact equities and bond funds manage impact through four pillars to ensure the portfolios remain fully anchored in sustainable solutions.

In-house qualitative research guides investment by developing comprehensive opinions of each individual company's long-term commitment to sustainability and material contribution to our sustainable transition themes.

Our analysts deeply assess companies to ensure their business practices do not jeopardize market adoption of sustainable solutions. We apply our industry-leading process, product and precautionary minimum standards to confirm alignment.

We carefully monitor sustainability risks of our investments on people and planet (inside-out), while developing a quantitative and objective methodology for assessing sustainability risks of our investees (outside-in).

We integrate stewardship in every aspect of the investment management process to promote sustainable value creation for all our stakeholders, through engagement, voting and advocacy. Read more about this on our Stewardship page.

Impact report

International recognition

Triodos Transition Themes

Based on the challenges presented by global mega-trends we have distilled seven key transition themes. These interconnected themes derive from demographic, technological, environmental, geopolitical, social, and economic trends that we believe will shape our world in the coming years. Within these seven themes, we look for and invest in companies and organisations that materially contribute to the transition toward a sustainable society, through their products and services, or through their business practices. In the investment approach of our listed equities and bond funds, we stress the contribution of investments to one or more of these themes, but also assure that they do not impede other transitions. Check out the individual transition themes below.

Suggested funds

Our team

Our team has a long track record of successful asset management, each fund manager with over 20 years in the industry.

William de Vries

Director Impact Equities and Bonds

William de Vries is Director of Triodos IM Impact Equities and Bonds since February 2020. He joined Triodos IM in 2017 as Fund Manager Triodos Euro Bond Impact Fund and has since been promoted to Director of the department. William brings over 30 years of experience in the industry. Prior to Triodos, William spent nearly 10 years at Kempen Capital Management as Head of Core Fixed Income and held several portfolio management and director positions at Philips Pension Fund, Merrill Lynch Investment Managers and BlackRock. William holds a Master’s degree in International Economics from Tilburg University (1989), is a certified CEFA (VBA) analyst and is registered with the Dutch Securities Institute as an Institutional Investment Advisor.

Arjan Palthe

Fund manager Triodos Global Equities Impact Fund

Arjan Palthe joined Triodos Investment Management in 2022 as Fund Manager of Triodos Global Equities Impact Fund. He joined from NN Investment Partners where he was a portfolio manager for eight years. Since 2000 Arjan has worked for several asset managers managing European and Dutch equity funds. Arjan graduated at the Rijksuniversiteit Groningen (1999), holding a Master at Business Economics, is a certified CEFA (VBA) analyst and is registered with the Dutch Securities Institute as an Institutional Investment Advisor.

Dirk Hoozemans

Fund Manager Triodos Pioneer Impact Fund

Dirk Hoozemans joined Triodos Investment Management in 2017 as Fund Manager of Triodos Pioneer Impact Fund. He joined from Robeco where he served in various portfolio management positions in Rotterdam, Boston and Hong Kong, including portfolio manager of the Robeco Global Energy fund and deputy portfolio manager of the Robeco NV fund. Dirk holds a Master’s degree in Econometrics from Tilburg University (2000), is a CFA Charterholder, holds the CFA institute Certificate in ESG Investing and is registered with the Dutch Securities Institute as an ESMA Institutional Investment Advisor.

Jeroen van Herwaarden

Fund Manager Triodos Euro Bond Impact Fund

Jeroen van Herwaarden has been Fund Manager of Triodos Euro Bond Impact Fund since June 2020. He joined Triodos IM in 2015 as a Portfolio Manager. In this role he was responsible for the fixed income impact investments in the discretionary portfolios of Triodos Private Banking. Prior to Triodos, Jeroen worked as a Credit Analyst at ABN AMRO, where he was responsible for the research coverage of investment-grade bond issuers in the euro bond market. Prior to this role, Jeroen has worked as an Investment Specialist Fixed Income and Investment Advisor at MeesPierson and Van Lanschot. Jeroen holds a Bachelor’s degree in Hotel Administration and is a CFA Charterholder. He is registered with the Dutch Securities Institute as an Institutional Investment Advisor.

Rob van Boeijen

Fund Manager Triodos Impact Mixed Funds

Rob van Boeijen joined Triodos Investment Management in 2017 in a private banking role. Rob has been associated with investment management for Triodos Bank Private Banking since 2008 when he joined Triodos MeesPierson Investment Management. Rob started his professional career as an equity analyst and portfolio manager for GAK Pension funds in 1990. He acted in several roles in investment research and institutional account management with ABN AMRO, Barclays, Metzler, Theodoor Gilissen and State Street. Rob holds a Master’s degree in Business Administration from the University of Amsterdam (1988) and is a certified VBA financial analyst. Rob is registered with the Dutch Securities Institute as an Institutional Investment Advisor.

Rosl Veltmeijer-Smits

Portfolio Manager Fixed Income

Rosl Veltmeijer is Portfolio Manager for Triodos IM’s discretionary mandates. In this role she is responsible for the fixed income impact investments in the discretionary portfolios of Triodos Private Banking. She joined Triodos in 2001 as an analyst, and in 2002 she became the firm’s Head of Research for listed equity and bond investments, specialising in sustainability assessments. She served in this position until September 2017, when she assumed the role of portfolio manager. Rosl holds a Bachelor’s degree in Business Economics from Fontys Eindhoven, a Master’s degree in Social Banking and Social Finance from the University of Plymouth and a Master’s degree in Investment Management from Vrije Universiteit Amsterdam (RBA). She is a member of the Dutch Fund and Asset Management Association (DUFAS) Sustainability Committee and associate for the Institute for Social Banking. Rosl is registered with the Dutch Securities Institute as a Retail Investment Advisor.

Jan Rommert Straatman

Portfolio Manager Equity

Jan Rommert Straatman joined Triodos Investment Management in 2021 as Portfolio Manager. In this role he is responsible for the equity impact investments in the discretionary portfolios of Triodos Private Banking. Jan Rommert has a long career in investments serving private clients as well as institutional clients. In the 10 years prior to joining Triodos IM, he worked as a portfolio manager within Fortis Investments and BNP Paribas Asset Management, as well as in a fiduciary investment manager role within Aegon. Jan Rommert holds bachelor’s degrees in Accounting and Business Economics, as well as a VBA investment title. He is registered with the Dutch Securities Institute as an Institutional Investment Advisor.

Insights

Read more about what we do in case studies, interviews and long-reads.