Impact Equities and Bonds: going beyond ESG and exclusions

Creating positive impact through public equities and bonds

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.

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

Positive contribution

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.

Do no significant harm

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.

Manage sustainability risk

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).

Stewardship

Active stewardship is a vital aspect of our approach. We integrate it in every aspect of our investment management process. Through engagement, voting and advocacy we aim to achieve sustainable value creation for all our stakeholders. Read more about our stewardship approach below.

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. This starts from the moment company analysis begins and develops into a relationship, including dialogue and voting, throughout the holding period of the company in our investment portfolios.

Deep changes in human systems and institutions need to take place to achieve our vision for a prosperous life for people on a thriving planet. We have identified five interlinked transitions for transformation: Food, Resource, Energy, Societal and Wellbeing. Our mission as a financial player is to enable and accelerate these vital transitions.

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's degree in Business Economics, is a certified CEFA (VBA) analyst and is registered with the Dutch Securities Institute as an 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.

Sjoerd Rozing

Fund Manager Triodos Future Generations Fund

Sjoerd Rozing is Fund Manager of Triodos Future Generations Fund since March 2022. He joined Triodos Investment Management in 2017 as an investment analyst. In this role, he covered global equities. Prior to Triodos, Sjoerd worked at Teslin Capital Management where he was responsible for investment analysis of European small caps. Sjoerd holds a Master's degree in Business Studies from the University of Amsterdam and earned a CFA charter in 2011. He also served on the board of CFA VBA Society Netherlands until December 2017. Sjoerd is registered with the Dutch Securities Institute as an Institutional investment Advisor.

Dimitri Willems

Fund Manager Triodos Pioneer Impact Fund

Dimitri Willems is Fund Manager of Triodos Pioneer Impact Fund since august 2022. Prior to joining Triodos Investment Management he held several positions as portfolio and investment manager, most notably as Senior Portfolio Manager at Kempen Capital Management for over 13 years. Dimitri holds a Master's degree in Business Economics from the Erasmus University in Rotterdam and is a CFA Charterholder. He is registered with the Dutch Securities Institute as an Institutional Investment Advisor.

Rosl Veltmeijer-Smits

Fund Manager Triodos Sterling Bond Impact Fund

Rosl Veltmeijer is Fund Manager of Triodos Sterling Bond Impact Fund and Portfolio Manager for Triodos IM’s discretionary mandates. In the latter 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.

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

Triodos Future Generations Fund

Triodos Global Equities Impact Fund

Triodos Impact Mixed Funds

Triodos Pioneer Impact Fund

Triodos Euro Bond Impact Fund

Triodos Sterling Bond Impact Fund

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