How our impact investing through equities and bonds made a difference in 2020

We engage with companies and institutions to drive positive change. Where appropriate, we discuss governance, environmental and social issues relevant to their specific business models. These discussions often already take place before a company is added to the investable universe, as we assess companies quantitatively and qualitatively for their contribution to our sustainable transition themes and alignment with our minimum standards. Given the fund’s robust impact investment criteria, we only select companies that drive positive change. Therefore, we do not need to use a forceful approach to engagement, but rather can address companies with open, constructive dialogue to understand their business proposition and sustainability challenges more deeply. Only if a company has breached or is nearing a breach of our investment criteria will our engagement become more forceful, and, if deemed unsuccessful, the company will be divested.

Direct engagement

We have one-on-one conversations with companies to discuss sustainability topics that are important to us as an impact investor. We explore companies’ perspectives, policies, and business practices around our transition themes and minimum standards to understand the depth of their commitments to long-term positive impact. We use a variety of methods to connect with companies, including on-site visits, conference calls, letters, and email.

Collaborative and industry engagement

We believe that sustainability challenges cannot be solved alone. We therefore also participate in joint engagement initiatives alongside other institutional investors. Together, with professional associations, public policy makers, legislators, regulators, industry bodies and other relevant stakeholders (NGOs, international organisations, etc.) we strive to shape an environment in which companies and investors can operate more sustainably. Collaborative engagement increases the visibility of the topics being discussed and expands the overall power of our engagement activities.

Triodos’ public voice

Part of our responsibility as an impact investor is to publicly state our opinions on important sustainability related topics. We participate in relevant policy discussions and actively lobby for stricter regulation of sustainable finance and impact investing. Additionally, we contribute to market-led initiatives and working groups that aim to grow and mature the impact investing segment with integrity.

Visit our fund impact reports below for a full overview of our engagement activities.

100% of AGMs voted at

Annual voting records

We voted at 101 Annual General Meetings on a total of 1247 agenda items. For a full breakdown of the fund's voting records, please see the Nordic Swan Ecolabel reporting below.

28% voted against management

Voted against management

In line with our active ownership approach, we apply strict voting standards on topics related to remuneration, board independence, tax transparency, and gender equality, amongst others, as per our minimum standards. If companies propose an agenda item that does not align with our vision on corporate governance, as such, we will vote against management.

5 key engagement topics

Engagement topics

Each year we focus our engagement with companies around various topics, that are relevant to their specific business model. In 2020, we engaged with companies most often around the following topics:

animal testing
genetic engineering
climate change
biodiversity
arms

Explore our impact investments through case studies.

Explore a selection of our investments and find out how they work towards a green, inclusive and resilient economy.

Sector
- Infrastructure
SDG
- 1. No Poverty
- 2. Zero Hunger
- 3. Good health and well-being
- 4. Quality Education
- 5. Gender Equality
- 6. Clean Water and Sanitation
- 7. Affordable and Clean Energy
- 8. Decent Work and Economic Growth
- 9. Industry, Innovation and Infrastructure
- 10. Reduced Inequality
- 11. Sustainable Cities and Communities
- 12. Responsible Consumption and Production
- 13. Climate Action
- 14. Life Below Water
- 15. Life on Land
- 16. Peace and Justice Strong Institutions
- 17. Partnerships to achieve the Goals
Fund
- Triodos Pioneer Impact Fund
- Triodos Global Equities Impact Fund
- Triodos Impact Mixed Fund - Defensive
- Triodos Impact Mixed Fund - Neutral
- Triodos Impact Mixed Fund - Offensive
- Triodos Euro Bond Impact Fund
- Triodos Sterling Bond Impact Fund
Asset Class
- Listed equity
- Corporate bonds
- Sovereign bonds
- Sub sovereign bonds
No results

By using this tool you agree with the content of this disclaimer.

The purpose of this tool is to inform investors about the type of investments and their potential sustainability impact. The information in the tool is of a general nature and does not constitute an opinion of Triodos Investment Management of the financial instrument. Therefore, the tool is not intended and should not be construed as an offer, invitation or general solicitation to buy, sell or dispose of any investment, to engage in any other transaction or to provide any investment advice or investment recommendation.

Impact Equities and Bonds

The SDGs mentioned in the company sections are linked to the (main) transition theme that the company contributes to, not directly to its products or services. Refer to the Sustainability Annex in the prospectus for more information.

All investments carry risk and all investment decisions of an individual remain the responsibility of the individual. Past or estimated results are no guarantee or indication of future results. Triodos Investment Management does not accept any liability for any losses.

The information in the tool is updated on a regular basis. However, the tool is not updated on a daily basis. Therefore, the information in the tool can be outdated. Triodos Investment Management can not be hold liable for information that is outdated.

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Making waves where it counts

Impact investing

Impact through our transition themes

Stewardship

Engagement

Proxy voting

Annual voting records

Voted against management

Engagement topics

Minimum standards

Sustainability labels and certifications

Explore how our funds are making waves where it counts

Triodos Global Equities Impact Fund

Impact report

Triodos Euro Bond Impact Fund

Impact report

Triodos Pioneer Impact Fund

Impact report

Triodos Impact Mixed Fund

Impact report

In stories

Comparing companies - Toyota and Tesla

Encouraging companies to set science-based emission targets

Sustainability leaders in their field

Sustainability pioneers

NRW.BANK – Renaturation of the Emscher

Impact on a global scale

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Main

Impact investing

Impact investing strategies

Insights

Triodos IM office

Media enquiries

Investor relations

Funding options

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