Impact Strategy

Socially Responsible Investing

Triodos IM's SRI platform operates on the belief that the most successful companies, over the long term, will be those that offer solutions for a sustainable society.

Investable solutions for today’s challenges

The challenges we face are interconnected: pressures on the environment and social infrastructure, stem from an economic system measured purely by output and growth.

Through adoption of the UN Sustainable Development Goals (SDGs), a global commitment has been made to overcome these challenges in a joint effort of the public and private sectors. Socially Responsible Investment presents an opportunity to play a critical role in achieving the SDGs by catalysing sustainable change and encouraging the companies that are delivering it.

Our mission

Our mission is to generate competitive investor returns while accelerating the transition to an economy that protects the planet and enables each individual to reach their full potential.

 

Suggested funds

Why invest?

Impact Goals

Triodos IM has identified seven sustainable transition themes to guide our SRI portfolio construction and impact management:

> Sustainable food and agriculture
Companies that preserve soil, water systems, nature and biodiversity, and those that promote sustainable food products and healthy diets

> Sustainable mobility and infrastructure
Companies that offer solutions for sustainable mobility and infrastructure such as urban mobility, sustainable buildings and electric vehicles

> Renewable resources
Companies that provide an alternative to fossil fuel based resources, like renewable energy, produce bio-based materials as alternatives to finite resources and those that contribute to efficient water infrastructure

> Circular economy
Companies that follow the principles of circular economics, including efficient waste management and recycling, product-as-a-service business models and eco-efficiency combined with product-life extensions

> Prosperous and healthy people
Companies that advance health solutions such as medical technology, health care, personal hygiene and fitness, as well as companies that help maintain health by preserving the environment

> Innovation for sustainability
Companies that are front-runners in sustainable innovation and technology including cybersecurity, telecommunications, robotics and information technology.

> Social inclusion and empowerment
Companies that provide education, inclusive financial services and access to media and information, as well as companies that excel as a role model in advancement of social inclusion and equality.
 

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Investment approach

Triodos SRI funds follow a three-step assessment process to ensure the portfolios remain fully anchored in sustainable solutions.

Read Our approach to investments on stock and bond markets for more details.

Continuous improvement

Proxy voting

Triodos IM has a mandate to exercise the shareholder rights of the SRI funds and votes to support the long-term interests of both shareholders and other company stakeholders. We inform all investee companies about our voting decisions to stimulate awareness.

View proxy voting guidelines

Shareholder collaboration

To further increase our ability to influence company behaviour, we collaborate with other shareholders. In 2009, we signed the Principles for Responsible Investment from the United Nations, a global initiative that enables us to work together with 500 like-minded investors around the world.

Engagement

Engagement starts during the investment selection process and continues after selection into the investible universe. Triodos IM actively monitors com­panies, doing a full re-assessment every twelve months. A potential breach of Triodos’ minimum standards prompts an in-depth investigation and could result in exclusion from the portfolio.

Read 2017 engagement report

How we voted

Companies A-G

3i Group | 2015 |
Accor | 2015 |
Active Power | 2013 |
Acuity Brands | 2016 | 2017 | 2018
Adecco | 2013 | 2014 | 2015 | 2016 | 2017 |
Adidas | 2013 | 2014 |
Adobe Systems | 2013 | 2014 | 2015 | 2016 | 2017 |
Aegion | 2014 |
Aetna AGM | 2013 | 2014 2015 2016 | 2017 |
Aetna EGM  | 2015 | 
Ahold AGM | 2013 | 2014 | 
Ahold EGM | 2014 | 
Amadeus IT Holding | 2016 |
Annie's | 2013 |
Anthem AGM | 2015 | 2016 | 2017 |
Anthem EGM | 2015 |
Align Technology | 2017 |
AON | 2014 | 2015 |
Asahi Holdings | 2013 | 2014 | 2015 |
Assa Abloy | 2015 | 2016 | 2017 |
Atlantia AGM | 2013 | 2014 | 
Atlantia EGM | 2013 |
Atlas Copco | 2013 |
Badger Meter | 2014 | 20152016 | 2017
Baxalta EGM | 2016 |
Baxter | 2014 | 2015 | 2016 | 2017
Becton, Dickinson and Company  | 2017 | 2018
Beijng Enterprises Water | 2014 | 2015 | 2016 |
BMW AGM | 2013 | 2014 |
BMW EGM | 2014 | 
Boston Properties | 2015 | 2016 | 2017 |
Brambles | 2016 |
British Land | 2013 | 2014 | 2015 | 2016 |
BT Group AGM | 2013 | 2014 | 2015 | 2016 |
BT Group EGM | 2015 |
Bunzl | 2013 |
Bureau Veritas | 2013 |
Canadian National Railway | 2013 | 2014 | 2015 | 2016 | 2017 |
Canadian Solar | 2014 | 2015 | 2016 |
Calgon Carbon | 2014 |
Capstone Turbine | 2013 | 2014 |
Carrefour | 2013 | 2014 |
CECO Enviromental Corp AGM | 2013 | 2014 | 2015 |
CECO Enviromental Corp EGM | 2013 | 2015 |
CME | 2013 |
Cerus | 2015 | 2016 |
China Everbright | 2014 | 2015 | 2016 | 2017 |
Chipotle Mexican Grill | 2015 | 2016 |
Cognizant Technology Solutions | 2014 | 2015 | 2016 |
Coloplast | 2013 | 2014 | 2015 | 
Comcast AGM | 2014 | 2015 | 2016 | 
Comcast EGM | 2014 | 2015 | 
Continental | 2015 |  2016 | 2017 | 
Cree | 2014 | 
CT Environmental AGM | 2015 | 2016 |
CT Environmental EGM | 2015 |
CT Environmental EGM 2 | 2015 |
Delphi Automotive | 2015 | 2016 | 2017 |
Denso | 2013 | 2014 | 2015 | 2016 |
Dentsply | 2013 | 2014 | 2015 | 2016 |
Dentsply Sirona | 2016 | 2017 |
Deutsche Telekom | 2013 | 2014 | 2015 | 2016 | 2017 |
Diageo | 2013 | 2014 | 2015 | 2016 | 2017
Dialight | 2013 | 2014 | 2015 |
Donaldson | 2013 |
DNB NOR | 2013 | 2014 | 2015 |
DSM | 2014 | 2015 |
DS Smith | 2014 | 2015 | 2016 | 2017
Ebay | 2013 | 2014 | 2015 |
EDP Renovaveis | 2013 | 2014 | 2015 | 2016 | 2017 |
Edwards Lifesciences | 2013 | 2014 | 2015 | 2016 | 2017 |
Elekta | 2014 |
EMC AGM | 2013 | 2014 | 2015 | 2016 |
EMC EGM | 2016 |
Enel Green Power | 2013 | 2014 |
Enernoc | 2013 | 2014 | 2015 |
Enphase Energy | 2014 | 2015 | 2016 | 2017 |
Ericsson | 2013 | 2014 |
Essilor International | 2017 |
Express Scripts | 2014 | 2015 | 2016 |
First Solar | 2013 | 2014 | 2015 | 2016 | 2017 |
Fresenius Medical Care | 2013 | 2014 | 2015 | 2016 | 2017 |
Fuelcell Energy | 2013 | 2014 | 2015 | 2016 |
FuelTech | 2013 |
Gamesa | 2015 | 2016 |
Gerresheimer | 2014 | 2015 | 2016 | 2017 |
Getinge | 2013 |
Google | 2013 | 2014 |
Great Portland Estates | 2013 | 2014 | 2015 | 2016 | 2017 |
Green Mountain Coffee Roasters | 2014 |
GT Advanced Technologies | 2013 | 2014 |

Companies H-P

Hain Celestial | 2013 | 2014 | 2015 |
Hammerson | 2013 | 2014 | 2015 |
Hannon Armstrong | 2015 | 2016 |
Heineken | 2017 |
Henkel AGM | 2014 |
Henkel EGM | 2015 |
Hennes & Mauritz AGM | 2015 | 2016 | 2017 |
Hennes & Mauritz EGM | 2016 |
Huhtamaki | 2013 | 2014 |
Hydrogenics | 2014 | 2015 | 2016 | 2017 |
Inditex | 2013 | 2014 | 2015 | 2016 |
ING Group | 2013 | 2014 | 2015 | 2016 | 2017 |
Ion Beam Applications | 2014 | 2015 | 2017 |
Interface | 2014 | 2015 |
Intertek | 2013 |
Insulet | 2015 |
Intuit | 2013 | 2014 | 2015 | 2016 | 2017 | 2018
Itron | 2013 | 2017 |
Johnson Matthey Public AGM | 2013 | 2014 | 2015 | 2016 |
Johnson Matthey EGM | 2015 |
Jones Lang Lasalle | 2015 | 20162017 |
Kadant | 2013 | 2014 | 2015 | 2016 | 2017 |
Kering | 2014 |
Kingspan | 2013 | 2014 | 2015 | 2016 | 2017 |
Krones | 2014 |
Kubota | 2015 | 2016 | 2017 |
Liberty Global AGM | 2013 | 2014 | 2015 |
Liberty Global EGM | 2014 | 2015 |
LKQ Corporation | 2015 | 2016 | 2017 |
MDXHealth AGM | 2015 | 2016 | 2017 |
MDXHealth EGM | 2016 |
Medtronic AGM | 2013 | 2014 | 
Medtronic EGM | 2015 |
Meyer Burger Technology | 2016 |
National Bank of Canada | 2013 |
Natura Cosmeticos AGM | 2013 |
Natura Cosmeticos EGM | 2013 |
Naturex | 2013 | 2014 |
Nike | 2013 | 2014 | 2015 | 2016 | 2017
Nobel Biocare | 2013 |
Nordex | 2017 |
Novo Nordisk | 2013 | 2014 | 2015 | 2016 | 2017 |
NXStage Medical | 2013 | 20162017 |
l'Occitane | 2013 |
Ocean Power Technologies | 2013 |
Opower | 2015 | 2016 |
Optos AGM | 2014 | 2015 |
Optos Court Meeting | 2015 |
Optos EGM | 2015 |
Paypal Holdings | 2016 | 2017 |
Pentair AGM | 2013 | 2014 | 2015 |
Pentair EGM | 2014 |
PerkinElmer | 2014 | 2015 | 2016 | 2017 |
Philips | 2014 |
Polypore International | 2013 | 2014 |
Power Integrations | 2013 | 2016 | 2017 |
PPR | 2013 |
Priceline.com | 2013 | 2014 | 2015 | 2016 |
Publicis | 2014 |

Companies Q-Z

REC Silicon | 2015 |
Red Hat | 2013 | 2014 | 2015 | 2016 |
Reed Elsevier AGM | 2013 | 2014 | 2015 |
Reed Elsevier EGM | 2014 |
RELX AGM | 2016 | 2017
RELX EGM | 2017
Resmed | 2015 | 2016 |
Roche | 2014 |
Rockwell Automation | 2018
SAP | 2017 |
Shanks | 2013 | 2014 |
Seagate Technology | 2015 |
SEGRO | 2016 | 2017 |
Shimano | 2013 | 2014 | 2016 | 2017 |
Silver Spring Networks | 2017 |
Simon Property | 2013 | 2014 |
Sims Metal Management | 2013 | 2014 | 
SMA Solar Technology | 2013 | 2014 | 2016 | 2017 |
Smith & Nephew | 2013 | 2014 | 2015 | 2016 | 2017 |
Solarcity AGM | 2014 | 2015 | 2016 |
Solarcity EGM | 2016 |
Solaredge Technologies | 2016 | 2017 |
Sound Global AGM | 2014 | 2016 | 
Sound Global EGM | 2015 |
Sonova | 2013 | 2014 | 
Starbucks | 2013 | 2014 | 2015 | 2016 | 2017 | 
Stericycle GM | 2013 | 2014 | 2015 | 2016 | 2017 | 
Straumann | 2013 | 2014 | 2015 | 2016 | 2017 |
Sunedison | 2014 | 2015 |
Sunopta | 2013 | 2014 | 2015 | 2016 |
Sunpower Corp | 2013 | 2014 | 2015 | 2016 |
Svenska Handelsbanken | 2013 | 2014 | 2015 | 2016 |
Swisscom | 2013 | 2014 | 2015 | 
Symantec | 2013 |  
Symrise | 2017 |
Taiwan Semiconductor | 2013 | 2014 | 2015 | 2016 |
Telecity | 2016 |
Teledoc | 2017 | 
Telefonica | 2013 |  
Tenneco | 2015 | 2016 | 2017 |  
Terumo | 2016 |
Tesla Motors AGM | 2013 | 2014 | 2015 | 2016 |
Tesla Motors EGM | 2016 |
Time Warner | 2015 | 2016 | 2017 | 
Tomra | 2013 | 
Tox Free Solutions | 2013 | 
Toyota Motor | 2014 | 2015 | 2016 |
Trina Solar | 2014 | 2015 |
Unibail Rodamco | 2013 | 2014 | 2015 | 2016 |
United Utilities | 2013 | 2014 |
Universal Display | 2014 | 2015 | 2016 |  
Varian Medical Systems | 2013 | 2014 | 2015 | 2016 | 2017 |  
Veeco Instruments | 2013 | 2014 |  
Verizon Communications | 2017 |
Vestas Wind Systems | 2014 | 2015 | 2016 | 2017 |
VF Corp | 2013 | 2014 | 2015 | 2016 | 2017 |     
Vivint Solar | 2015 |
Vodafone Court Meeting | 2014 |
Vodafone AGM | 2013 | 2014 | 2015 | 2016 |
Vodafone EGM | 2014 |
Volkswagen AGM | 2014 |
Volkswagen EGM | 2014 |
Walt Disney | 2013 | 2014 | 2015 | 2016 | 2017 |
Waste Management | 2013 | 2015 | 2016 | 2017 |
Waters Corporation | 2013 | 2014 |
Waterfurnace Renewable Energy | 2013 | 2014 |
Wellpoint AGM | 2013 | 2014 |
Wellpoint EGM | 2014 |
Wessanen | 2015 | 2016 | 2017 |
Whole Food Market | 2013 | 2014 |
William Demant | 2013 |
Whitbread | 2014 | 2015 | 2016 |
Whitewave Foods | 2015 | 2016 |
Whole Foods Market | 2015 |
WPP | 2013 | 2014 | 2015 | 2016 |
Xylem | 2014 | 2015 | 2016 | 2017 |
YARA | 2013 |
Zimmer Biomet Holdings | 2013 | 2014 | 2017 |

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