Mixed assets

Investing in global equities and designated impact bonds

Our mixed portfolios consist of worldwide equities and investment-grade, euro-denominated traditional and designated green and social bonds issued by listed companies, semi-public institutions and EU governments. This strategy offers three funds, each with a specific risk-return profile.

We build our mixed portfolios in two steps:

Strategic asset allocation results in a neutral portfolio consisting of bonds and equities with an allocation equal to that of the reference index
Tactical asset allocation then leads to the desired bond and equity allocations within set bandwidths based on our macro-outlook. Furthermore, regional and sector weights as well as duration are actively managed

The portfolio companies and the proceeds of the impact and corporate bonds contribute to one or more of the following vital transitions:

Through integrated financial and sustainability analysis we identify the drivers of a company’s long-term value creation and assess the impact of ESG materiality on these drivers. Additionally, the companies we invest in must comply with the Triodos Minimum Standards. It is our policy to vote at the shareholder meetings of all companies in which we are invested. Find out more on our Stewardship page.

Our Impact Equities and Bonds team includes experienced portfolio managers and investment analysts. Meet the mixed assets portfolio managers.

Rob van Boeijen
Portfolio Manager Triodos Impact Mixed Funds
Rob van Boeijen joined Triodos Investment Management in 2017 in a private banking role. In 2021, he became Portfolio Manager of the Triodos Impact Mixed Funds. Rob has been involved in investment management for Triodos Bank Private Banking since 2008, when he joined Triodos MeesPierson Investment Management.
Before joining Triodos IM, Rob held various roles at ABN AMRO, Barclays, Metzler, Theodoor Gilissen, State Street abd GAK Pension Funds. He holds a Master’s degree in Business Administration from the University of Amsterdam and is a certified VBA financial analyst. He is registered with the Dutch Securities Institute as an Institutional Investment Advisor.
Rosl Veltmeijer-Smits
Portfolio Manager Fixed Income
Rosl Veltmeijer is Portfolio 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.

Do you want to invest for impact?

Let’s explore your investment objectives

Contact our Business Development team

Discover the full range of our impact funds

Explore our vision on impact

Mixed assets

Explore our products and solutions

Triodos Impact Mixed Fund - Defensive

Triodos Impact Mixed Fund - Neutral

Triodos Impact Mixed Fund - Offensive

Institutional solutions

Meet the team

Rob van Boeijen

Rosl Veltmeijer-Smits

Jan Rommert Straatman

Do you want to invest for impact?

Main

Impact investing

Strategies and solutions

Insights

Triodos IM office

Media enquiries

Investor relations

Funding options

We use cookies

Triodos Impact Mixed Fund - Defensive

Triodos Impact Mixed Fund - Neutral

Triodos Impact Mixed Fund - Offensive

Institutional solutions

Do you want to invest for impact?