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Socially Responsible Investments

Triodos SICAV I consists of four Luxembourg-based sub-funds that are distributed in The Netherlands, Belgium, Luxembourg, and Germany.

In addition, bond investments include government bonds from countries that meet Triodos Investment Management criteria. These criteria safeguard the fund’s liquidity risk.

Fund volumes of Triodos SICAV I increased by 32.7% to 672 million during the year, despite uncertainty in the Eurozone prompted by the debt-crisis. 

The four funds are Triodos Sustainable Equity Fund, Triodos Sustainable Pioneer Fund, Triodos Sustainable Bond Fund, and Triodos Sustainable Mixed Fund. All invest in shares and bonds of listed companies. These companies perform well socially and environmentally, relative to their peers in their sectors. Their work has been recognised in several awards for Triodos SICAV I. In Luxembourg and Belgium Triodos Sustainable Mixed Fund received the Morningstar Award for best Euro Mixed Fund Neutral. In The Netherlands, Triodos Sustainable Equity Fund received the ‘Green Bull’ for best green investment fund.

Engagement

Promoting corporate social responsibility produced positive results in 2013. Triodos Investment Management made use of voting rights on behalf of the Triodos SICAV I fund at 114 shareholder meetings. The companies were informed about the issues that Triodos Bank intended to vote on in advance of these meetings, allowing organisations to take meaningful steps to address them.

In total, Triodos Investment Management engaged 554 times with 250 companies, leading to a number of improvements in their corporate social responsibility policies and performance.

Through this work, Triodos Bank demonstrated that sustainable investment on the stock market can lead to material developments in sustainable corporate behaviour.

Prospects

We expect that the continuous inflow of new investments will remain stable in 2014, resulting in further growth of the assets under management in the Funds.

Also in 2014 the Funds will have to deal with new rules and regulations, such as those formulated by the Luxembourg financial markets supervisor Commission de Surveillance du Secteur Financier (CSSF).