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Triodos Sustainable Pioneer Fund

Social performance

Triodos is a global pioneer of sustainable banking. Its mission is to make money work for positive social, environmental and cultural change.

The Triodos vision on sustainable investments in listed companies

As a sustainable investor, Triodos seeks to invest in companies that function in line with its values and that deliver long-term value in harmony with society and the environment. As a manager of a number of Socially Responsible Investment products, Triodos believe they have the power and the responsibility to encourage companies to improve their business practices. Companies depend on investment to finance their growth, and the positive role that investors can play in influencing their behaviour is becoming increasingly widely understood.

The fund invests in companies that are pioneers in seven areas:

  • Sustainable food and agriculture
  • Sustainable mobility and infrastructure
  • Renewable resources
  • Circular economy
  • Prosperous and healthy people
  • Innovation for sustainability
  • Social inclusion and empowerment

Key Social Performance Indicators (KSPIs)

KSPIs are a measure of how the business is performing on delivering its main social or environmental purpose. Read more

KPSI 1 -Business Screening

The Triodos research team screens companies for inclusion within the Triodos investment universe on the strict sustainability criteria defined by Triodos Bank and enters into a dialogue with these companies about:

  • Sustainable activities: Only companies that derive over 50% of their revenues from the seven sustainable transition themes are eligible for investment by the Triodos Sustainable Pioneer Fund.
  • Minimum standards: All companies that are selected must meet strict minimum standards. The screening process takes a zero tolerance approach on five activities, completely excluding all investments in nuclear power, unconventional oil and gas, hazardous materials, and weapons.

 

KPSI 2 - Dialogue with companies

Triodos sees dialogue as a way to enhance the business performance and the ‘license to operate’ of companies. In exercising their influence, they focus exclusively on the long term strategy and planning of companies. The constructive dialogue Triodos conducts with companies aims to stimulate improved sustainability performance, in three main ways:

  1. Triodos share results of the research process, including a full overview of individual performance on three key sustainable themes, as well as the comparative performance.
  2. Triodos periodically define a number of sustainability themes on which they actively engage with companies. By addressing these subjects at the right time, they aim to increase the impact of this approach.
  3. In order to motivate change, Triodos use their rights as a shareholder on Annual General Meetings, by voting and speaking on these meetings.

KPSI 3 - Transparency

 

Ethex believes that every business that lists on the platform has an obligation to make its fees, charges and governance transparent and open to scrutiny.

Triodos publishes its fees on an annual basis and provides a full report every year on the performance of the fund.

Triodos Investment Management the fund manager of the Triodos Sustainable Pioneer Fund is signatory to the European SRI Transparency Code since its launch in 2008. The code is aimed at increasing accountability and clarity of SRI practices for European investors. The principle driving the Code is that asset manager signatories should be open and honest, and disclose accurate, adequate and timely information to enable stakeholders, in particular retail investors, to understand the policies and practices of a given SRI fund.

 

Common environmental performance indicators (CEPIs)

CEPIs are environmental performance indicators that are common to all businesses, no matter what their main business activity is. Read more

As the Fund is purely a vehicle for managing investments the CEPIs are not individually shown. Triodos's strict business screening ensures that the organisations that are selected for investment clearly outperform others within their sectors on sustainability, and that comply with strict minimum standards.

Companies are screened against a wide range of criteria. And, both during and after the selection process, the research team engages with them, encouraging them to improve their business practices.

Triodos Bank's Group Environmental Policy

Triodos Bank NV produces an extensive environmental report each year for the whole Triodos Bank group. 

Triodos Bank NV has an active Environmental Management System to monitor and reduce the adverse environmental impact of all its activities. While Triodos Bank NV considers that implementing its environmental policy is the responsibility of every co-worker, the general environmental manager and local environmental manager in each branch of Triodos Bank NV are responsible for embedding the system within the organisation.

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