Content (26)
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Interview“Financial inclusion offers low correlation and diversification”
To many investors, financial inclusion is mainly a social impact theme. But that is only part of the picture, says Tim Crijns, Fund Manager of Triodos Microfinance Fund. “Over more than twenty years, we have built a track record in financial inclusion that shows stable long-term returns and low correlation with traditional financial markets. In periods of market stress, it could provide clear diversification benefits.”
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InsightResilient farmland and forestry belong in every climate-aware portfolio
The summer of 2026 once again highlighted how vulnerable European farmland and forests are to heatwaves, drought and wildfires. Climate change has become a tangible risk to the productive assets that underpin our food systems, supply chains and broader economic activity. For investors, this should not be a reason to steer clear of these sectors. Quite the opposite, in fact.
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BlogA warming planet hits our economy harder than a blocked strait
Tensions around the Strait of Hormuz dominate headlines, particularly the economic impact. European Commission (EC) analysis forecasts oil and gas prices will still be 20% higher by the end of 2027.
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InsightInstitutional investors increase impact allocation
The Netherlands Advisory Board on Impact Investing (NAB) is raising the bar. With a bold yet voluntary goal, Dutch institutional investors are being called upon to dedicate at least 10% of their assets under management to impact investments.
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VideoCase video: Child-Lens Investing in practice
Child-Lens Investing recognises children as key stakeholders in financial decision-making and strives for positive investment outcomes for children. But what does this mean in practice?
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BlogThe myth of the neutral pension fund
Opponents of a more sustainable Dutch pension sector are creating a false dichotomy between financial and sustainability objectives. This division rests on an outdated view of financial value creation – one that fails to recognise today’s reality: sustainability is an essential part of a pension fund’s fiduciary duty. The truth is also that a growing number of pension funds and their participants understand and embrace this shift.
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PodcastThe 10% challenge: How impact investing is entering the institutional space
Trillions are still needed to meet UN’s Sustainable Development Goals, but impact investing still makes up a small part in institutional portfolios. Can it become the serious, mainstream allocation for institutional investors or will it remain a niche?
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InsightHow investors can drive the energy transition forward
The energy transition is no longer a distant vision, but a present reality that is reshaping economies, industries and investment landscapes. Yet, despite huge progress, Europe finds itself at a crossroads. Geopolitical tensions, supply chain vulnerabilities, and infrastructure bottlenecks continue to test the continent’s resolve. The question is no longer whether the transition will happen, but how it will accelerate - and what role investors will play in driving it forward.
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Interview“The case for Europe’s energy transition is no longer only climate change”
The energy transition started out as a response to climate change. But Sonja de Ruiter, Head of Fund Management at Triodos Investment Management, now sees a broader picture emerge. “The energy transition is no longer only about climate,” she says. “It is also very much about energy independence and security, both of which are of vital importance to Europe’s economy.”
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BlogIt’s time to include listed companies in your impact strategy
Our investment landscapes are changing. New risks like social unrest, extreme weather events, and geoeconomic stress have officially moved into the mainstream. One in two experts polled by the World Economic Forum expects risk levels to increase sharply this year and to continue climbing. The top five risks identified are geoeconomic confrontation (18% of votes), state-based armed conflict (14%), extreme weather events (8%), social polarisation (7%) as well as misinformation and disinformation (7%). These trends reflect a world where ethical foundations are eroding, amplifying instability and risk.
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Interview“Small and mid-caps are better suited to an impact strategy”
Triodos Investment Management and STOXX recently launched the iSTOXX Triodos Developed Markets Mid and Small Cap Impact Index, a custom-built index derived from the iSTOXX Triodos Developed Markets Impact All Cap Index. Dimitri Willems, portfolio manager of the Triodos Pioneer Impact strategy, and Ronald Waals, Business Development Manager Institutional, explain the added value of this index and why small and mid-cap companies offer great impact potential.
