Content (18)
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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.
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InsightThe battery storage revolution builds economic resilience
Volatility has become a defining feature of global energy markets. From the Strait of Hormuz to Ukraine, geopolitical tensions are driving price instability, inflation, and industrial disruption, forcing a re-think of how energy systems are built. In the current landscape of disruption and uncertainty, simply building more renewable capacity isn’t enough. The real challenge is creating energy systems that are not just green, but truly resilient, flexible and less exposed to geopolitical shocks.
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InsightProtecting nature through listed investments
Our natural environment urgently needs protection. As investors, we can help make that possible. Companies can either protect nature or put more pressure on it. In 2026, we will start an ambitious engagement programme with selected companies from our investment portfolio, focusing on two major threats to biodiversity: deforestation and water pollution.
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InterviewAgriculture and forestry offer investors a path to biodiversity
Institutional investors increasingly view biodiversity loss as a systemic risk, yet investing in solutions remains challenging. The theme feels abstract, projects are small-scale and returns are uncertain. According to Karel Nierop, Head of Products & Solutions at Triodos Investment Management, agriculture and forestry offer a concrete way to start. “By linking biodiversity to sustainable land use, we present a solid business case with positive impact and returns.”
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InsightThe overlooked role of small and mid-caps in impact investing
In the dynamic landscape of impact investing, small and mid-cap companies can be powerful engines of positive change. While large-caps often dominate both headlines and portfolios, investors seeking tangible impact alongside competitive returns should take a closer look at the opportunities presented by smaller listed firms. In a recent episode of our podcast series Inside Impact Investing, we discussed how allocating capital to these companies can help drive societal progress while also contributing to financial performance.
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BlogInvesting in nature is investing in resilience
Here in the Netherlands, we have enjoyed 80 years of peace, food security and abundance. We’ve become accustomed to it. It’s almost impossible to imagine life without clean water running from our tap or picking up some fresh groceries. But the rapid decline in biodiversity is putting these certainties at risk, making us unnecessarily vulnerable in times of geopolitical instability.
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InsightScaling up climate finance with smarter climate risk insights
As wildfires, floods, and heatwaves become more common, the world is waking up to the urgent need to tackle climate change. Factoring in climate risk is essential in taking informed investment decisions. Banks, investors, and regulators are therefore increasingly factoring physical climate risks and the capacity of countries to respond to climate shocks into their risk management frameworks.
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Interview“Battery storage crucial for next phase in energy transition”
The volumes from wind and solar power have become so large at peak times that the grid cannot cope. That’s sign of success, but we now need to solve this grid congestion. Fund manager Sonja de Ruiter and senior investment manager Kay van der Kooi of Triodos Energy Transition Europe Fund see battery storage as the perfect solution. This requires enormous investments, in which professional and institutional investors can play an important role.
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BlogImpact investing must move faster
Last year really tested the impact investment market. Anti-ESG rhetoric grew louder, geopolitics became more volatile and capital more cautious. But stress has a way of clarifying priorities. Instead of retreating, we sharpened our strategy and focus, and the result was telling: a continued and growing interest in our solutions. The message is clear: serious investors have not abandoned impact.
