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Socially Responsible Investment Strategy

A strategic approach to use money for positive change

We believe that in the long term, the most successful businesses will be those that achieve the right balance between their social, environmental and economic performance. So when it comes to investing in the stock market, we think that investing in these companies makes sense from a financial perspective as well as a sustainability perspective.

Leaders in their sector

Through our four Triodos Socially Responsible Investment Funds, we invest in equities or bonds issued by listed companies, delivering superior social, environmental and financial performance. We consider only companies that clearly outperform others within their sectors on sustainability, and that comply with our strict minimum standards.

These are the pioneers in their sectors, leading their peers towards higher standards of environmental, social and financial performance. As influential multinational companies, they have a global impact on environmental and social change.

Sovereign bonds

We invest in sovereign bonds if the issuing government fulfils the highest standards of democratic government, and has signed the world’s most important environmental, social and human rights treaties and conventions.

A policy of active engagement

We contribute to change by actively engaging with companies we invest in. During the screening process, we send companies questionnaires and further specific questions about their strategies and plans. After investment, we use our voting rights, sometimes in the form of a coalition with other engaged investors, to further influence company behaviour.

As investors, we do not engage with governments, which is the sole right of citizens through the democratic process.

Erik Breen is Head of Triodos SRI funds (SICAV I) at Triodos Investment Management since April 1, 2017. He joined Triodos Investment Management in 2014 as Manager SRI, being responsible for further developments and innovation in Triodos Investment Management’s investment activities in public markets.
  • 1996-2002: Senior Portfolio Manager with Robeco
  • 2002-2012: Fund Manager Robeco Sustainable Equity Fund
  • 2013-2017: Manager SRI with Triodos Investment Management
  • 2017-current: Head of Triodos SRI funds
Erik Breen 15-7017-Diptych-Breen-klein-groen

Why SRI?

Why and how Triodos Bank invests in stock market-listed multinational companies.

Investment approach - How we invest

How we ensure your money is invested only in companies with the best sustainability performance.

Active engagement

We pursue active engagement and dialogue with the companies we invest in.

Sustainable investment universe

As part of our commitment to complete transparency, we provide a full list of companies selected for investment by Triodos SRI funds and Triodos Bank Private Banking.


We publish the actual portfolio behind each of the Triodos Socially Responsible Investment Funds

How can we help?

We're open between 8:00am-6:00pm Monday to Friday. At any other time you can request a call back using our automated system. We will do our best to call you back at the time requested but sometimes this may not be possible.

Keep in touch

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For news and views from Triodos Bank, as well as the stories behind some of our customers

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Triodos Bank, Deanery Road, Bristol BS1 5AS. Tel. 0800 328 218. contact@triodos.co.uk