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. Because it is neither feasible nor desirable to investigate all stock listed companies we strongly advise you not to treat this list as complete. If a company does not appear on the list it doesn’t automatically mean that the company does not meet our strict investment criteria.
The eligible companies have been selected on the basis of their sustainability performance. No financial analysis has been conducted. We strongly advise you to review the financial performance of companies before making any investments.
Due to recent changes to our investment criteria, the investment opportunities in corporate bonds have decreased. These investment opportunities are also increasingly challenging due to the low liquidity of the bonds and high volatility of the capital markets. In order to safeguard a risk/return profile in line with market standards, the fund decided to change its former policy not to invest in sovereign bonds. Our intention is to keep the relative share of these investments as low as possible because these investments do not contribute to our investment goals to influence sustainability performance. Triodos Bank does not consider it feasible or desirable to engage with governments as an investor. The Triodos socially responsible investment products and services may invest in sovereign bonds that meet our sustainability criteria. We only invest in sovereign bonds issued by:
- properly functioning democracies
- countries not subject to United Nations sanctions
- countries that subscribe to the main broadly supported United Nations conventions
The asset manager will add a financial analysis to the selection process and choose countries in line with the investment strategy relevant for each investment product. List of countries eligible for investment: Austria, Belgium, Bulgaria, Chile, Costa Rica, Croatia, Czech Republic, Denmark, El Salvador, France, Germany, Ghana, Hungary, Ireland, Italy, Lithuania, Luxembourg, The Netherlands, Norway, Panama, Portugal, Slovenia, Spain, Sweden, Switzerland, United Kingdom and Uruguay.
Overview of eligible companies
You can click on the tabs below to navigate to the overview of eligible companies with names starting with that particular letters.
Changes in the Triodos Sustainable Investment Universe
Over the last three months, the following companies have been added to our list of eligible companies:
- Citrix Systems (US)
- Kao Corp. (JP)
- NRW Bank (GE)
- QBE Insurance Group (AU)
- SAP (GE)
- SIKA (CH)
The following companies have been removed from the list for sustainability reasons:
- Cofinimmo (BE)