Triodos Investment Management Embraces Bloomberg Indices
In a pivotal development for the field of impact investing, Triodos Investment Management, a leading asset manager headquartered in the Netherlands, has officially adopted Bloomberg Indices as standard benchmarks for their equity funds. Starting from January 1, 2025, this strategic partnership marks a significant advancement in Triodos' pursuit of efficient and transparent fund management.
Triodos has selected the Bloomberg World Large Mid Cap Index and the Bloomberg Developed Markets Mid Small Cap Index for both internal and external reporting associated with its actively managed equity funds. William de Vries, Director of Impact Equities & Bonds at Triodos, emphasized the quality and transparency of Bloomberg’s indices, noting how this partnership enhances Triodos' investment approach. “We are excited to expand our collaboration with Bloomberg Indices to our active fund management business,” he stated.
The Rationale Behind the Transition
The decision to transition to Bloomberg Indices stems from multiple factors that align with Triodos' commitment to quality and efficient data management. Notably, the indices offer seamless integration into the Bloomberg Terminal workflows, which can significantly enhance operational efficiency. Moreover, Triodos is enthusiastic about Bloomberg's superior customization capabilities, which allow for tailored indices that meet the diverse needs of their various investment strategies.
This decision also builds upon Triodos' previous adoption of Bloomberg's integrated enterprise solutions, aimed at streamlining front-office workflows for investment funds and discretionary clients. By consolidating these operations under Bloomberg’s robust infrastructure, Triodos can focus on its core mission—creating positive change through sustainable investment.
Enhanced Collaboration and Future Prospects
Allison Stone, Head of Multi-Asset Index Product Management at Bloomberg Index Services Limited (BISL), highlighted the strengthening relationship between the two firms. She stated, “This adoption reinforces our position as a key solutions provider in Triodos' investment management workflow.” Through this collaboration, Triodos can drive performance that aligns with their investment objectives, leveraging Bloomberg’s high-quality and flexible index solutions.
Bloomberg’s role in this transition is pivotal. The company's index team is recognized for creating innovative and bespoke indices across various asset classes, ensuring that Triodos can effectively respond to the evolving demands of the investment space. With Bloomberg's industry-leading resources and data reliability, Triodos is poised for enhanced performance in equity fund management.
About Triodos Investment Management
Triodos Investment Management has been a pioneer in impact investing for over 25 years, fostering connections between conscientious investors and innovative, sustainable businesses. Their extensive expertise spans critical areas, including energy, climate financing, inclusive finance, and sustainable agriculture. As of December 2024, Triodos managed €5.8 billion in assets, further underscoring its commitment to fostering a fairer and more sustainable global economy.
As they move forward, Triodos' emphasis on customization, transparency, and quality in fund management will undoubtedly resonate throughout the investment community, influencing how sustainable assets are managed and reported in the future.
Conclusion
The adoption of Bloomberg Indices marks a transformative step for Triodos Investment Management, reinforcing their commitment to impact investing while providing them with the tools necessary to adapt to an ever-changing financial landscape. As they continue to grow and innovate, this partnership with Bloomberg is likely to enhance their capabilities significantly, paving the way for a more sustainable future.
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Triodos IM. To learn more about Bloomberg's equity indices, check out
Bloomberg Indices.