Presentation Transcript

1. Welcome to sustainable banking By Lionel Dieu Investment Officer Emerging Markets at Triodos Investment Management
2. Triodos Bank
3. Triodos Bank Welcome to sustainable banking Triodos Bank is one of the world’s leading sustainable banks. Established in 1980, we have pioneered a groundbreaking, commercially successful approach to money that values people, the environment and culture, as well as profit. {
4. Triodos Bank Help create a society that protects and promotes the quality of life of all its members Enable individuals, organisations and businesses to use their money in ways that benefit people and the environment, and promote sustainable development Provide our customers with innovative financial products and high quality service Our ambition { Sustainable banking through retail banking, private banking and investing
5. Triodos Bank Our results for 2012
6. Triodos Bank Organisational structure Impact Investing takes place through investment funds or investment institutions bearing the Triodos name. The 21 active funds are grouped in business lines based on the themes they invest in: Energy & Climate Emerging Markets Real Estate Arts & Culture Sustainable Food & Agriculture Socially Responsible Investment (SRI)
7. Triodos Investment Management
8. Triodos Investment Management Welcome to Impact Investing Triodos Investment Management is a globally recognised leader in impact investing, managing direct investments ranging from sustainable energy infrastructure to microfinance institutions. In the past 20 years our business has grown on the basis of deep market sector insights and long term relationships with clients with whom we have a shared vision of the future. We currently manage ±20 funds (totallingEUR 2.2 billion) investing in both Europe and emerging markets with a range of risk-return profiles and financial instruments. Triodos Investment Management is a 100% subsidiary of Triodos Bank and has 100+ staff members across five countries. {
9. Triodos Investment Management A thematic approach to improve quality of life Funds entrusted by individuals and institutions Loans and investments ENERGY AND CLIMATE ARTS AND CULTURE SOCIALLY RESPONSIBLE INVESTMENTS SUSTAINABLE FOOD AND AGRICULTURE SUSTAINABLE REAL ESTATE EMERGING MARKETS
10. Triodos Investment Management Longstanding and successful commitment to impact investing In billions of Euros
11. Impact Investing by Triodos Investment Management
12. Triodos Investment Management What is Impact Investing Triodos Investment Management puts societal needs at the heart of the products it offers, while meeting risk-return profile demands of its institutional and wholesale/retail clients. Our funds share the Triodos Bank mission of connecting investors and savers to positive change in society as achieved by innovative entrepreneurs and institutions. As such, Impact Investing is a strategy that combines financial return with a pro-active stance on environmental and social issues. Finance is thus identified as a means to a positive social end.
13. Triodos Investment Management Impact in 2012 775,000 During 2012 ,finance from Triodos Cultuurfonds helped make it possible for 1.9 million visitors to enjoy theatres or museums in the Netherlands. The renewable energy projects financed generated enough green energy equivalent to the needs of 775,000 European households, avoiding 1,100,000 tonnes of CO2 emissions. Our specialised microfinance funds provide finance to 99 microfinance institutions in 45 countries in Asia, Latin America and Africa, serving 6.9 million loan clients, of which 65% are women. 100% of money is invested through the investment funds managed by Triodos Investment Management benefit sustainable projects and entrepreneurs.
14. Investing with Impact in Emerging Markets
15. Microfinance An estimated 2.7 billion people still have no or limited access to the formal financial services. Access to these financial services creates opportunities for people and enables them to shape their future. These services range from credit facilities and savings accounts to payment services and microinsurance. Provision of financial services to low-income people
16. Investing in microfinance Triodos microfinancefunds provide loans and/orholdequitystakes in The process microfinanceinstitutionsand banks in LatinAmerica, Asia, Africa and EasternEurope that offer financial services to low-incomepeople
17. Investing in Microfinance Our track record Launch Triodos MicrofinanceFund For institutional investors and high net worth individuals and private banking clients 2009 Assets under management in microfinance As at 31 December 2012 Launch Triodos-Doen and Hivos-Triodos Fund 1994 2002 Launch Triodos Fair Share FundFor private investors in the Netherlands
18. Investing in microfinance Portfolio at year-end 2011
19. Microfinance 6.9 million loan clients reached of which 64% women 6.4 million savings clients reached Impact through the microfinance institutions and banks in portfolio
20. My role as Investment Officer for Africa
21. EUR 1 million to invest Bank for small and medium-sized enterprises in Asia Average loan amount: EUR 12,500 Number of loan clients: 43,000 enterprises employing 8 people on average African NGO providing access to finance to women from poor households in rural areas Average loan amount: EUR 190 Number of loan clients: 21,500 BISNIS BANK EMPOWERING WOMEN NGO What would you do? OR