Triodos Investment Management Adopts Bloomberg Indices for Active Equity Fund Management

Bloomberg announced that Triodos Investment Management, a prominent impact asset manager based in the Netherlands, has officially adopted Bloomberg Indices as benchmarks for their equity funds, effective January 1, 2025. Triodos is now using the Bloomberg World Large & Mid Cap Index, as well as the Bloomberg Developed Markets Mid & Small Cap Index, for both internal and external reporting of its actively managed equity funds.

“Bloomberg’s Equity Indices offer the quality and transparency that are critical to our investment approach, and we are excited to expand our collaboration with Bloomberg Indices to our active fund management business,” said William de Vries, Director, Impact Equities & Bonds at Triodos Investment Management. “Bloomberg is a key strategic solutions provider for us as we continue to grow.”

Triodos Investment Management’s decision to switch to Bloomberg is driven by the quality of Bloomberg’s indices, the seamless integration into Bloomberg Terminal workflows, and the unparalleled breadth of trusted data. Triodos has also highlighted Bloomberg’s superior customization capabilities, which will allow them to tailor indices to meet specific investment strategies. The firm’s decision to switch to Bloomberg Indices builds on its decision to utilize Bloomberg’s integrated enterprise buy-side solutions to support front-office workflow for its investment funds and discretionary clients business

“This adoption of Bloomberg Equity Indices reinforces the relationship between Triodos Investment Management and Bloomberg as a key solutions provider in their investment management workflow,” said Allison Stone, Head of Multi-Asset Index Product Management at Bloomberg Index Services Limited (BISL). “We are excited to support Triodos with our high-quality, flexible index solutions that enable their investment teams to drive performance while aligning with their investment objectives.”

To learn more about Bloomberg’s equity indices, visit www.bloombergindices.com.

About Triodos Investment Management

Triodos Investment Management (Triodos IM) connects a broad range of investors who want to make their money work for lasting, positive change with innovative entrepreneurs and sustainable businesses doing just that. In doing so, Triodos IM serves as a catalyst in sectors that are key in the transition to a world that is fairer, more sustainable and humane.

Triodos IM has built up in-depth knowledge throughout more than 25 years of impact investing in sectors such as Energy & Climate, Inclusive Finance and Sustainable Food & Agriculture. The company also invests in listed companies that materially contribute to the transition toward a sustainable society. Assets under management as per end of December 2024: EUR 5.8 billion.

Triodos IM is a globally active impact investor and a wholly owned subsidiary of Triodos Bank NV.

For more information, visit www.triodos-im.com.

About Bloomberg Index Services Limited

Bloomberg’s index team has a proven track record in creating industry-leading and bespoke indices across asset classes, including their flagship fixed income, commodity and equity indices. Bloomberg Index Services Limited (BISL) takes an innovative approach to delivering strategic benchmarks that help market participants address their evolving investment needs. The indices, which are seamlessly integrated with other Bloomberg solutions, draw on a comprehensive range of trusted data and reliable technology for calculations, analytics and workflow automation, along with distribution capabilities that can help amplify the visibility of our customers’ products.

About Bloomberg

Bloomberg is a global leader in business and financial information, delivering trusted data, news, and insights that bring transparency, efficiency, and fairness to markets. The company helps connect influential communities across the global financial ecosystem via reliable technology solutions that enable our customers to make more informed decisions and foster better collaboration. For more information, visit Bloomberg.com/company or request a demo.