Equities and bonds

Creating positive impact through public equities and bonds, with a long-term horizon

Seasoned first mover with longstanding track record

As one of the first pioneers to offer dedicated impact strategies through listed assets, we know what we are doing. Over the
last 25 years we have developed a systematic and successful investment approach. Our robust track record speaks for itself. We apply a forward-looking lens, focusing on the ambition and capacity of companies to drive transformative change within their respective sectors.

Industry-leading impact investment analysis

Integrated financial and sustainability analysis is at the heart of our selection process. We determine the valuation of companies both from an inside-out (impact on people and planet) and from an outside-in (risks and opportunities) perspective. Our selection process is guided by our Minimum Standards: a very strict set of exclusion criteria to ensure that all forms of harmful activities are excluded.

Active stewardship

Stewardship is an integral part of our investment management process, with engagement, voting and advocacy as the key pillars. From the moment company analysis begins, we have ongoing one-on-one conversations with companies to discuss sustainability topics. We do this both by following a formal engagement agenda and on an ad hoc or event-driven basis. View our Stewardship page.

Dive into our strategy, investing across three asset classes

Our Impact Equities and Bonds team consists of 25+ investment professionals. Experienced portfolio managers and investment analysts are responsible for the investment decisions and portfolio construction. A front office team monitors the trading process.

William de Vries

Director Impact Equities and Bonds

William de Vries is Director of Triodos IM Impact Equities and Bonds since February 2020. He joined Triodos IM in 2017 as Fund Manager Triodos Euro Bond Impact Fund and has since been promoted to Director of the department. William brings over 30 years of experience in the industry. Prior to Triodos, William spent nearly 10 years at Kempen Capital Management as Head of Core Fixed Income and held several portfolio management and director positions at Philips Pension Fund, Merrill Lynch Investment Managers and BlackRock. William holds a Master’s degree in International Economics from Tilburg University (1989), is a certified CEFA (VBA) analyst and is registered with the Dutch Securities Institute as an Institutional Investment Advisor.

Henk Jonker

Head of Investment Research

Henk Jonker is Head of Investment Research of the Impact Equities & Bonds team. He joined Triodos Investment Management in 2017. Prior to Triodos he worked as a portfolio manager for Japanese and Asian equities at UBS Asset Management in Tokyo and Singapore. Henk was also co-founder and CIO of WiJo Capital LLP in London, asset manager at GLG Partners LLP in London and portfolio manager at Royal Philips Electronics Pension Fund in the Netherlands. Henk holds a Master’s degree from the University of Amsterdam.

Rosl Veltmeijer-Smits

Portfolio Manager Triodos Sterling Bond Impact Fund

Rosl Veltmeijer is Portfolio Manager of Triodos Sterling Bond Impact Fund and Portfolio Manager for Triodos IM’s discretionary mandates. In the latter role she is responsible for the fixed income impact investments in the discretionary portfolios of Triodos Private Banking. She joined Triodos in 2001 as an analyst, and in 2002 she became the firm’s Head of Research for listed equity and bond investments, specialising in sustainability assessments. She served in this position until September 2017, when she assumed the role of portfolio manager. Rosl holds a Bachelor’s degree in Business Economics from Fontys Eindhoven, a Master’s degree in Social Banking and Social Finance from the University of Plymouth and a Master’s degree in Investment Management from Vrije Universiteit Amsterdam (RBA). She is a member of the Dutch Fund and Asset Management Association (DUFAS) Sustainability Committee and associate for the Institute for Social Banking. Rosl is registered with the Dutch Securities Institute as a Retail Investment Advisor.

Arjan Palthe

Portfolio Manager Triodos Global Equities Impact Fund

Arjan Palthe joined Triodos Investment Management in 2022 as Portfolio Manager of Triodos Global Equities Impact Fund. He joined from NN Investment Partners where he was a portfolio manager for eight years. Since 2000 Arjan has worked for several asset managers managing European and Dutch equity funds. Arjan graduated at the Rijksuniversiteit Groningen (1999), holding a Master's degree in Business Economics, is a certified CEFA (VBA) analyst and is registered with the Dutch Securities Institute as an Institutional Investment Advisor.

Dimitri Willems

Portfolio Manager Triodos Pioneer Impact Fund

Dimitri Willems is Portfolio Manager of Triodos Pioneer Impact Fund since august 2022. Prior to joining Triodos Investment Management he held several positions as portfolio and investment manager, most notably as Senior Portfolio Manager at Kempen Capital Management for over 13 years. Dimitri holds a Master's degree in Business Economics from the Erasmus University in Rotterdam and is a CFA Charterholder. He is registered with the Dutch Securities Institute as an Institutional Investment Advisor.

Sjoerd Rozing

Portfolio Manager Triodos Future Generations Fund

Sjoerd Rozing is Portfolio Manager of Triodos Future Generations Fund since March 2022. He joined Triodos Investment Management in 2017 as an investment analyst. In this role, he covered global equities. Prior to Triodos, Sjoerd worked at Teslin Capital Management where he was responsible for investment analysis of European small caps. Sjoerd holds a Master's degree in Business Studies from the University of Amsterdam and earned a CFA charter in 2011. He also served on the board of CFA VBA Society Netherlands until December 2017. Sjoerd is registered with the Dutch Securities Institute as an Institutional investment Advisor.

Jeroen van Herwaarden

Portfolio Manager Triodos Euro Bond Impact Fund

Jeroen van Herwaarden has been Portfolio Manager of Triodos Euro Bond Impact Fund since June 2020. He joined Triodos IM in 2015 as a Portfolio Manager Fixed Income. In this role he was responsible for the fixed income impact investments in the discretionary portfolios of Triodos Private Banking. Prior to Triodos, Jeroen worked as a Credit Analyst at ABN AMRO, where he was responsible for the research coverage of investment-grade bond issuers in the euro bond market. Prior to this role, Jeroen has worked as an Investment Specialist Fixed Income and Investment Advisor at MeesPierson and Van Lanschot. Jeroen holds a Bachelor’s degree in Hotel Administration and is a CFA Charterholder. He is registered with the Dutch Securities Institute as an Institutional Investment Advisor.

Rob van Boeijen

Portfolio Manager Triodos Impact Mixed Funds

Rob van Boeijen joined Triodos Investment Management in 2017 in a private banking role. In 2021, he took on the role of portfolio manager of the Triodos Impact Mixed Funds. Rob has been associated with investment management for Triodos Bank Private Banking since 2008 when he joined Triodos MeesPierson Investment Management. Rob started his professional career as an equity analyst and portfolio manager for GAK Pension funds in 1990. He acted in several roles in investment research and institutional account management with ABN AMRO, Barclays, Metzler, Theodoor Gilissen and State Street. Rob holds a Master’s degree in Business Administration from the University of Amsterdam (1988) and is a certified VBA financial analyst. Rob is registered with the Dutch Securities Institute as an Institutional Investment Advisor.

Jan Rommert Straatman

Portfolio Manager Equity

Jan Rommert Straatman joined Triodos Investment Management in 2021 as Portfolio Manager. In this role he is responsible for the equity impact investments in the discretionary portfolios of Triodos Private Banking. Jan Rommert has a long career in investments serving private clients as well as institutional clients. In the 10 years prior to joining Triodos IM, he worked as a portfolio manager within Fortis Investments and BNP Paribas Asset Management, as well as in a fiduciary investment manager role within Aegon. Jan Rommert holds bachelor’s degrees in Accounting and Business Economics, as well as a VBA investment title. He is registered with the Dutch Securities Institute as an Institutional Investment Advisor.

Anjana Jaddoe

Team Lead Front Office Support

Read more about what we do in interviews, columns, case studies and in-depth articles.

Triodos Global Equities Impact Fund

Triodos Pioneer Impact Fund

Triodos Future Generations Fund

Triodos Euro Bond Impact Fund

Triodos Sterling Bond Impact Fund

Triodos Impact Mixed Fund - Defensive

Triodos Impact Mixed Fund - Neutral

Triodos Impact Mixed Fund - Offensive

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