Triodos Investment Management has selected CACEIS, a leading European asset servicing group, for its Dutch Article 9 fund range, building on the existing relationship across other fund ranges.
Under the new mandate, CACEIS will provide custody, depositary and fund administration services, along with a range of reporting and additional fund-related services. CACEIS‘s integrated front-to-back solution streamlines all operational aspects of investment portfolio processing including reporting. These services will enable Triodos Investment Management to focus on its core area of expertise as an impact investor, generating benefits for society, alongside a financial return.
CACEIS is actively supporting sustainable finance through a special initiative for sustainability-focused funds by waiving its fees the first year following the creation of a fund or sub-fund classified under Article 9 of SFDR.
Martijn van Oort, Managing Director Risk, Finance & Operations, Triodos Investment Management, commented: “Working with CACEIS as our asset servicing partner provides a strong foundation for a long-term partnership. Together, we can further simplify our operations, increase efficiency and strengthen our focus on delivering value to our clients while maximizing our positive impact.”
Frans Hofkens, Head of Business Development, CACEIS Netherlands, said: “Our extensive experience in supporting leading asset managers, combined with our scalable and automated front-to-back servicing model, provides a strong foundation for a strategic partnership with Triodos Investment Management.”
Larissa Gabriëlse, Senior Sales Executive, CACEIS Netherlands, added, “Together, we are committed to making a positive change by enabling the continued growth of impact investment strategies that seek to create beneficial social and environmental outcomes.”
