Insead roundtable Triodos, 07-04-2011

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Presentation Insead Triodos.ppt

Transcript of Insead roundtable Triodos, 07-04-2011

Page 1: Insead roundtable Triodos, 07-04-2011
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Table of contents

1.Our mission

2.A brief history

3.Our loan approach

4.Financing renewable energy

5.Triodos Investment Management

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The mission

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Triodos Bankgoes for

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quality

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spearheads

1. Quality of life and

human dignity

3 ways for a different visionMission

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3

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spearheads

2. Responsible use of

money

3 ways for a different visionMission

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3

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spearheads

3. Sustainable, qualitative

products & services

3 ways for a different visionMission

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3

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3 ways for a

different vision

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Tri hodos = three ways

People

Planet

Profit

3 ways for a different visionTri hodos

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3

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Tri hodos = three ways

People

Planet

Profit

3 ways for a different visionTri hodos

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14.000projects since 1980

social economy

20% of the loan portfolio

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Sustainable energy projects

Tri hodos = three ways

People

Planet

Profit

3 ways for a different visionTri hodos

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= 1.624 MW = 1,2 million families

Nature & environment

50%of the loan

portfolio

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Tri hodos = three ways

People

Planet

Profit

3 ways for a different visionTri hodos

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No maximum profit,

but steady returns

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core values

Sustainability

Transparency

Real Economy

3 ways for a different visionMission statement

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the website

quarterly

magazine

annual report

the Triodos day

3 ways for a different visionTransparency

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A brief history

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FoundationTriodos Fund

3 ways for a different visionA brief history

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2011

1970 1980 1990 2000 2010

Triodos Bank Groen Fund

Triodos Bank

now

Added ValueFund

Green Fund

Fair ShareFund

SustainableReal Estate

Fund

Culture Fund

Value Pioneer

Fund

SustainableTrade Fund

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3 ways for a different visionA brief history

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2011Triodos Bank

now

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3 ways for a different visionA brief history

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2011Triodos Bank

now

“most sustainable bank in the world “

Financial Times 2009

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Our loan approach

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Back to the basic function of the banker:

LoansOur loan approach

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Savers

Savings

credits

Ecological CulturalSocial

Deb

it

inte

rest

sC

redi

t in

tere

sts Transparency

& Sustainability

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1. Social objective

2. Sustainability criteria

3. Responsible selection

4. Transparency

LoansOur loan approach

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• Concern: human dignity & quality of life• Goal: leverage effect for society

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1. Social objective

2. Sustainability criteria

3. Responsible selection

4. Transparency

LoansOur loan approach

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• Sustainable criteria• Integration of social and technological evolutions• Local, national and international

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1. Social objective

2. Sustainability criteria

3. Responsible selection

4. Transparency

LoansOur loan approach

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Nature en environment Social sector

Culture en well-being Other

470million EUR

• Projects with added value and realistic financial plan• Evaluate motivation and ability

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1. Social objective

2. Sustainability criteria

3. Responsible selection

4. Transparency

LoansOur loan approach

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• Publication loan criteria• Online tool to follow businesses financed by Triodos Bank

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LoansEvolution loan portfolio – Triodos Bank BE

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Financing renewable energy projects

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“It is Triodos Bank’s view that

the financial sector can and

should play an instrumental role

in the urgently needed transition

towards a sustainable low

carbon economy.”

Jan Poppe, Head of Project Finance of

Triodos Bank Belgium

Financing renewable energy projects

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Triodos finances sustainable energy

projects via:

Investment Loan to end user

(= SME approach) Investment Loan via Third Party Financing

(= mix of SME and project finance

approach) Non recourse Project Finance

(= future cash flow analysis)

Financing renewable energy projects

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sustainable energy projects

other

52% of the loan portfolio

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Wind Energy• First bank that invested in wind farms• Funding of 237 million euro

= power of 319 MW

= energy consumption 190.000 families

Solar Energy• GreenFever in Veurne: 13.400 solar panels

= energy 650 families• Solar park of Boterdijk: 7.700 solar panels =

energy 400 families

Financing renewable energy projectsProject Finance

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40

23

63

Wind farms

Photovoltaic

Biomass

Hydropower

Number of projets financed by Triodos Bank Belgium

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Triodos Investment Management

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Triodos Investment Management

•Separate legal entity, based in Zeist (NL)•Over 20 years experience in equity investments in renewable energy•Brings sustainable investors and sustainable entrepreneurs together•Organized in dedicated funds with clear focus, short communication lines and quick decisions

through independent processes•Experienced team of professionals with ample industry experience combined with financial

expertise•European network of investment managers add local market expertise and knowledge of

regulative framework to the team

Investments via two funds:– Ampere Equity Fund: equity in large European projects (preferably SPV), 10-50 mil./invest.– Triodos Renewables European Fund: equity in small-medium sized European projects, 1,5 - 7 mil./invest.

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A separate legal structure

A value driven offer

to support

A clear mission

People • Planet • Profit

Triodos Bank

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People • Planet • Profit

Triodos Bank

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3 ways for a different vision

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Contact: [email protected]

Head of Business [email protected] of Project [email protected]