Triodos Investment Management to expand relationship with Bloomberg’s AIM and PORT solutions

The tools allow for ESG data integration across the investment process, aligning with Triodos stated commitment to sustainable investing.

Triodos Investment Management has selected Bloomberg’s AIM and PORT Enterprise solutions in a bid to support its front-office workflows. 

Through the adoptions, Triodos is set to benefit from enhanced pre-trade compliance and data consistency across its consolidated front-office processes. In addition, the business has confirmed the potential for the future addition of a dedicated trading desk workflow.

In addition, the tools allow for ESG data integration across the investment process, which Triodos asserted aligns with its stated commitment to sustainable investing.

Specifically, the Netherlands-based impact asset manager will utilise Bloomberg’s offerings to enhance processes for its investment funds and discretionary clients’ business.

Raquel Alves, global head of buy-side OMS, Bloomberg, said: “This engagement underscores Bloomberg’s dedication to delivering solutions that empower asset managers such as Triodos Investment Management to realise their sustainability and growth goals. We take pride in aiding Triodos in elevating their investment management capabilities, optimising their operations, and facilitating seamless ESG integration.” 

Bloomberg’s buy-side solutions offer front-to-back technology. PORT Enterprise the premier version of the PORT solution that delivers enhanced reporting capabilities powered by risk models, while the AIM order management system (OMS) offers multi-asset decision support and portfolio management, order management, trade compliance and post-trade workflows.

Together, the solutions manage integrated workflows for more than 200 clients – which includes over 100 of the world’s top asset managers (by AUM). 

William de Vries, director, impact equities and bonds at Triodos Investment Management, said: “The integration of Bloomberg’s solutions has enabled us to significantly enhance our analytical capabilities, achieve more rigorous regulatory compliance, and seamlessly incorporate strict sustainable criteria into our investment decision-making processes.”

Earlier this year, Swedish independent fund management company Lannebo Fonder AB also adopted Bloomberg’s buy-side offering – including the AIM and PORT Enterprise solutions.