Triodos Investment Management, a leading impact asset manager based in the Netherlands with €5.7 billion in Assets Under Management (AUM), has partnered with Bloomberg to implement its cutting-edge AIM and PORT Enterprise solutions. This collaboration aims to streamline front-office workflows for Triodos’ investment funds and discretionary clients business.
Triodos initially joined forces with Bloomberg in 2021, leveraging PORT Enterprise for portfolio and risk analytics. Building on this successful partnership, the asset manager integrated Bloomberg AIM, a foremost order and investment management technology solution, to create a comprehensive suite for portfolio, risk, and order management.
Expanding its ties with Bloomberg Buy-Side Solutions, Triodos Investment Management now enjoys a range of benefits, including enhanced pre-trade compliance, streamlined data consistency across integrated front-office processes, and the potential for incorporating a dedicated trading desk workflow in the future. Bloomberg’s flexible tools also facilitate seamless integration of Environmental, Social, and Governance (ESG) data throughout the investment process, aligning perfectly with Triodos’ commitment to sustainable investing, which is trending in Europe Financial Institution news.
Bloomberg Buy-Side Solutions is at the forefront of providing end-to-end technology workflows for the investment lifecycle. Bloomberg AIM, with its multi-asset decision support and portfolio management capabilities, is a preferred choice for nearly 15,000 professionals across over 900 client firms globally, managing assets exceeding $22 trillion. On the analytics front, PORT and PORT Enterprise deliver sophisticated risk and return attribution models, empowering over 15,000 firms globally with deeper insights into portfolios.
This collaborative effort manages integrated workflows for more than 200 shared clients, including over 100 of the world’s premier asset managers by AUM, solidifying Bloomberg and Triodos Investment Management’s positions as innovators in the financial asset management technology landscape.
“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,” said William de Vries at Triodos Investment Management. “We’re excited to unlock the benefits of utilizing Bloomberg’s solutions as we continue to grow and advance our mission to invest with positive impact.”
“This engagement underscores Bloomberg’s dedication to delivering solutions that empower asset managers such as Triodos Investment Management to realize their sustainability and growth goals. We take pride in aiding Triodos in elevating their investment management capabilities, optimizing their operations, and facilitating seamless ESG integration,” said Raquel Alves, Global Head of Buy-Side OMS, Bloomberg.
To know more about other trending usecases in the US financial services industry, like Generative AI, Open Banking, Buy Now Pay Later (BNPL), explore our other insights.
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