Tracking, analyzing
and reporting the impact
of investments is key.

Our philosophy

At TriLinc, we believe the alignment of meaningful financial return and positive social and economic impact mutually reinforces one another, and industry research has shown to support our position.

Studies, such as this, have found that many investment managers incorporate ESG factors as a way to enhance risk-adjusted returns and high ESG-rated companies exhibit market-based outperformance.

TriLinc employs a disciplined ESG screening process to assess a company's ESG policies and practices as a way to mitigate certain potential risks. TriLinc's impact tracking and reporting are designed to prove that capitalism can be used as a force for good.

Environmental,
Social and Governance
(ESG) Screening

Impact Screening
and Measurement

1.

Research

2.

Evaluate

3.

Monitor

4.

Report

Impact Performance Goals

100%

of investments and/or investee companies compliance and alignment across key benchmarks

Aligned with the UN’s Sustainable Development Goals
Conform to the IFC Exclusion List
Meet local and international laws and respective practices
In compliance with local environmental, labor, health, safety and business laws
Represent in writing their company’s ongoing commitment to ESG practices
- Environmental practices such as: energy savings, waste reduction and water conservation
- Social policies for fair hiring, compensation, maternity leave, community service and corporate donations
Identify and track the GIIN’s IRIS metrics

Global Impact

We believe that transparent tracking, analyzing and reporting on the impact of portfolio holdings is a fundamental component of impact investing.

Since 2013, we financed $1.02 billion in term loans and trade finance transactions to enterprises in 36 developing economies that resulted in supporting over 35,894 permanent jobs.

Latin America

$ 343.7 M in term loans and trade finance
23 enterprises
16,415 permanent jobs
9 developing economies

Sub-Saharan Africa

$ 485.0 M in term loans and trade finance
46 enterprises
18,449 permanent jobs
21 developing economies

Southeast Asia

$ 167.5 M in term loans and trade finance
10 enterprises
793 permanent jobs
4 developing economies

Emerging Europe

$ 19.5 M in term loans
2 enterprises
237 permanent jobs
2 developing economies

Inception to 11/30/18. “Permanent Jobs” is based on the IRIS Metric of Permanent Employees. Global impact data does not include $104.7 million in short-term note investments. Short-term note investments are defined by TriLinc as investments that have a maturity of less than one year, to borrowers with whom TriLinc does not expect to re-lend. Impact data is not tracked for short-term note investments. TriLinc supports impactful trading operations, benefiting exports and/or imports into developing economies. For borrower companies that are located in developed markets, TriLinc provides trade financing transactions involving exports/imports for enterprises located in developing economies. The transactions involving these developing economy enterprises are included in the figures above.

2017 Sustainability and Impact Report

Through June 2017, TriLinc has provided over $586 million in financing to 59 small and mid-sized businesses (SMEs) throughout 20 developing economics, supporting over 31,000 permanent jobs for the people who need it the most.

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Alignment with UN Sustainable Development Goals

TriLinc’s mission is to demonstrate the role that the capital markets can play in helping solve some of the world’s pressing economic, social and environmental challenges – is philosophically aligned with the UN Sustainable Development Goals (“SDGs”). TriLinc uses the Impact Reporting and Investment Standards (“IRIS”) for its impact data collection, measurement, and reporting, collecting baseline data from borrower companies at the time of funding and requiring annual updates for as long as a borrower is in its portfolio. To assess its alignment with the SDGs, TriLinc mapped select IRIS metrics, tracked at both the fund-level and borrower company-level, to specific underlying targets and indicators for 14 of the 17 SDG goals for borrower companies in TriLinc's portfolios as of 6/30/18.

Learn more about SDG here >

TriLinc's Responsible Investing Statement

As institutional investors, we have a duty to act in the best long-term interests of our beneficiaries. In this fiduciary role, we believe that environmental, social, and governance (ESG) issues can affect the performance of investment portfolios (to varying degrees across companies, sectors, regions, asset classes and through time). We also recognize that applying these Principles may better align investors with broader objectives of society.

Research

2017 TriLinc Global Sustainability & Impact Report

Research

What is the Difference Between Impact Investing and Socially Responsible Investing?

Commentary

What is Impact Investing?

Tracking, analyzing and reporting the impact of investments is key.

Our philosophy

Impact Performance Goals

Global Impact

2017 Sustainability and Impact Report

Alignment with UN Sustainable Development Goals

Tracking, analyzing
and reporting the impact
of investments is key.