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 $1.21 billion in term loans and trade finance transactions1 to enterprises in 37 developing economies2 that resulted in the support of over 42,228 permanent jobs.3
Latin America
  • $ 410.8 M in term loans and trade finance
  • 29 enterprises
  • 20,446 permanent jobs
  • 9 developing economies
Sub-Saharan Africa
  • $ 555.5 M in term loans and trade finance
  • 51 enterprises
  • 19,652 permanent jobs
  • 21 developing economies
Southeast Asia
  • $ 189.9 M in term loans and trade finance
  • 12 enterprises
  • 952 permanent jobs
  • 4 developing economies
Emerging Europe
  • $ 58.5 M in term loans
  • 4 enterprises
  • 1,178 permanent jobs
  • 3 developing economies

All data is from inception to 9/30/2020 unless otherwise noted. 1) Global impact data does not include short-term investments. Short term investments are defined by TriLinc as investments that generally meet the standard underwriting guidelines for trade finance and term loan transactions and that also have the following characteristics: (a) maturity of less than one year. (b) loans to borrowers to whom, at the time of funding, TriLinc does not expect to re-lend. Impact data is not tracked for short term investments. 2) TriLinc supports impactful trading operations, benefiting exports and/or imports into primarily developing economies. For borrower companies located in developed economies, TriLinc provided either: (a) trade finance facilities involving developing economy exports and/or imports; or (b) term loan facilities for operations in developing economies. The transactions involving these developing economy enterprises are included in the figures above. 3) “Permanent Jobs” is based on the IRIS Metric of Permanent Employees. Employee figures are self-reported by borrowers. Employment figures stated above: (a) represent the number of permanent employees reported by each borrower at the time of initial TriLinc financing or during the company's latest annual impact assessment; and (b) include 12 developed economy borrowers in Hong Kong, Italy, New Zealand, Singapore, United Arab Emirates, and United Kingdom that supported a total of 7,755 jobs and traded into/from or operated in10 developing economies in either Sub-Saharan Africa or Asia.

2019 Sustainability and Impact Report

Through December 2019, TriLinc has provided over $1 billion in financing to 85 small and mid-sized businesses (SMEs) throughout 37 developing economies, supporting over 39,000 permanent jobs for the people who need it the most.

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 12/31/19.
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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.