CACEIS expands services for Triodos Dutch Article 9 funds

CACEIS has been appointed to provide custody and depositary services for Triodos Investment Management’s Dutch Article 9 fund range. The mandate expands an existing relationship and includes fund administration, reporting and oversight across Triodos’ highest SFDR-classified strategies.

Under the agreement, CACEIS will perform safekeeping and oversight duties while also managing fund administration and reporting for the Article 9 products. Article 9 funds under the EU’s Sustainable Finance Disclosure Regulation require more detailed ESG disclosure and tighter regulatory oversight than lower-classified funds.

Frans Hofkens, head of business development at CACEIS Netherlands, highlighted the firm’s experience supporting major asset managers and noted its scalable, automated front-to-back servicing model as a basis for the partnership with Triodos Investment Management.

Martijn van Oort, managing director for risk, finance and operations at Triodos Investment Management, said the asset-servicing arrangement will simplify operations, increase efficiency and strengthen Triodos’ focus on delivering value to clients while pursuing positive impact.

The appointment reflects growth in Article 9 funds and corresponding demand for integrated custody and administration frameworks capable of handling more granular sustainability data alongside standard safekeeping functions. CACEIS said its automated processes and scalable servicing model are intended to support those requirements across Triodos’ fund platform.

Triodos and CACEIS did not disclose commercial terms. The expansion formalizes the firms’ cooperation on servicing requirements tied to sustainable finance regulation.