Investment Process

First, a centralized portfolio and investment strategy

We develop investment guidelines based on the risk/return profile agreed upon with the client. Throughout this process, there is a continuous dialogue with the client about market trends to achieve an active investment strategy. Once that is defined, we move forward to strategic portfolio building and disciplined execution.

Top-down approach to portfolio allocation

Dedicated, in-house Portfolio Management functions oversee top-down planning, including asset allocation and risk-return management, to achieve the desired portfolio characteristics defined jointly with the Investment team.

Bottom-up approach to single asset selection

The Investment teams identify opportunities guided by the top-down framework and ensure a constant feedback loop between the pipeline and investment framework to achieve consistent implementation of the mandates.

Portfolio management

For us, it’s of crucial importance to safeguard the interests of our investors or fund sponsors and other stakeholders in response to key fund, macro, and liquidity developments. The portfolio managers at Triple Jump are dedicated to the top-down management of all funds and mandates. Their primary responsibility is asset allocation and risk-return management, but they also perform key tasks like monitoring fund liquidity, analyzing and steering fund performance and risk profile, and providing timely, high-quality reports to relevant stakeholders.

Our portfolio managers also carry out macro and sector research, which includes identifying fundamental shifts, economic parameters and FX drivers across the countries and sectors in which we invest. We use this knowledge to apply the best asset allocation strategy tailored to each fund or mandate.

Environmental, Social, and Governance (ESG)

What is it and why we do it

As an impact fund manager, Triple Jump is committed to generating positive social and environmental outcomes through its investment activities, while at the same time mitigating unintended negative impacts that may arise. Pursuing these two goals constitute our Responsible Investment (RI) approach, the commitment to which is described in our RI policy. Our approach, directly aligned with the UN Principles for Responsible Investment (UN PRI), is integrated throughout the entire investment process. It begins at pipeline development, involves numerous teams, and continues throughout the entire investment lifecycle.

How we do it

We assess, address, monitor and manage the potential negative effects of each investment on people and the environment. Investees also receive guidance and technical assistance to help them improve their ESG management systems.

We incorporate international standards, such as the IFC Performance Standards, the Universal Standards for Social and Environmental Performance (USSEPM) and GOGLA’s consumer protection principles. For investments in financial inclusion we use the Alinus Social Performance Assessment tool and the internally developed Interest Rate Traffic Light and the Executive Compensation Questionnaire.

Responsible Investment Approach

Triple Jump is committed to achieving positive social and environmental outcomes through the active management of impact in our investment activities, while at the same time mitigating any unintended negative Environmental, Social and Governance (ESG) effects that may arise. Pursuing these two goals constitute our Responsible Investment approach, which is an integral part of our entire investment process and is directly aligned with the UN Principles for Responsible Investment (UNPRI). Read our Responsible Investment Policy.

Impact management

At Triple Jump, we go beyond measurement and instead manage impact throughout the entire investment lifecycle. To achieve this, we set impact objectives and targets at the company and fund levels to guide our investment strategies. Where appropriate, these targets are integrated into our company’s and funds’ incentive systems to ensure full alignment. Investment decisions are based on an assessment of the potential impact of each investment and its expected contribution to the total portfolio.

Triple Jump is a member of the Global Impact Investing Network (GIIN), and a signatory to the Operating Principles for Impact Management (OPIM), a global framework for investors to ensure that impact considerations are purposefully integrated throughout the investment lifecycle.

Market Development

Building and scaling inclusive and impactful financial markets requires more than capital. We actively support the development and growth of inclusive financial markets – that is, markets that contribute to solving societal challenges of today such as poverty, inequality, and climate change. Through our market development services we support innovative finance initiatives, provide capacity-building services to our portfolio companies, and strengthen the broader ecosystem.

Our work spans three different mandates, each of them with its unique approach:

Seed Capital and Business Development Program

Purpose
Enabling the Dutch Good Growth Fund (DGGF) to reach its overarching goals.

Activities

  • Early-stage SME finance: for pilot and sub-scaled funds, financial intermediaries, andecosystem enablers.
  • Support for DGGF investees: digitalization ofMFIs, Gender Lens Investing, business development pre and post-investment into local enterprises.
  • Knowledge development: knowledge products around segmentation, SME mezzanine finance, early-stage finance studies.
  • Ecosystem support: supporting youth and women-led businesses to help them grow and get access to finance.

Advisory Services

Purpose
Support Triple Jump’s financial inclusion-related activities.

Activities

  • Digital transformation for financial inclusion: Digitization of Financial Service Providers (FSPs) through digital strategy, implementation and capacity-building.
  • Create and share knowledge: impact studies for investors, FSPs and MSMEs around topics such as lean social outcome measurement, climate resilience, gender lens, access to finance for agri-supply chain.

Energy Entrepreneurs Growth Fund Technical Assistance

Purpose
Accelerate the achievement of SDG7 by providing pre- and post-investment TA to access to energy companies in Sub-Saharan Africa.

Activities

  • EEGF Technical Assistance focuses on supporting savings groups/Village Savings and Loan Associations (VSLA), agri-supply chain, green and refugee finance.

Invest for Impact

Explore our Mandates and Funds Contact our Team