BlueOrchard continues to drive impact investment solutions across public and private markets

Zurich, 26 July 2021 – In its 20th anniversary year, BlueOrchard strengthens its position as the world’s leading emerging market impact manager by launching a range of innovative investment solutions, upgrading its state-of-the art impact management toolkit “B.Impact” to new asset classes, and delivering strong financial and social performance across its product line.

Highlights:

  • 216 million underserved individuals and MSMEs reached – outreach increased
  • USD 670 million invested across private debt strategies in H1 only - more than doubled compared to H1 2020
  • Second closing of Covid-19 support strategy above USD 200 million
  • Enhanced collaboration with Schroders with launch of climate impact strategy

 

Philipp Mueller, CEO of BlueOrchard, said: “We are very proud that BlueOrchard has been strengthening its position as the leading global impact investment manager amidst a global crisis. Our results demonstrate the resilience of the microfinance and impact investing sector and the strengths of our diversified portfolios across geographies and sectors.”

In the first half of 2021, BlueOrchard has remained resilient in a challenging environment, delivering solid performance across its impact investing strategies and increasing its outreach. Through launches of innovative impact investment solutions and close cooperation with its partners around the globe, BlueOrchard has been able to significantly advance its mission of reducing poverty and inequality, taking climate action, and channelling capital to the ones most in need.

As of June 2021, BlueOrchard’s flagship microfinance strategy alone has invested in over 150 financial institutions across more than 50 countries, advancing the economic and social well-being of vulnerable households, micro-entrepreneurs and MSMEs. With the firm’s blended finance vehicles, BlueOrchard has been able to mobilise public and private capital for investments in emerging and frontier markets. Most notably with its Covid-19 support strategy, which is backed by public and private investors worldwide, and its Japanese-investors backed women empowerment strategy, which has doubled in size over the past five years, the firm has been able to channel a significant amount of capital to entrepreneurs in emerging and frontier markets.

With its newly launched UCITS-compliant climate impact bond strategy, a collaboration with Schroders, and its sustainable infrastructure strategy, BlueOrchard has expanded its impact investment solutions across public and private markets. Additionally, it has succeeded in contributing to the democratisation of impact investments while addressing urgent climate-related needs in emerging and frontier markets.

Outlook: In H2 2021, BlueOrchard will continue to expand its impact investment solutions offering and to respond to both the Covid-19 pandemic, by providing liquidity and building resilience of financial institutions in emerging and frontier markets, and the climate crisis through its impact bond and sustainable infrastructure strategies. As a first milestone in H2, BlueOrchard has reached the second closing of the Covid-19 support strategy.

Peter Fanconi, Chairman of BlueOrchard, said: “2021 marks a milestone for BlueOrchard since we celebrate our 20th anniversary. We continue our mission to reduce poverty and inequality and to take climate action, which has become even more important in light of the ongoing Covid-19 pandemic and the threat of climate change. In the name of our beneficiaries, our Board, and our talented employees, I would like to thank all our investors and partners for being part of our journey and mission over the last 20 years – there is more to come!”

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About BlueOrchard Finance Ltd

BlueOrchard is a leading global impact investment manager and member of the Schroders Group. As a pioneering impact investor, the firm is dedicated to generating lasting positive impact for communities and the environment, while aiming at providing attractive returns to investors. BlueOrchard was founded in 2001, by initiative of the UN, as the first commercial manager of microfinance debt investments worldwide. Today, the firm offers impact investment solutions across asset classes, connecting millions of entrepreneurs in emerging and frontier markets with investors with the aim to make impact investment solutions accessible to all and to advance the conscious use of capital. Being a professional investment manager and expert in innovative blended finance mandates, BlueOrchard has a sophisticated international investor base and is a trusted partner of leading global development finance institutions. To date, BlueOrchard has invested over USD 8bn across more than 90 countries. Over 216 million poor and vulnerable people in emerging and frontier markets received access to financial and related services with the support of BlueOrchard as of March 2021. For additional information, please visit: www.blueorchard.com.

 

For further information, please contact:

Tahmina Theis

+41 22 596 47 69

[email protected] ​ ​

www.blueorchard.com

 

Disclaimer: The information in this publication was produced by BlueOrchard Finance Ltd (“BOF”) to the best of its present knowledge and belief. However, all data and financial information provided is on an unaudited and “as is” basis. The opinions expressed in this publication are those of BOF and its employees and are subject to change at any time without notice. BOF provides no guarantee with regard to the accuracy and completeness of the content in this publication and BOF does not under any circumstance, accept liability for any losses or damages which may arise from making use of, or relying upon any information, content or opinion provided by BOF in this publication. This publication may contain references or links to other publications and websites and BOF has not reviewed such other publications and websites and is not responsible in any way in relation to the content of such publications and websites. The information in this publication is the sole property of BOF unless otherwise noted, and may not be reproduced in full or in part without the express prior written consent of BOF. All investments involve risk. We note specifically that past performance is not an indication of future results. Emerging markets impact investments involve a unique and substantial level of risk that is critical to understand before engaging in any prospective relationship with BOF and its various managed funds. Investments in emerging markets, particularly those involving foreign currencies, may present significant additional risk and in all cases the risks implicated in this disclaimer include the risk of loss of invested capital. The materials provided in this publication are for informational purposes only and nothing in this publication can be construed as constituting any offer to purchase any product, or a recommendation/solicitation or other inducement to buy or sell any financial instrument of any kind and shall not under any circumstances be construed as absolving any reader of this publication of his/her responsibility for making an independent evaluation of the risks and potential rewards of any financial transaction. We note in particular that none of the investment products referred to in this publication constitute securities registered under the Securities Act of 1933 (of the United States of America) and BOF and its managed/advised funds are materially limited in their capacity to sell any financial products of any kind in the United States. No investment product referenced in this publication may be publicly offered for sale in the United States and nothing in this publication shall be construed under any circumstances as a solicitation of a US Person (as defined in applicable law/regulation) to purchase any BOF investment product. The information provided in this publication is intended for review and receipt only by those persons who are qualified (in accordance with applicable legal/regulatory definitions) in their respective place of residence and/or business to view it, and the information is not intended under any circumstances to be provided to any person who is not legally eligible to receive it. Any recipient of information from this publication who wishes to engage with BOF in furtherance of any transaction or any relationship whatsoever must consult his/her own tax, legal and investment professionals to determine whether such relationship and/or transaction is suitable. By no means is the information provided in this document aimed at persons who are residents of any country where the product mentioned herein is not registered or approved for sale or marketing or in which dissemination of such information is not permitted. BOF disclaims all liability for any direct or indirect damages and/or costs that may arise from the use of (whether such use is proper or improper), or access to, this publication (or the inability to access this publication).

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