Capabilities - BlueOrchard (2024)

Capabilities - BlueOrchard (1)

Products

Proven
win-win

We have a recognised track record for generating lasting, positive impact for communities and the environment, while providing attractive returns for investors.

Specialised expertise

We provide impact investment solutions, focusing on emerging and frontier markets across multiple asset classes and impact themes.

Customised solutions

We offer a variety of funds and bespoke white label solutions to meet our investors’ needs and challenges.

Capabilities - BlueOrchard (2)

Private Debt
Private Debt

What is our strategy?
Our private debt strategy focuses on lending to small and medium enterprises (SMEs) and microfinance institutions. We mainly invest through financial institutions in emerging markets. Our aim is to generate social impact by creating jobs and reducing poverty. Blended finance, combining public capital with private investments, is one approach we use.

How can you benefit?
Private debt (including microfinance investing) is a way of offering attractive, highly diversified, and stable returns. Because it is uncorrelated to global capital markets, it should reduce the level of risk in your overall portfolio. Private debt is also known for low volatility – while microfinance in particular can add greater stability due to low default rates.

Why invest with us?
Private debt investments are part of our DNA. As the first commercial manager of microfinance debt investments worldwide, we have built up a 20+-year track record and considerable expertise in frontier and emerging markets.
You will benefit from unique insights and access to investment opportunities provided by our local presence, global network, and long-standing relationships.

Learn more about our private debt practice

Capabilities - BlueOrchard (3)

Listed Debt
Listed Debt

What is our strategy?
Listed debt is one of the largest asset classes, giving investors access to public markets. It provides a fixed income by purchasing impact and climate bonds in emerging markets.

How can you benefit?
You will follow a liquid and scalable strategy which aims to deliver high positive impact through listed fixed-income investments. In addition, you will be diversifying your portfolio with emerging market debt impact bonds.
It also contributes to our goal of making impact investment open to all, through easy-to-access investment funds (UCITS, Undertakings for Collective Investments in Transferable Securities), available to private and institutional investors.

Why invest with us?
We call on the expertise of two specialist teams. Our portfolio management team applies its experience with investment products across emerging markets, while our dedicated impact management team uses state-of-the-art assessment tools to evaluate the impact of bonds on people and our planet. We keep the two teams separate to reap the benefits of both while avoiding any conflicts of interest.

Learn more about our listed debt practice

What is our strategy?
Private equity refers to direct equity investments made in private companies, with the aim of achieving a financial return in tandem with a social and environmental impact.

How can you benefit?
By working closely with our portfolio companies, we support them in improving their governance, operations, and financial efficiency. This in turn creates value and helps to enhance your return on investment. In addition, as private equity is an uncorrelated asset class, you will benefit from the diversification. It also gives you access to various fast-growing consumer segments in emerging markets.

Why invest with us?
Capitalizing on 20+ years of experience, we have built a best-in-class impact platform which (with our network and on-the-ground presence) makes us a market leader. Our in-depth industry expertise in the financial sector means we can tailor our investment strategies to emerging markets. And with our impact framework and reporting tools, we demonstrate best practice for impact and environmental, social, and governance (ESG) management.

Learn more about our private equity practice

What is our strategy?
Our private debt strategy focuses on lending to small and medium enterprises (SMEs) and microfinance institutions. We mainly invest through financial institutions in emerging markets. Our aim is to generate social impact by creating jobs and reducing poverty. Blended finance, combining public capital with private investments, is one approach we use.

How can you benefit?
Private debt (including microfinance investing) is a way of offering attractive, highly diversified, and stable returns. Because it is uncorrelated to global capital markets, it should reduce the level of risk in your overall portfolio. Private debt is also known for low volatility – while microfinance in particular can add greater stability due to low default rates.

Why invest with us?
Private debt investments are part of our DNA. As the first commercial manager of microfinance debt investments worldwide, we have built up a 20+-year track record and considerable expertise in frontier and emerging markets.
You will benefit from unique insights and access to investment opportunities provided by our local presence, global network, and long-standing relationships.

Learn more about our private debt practice

What is our strategy?
Listed debt is one of the largest asset classes, giving investors access to public markets. It provides a fixed income by purchasing impact and climate bonds in emerging markets.

How can you benefit?
You will follow a liquid and scalable strategy which aims to deliver high positive impact through listed fixed-income investments. In addition, you will be diversifying your portfolio with emerging market debt impact bonds.
It also contributes to our goal of making impact investment open to all, through easy-to-access investment funds (UCITS, Undertakings for Collective Investments in Transferable Securities), available to private and institutional investors.

Why invest with us?
We call on the expertise of two specialist teams. Our portfolio management team applies its experience with investment products across emerging markets, while our dedicated impact management team uses state-of-the-art assessment tools to evaluate the impact of bonds on people and our planet. We keep the two teams separate to reap the benefits of both while avoiding any conflicts of interest.

Learn more about our listed debt practice

What is our strategy?
Private equity refers to direct equity investments made in private companies, with the aim of achieving a financial return in tandem with a social and environmental impact.

How can you benefit?
By working closely with our portfolio companies, we support them in improving their governance, operations, and financial efficiency. This in turn creates value and helps to enhance your return on investment. In addition, as private equity is an uncorrelated asset class, you will benefit from the diversification. It also gives you access to various fast-growing consumer segments in emerging markets.

Why invest with us?
Capitalizing on 20+ years of experience, we have built a best-in-class impact platform which (with our network and on-the-ground presence) makes us a market leader. Our in-depth industry expertise in the financial sector means we can tailor our investment strategies to emerging markets. And with our impact framework and reporting tools, we demonstrate best practice for impact and environmental, social, and governance (ESG) management.

Learn more about our private equity practice

Capabilities - BlueOrchard (5)

Blended Finance
Blended Finance

What is our strategy?
Blended finance describes a fund structure or financing model that leverages public capital. The aim is to mobilise private sector investments, so a combination of public and private investing accelerates the expansion of impact initiatives.

How can you benefit?
Blending public and commercial funding helps de-risk your overall investment strategy as you gain access to instruments such as guarantees, first-loss capital, and technical assistance facilities.

Why invest with us?
We combine an established track record in blended finance funds with being a market leader in impact management and measurement. Leveraging strong relationships with development finance institutions and multilateral development banks, we have brought innovative investment solutions to market. And our regional offices give us a strong local presence across four continents.

Learn more about our blended finance practice

Capabilities - BlueOrchard (6)

Technical Assistance & Capacity Building
Technical Assistance & Capacity Building

What is our strategy?
Technical assistance is a pool of grant funds, which have been donated by investors to be used for market intelligence or capacity building in line with the aims of a particular fund.

How can you benefit?
If non-financial services are combined with impact investment, the fund’s investees who benefit from the new support will strengthen their operations and offering, thus improving their risk profile. This means technical assistance creates an enabling investment environment geared towards achieving impact. It also supports local players and contributes to building markets.

Why invest with us?
We have extensive experience in setting up various successful technical assistance facilities, closely linked to our managed funds. We have designed a large number of technical assistance projects across Asia, Africa, and Latin America.
Plus, as a leading impact investment manager, we have developed long-standing relationships with many impact-oriented financial services providers across the globe.

Learn more about our technical assistance facilities

What is our strategy?
Blended finance describes a fund structure or financing model that leverages public capital. The aim is to mobilise private sector investments, so a combination of public and private investing accelerates the expansion of impact initiatives.

How can you benefit?
Blending public and commercial funding helps de-risk your overall investment strategy as you gain access to instruments such as guarantees, first-loss capital, and technical assistance facilities.

Why invest with us?
We combine an established track record in blended finance funds with being a market leader in impact management and measurement. Leveraging strong relationships with development finance institutions and multilateral development banks, we have brought innovative investment solutions to market. And our regional offices give us a strong local presence across four continents.

Learn more about our blended finance practice

What is our strategy?
Technical assistance is a pool of grant funds, which have been donated by investors to be used for market intelligence or capacity building in line with the aims of a particular fund.

How can you benefit?
If non-financial services are combined with impact investment, the fund’s investees who benefit from the new support will strengthen their operations and offering, thus improving their risk profile. This means technical assistance creates an enabling investment environment geared towards achieving impact. It also supports local players and contributes to building markets.

Why invest with us?
We have extensive experience in setting up various successful technical assistance facilities, closely linked to our managed funds. We have designed a large number of technical assistance projects across Asia, Africa, and Latin America.
Plus, as a leading impact investment manager, we have developed long-standing relationships with many impact-oriented financial services providers across the globe.

Learn more about our technical assistance facilities

Experts
in the field

We invest in organisations that share our values, as we aim to offer attractive, stable returns.

USD 11+ bn disbursed

USD 875+ m AuM bonds portfolio

105+ countries

Capabilities - BlueOrchard (7)

A story of mutual growth

Banco Solidario and BlueOrchard

One of the microfinance institutions that BlueOrchard has partnered with since its beginning is Banco Solidario S.A. Banco Solidario started as a finance company in 1995, when microfinance was still unique in Ecuador. It was the first microfinance initiative in Latin America that did not begin as an NGO. The founders wanted to demonstrate that microfinance could be profitable and have a social impact without donations. Over the years, Banco Solidario has become one of the strongest brands in Ecuador. For more than 20 years, BlueOrchard has contributed to this positive development. With its loans, BlueOrchard supported the bank in both critical and in booming times, becoming a close witness to the development of a leading microfinance bank.

Meet more BlueOrchard partner institutions

Capabilities - BlueOrchard (8)

Strengthening the resilience of smallholder farmers

Fact-based decision making with Agritask

Across the agricultural value chain, decision makers require high-quality data. However, available data in emerging markets is limited and difficult to interpret. This negatively affects agricultural productivity, pricing, and availability of agricultural insurance. Agritask, a BlueOrchard partner company, has set out to address this challenge. The company is providing data-driven decision support tools for the management of agribusinesses and agricultural insurers. Combining comprehensive data integration and unmatched flexibility, Agritask’s scalable platform enables smallholder farmers to optimally adapt their activities to local conditions and effectively manage agricultural risks such as weather events and pests on a day-to-day basis.

Meet more BlueOrchard partner institutions

Capabilities - BlueOrchard (9)

Affordable renewable energy for Indian commercial and industrial customers

ReNew Power's green bond

India’s energy consumption has tripled in the last three decades. However, in the country’s overall energy mix, polluting energy sources such as coal, oil, and solid biomass remain the main energy sources, making the country one of the largest emitters of CO2 in the world. We invested in ReNew Power’s green bond, which financed thirteen solar and wind projects in India. ReNew Power is a renewable energy independent power producer in India with a mission to provide affordable renewable energy and to improve the country’s carbon footprint. The company has utility-scale wind and solar energy projects as well as distributed solar energy projects that generate energy for commercial and industrial customers.

Any company references are for illustrative purposes only and are not a recommendation to buy and/or sell, or an opinion as to the value of that company’s assets. The article is not intended to provide, and should not be relied on, for investment advice or research. These referenced assets are example constituents only and may or may not form part of a fund.

Meet more BlueOrchard partner institutions

Next

Interested in our impact management?

Impact

BlueOrchard website uses cookies to personalize content, analyze our traffic and thus improve your site experience. You can either agree to the use of all coolies by clicking “Accept all cookies” or select “Manage cookies” to choose which types of cookies you wish to accept. You can change your preferences at any time.

For BlueOrchard, the security of your data is highest priority. To learn more about our cookies, visit our Cookie Policy and our Privacy Policy.

Capabilities - BlueOrchard (2024)
Top Articles
Wellness Coordinator - Careers At StoryPoint
New govt unit to investigate severe neighbour disputes, could deploy noise sensors under proposed law
Funny Roblox Id Codes 2023
Golden Abyss - Chapter 5 - Lunar_Angel
Www.paystubportal.com/7-11 Login
Joi Databas
DPhil Research - List of thesis titles
Shs Games 1V1 Lol
Evil Dead Rise Showtimes Near Massena Movieplex
Steamy Afternoon With Handsome Fernando
fltimes.com | Finger Lakes Times
Detroit Lions 50 50
18443168434
Newgate Honda
Zürich Stadion Letzigrund detailed interactive seating plan with seat & row numbers | Sitzplan Saalplan with Sitzplatz & Reihen Nummerierung
Grace Caroline Deepfake
978-0137606801
Nwi Arrests Lake County
Justified Official Series Trailer
London Ups Store
Committees Of Correspondence | Encyclopedia.com
Pizza Hut In Dinuba
Jinx Chapter 24: Release Date, Spoilers & Where To Read - OtakuKart
How Much You Should Be Tipping For Beauty Services - American Beauty Institute
Free Online Games on CrazyGames | Play Now!
Sizewise Stat Login
VERHUURD: Barentszstraat 12 in 'S-Gravenhage 2518 XG: Woonhuis.
Jet Ski Rental Conneaut Lake Pa
Unforeseen Drama: The Tower of Terror’s Mysterious Closure at Walt Disney World
Ups Print Store Near Me
C&T Wok Menu - Morrisville, NC Restaurant
How Taraswrld Leaks Exposed the Dark Side of TikTok Fame
University Of Michigan Paging System
Dashboard Unt
Access a Shared Resource | Computing for Arts + Sciences
Speechwire Login
Healthy Kaiserpermanente Org Sign On
Restored Republic
3473372961
Craigslist Gigs Norfolk
Moxfield Deck Builder
Senior Houses For Sale Near Me
Whitehall Preparatory And Fitness Academy Calendar
Trivago Myrtle Beach Hotels
Anya Banerjee Feet
Three V Plymouth
Thotsbook Com
Funkin' on the Heights
Vci Classified Paducah
Www Pig11 Net
Ty Glass Sentenced
Latest Posts
Article information

Author: Corie Satterfield

Last Updated:

Views: 5683

Rating: 4.1 / 5 (62 voted)

Reviews: 85% of readers found this page helpful

Author information

Name: Corie Satterfield

Birthday: 1992-08-19

Address: 850 Benjamin Bridge, Dickinsonchester, CO 68572-0542

Phone: +26813599986666

Job: Sales Manager

Hobby: Table tennis, Soapmaking, Flower arranging, amateur radio, Rock climbing, scrapbook, Horseback riding

Introduction: My name is Corie Satterfield, I am a fancy, perfect, spotless, quaint, fantastic, funny, lucky person who loves writing and wants to share my knowledge and understanding with you.