BlueOrchard manages approximately $3.5 billion* in assets and operates in emerging and frontier markets worldwide.
BlueOrchard offers its investors premium impact investment solutions across multiple asset classes, including credit, private equity, and sustainable infrastructure and is an expert in innovative blended finance mandates.
Founded in 2001, it was the world’s first commercial manager of microfinance debt investments.
*as of 30 June 2019
Schroders’ Group Chief Executive, Peter Harrison, commented:
“BlueOrchard’s business demonstrates the positive impact financial markets can have on improving society. I am delighted that Schroders will be able to help support the many initiatives BlueOrchard has in targeting the United Nations’ Sustainable Development Goals.
“BlueOrchard’s work in microfinance and with development agencies both provides investors with the potential for financial returns, and demonstrably benefits millions of people in emerging markets.
“Impact investing will be a mega trend, as our clients want to use their assets to do more than just earn returns and Schroders is now at the leading edge of this.”
Schroders’ Global Head of Private Assets, Georg Wunderlin, commented:
“This partnership demonstrates our commitment to the increasingly important sustainability and broader impact investing space. BlueOrchard is a pioneer in impact investing in emerging markets and operates a range of capabilities across microfinance, impact bonds, private equity and infrastructure investments. We are looking forward to supporting BlueOrchard’s further growth path as part of the Schroders Group.”
Peter A. Fanconi, Chairman of BlueOrchard, commented:
“Being pioneers in microfinance and impact investing, we have built a high-quality, specialist impact investment solutions business over the past 20 years.
“BlueOrchard’s Board of Directors, which in its new composition will consist of both BlueOrchard and Schroders representatives, will support the firm to further flourish its business and provide an excellent service to BlueOrchard’s clients over the long term.“
BlueOrchard’s Chief Executive Officer Patrick Scheurle, commented:
“Impact investing is about merging the best of two worlds; achieving attractive investment returns but also achieving a social or environmental goal such as tackling climate change or reducing poverty.
“Schroders has a long-term and strong commitment to sustainability and we are confident that this partnership will further enable BlueOrchard to bring impact investing into the mainstream market.”
Schroders and BlueOrchard announced in July that they hadentered into an agreementunder which Schroders would acquire a majority stake in BlueOrchard.
-ends-
For further information, please contact:
Schroders
Estelle Bibby, Head of Media Relations
+44 20 7658 3431
estelle.bibby@schroders.com
Andy Pearce, PR Manager
+44 20 7658 2203
andy.pearce@schroders.com
BlueOrchard
Tahmina Theis, Head of Communications
+41 22 596 47 69
tahmina.theis@blueorchard.com
Note to Editors
For trade press only. To view the latest press releases from Schroders visit:http://ir.schroders.com/media
Schroders plc
As a global investment manager, we help institutions, intermediaries and individuals meet their goals, fulfil their ambitions, and prepare for the future. But as the world changes, so do our clients’ needs. That’s why we have a long history of adapting to suit the times and keeping our focus on what matters most to our clients.
Doing this takes experience and expertise. We bring together people and data to spot the trends that will shape the future. This provides a unique perspective which allows us to always invest with conviction. We are responsible for £444.4 billion (€496.6 billion/$565.5 billion)* of assets for our clients who trust us to deliver sustainable returns. We remain determined to build future prosperity for them, and for all of society. Today, we have 5,000 people across six continents who focus on doing just this.
We are a global business that’s managed locally. This allows us to always keep our clients’ needs at the heart of everything we do. For over 200 years and more than seven generations we’ve grown and developed our expertise in tandem with our clients’ needs and interests.
Further information about Schroders can be found atwww.schroders.com.
Issued by Schroder Investment Management Limited. Registration No 1893220 England. Authorised and regulated by the Financial Conduct Authority. For regular updates by e-mail please register online atwww.schroders.comfor our alerting service.
*as at 30 June 2019
About BlueOrchard
BlueOrchard is a leading global impact investment manager and a member of the Schroders group. The firm is dedicated to fostering inclusive and climate-smart growth in emerging and frontier markets, while providing attractive returns for investors. BlueOrchard was founded in 2001, by initiative of the UN, as the world’s first commercial manager of microfinance debt investments. The firm has built a distinct track record in offering premium impact investment solutions, including credit, private equity, and sustainable infrastructure. Being an expert in innovative blended finance mandates, the firm is a trusted partner of leading global development finance institutions. BlueOrchard has invested to date more than USD 6bn for sophisticated global private and public clients, enabling tangible social and environmental impact.
For additional information, please visit:www.blueorchard.com
Disclaimer
The information in this document was produced by BlueOrchard FinanceLtd (“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 document 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 document and BOF does not under any circ*mstance, 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 document. This document may contain references or links to other documents and websites and BOF has not reviewed such other documents and websites and is not responsible in any way in relation to the content of such documents and websites.
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