Expertise

BlueOrchard’s specialized expertise leverages more than 15 years of global experience

As a leading global impact investor, BlueOrchard has acquired unparalleled and specialized expertise, encompassing four main areas:

BlueOrchard Expertise


Fund Management

Fund management lies at the core of BlueOrchard’s services, marked by our state-of-the-art investment process, portfolio management and risk management.

fund-management

Rigorous investment process

BlueOrchard’s investment process is centered on rigorous assessments of all potential investees, with well-established procedures applied across all local offices, a strong emphasis placed on-site due diligence and finely tuned proprietary assessment tools.

The vast majority of investment staff is located in regional offices, bringing a wealth of local expertise and on-the-ground knowledge.

Established portfolio management

BlueOrchard has built a recognized expertise in portfolio management of impact investments. The team has developed portfolio management tools to ensure appropriate diversifications, to monitor and plan the fund liquidity, and to monitor and enhance the risk adjusted return.

State-of-the-art risk management

Strong risk management procedures are in place throughout the investment process, from origination through monthly monitoring of all investment exposures. Risk management procedures are incorporated company-wide with a specific focus on investment risk and fund and portfolio management.


Public Private Partnerships

Mobilizing our unique and extensive network of development financial institutions (DFIs) and private investors, BlueOrchard is specialized in designing and managing successful and innovative public-private partnership (PPP) mandates.

Collaboration between public and private sectors creates win-win solutions: Public funds are leveraged by catalyzing private investments. Private investors on the other hand benefit from:

  • The market knowledge and expertise of DFIs
  • Credit enhancement provided by junior tranches
  • Best practices in combining financial and social returns

Tailored Advisory Services

Leveraging extensive experience in impact investment management, BlueOrchard offers premium advisory services. Our advisory services target exploring new impact investing opportunities or enhancing performance and impact, focused around market research and strategy, investment process and fund design:

BlueOrchard Advisory Services

Advisory services are tailored to the specific needs and goals of each client.


Specialized Technical Assistance Management

Technical Assistance (TA) and investment activities go hand-in-hand in order to optimize investment impact and create an enabling investment environment, ultimately facilitating responsible, sustainable and innovative (market) development. As such, BlueOrchard offers specialized and customized technical assistance (TA) management services. TA aims to:

  • Strengthen the funds’ investees
  • Establish market intelligence through applied research
  • Support the respective sector infrastructure with trainings and workshops
Benefits for investors
  • Ensuring the invested funds are used for the targeted impact objective
  • Reducing the funds’ credit risk through tailored capacity building within the target investee

TA Facilities are always customized to the objectives of each individual fund. TA funds are raised from international public and private donors

 

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