BlueOrchard: solid financial and social performance in the first half-year – new UCITS management company license

31/07/2018 News Releases

fruit

Mid-year news release

  • Impact investment manager BlueOrchard further strengthens position as world’s largest asset manager in the field of microfinance with strategies and products addressing UN Sustainable Development Goals.
  • BlueOrchard provided access to financial services to an additional 2m low-income individuals – overall, more than USD 5bn disbursed across 80 emerging and frontier markets, supporting over 37m low-income individuals in total.
  • UCITS management company license granted by CSSF to Luxembourg group entity – UCITS fund to be launched, responding to investors’ demand for liquid microfinance investment strategies.
  • Office opening in Singapore to further strengthening firm’s long-standing presence in the Asia-Pacific region.

Zurich, 31 July 2018 – BlueOrchard Finance Ltd, a leading Swiss-based impact investment manager, reports solid performance and growth across all its strategies and products, building on a strong investment pipeline and expanding investors’ base, amongst others with new investors from the U.S., Sweden and Japan.

In addition to its existing AIFM license, BlueOrchard’s Luxembourg group entity has been granted a license by the CSSF to act as UCITS management company, allowing BlueOrchard to further complement the range of its investment solutions offering. “With the UCITS license, we can now launch UCITS funds, as a response to the increased demand for UCITS compliant impact investing solutions. We will analyse the social and environmental performance of the investments based on a modified version of BlueOrchard’s industry-wide recognized proprietary social performance assessment tool, SPIRIT”, said Patrick Scheurle, CEO of BlueOrchard.

BlueOrchard delivered another strong performance in the first half of 2018. We made substantial progress in broadening our investor base — welcoming renowned investors from the U.S., Sweden and Japan. Furthermore, our new office in Singapore underpins our steadily growing popularity in the Asia-Pacific region and is an integral part of our efforts to forge ties with stakeholders in the region,” said Peter A. Fanconi, BlueOrchard’s Chairman of the Board. Seeing high demand in the Asia-Pacific region for impact investing expertise, BlueOrchard opened a new office in Singapore in June 2018, underlining its commitment to serve its partners through local expertise and presence.

About BlueOrchard Finance Ltd

BlueOrchard is a leading global impact investment manager. The firm is dedicated to fostering inclusive and climate-smart growth, 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. Today, BlueOrchard provides investors around the world with premium 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. With a major global presence and offices on four continents, BlueOrchard has invested to date more than USD 5bn across 80 emerging and frontier markets, enabling tangible social and environmental impact. BlueOrchard is a licensed Swiss asset manager of collective investment schemes authorized by FINMA. Its Luxembourg entity, BlueOrchard Asset Management S.A., is a licensed UCITS management company as well as a licensed alternative investment fund manager (AIFM) authorized by CSSF. For additional information, please visit: www.blueorchard.com.

For further information, please contact:

Tahmina Theis
+41 22 596 47 69
tahmina.theis@blueorchard.com
www.blueorchard.com

  • PDF-Version