The USD 135 million strategy seeks a stable income in consideration of a target yield at inception by investing in impact bonds that meet BlueOrchard’s impact investment criteria. Through its investments, the strategy contributes to the achievement of the UN Sustainable Development Goals (SDGs) and qualifies as an Article 9 fund under the EU SFDR Regulation.
“We see growing demand from Japanese investors for sustainable and impact investments. BlueOrchard is well positioned to accommodate these investors. Building on our track record of developing impact investment solutions for Japanese investors, we look forward to further advancing impact investing in the Japanese market,” said Peter Fanconi, Chairman of the Board of BlueOrchard.
Daido Life Insurance and the T&D Insurance Group are actively engaged in ESG investing based on the Principles for Responsible Investment (PRI) and the SDGs. BlueOrchard, which has over 20 years of experience in impact analysis and measurement, builds portfolios based on its established management process, assesses and discloses the environmental and social impact of the bonds in which it invests, and supports Daido’s contribution to the SDGs.
Manabu Fujita, Head of Sales at Schroders Japan, said: “I can say that this strategy is a unique impact mandate which combines the feature of fixed maturity characteristics and SFDR article 9 – that cater to investors’ needs. While “impact investment” is one of the most important themes in Japan, assessing impact is a challenge for many institutional investors. We are confident that this strategy will help address such challenges our clients are increasingly facing.”
BlueOrchard‘s strategy draws on the firm’s two decades of experience in financial inclusion and climate action. The fixed maturity solution allows investors to choose strategies according to their investment horizon and cash flow needs, while targeting stable returns and minimizing liquidity risks.
“With the launch of this strategy, BlueOrchard underscores its capabilities to structure tailored impact investment solutions, focusing on investors’ preferences in terms of geographical scope, impact themes, as well as yield targets. We are excited to work with such a renowned investor as the T&D Insurance Group. Together, we will contribute to addressing global challenges and to the SDGs,” said Philipp Mueller, BlueOrchard’s CEO.
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 9.8bn across more than 105 countries. Over 255 million poor and vulnerable people in emerging and frontier markets received access to financial and related services with the support of BlueOrchard as of June 2022. For additional information, please visit: www.blueorchard.com.
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