BlueOrchard demonstrating resilience with strong performance in H1 2022 – continues to drive impact investment solutions

22/07/2022 News Releases
  • 246 million underserved individuals and MSMEs reached – outreach further increased
  • USD 686 million invested in 115 transactions across private debt strategies in H1 alone – disbursements increased compared to H1 2021
  • Launch of financial inclusion private equity strategy and win of landmark mandate from Luxembourg’s Ministry of Finance to launch a climate finance strategy

Zurich, 22 July 2022 – Leading impact investment manager BlueOrchard reports strong performance and growth across its strategies, building on a strong investment pipeline and growing investor base.

Philipp Mueller, CEO of BlueOrchard, said:
“Looking at the global challenges which are ever more visible today, we need to accelerate the conscious use of capital. Over the past six months, we worked hard to bring innovative impact solutions to market, enabling investors to help solve pressing global challenges such as poverty, inequality, and the consequences of climate change. The increased outreach and the contribution of the BlueOrchard team make me very proud.”

In the first half of 2022, BlueOrchard demonstrated resilience in a challenging environment, delivered solid performance in its impact investing strategies, and increased its outreach. By launching innovative investment solutions, BlueOrchard further strengthened its investment platform for climate and financial inclusion.

After fully deploying its climate-focused private equity strategy in April 2022, BlueOrchard launched its latest private equity strategy in May 2022. The new strategy offers investors the opportunity to invest in high-quality institutions, that the firm has identified over the past 20 years in some of the fastest growing markets. In addition, BlueOrchard’s infrastructure strategy invested in a telecom and renewable energy player that addresses the growing connectivity and data traffic needs of local communities in the Philippines. In June 2022, BlueOrchard announced it won a landmark mandate from Luxembourg’s Ministry of Finance to launch an impact strategy that contributes to the transition to carbon-neutral and resilient economies and sustainable growth in emerging markets.

As of June 2022, BlueOrchard’s flagship microfinance strategy alone has invested in 169 financial institutions across 55 countries, advancing the economic and social well-being of vulnerable households, micro-entrepreneurs and MSMEs. Through its public and private markets strategies, BlueOrchard supported 246 million underserved individuals and MSMEs in emerging and frontier markets (as of March 2022).

Peter Fanconi, Chairman of BlueOrchard, said:
“We have shown how resilient we are as a business and as a team in a challenging environment. I am very proud of the energy and commitment of the BlueOrchard team and would like to thank our employees, investors, and partners, especially Schroders, for their trust and loyalty.”

In June 2022, BlueOrchard became a member of 2XCollaborative, a group of the world’s leading gender impact investors. Launched by the G7 Summit 2018, the initiative aims to inspire the public and private sectors to gender-lens investments. Several funds managed by BlueOrchard have qualified under the 2X Challenge criteria in recent years. In addition, BlueOrchard’s leadership role has been underpinned by a number of recognitions and appointments, including being in the top 10 of New Private Markets’ prestigious “Impact 30” ranking, on the Impact Assets 50 list, and the firm’s Chief Impact and Blended Finance Officer and Deputy CEO, Maria Teresa Zappia, being named among Private Equity International’s (PEI) Women of Influence in Private Markets List 2022 and elected to the board of Swiss Sustainable Finance, the leading Swiss association for sustainable finance.

Outlook: In H2 2022, BlueOrchard will continue to expand its impact investment solutions across public and private markets. Furthermore, the firm will focus on responding to both the climate crisis and the Covid-19 pandemic through its private debt, private equity, bonds, and infrastructure strategies.

 

-ends-

 

For further information, please contact:

Tahmina Theis, BlueOrchard Finance Ltd
+41 22 596 47 69
tahmina.theis@blueorchard.com

 

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 90 countries. 246 million underserved individuals and MSMEs in emerging and frontier markets received access to financial and related services with the support of BlueOrchard as of March 2022. For additional information, please visit: www.blueorchard.com.

 

Disclaimer: The information in this publication was produced by BlueOrchard Finance Ltd (“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 publication 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 publication and BOF does not under any circumstance, 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 publication. This publication may contain references or links to other publications and websites and BOF has not reviewed such other publications and websites and is not responsible in any way in relation to the content of such publications and websites. The information in this publication is the sole property of BOF unless otherwise noted, and may not be reproduced in full or in part without the express prior written consent of BOF. All investments involve risk. We note specifically that past performance is not an indication of future results. Emerging markets impact investments involve a unique and substantial level of risk that is critical to understand before engaging in any prospective relationship with BOF and its various managed funds. Investments in emerging markets, particularly those involving foreign currencies, may present significant additional risk and in all cases the risks implicated in this disclaimer include the risk of loss of invested capital. The materials provided in this publication are for informational purposes only and nothing in this publication can be construed as constituting any offer to purchase any product, or a recommendation/solicitation or other inducement to buy or sell any financial instrument of any kind and shall not under any circumstances be construed as absolving any reader of this publication of his/her responsibility for making an independent evaluation of the risks and potential rewards of any financial transaction. We note in particular that none of the investment products referred to in this publication constitute securities registered under the Securities Act of 1933 (of the United States of America) and BOF and its managed/advised funds are materially limited in their capacity to sell any financial products of any kind in the United States. No investment product referenced in this publication may be publicly offered for sale in the United States and nothing in this publication shall be construed under any circumstances as a solicitation of a US Person (as defined in applicable law/regulation) to purchase any BOF investment product. The information provided in this publication is intended for review and receipt only by those persons who are qualified (in accordance with applicable legal/regulatory definitions) in their respective place of residence and/or business to view it, and the information is not intended under any circumstances to be provided to any person who is not legally eligible to receive it. Any recipient of information from this publication who wishes to engage with BOF in furtherance of any transaction or any relationship whatsoever must consult his/her own tax, legal and investment professionals to determine whether such relationship and/or transaction is suitable. By no means is the information provided in this document aimed at persons who are residents of any country where the product mentioned herein is not registered or approved for sale or marketing or in which dissemination of such information is not permitted. BOF disclaims all liability for any direct or indirect damages and/or costs that may arise from the use of (whether such use is proper or improper), or access to, this publication (or the inability to access this publication).

Copyright © 2022, BlueOrchard Finance Ltd. All rights reserved.