Emerging market private debt can offer insurers a differentiated short-duration exposure, combining steady amortising contractual cashflows, diversification and periodic liquidity. Rooted in the real economy and underpinned by disciplined underwriting, with currency exposures typically hedged, return generation is linked more closely to borrower performance and scheduled repayments than to fluctuations in global market valuations. The strategy can contribute to insurers’ portfolio resilience and balance-sheet efficiency, while supporting sustainability objectives.
Why does emerging economies private debt allocation matter now? Where does the strategy fit within an insurance portfolio? How does private debt in emerging economies diversify away from global correlations? What role can emerging economies private debt play in a forward-looking allocation framework?
Read our latest paper to find answers to these questions and more.
Important Information – BlueOrchard Microfinance Fund
Marketing material for Professional Clients and Qualified Investors only.
The information in this document was produced by BlueOrchard Finance Ltd (“BOF”), part of Schroders Capital which refers to those subsidiaries and affiliates of Schroders plc that together comprise the private markets investment division of Schroders. This information is not an offer, solicitation or recommendation to buy or sell any financial instrument or to adopt any investment strategy.
BlueOrchard Microfinance Fund (the “Fund”) qualifies as an Alternative Investment Fund (“AIF”) structured as a Société d’Investissement à Capital Variable (“SICAV”) and incorporated as a société anonyme (“S.A.”) under the laws of Luxembourg. This material must not be issued in any jurisdiction where prohibited by law and must not be used in any way that would be contrary to local law or regulation. Investors are responsible for ensuring compliance with any relevant local laws or regulations. Subscriptions may only be made on the basis of the Fund’s legal offering documents which can be obtained, free of charge, in English, from BlueOrchard Asset Management (Luxembourg) S.A., 5, rue Höhenhof, L-1736 Senningerberg, Luxembourg, on request. BlueOrchard Asset Management (Luxembourg) S.A. may decide to cease the distribution of any fund(s) in any EEA country at any time but will publish the intention to do so on www.blueorchard.com, in line with applicable regulatory requirements. The representative in Switzerland (“Swiss Representative”) is 1741 Fund Solutions AG, Burggraben 16, 9000 St. Gallen, and Bank Tellco AG, Bahnhofstrasse 4, 6430 Schwyz is the paying agent in Switzerland. The legal fund documents may be obtained free of charge, in English, from the Swiss Representative.
An investment in the Fund entails risks, which are further described in the Fund’s legal documents.
The Fund has the objective of sustainable investment within the meaning of Article 9 of Regulation (EU) 2019/2088 on Sustainability-related Disclosures in the Financial Services Sector (the “SFDR”). For information on sustainability-related aspects of this Fund please go to https://www.blueorchard.com/sustainability-disclosure-documents/. This product is not subject to UK sustainable investment labelling and disclosure requirements. The use of UN Sustainable Development Goals (SDG) icons or logo, including the colour wheel, is for purely informational purposes. The use of SDG icons and/or any reference to the SDGs is non-promotional and in no way is intended to imply any affiliation with or endorsement by the United Nations.
Past performance is not a guide to future performance and may not be repeated. The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested. Exchange rate changes may cause the value of any overseas investments to rise or fall. Performance data does not take into account any commissions and costs, if any, charged when units or shares of any fund, as applicable, are issued and redeemed.
his material may contain “forward-looking” information, such as forecasts or projections. Please note that any such information is not a guarantee of any future performance and there is no assurance that any forecast or projection will be realised.
BOF has outsourced the provision of IT services (operation of data centres, data storage, etc.) to Schroders group companies in Switzerland and abroad. A sub-delegation to third parties including cloud-computing service providers is possible. The regulatory bodies and the audit company took notice of the outsourcing and the data protection and regulatory requirements are observed. For information on how BOF and the Schroders Group may process your personal data, please view the BOF Privacy Policy available at www.blueorchard.com/legal-documents/ and the Schroders’ Privacy Policy at https://www.schroders.com/en/global/individual/footer/privacy-statement/ or on request should you not have access to these webpages.
Issued by BlueOrchard Asset Management (Luxembourg) S.A., 5 rue Höhenhof, L-1736 Senningerberg, Luxembourg. Registration No B 170.191. Distributed in the UK by BlueOrchard Asset Management (Luxembourg) S.A., 5 rue Höhenhof, L-1736 Senningerberg, Luxembourg. Registration No B 170.191. Distributed in Spain by BlueOrchard Asset Management (Luxembourg) S.A., 5 rue Höhenhof, L-1736 Senningerberg, Luxembourg. Registration No B 170.191, a foreign management company, registered in the EEA investment firm register with the National Market Commission of Securities (CNMV) under registration number 248.