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DEVELOPMENT INVESTMENTS
Investing for inclusive growth
responsAbility Investments AG is one of the world’s leading asset managers in the field of development investments and offers professionally-managed investment solutions to private, institu-tional and public investors. The company’s investment solutions supply debt and equity financing predominantly to non-listed firms in emerging and developing economies. Through their inclusive business models, these firms help to meet the basic needs of broad sections of the population and to drive economic deve lopment – leading to greater prosperity in the long term.
responsAbility was founded in 2003. The company is headquar-tered in Zurich and has local offices in Bangkok, Geneva, Hong Kong, Lima, Luxembourg, Mumbai, Nairobi, Oslo and Paris. Its shareholders include a number of reputable institutions in the Swiss financial market as well as its own employees. responsAbility is registered with the Swiss Financial Market Supervisory Authority FINMA.
KEY FIGURES
Founded
2003 USD 3billion of assets under
management
10offices worldwide
90investment countries
540high impact portfolio
companies
USD 13billion total revenue
of portfolio companies
240employees worldwide
USD 8billion invested since
inception
85 %AuM private debt
15 %AuM private equity
BUSINESS LINES
DEVELOPMENT INVESTMENTS:
ATTRACTIVEINVESTMENT
MARKETS
BASIC NEEDS
MAR
KETS
& IN
FRAS
TR
UCTURE
WELLBEING
DECE
NT W
ORK
HEALTHY ECOSYSTEM &RESOURCE SECURITY
CLIMATE STABILITY
FOCU
S TOP
ICS – RESILIENCE, GENDER EQUALITY, RURAL DEVELOPMENT
DEVELOPMENT IMPACT
Development investments: scalable business models with high growth potential
Development Investments focus on businesses in developing countries, creating highly scalable business models that leverage the size of the population to deliver strong growth potential. The commercial success of these businesses benefits both the firms themselves and their investors in the form of financial returns. An inclusive business engages in the six impact themes
Inclusive businesses not only seek to generate profits but also to contribute to measurable positive environmental and social outcomes within the six impact themes.
responsAbility’s six impact themes, combined with our focus topics, encompass all of the United Nations Sustainable Development Goals (SDGs) and are inherent in every responsAbility- managed investment.
AGRICULTURE FINANCE ENERGY
DE
BT
EQ
UIT
Y
USD 249 MILLIONINVESTED CAPITAL
—BILLIONS OF PEOPLE
are dependent on agriculture.Financing can improveproductivity, increase
sustainability and supportexports – benefiting rural
economies.
USD 348 MILLIONINVESTED CAPITAL
—HOUSEHOLDS AND
businesses in emergingmarkets need clean, reliable
energy. Green lending is one way to invest inenergy efficiency and
renewable energy.
USD 74 MILLIONINVESTED CAPITAL
—GLOBAL ENERGY
needs will grow by over30% by 2040, driven
by developing countries.Water, wind and solar
power are key to meetingthis rise in demand.
USD 244 MILLIONINVESTED CAPITAL
—INSTITUTIONAL
transformation is a keydriver of financial sectordevelopment. MFIs need
capital and long-terminvestors to make thetransition to banks.
USD 37 MILLIONINVESTED CAPITAL
—AGRICULTURE IS
the largest sector in theemerging economy butneeds investment to
develop. Agribusinessfirms demonstrate clear
potential for returns.
USD 2 BILLIONINVESTED CAPITAL
—BILLIONS OF PEOPLE
globally lack access tofinancial services. Inno-vative business models make retail banking in
emerging markets attrac-tive to investors.
OUR PHILOSOPHY• We mobilize capital to invest in development and thus promote
greater prosperity around the globe.
• We bring together responsible investors and companies whose successful businesses helps to advance development.
• We target companies with growth potential that successfully serve small entrepreneurs and broad sections of society.
• We look for opportunities with the potential to generate returns for businesses and investors alike.
• We want to partner with inclusive businesses over the long term, increasing our exposure as they achieve success.
THE RESPONSABILITY INVESTMENT UNIVERSEin % of invested capital, USD 3 billion of assets under management
SOUTH AMERICA
16%
SUB-SAHARAN-
AFRICA11%
ASIA-PACIFIC26%
4%
OTHERS
CENTRAL AMERICA
13%
Number of companies
Number of countries
CENTRAL ASIA16%
MIDDLE EAST AND
NORTH AFRICA
8%
EASTERNEUROPE
6%
847
599
10323
398
5312
46
9
13018
3311
Disclaimer
This document was produced by responsAbility Investments AG. The information referred to hereinafter as ‘information’ is based on sources considered to be reliable, but its accuracy and completeness is not guaranteed. The information is subject to change at any time and without obligation to notify the recipient. Unless otherwise indicated, all figures are unaudited and are not guaranteed. Any action derived from this information is always at the recipient’s own risk. This document is for information purposes only. The information does not release the recipient from making his/her own assessment. This document may be cited if the source is indicated.
© 2018, responsAbility Investments AG. All rights reserved. July 2018
INVESTMENT BENEFITS
• Access to fast-growing markets in emerging and developing countries
• Investments in the real economy to offer broad segments of the population access to basic services and greater prosperity
• Attractive long-term returns from investments in private, non-listed companies
• Leading Swiss asset manager for development investments with a strong shareholder base
• Local presence around the world and good track record spanning several years
• Transparent investment processes and reporting – regulated by the Swiss Financial Market Supervisory Authority (FINMA)
www.responsAbility.com
BREAKDOWN OF ASSETS UNDER MANAGEMENT BY INVESTOR GROUPS
FINANCING APPROACH
• Debt and equity financing solutions adapted to your specific needs
• Variable maturities ranging from short- to long-term financing
• Financing amounts that can grow along with your needs
• Swift access to large financing amounts
• Lean and efficient processes and decision-making paths
• Technical support on growth and development
• Local presence around the world
19%Public(DFI/IFI)
31%Institutional(Pension funds,foundation,funds, banks,insurances)
50%Wholesale