Investment Targets

One of the core beliefs of the funds is that there doesn't have to be a trade-off between social impact and financial sustainability in organizations that promote financial inclusion. In general terms, the funds are looking to invest in organizations that demonstrate:
  • A foundational commitment to include under-served people in the financial system, this could be by providing microfinance services or other services that promote financial inclusion (micro-insurance, financial technology providers, financial literacy initiatives, etc.).
  • Solid credit fundamentals, strong risk management, manageable sovereign risks, and strong management teams
  • Institutions financing SMEs, also known as the “missing middle”, a market that has been neglected by traditional financial institutions.
  • Track-record of at least 2 years.
  • External audits from one of the Big Four or International audit firms preferred