Schroders completes acquisition of majority stake in BlueOrchard - BlueOrchard (2024)

BlueOrchard manages approximately $3.5 billion* in assets and operates in emerging and frontier markets worldwide.

BlueOrchard offers its investors premium impact investment solutions across multiple asset classes, including credit, private equity, and sustainable infrastructure and is an expert in innovative blended finance mandates.

Founded in 2001, it was the world’s first commercial manager of microfinance debt investments.

*as of 30 June 2019

Schroders’ Group Chief Executive, Peter Harrison, commented:

“BlueOrchard’s business demonstrates the positive impact financial markets can have on improving society. I am delighted that Schroders will be able to help support the many initiatives BlueOrchard has in targeting the United Nations’ Sustainable Development Goals.

“BlueOrchard’s work in microfinance and with development agencies both provides investors with the potential for financial returns, and demonstrably benefits millions of people in emerging markets.

“Impact investing will be a mega trend, as our clients want to use their assets to do more than just earn returns and Schroders is now at the leading edge of this.”

Schroders’ Global Head of Private Assets, Georg Wunderlin, commented:

“This partnership demonstrates our commitment to the increasingly important sustainability and broader impact investing space. BlueOrchard is a pioneer in impact investing in emerging markets and operates a range of capabilities across microfinance, impact bonds, private equity and infrastructure investments. We are looking forward to supporting BlueOrchard’s further growth path as part of the Schroders Group.”

Peter A. Fanconi, Chairman of BlueOrchard, commented:

“Being pioneers in microfinance and impact investing, we have built a high-quality, specialist impact investment solutions business over the past 20 years.

“BlueOrchard’s Board of Directors, which in its new composition will consist of both BlueOrchard and Schroders representatives, will support the firm to further flourish its business and provide an excellent service to BlueOrchard’s clients over the long term.

BlueOrchard’s Chief Executive Officer Patrick Scheurle, commented:

“Impact investing is about merging the best of two worlds; achieving attractive investment returns but also achieving a social or environmental goal such as tackling climate change or reducing poverty.

“Schroders has a long-term and strong commitment to sustainability and we are confident that this partnership will further enable BlueOrchard to bring impact investing into the mainstream market.”

Schroders and BlueOrchard announced in July that they hadentered into an agreementunder which Schroders would acquire a majority stake in BlueOrchard.

-ends-

For further information, please contact:

Schroders
Estelle Bibby, Head of Media Relations
+44 20 7658 3431
estelle.bibby@schroders.com

Andy Pearce, PR Manager
+44 20 7658 2203
andy.pearce@schroders.com

BlueOrchard
Tahmina Theis, Head of Communications
+41 22 596 47 69
tahmina.theis@blueorchard.com

Note to Editors
For trade press only. To view the latest press releases from Schroders visit:http://ir.schroders.com/media

Schroders plc

As a global investment manager, we help institutions, intermediaries and individuals meet their goals, fulfil their ambitions, and prepare for the future. But as the world changes, so do our clients’ needs. That’s why we have a long history of adapting to suit the times and keeping our focus on what matters most to our clients.

Doing this takes experience and expertise. We bring together people and data to spot the trends that will shape the future. This provides a unique perspective which allows us to always invest with conviction. We are responsible for £444.4 billion (€496.6 billion/$565.5 billion)* of assets for our clients who trust us to deliver sustainable returns. We remain determined to build future prosperity for them, and for all of society. Today, we have 5,000 people across six continents who focus on doing just this.

We are a global business that’s managed locally. This allows us to always keep our clients’ needs at the heart of everything we do. For over 200 years and more than seven generations we’ve grown and developed our expertise in tandem with our clients’ needs and interests.

Further information about Schroders can be found atwww.schroders.com.

Issued by Schroder Investment Management Limited. Registration No 1893220 England. Authorised and regulated by the Financial Conduct Authority. For regular updates by e-mail please register online atwww.schroders.comfor our alerting service.

*as at 30 June 2019

About BlueOrchard

BlueOrchard is a leading global impact investment manager and a member of the Schroders group. The firm is dedicated to fostering inclusive and climate-smart growth in emerging and frontier markets, while providing attractive returns for investors. BlueOrchard was founded in 2001, by initiative of the UN, as the world’s first commercial manager of microfinance debt investments. The firm has built a distinct track record in offering premium impact investment solutions, including credit, private equity, and sustainable infrastructure. Being an expert in innovative blended finance mandates, the firm is a trusted partner of leading global development finance institutions. BlueOrchard has invested to date more than USD 6bn for sophisticated global private and public clients, enabling tangible social and environmental impact.

For additional information, please visit:www.blueorchard.com

Disclaimer

The information in this document was produced by BlueOrchard FinanceLtd (“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 document 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 document 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 document. This document may contain references or links to other documents and websites and BOF has not reviewed such other documents and websites and is not responsible in any way in relation to the content of such documents and websites.

The information in this document 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 document are for informational purposes only and nothing in this document 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 document 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 document 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 document may be publicly offered for sale in the United States and nothing in this document 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 document 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 document 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 document (or the inability to access this document).

Copyright © 2019, BlueOrchard Finance Ltd. All rights reserved.

Schroders completes acquisition of majority stake in BlueOrchard - BlueOrchard (2024)

FAQs

Who owns Blue Orchard? ›

We became a member of the Schroders Group in 2019. BlueOrchard and Schroders share the strong belief in the value investments can create for society and our planet. Through our joint contributions, we can create positive change and drive innovation in the impact space.

What is the Schroders growth strategy? ›

The Diversified Growth strategy seeks to provide a target return of cash + 5% p.a. over a full economic cycle (typically 5-7 years) with a volatility range of 6-10% p.a.

What does the investment function at Schroders do? ›

The breadth of our active investment management services across public and private markets allows us to provide distinctive solutions for the diverse needs of clients. Our clients look to us to provide excellent long-term investment outcomes, and it is our duty always to act in their best interests.

How much money does Schroders manage? ›

Grew assets under management (AUM) to £750.6 billion, driven by positive net new business (NNB), market movements and investment performance. Strategic growth areas of Wealth Management, Private Markets and Solutions attracted strong NNB of £23.1 billion.

Who owns the Orchard Music Distribution Company? ›

In March 2015, it was confirmed that Sony Music had fully acquired the Orchard, buying the half of the company it didn't already own in a $200 million deal.

Who owns Blue Orchid? ›

Our founder and Chairman of Blue Orchid Hotels, Tony Matharu, is Vice President of the Oracle Cancer Trust.

Who owns Schroders? ›

The ownership structure of Schroders (GB:SDR) stock is a mix of institutional, retail and individual investors. Approximately 14.10% of the company's stock is owned by Institutional Investors, 50.84% is owned by Insiders and 35.06% is owned by Public Companies and Individual Investors.

How much does CEO Schroders earn? ›

Schroders' CEO is Peter Harrison, appointed in Apr 2016, has a tenure of 8.42 years. total yearly compensation is £6.19M, comprised of 8.1% salary and 91.9% bonuses, including company stock and options. directly owns 0.004% of the company's shares, worth $277.73K.

What is special about Schroders? ›

About Schroders

Recognised as a leader in sustainability. Few investment managers can match the combination of capabilities and global reach that we offer. This breadth of services across public and private markets allows us to design distinctive solutions for the diverse needs of clients.

Why are Schroders shares falling? ›

Active asset managers such as Schroders have faced tough trading conditions in recent years due to choppy markets, inflationary pressure on costs and more clients opting for cheaper passive products.

Is Schroders a good company to invest with? ›

74% of Schroders funds received a poor 1 or 2 star performance rating for consistently performing worse than at least half of their peers. The Schroder UK Opportunities fund ranked 215th out of 229 funds in the UK All Companies sector with 5-year growth of 15.56% compared to the 36.05% sector average.

How much does Schroders pay CFO? ›

The estimated total pay range for a Chief Financial Officer (CFO) at Schroders is £287K–£313K per year, which includes base salary and additional pay. The average Chief Financial Officer (CFO) base salary at Schroders is £301K per year.

Who is the ex CEO of Schroders? ›

Peter Harrison (businessman)
Peter Harrison
NationalityBritish
EducationUniversity of Bath
Occupation(s)CEO, Schroders
PredecessorMichael Dobson
3 more rows

What are the results of Schroders 2024? ›

Schroder British Opportunities Trust plc announces its financial results for the year ended 31 March 2024. NAV per share increased 2.5% from 107.32p to 110.05p during the year under review. This follows an increase in the previous year of 3.1% and 12.3% since inception.

How is Schroders performing? ›

Annual results from 2023 confirmed record-highs in the wealth unit's assets under management, which reached £110bn; profits however dipped 17% from £586.9m in 2022 to £487.6m. Schroders' Europe desk has been taking a few hits recently, beginning with James Sym's departure in 2020.

Who owns Orchard Foods? ›

It added that its former employees would be able to claim any outstanding monies owed, including delayed redundancy payments, via the government's Insolvency Service. Orchard House Foods was previously owned by US food group Hain Celestial before being sold to UK private-equity firm Elaghmore in early 2021.

Who owns Blue Tree Boutique? ›

Blue Tree is a boutique on the Upper East Side of New York City, opened by former actress Phoebe Cates and Lisa Matlin, with Ivana Callahan, store manager.

Who owns Blue Rinse? ›

Blue Rinse was established in 1997 in Leeds by brothers Mick and Jeff Barnett and went on to wholesale across Europe, work with Urban Outfitters to develop reworked/vintage ranges and operate nationwide concessions with a variety of other popular household brands.

What is the history of BlueOrchard? ›

Founded in 2001, BlueOrchard pioneered commercial microfinance and manages today the largest microfinance fund in the world. The firm has built a distinct track record in offering premium impact investment solutions, including credit, private equity, and sustainable infrastructure.

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