Impact Investments

…for a better future

Impact investing is an investment approach with a difference. Impact investments can achieve far more than traditional sustainable investment strategies because they offer dual returns. Impact investments generate social and/or environmental benefits in addition to financial gain. In addition, impact investments generally show a low correlation to traditional asset classes and, as such, can help to mitigate a portfolio’s risk exposure.


Impact investing is a relatively new field of investment that investors still find difficult to access at times. The one exception is microfinance, which has established itself as a mainstream asset class. With our IIV Mikrofinanzfonds, Germany’s first microfinance fund launched in 2011, we offer private and institutional investors a vehicle allowing them to generate consistent moderate returns and contribute to social development at the same time. Learn more about IIV Mikrofinanzfonds. Aside from microfinance, we specialise in investments in renewable energy projects (decentralised projects), sustainable agriculture and forestry, social enterprises and social bonds. These additional investment areas are currently available only to institutional clients.

NEWS

11 October 2017

Monthly report 9/2017 IIV Mikrofinanzfonds
During the month of September, the IIV Mikrofinanzfonds invested 16.8 million USD in microfinance institutions located in Cambodia, Peru, Haiti, the Democratic Republic of Congo, Mexico, Kirgizstan, Georgia, El Salvador, and Argentina and 2.0 million EUR in a microfinance institution located in Kosovo. The return during this month amounts to 0.25 percent in share class R and to 0.29 percent in share class I. Therewith, the fund has achieved a positive return of 2.3 percent p.a. in share class R and 2.78 p.a. in share class I since its inception in 2011. Kindly find additional information in this month´s factsheet.

9 October 2017

Invest in Visions in Euro am Sonntag
In the press article „Microfinance Funds: Helping people help themselves“ in the magazine Euro am Sonntag, Invest in Vision´s CEO, Ms. Edda Schröder, describes the criteria the IIV Mikrofinanzfonds applies when selecting adequate microfinance institutions. She further sheds light on why the fund does currently not invest in MFIs located in Azerbaijan or Colombia. We are very happy that our Fund was selected as the favorit of the editorial team. Kindly find attached the full article (German-only)

11 August 2017

Monthly report 8/2017 IIV Mikrofinanzfonds
During the month of August, the IIV Mikrofinanzfonds invested 0.7 million EUR in a microfinance institution located in Kosovo. The return during this month amounts to 0.09 percent in share class R and to 0.13 percent in share class I. Therewith, the fund has achieved a positive return of 2.28 percent p.a. in share class R and 2.77 p.a. in share class I since its inception in 2011. Kindly find additional information in this month´s factsheet.

16 August 2017

Interview with Badische Zeitung

In her latest interview for Badische Zeitung, Ms. Edda Schröder, CEO of Invest in Visions, describes how investors can invest in companies that go against societal and environmental challenges and which other factors currently drive the impact investing sector. Kindly find below the link to the full article " Gutes tun und gleichzeitig Geld verdienen - mit Social Impact Investing " of July 20, 2017 in the Badische Zeitung. (German only)