Impact Investments

…for a better future

Impact investing, i.e. investing with a social impact, provides double return on investment: it furthers an investor’s financial interests and has a positive impact on society and/or the environment. Impact investments usually only weakly correlate with traditional asset classes and are able to cushion the risks of a portfolio.

With microfinance, the young field of impact investing has already developed into an established asset class. With the set-up of the IIV microfinance fund in 2011, the first such fund in Germany, we offer private and institutional investors the opportunity to generate steady moderate returns and make a positive social impact at the same time. Furthermore, our impact investing projects specialise in the fields of education, agriculture and social impact bonds. Currently, only institutional clients can invest in our extended investment spectrum.

NEWS

9 MAY 2018

Monthly report 4/2018 IIV Mikrofinanzfonds

During the month of April, the IIV Mikrofinanzfonds invested 19.21 million USD in microfinance institutions located in Kazakhstan, Kyrgyzstan, Tajikistan and Ecuador. The return during this month amounts to 0.14 percent in share class R and to 0.18 percent in share class I. Therewith, the fund has achieved a positive return of 2.20 percent p.a. in share class R and 2.69 p.a. in share class I since its inception in October 2011. Kindly find additional information in this month´s factsheet.

17 April 2018

Open letter on the issue of sustainable finance (German only)

The initiators and signatories of this letter welcome the current dynamics of Sustainable Finance. They already see a multitude of necessary and important aspects considered in the current initiatives. Therefore, the political actors acting at European as well as German level are encouraged to continue along the path they have already taken and to not undermine far-reaching changes already envisaged. Kindly find attached the full press article. (German-only)

16 April 2018

Handelsblatt Business Briefing - Sustainable Investments April
In the April issue of the Handelsblatt Business Briefings Sustainable Investments, Susanne Bergius describes, among other, how some central banks already have viable options for actively contributing to a more environmentally and socially responsible finance sector. Read the full article here.

11 April 2018

Monthly report 3/2018 IIV Mikrofinanzfonds
During the month of March, the IIV Mikrofinanzfonds invested 6 million USD and 6.75 million EUR in microfinance institutions located in in Bosnia-Herzegovina, Kosovo, Ecuador, El Salvador, East Timor, Zambia, Georgia and Panama. The return during this month amounts to 0.03 percent in share class R and to 0.07 percent in share class I. Therewith, the fund has achieved a positive return of 2.2 percent p.a. in share class R and 2.7 p.a. in share class I since its inception in 2011. Kindly find additional information in this month´s factsheet.