Family offices, foundations, institutional clients, and many other investors tailor their investment programme around specific mandate requirements with differing target allocation, risk-return preferences and social and environmental objectives. We take these aims into account when building an impact investment portfolio.
Our systematic investment management engine enables us to offer tailor-made solutions.
We propose you to align your savings / investments with your own values.
Proposed solutions may cover :
- Carbon avoidance
- Carbon intensity reduction, Paris-trajectory alignment
- Gender diversity
- Nature capital preservation
- Other bespoke impact thematics
We act as a partner, assisting you to design, test and manage your portfolios.
We measure and report on the impact target achievement.
We offer SFDR article 9 funds sub-management and reporting.
The Swiss-based Fondation Botnar aims to improve the health and wellbeing of children and young people in growing urban environments. It has allocated USD 60 million of its endowment capital for impact investments in emerging and frontier markets managed by Obviam.
The mandate also marks the launch of the Obviam Impact Investing ICAV, a new Irish umbrella fund for qualified investors through which Obviam can flexibly on-board new investors.
More informations here.
The Madagascar Biodiversity Fund is a private Malagasy foundation created in 2005, with the Malagasy government, Conservation International, and the WWF as its first contributors. The foundation strives for the financial sustainability of Madagascar’s protected areas and biodiversity, and carries out numerous activities related to the funding of the recurrent managerial costs of the protected areas while addressing the needs of the population.
More informations here.
We advise high net worth individuals for those who want to pair strong financial returns with impact investment solutions in our target markets. Our client investments provide sound economic returns and create lasting impact for the local populations. We help our clients with investment planning, define the type of impact they seek and select the appropriate investments. Throughout the investment cycle, we act as permanent partners and provide robust financial and impact data to ensure our clients understand how their investments are performing.
The Impact Investing SME Focus Fund is UBS’ first impact fund dedicated to investment in small and medium-sized enterprises (SMEs) in emerging and frontier markets. The fund invests in private equity funds active in sectors and businesses that drive social or environmental change, such as healthcare, education, access to finance, basic infrastructure and agriculture/sustainable forestry. The Impact Investing SME Focus Fund was conceived in order to offer UBS clients an investment opportunity that would generate significant social and environmental impact while yielding a financial return. The fund is fully invested and advised by Obviam.
rABOP is a diversified private equity and MFI fund-of-fund investment vehicle anchored by Swiss investors that focuses on the base of the pyramid (BOP) in emerging and frontier markets. The fund was conceived as a public-private partnership, and institutions such as Credit Suisse, Switzerland’s State Secretariat for Economic Affairs (SECO) and Baumann & Cie, Banquiers, took part in the initial closing in 2006. The fund is fully invested and is managed jointly by responsAbility and Obviam.