DEVELOPMENT INVESTMENTS

Investing for inclusive growth

responsAbility Investments AG is one of the world’s leading asset managers in the field of development investments and offers professionally-managed investment solutions to private, institu-tional and public investors. The company’s investment solutions supply debt and equity financing predominantly to non-listed firms in emerging and developing economies. Through their inclusive business models, these firms help to meet the basic needs of broad sections of the population and to drive economic deve lopment – leading to greater prosperity in the long term.

responsAbility was founded in 2003. The company is headquar-tered in Zurich and has local offices in Bangkok, Geneva, Hong Kong, Lima, Luxembourg, Mumbai, Nairobi, Oslo and Paris. Its shareholders include a number of reputable institutions in the Swiss financial market as well as its own employees. responsAbility is registered with the Swiss Financial Market Supervisory Authority FINMA.

KEY FIGURES

Founded

2003 USD 3billion of assets under

management

10offices worldwide

90investment countries

540high impact portfolio

companies

USD 13billion total revenue

of portfolio companies

240employees worldwide

USD 8billion invested since

inception

85 %AuM private debt

15 %AuM private equity

BUSINESS LINES

DEVELOPMENT INVESTMENTS:

ATTRACTIVEINVESTMENT

MARKETS

BASIC NEEDS

MAR

KETS

& IN

FRAS

TR

UCTURE

WELLBEING

DECE

NT W

ORK

HEALTHY ECOSYSTEM &RESOURCE SECURITY

CLIMATE STABILITY

FOCU

S TOP

ICS – RESILIENCE, GENDER EQUALITY, RURAL DEVELOPMENT

DEVELOPMENT IMPACT

Development investments: scalable business models with high growth potential

Development Investments focus on businesses in developing countries, creating highly scalable business models that leverage the size of the population to deliver strong growth potential. The commercial success of these businesses benefits both the firms themselves and their investors in the form of financial returns. An inclusive business engages in the six impact themes

Inclusive businesses not only seek to generate profits but also to contribute to measurable positive environmental and social outcomes within the six impact themes.

responsAbility’s six impact themes, combined with our focus topics, encompass all of the United Nations Sustainable Development Goals (SDGs) and are inherent in every responsAbility- managed investment.

AGRICULTURE FINANCE ENERGY

DE

BT

EQ

UIT

Y

USD 249 MILLIONINVESTED CAPITAL

—BILLIONS OF PEOPLE

are dependent on agriculture.Financing can improveproductivity, increase

sustainability and supportexports – benefiting rural

economies.

USD 348 MILLIONINVESTED CAPITAL

—HOUSEHOLDS AND

businesses in emergingmarkets need clean, reliable

energy. Green lending is one way to invest inenergy efficiency and

renewable energy.

USD 74 MILLIONINVESTED CAPITAL

—GLOBAL ENERGY

needs will grow by over30% by 2040, driven

by developing countries.Water, wind and solar

power are key to meetingthis rise in demand.

USD 244 MILLIONINVESTED CAPITAL

—INSTITUTIONAL

transformation is a keydriver of financial sectordevelopment. MFIs need

capital and long-terminvestors to make thetransition to banks.

USD 37 MILLIONINVESTED CAPITAL

—AGRICULTURE IS

the largest sector in theemerging economy butneeds investment to

develop. Agribusinessfirms demonstrate clear

potential for returns.

USD 2 BILLIONINVESTED CAPITAL

—BILLIONS OF PEOPLE

globally lack access tofinancial services. Inno-vative business models make retail banking in

emerging markets attrac-tive to investors.

OUR PHILOSOPHY• We mobilize capital to invest in development and thus promote

greater prosperity around the globe.

• We bring together responsible investors and companies whose successful businesses helps to advance development.

• We target companies with growth potential that successfully serve small entrepreneurs and broad sections of society.

• We look for opportunities with the potential to generate returns for businesses and investors alike.

• We want to partner with inclusive businesses over the long term, increasing our exposure as they achieve success.

THE RESPONSABILITY INVESTMENT UNIVERSEin % of invested capital, USD 3 billion of assets under management

SOUTH AMERICA

16%

SUB-SAHARAN-

AFRICA11%

ASIA-PACIFIC26%

4%

OTHERS

CENTRAL AMERICA

13%

Number of companies

Number of countries

CENTRAL ASIA16%

MIDDLE EAST AND

NORTH AFRICA

8%

EASTERNEUROPE

6%

847

599

10323

398

5312

46

9

13018

3311

Disclaimer

This document was produced by responsAbility Investments AG. The information referred to hereinafter as ‘information’ is based on sources considered to be reliable, but its accuracy and completeness is not guaranteed. The information is subject to change at any time and without obligation to notify the recipient. Unless otherwise indicated, all figures are unaudited and are not guaranteed. Any action derived from this information is always at the recipient’s own risk. This document is for information purposes only. The information does not release the recipient from making his/her own assessment. This document may be cited if the source is indicated.

© 2018, responsAbility Investments AG. All rights reserved. July 2018

INVESTMENT BENEFITS

• Access to fast-growing markets in emerging and developing countries

• Investments in the real economy to offer broad segments of the population access to basic services and greater prosperity

• Attractive long-term returns from investments in private, non-listed companies

• Leading Swiss asset manager for development investments with a strong shareholder base

• Local presence around the world and good track record spanning several years

• Transparent investment processes and reporting – regulated by the Swiss Financial Market Supervisory Authority (FINMA)

www.responsAbility.com

BREAKDOWN OF ASSETS UNDER MANAGEMENT BY INVESTOR GROUPS

FINANCING APPROACH

• Debt and equity financing solutions adapted to your specific needs

• Variable maturities ranging from short- to long-term financing

• Financing amounts that can grow along with your needs

• Swift access to large financing amounts

• Lean and efficient processes and decision-making paths

• Technical support on growth and development

• Local presence around the world

19%Public(DFI/IFI)

31%Institutional(Pension funds,foundation,funds, banks,insurances)

50%Wholesale