Investment Advisory Services to ResponsAbility: Advisory and Monitoring of Investment in MFIs in Eastern Europe and Central Asia

Origin of funding: ResponsAbility
CONTEXT:
ResponsAbility Social Investments AG is one of the world’s leading social investment companies. With its investment products, responsAbility enables people in developing countries and emerging markets to access markets, information and other services important for their development in sectors such as microfinance, SME financing, fair trade, and independent media. ResponsAbility currently manages more than USD 883 million in 260 institutions and 60 countries.
OBJECTIVES OF THE PROJECT:
The aim of this programme is to advise responsAbility in their investment and to manage the loan portfolio through :
- Selecting eligibles MFIs
- Evaluating and rating MFIs
- Proposing MFIs to responsAbility
- Monitoring the disbursment and reimbursment
RESULTS / IMPACT:
- MFIs are financed
- More than USD 80 million of loans monitored
- 26 MFIs financed in 8 countries
PLANET FINANCE'S TASKS IN THE PROJECT:
1. Identify potential eligible MFIs
2. Due Diligence, financial analysis and rating of MFIs, in order to develop the investment proposal
3. Monitoring the risk and the reimbursment of loans