AlphaMundi Group Ltd is a commercial entity based in Geneva, Switzerland, and exclusively dedicated to Impact Investing: profitable investments that generate measurable net benefits to society. It was founded in 2007 by a group of partners with extensive experience in the financial industry as well as responsible investments, microfinance and philanthropy.
AlphaMundi provides debt and equity financing to scalable impact ventures across sectors including Financial Inclusion, Sustainable Food and Renewable Energy. AlphaMundi currently manages the SocialAlpha Investment Fund (SAIF) SICAV-SIF domiciled in Luxembourg, and the AlphaJiri Fund LP domiciled in Mauritius. AlphaMundi also manages co-investments for its fund investors and third parties.
In 2017, AlphaMundi began integrating gender analysis throughout its investment process. AlphaMundi endeavors to advance SDG5 (gender equality & women empowerment) at the management company, investment fund, portfolio company, and beneficiary levels.
AlphaMundi believes that Impact Investing is an investment approach that can enhance more classical responsible investment strategies (which often lack impact measurability) and complement charitable solutions (which often lack financial viability). Impact investments are now being integrated by leading banks, pension funds, foundations and family offices into traditional investment portfolios, across multiple asset classes and geographies, as primarily uncorrelated and profitable financial assets.
Donates 20% of its annual profits to the AlphaMundi Foundation 501c3, a non-profit organization domiciled in Washington DC. The Foundation measures the impact of the Group’s investments, manages grant programs providing technical assistance related to renewable energy solutions and gender lens integration, and contributes to industry best practices through partnerships, research and events.
Help finance the 2030 Agenda for Sustainable Development and the global transition to an impact economy.
Finance the growth of privately-held impact ventures in Latin America and Sub-Saharan Africa and contribute to the mainstreaming of impact investing.
AlphaMundi’s approach to impact builds on our theory of change that spells out the challenge motivating our work, the solutions we propose, and the impact objectives that we pursue. In addition, we also define specific objectives for each of the sectors in which our portfolio companies operate and develop sectoral theories of change to help us to select appropriate indicators for measuring sector-specific impacts. The sectoral theories of change are presented in our FIMM report, pages 9-11
Our strategy is to design financial products that invest in effective, profitable and scalable solutions to global challenges, with an emphasis on key sustainable development sectors such as Financial Inclusion, Sustainable Food and Renewable Energy. We strive to embed gender analysis throughout our investment process and believe that all companies, even those that don’t explicitly target women and girls, can advance gender equality in their operations.
AlphaMundi contributes to the 2030 Agenda and the Sustainable Development Goals by investing in privately-held impact ventures through debt, mezzanine and venture capital instruments, with tickets of USD 200K-2M in early- and growth-stage companies operating across multiple sectors in Latin America and Sub-Saharan Africa, with a minimum track-record of 3 years of sales and USD 1M+ in gross annual revenues.
We often are the first or among the first international and institutional investors investing in an impact venture. We help our portfolio companies manage risk pro-actively and build up resilient operational capacity, to attract other local and international investors, diversify their product range and markets of operations, and ensure most of their revenues are derived from products and services that have a positive transformational impact on their clients, household beneficiaries, and communities.
Our investment strategy therefore pursues commercial or quasi-commercial risk-adjusted returns on a short- to mid-term basis, as well as a measurable and positive economic, social and environmental impact, and a catalytic role in the growth trajectory of most of our portfolio companies.