AlphaMundi Group Ltd is a commercial entity based in Switzerland and exclusively dedicated to Impact Investing: profitable investments that generate substantial 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 social ventures in strategic sustainable human development sectors such as microfinance, affordable education, fair trade agriculture and renewable energy. In 2017, AlphaMundi began integrating gender analysis throughout the investment process. The team endeavors to advance gender equality at the management company, portfolio company, and beneficiary levels. AlphaMundi is currently investing out two impact funds. Our flagship fund, SocialAlpha Investment Fund (SAIF) - Bastion, is a short duration impact debt fund domiciled in Luxembourg with a Delaware feeder for US investors. In 2020, AlphaMundi launched AlphaJiri, a hybrid fund that can invest across the cap structure in social enterprises in Sub-Saharan Africa. AlphaMundi also manages co-investments for fund investors and third parties.
AlphaMundi partners believe that Impact Investing is a tool for development that can enhance more classical responsible investment approaches (which often lack impact measurability) and complement charitable solutions (which often lack financial viability). To this extent, the firm also contributes to the emergence of Impact and Gender Lens Investing through education events, publications and industry associations. These investments are now being integrated by leading US and European banks, pension funds, foundations and family offices into traditional investment portfolios, as primarily uncorrelated and profitable financial assets.
AlphaMundi donates 20% of its annual profits to AlphaMundi Foundation, a sister non-profit that provides technical assistance and impact measurement support to social enterprises and selectively sponsors other industry initiatives.
“We are coming to a point where if you are silent on impact, you will be conspicuous. You will stand out for the wrong reason”
Head of Responsible Investing, Actis
Investment Solutions for People & Planet