Louis Khan, National Assembly Building of Bangladesh

Louis Khan, National Assembly Building of Bangladesh

Impact Investing

In 2007, the Rockefeller Foundation first coined the term "impact investing" - investments intended to create positive impact beyond financial returns. In addition to intent, they also noted "a tangible, measurable process which shows evidence of social impact with communities facing poverty, marginalization or other forms of distress".

Since then, the impact investing movement has grown significantly and there are now many different interpretations on how to achieve this important mandate. Our investment approach is simple and direct - you can capture risk adjusted market returns while simultaneously making a difference in peoples lives.  The solution lies in the proper development and interaction of private enterprise, engaged value creation and scale - when combined with leadership and governance, build the core foundation of successful private equity impact investments.

The Osiris Approach - Transformative Investments

Transformative investments sit at the intersection of disruptive innovation, entrepreneurial capitalism and inclusive development.  The Group manages fiduciary capital for private and public sector partners strengthening community resilience with ventures leapfrogging social development, economic prosperity and sovereign growth.

  1.  Servicing critical needs in rural and semi-urban frontier markets (Growth Equity Investments)

    • Six Impact Sectors: Climate Change, Disruptive Technology, Financial Inclusion, Food & Agg, Healthcare, TMT

    • while traditional income generation from agriculture and inward foreign remittance occurs, QE/QQE globally creating asset inflation, particularly rural land price escalation

    • mobile money p2p success increasing velocity in rural communities

    • rural electrification and EPZ (economic processing zones) creating rural jobs and opportunities

    • as more opportunities in rural and semi-urban areas emerge, rural/urban migration trend is now reversing; and as income levels grow, core and discretionary spending also growing

    • spending choices are limited with lack of access to suitable products and services serving these communities

    • creates disruptive innovation opportunity with affordable and accessible products closing needs-gap deficits and passing the "toothbrush test," a product or service that is used at least once a day, making life better

    • “Distribution is Development”

  2.  Transformative Infrastructure Investments

    • core universe of Bangladesh, Myanmar, Pakistan and Sri Lanka are part of the Chinese-led belt and road initiative (BRI) with an impressive macroeconomic and demographic foundation reinforcing the need for sustainable, bankable investments in Energy, Water and Urban, Transport, Telecommunications and Social Infrastructure.

    • infrastructure investments serve as “pure plays” on local economies.  This has two advantages.  First, the investments tend to have minimal correlation to global financial market volatility.  Second, they have direct exposure to regional growth and change – the dominant economic and demographic themes of frontier Asia with connectivity to India and China.

    • Because of long-term nature of many infrastructure project revenue models and inelasticity of captive infrastructure demand, the sector offers attractive risk-adjusted returns where conventional financial assets may not.

    • For long term contractual nature projects with Governments, significant yield pickup over typical risk free rates + respective sovereign spread.