Inversor, in its nature of seeking a financial return as well as a significant and sustainable social and environmental impact, measures impact as part of the Fund´s performance measures. The definition, development and implementation of social strategies and indicators takes place at the very beginning of the investment´s operation is monitored constantly in order to guarantee the desired impact.
Because of a thorough analysis of potential investment opportunities, Inversor managed to structure a portfolio of five companies from different sectors aligned with the Fund´s philosophy and investment strategy.
| Company | Sector | Social and Environmental Impact Lines | ||||
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Tourism |
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Environmental Services |
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Construction |
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Agroindustry |
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Urban Mobility Services |
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Impact Methodologies
The Fund is rated by the Global Impact Investing Rating System (GIIRS) which defines a clear perspective of the Fund´s impact generate by each of the companies and by the Fund itself.
- GIIRS is an initiative that evaluates the social and environmental impact of funds and portfolio companies with the purpose of measuring and comparing performance. The highest possible score is 200 meaning a score over 160 is considered “outstanding”.
- GIIRS seeks to provide a methodology and indicators for impact measurement that are transparent, comparable, and easy to use.
- Inversor is the first Colombian Fund to be rated by this initiative.
| Rating | 2014 | 2015 | 2016 |
|---|---|---|---|
| Waya | 153,7 | 143,0 | 143,1 |
| Gaia | 134,4 | 144,0 | 176,1 |
| Groncol | 111,2 | 156,0 | 142,4 |
| Fruandes | – | 89,0 | 140,2 |
| Mejor en Bici | – | – | 154,1 |
| Total Portfolio | 141,0 | 135,8 | 149,5 |
| Total GP | 130,0 | 160,5 | 172,0 |
| Total Fund | 139,9 | 138,3 | 151,8 |
Inversor is included in the top 5
of BFTWF in emerging markets
for the second year in a row.
| Emerging Market Funds |
IBM Rating |
Operations Rating |
|---|---|---|
| India Financial Inclusion Fund |
Platinum | 5 Star |
| MicroVest* | Gold | 5 Star |
| FCP Inversor | Gold | 5 Star |
| MicroVest* | Gold | 5 Star |
| Catalyst Microfinance Investors |
Platinum | 5 Star |