Symbiotics - Asset Management

Symbiotics is the manager and distribution agent for a range of investment solutions for professional and qualified investors.

– Christoffer Dahlberg, Head of Investor relations –

Investment Funds

You are an investor following sustainability principles and pursuing development impact goals, with a particular interest in emerging and frontier markets. We offer a range of investment funds (whether fixed income, high yield or equity) that could hopefully fit your needs.

Customized Mandates

You are a bank, a fund promoter or a professional investor looking to set-up your own investment products or mandate following sustainability principles and development impact goals. We offer a range of customized solutions, including private label funds, managed accounts and single investor mandates.

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Investment Funds

Symbiotics Sicav - Emerging Impact Bond Fund (EIBF)

Multi-sector - Microfinance - Global - Fixed Income - Hard Currency

The Regional MSME Investment Fund for Sub-Saharan Africa (REGMIFA)

Microfinance - Africa - Fixed Income - Local Currency

Contacts

Christoffer Dahlberg
Christoffer Dahlberg

Investor Relations

Head of Investor Relations

christoffer.dahlberg@symbioticsgroup.com

Asset management

Christoffer joined Symbiotics in 2014 to head up and further develop the Investor Relations team from a new office in Zurich. Christoffer is an experienced financial professional with 17 years industry experience of which 13 years in business development roles covering mainly alternative investment funds and structured products to various institutional and wholesale clients in Europe. Swedish by birth, Christoffer holds a master’s degree in Financial Economics and International Business from the Stockholm School of Economics.

Luca Tosi
Luca Tosi

Relationship Management

Senior Relationship Manager

luca.tosi@symbioticsgroup.com

Asset Management

Prior to joining Symbiotics, Luca cumulated over 26 years of experience as an adviser for investments in the financial markets for institutional clients and was the developer of the client bases for several of Geneva’s private banks such as Mirabaud, LODH & Cie and Pictet. He is a member of the Finra and holds the Licence of Registered Regional Representative. He holds a business degree from the Cantonal School in Bellinzona, Ticino and a psychology degree from the University of Geneva.

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Customized Mandates

“Symbiotics historically specializes in customizing impact investing funds for private banks, development finance institutions (DFIs), fund promoters as well as large institutional asset owners.
We are today the leader in number of funds managed in impact investing”

– Valérie Dujardin, Business Development Director –

A public private partnership impact fund dedicated to Sub-Saharan Africa

Initiated jointly by KfW Entwicklungsbank and International Finance Corporation (IFC), the Regional Micro Small and Medium Enterprise Investment Fund for Sub-Saharan Africa (REGMIFA) is a multilayer fund launched in 2010 with over USD 200 million commitments from 13 Development banks. Although operating in a challenging economic context, returns have been positive and in line with investor impact expectations, reaching out to numerous MSME financial institutions across sub-Saharan Africa.

 

www.regmifa.com

A single institutional investor fund dedicated to microfinance in emerging and frontier markets

Launched in 2013, this customized open ended fund was structured for a large institutional investor who had decided to place more than USD 100 million in social impact investments. Given its low level of cash and low cost structure, this single investor fund has been outperforming industry benchmarks.

 

 

www.cpeg.ch

Contacts

Valérie Dujardin
Valérie Dujardin

Business Development

Business Development Director

valerie.dujardin@symbioticsgroup.com

Investment Advisory

Valerie joined Symbiotics in 2006 and headed its Asset Management division until 2011. After 5 years in the US, she joined the team again early 2016 as Business Development Director. Valerie is an international finance professional with 14 years’ experience in emerging financial markets, management and structuring of impact funds. Prior to joining the team, she worked for PROPARCO, and Morgan Stanley Capital International. Canadian and French by birth, Valerie is a graduate from McGill University (Montreal) and holds a Master’s degree in International Relations from Sorbonne University (Paris).

Mariano Larena
Mariano Larena

Development Finance

Head of Technical Assistance and Development Finance

mariano.larena@symbioticsgroup.com

Investment Advisory

Mariano has worked with financial institutions as a banker for over 20 years. Formerly, he worked as an independent microfinance and SME consultant. He also worked as a regional coordinator for Latin America at ProCredit Holding. Before this, he held various positions including senior manager and risk & credit officer within commercial banks such as Euro Hypo and Banco Santander. Mariano holds a law degree from the Autonomous University of Madrid, Spain and is a member of the Madrid Chamber of Lawyers.

DISCLAIMER

For legal reasons, access to information concerning the funds is limited to persons residing in a country where the funds are authorised for sale. The information contained in this site must under no circumstances be construed as a solicitation to buy or sell shares in these funds. To continue, please select your country of residence:

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The information on this website has been issued by Symbiotics SA.

This website is directed exclusively to Swiss qualified investors as defined in Art. 10 of the Swiss Collective Investment Schemes Act of 23 June 2006 as amended on 1 June 2013(the “CISA”) and its implementing regulations,especially the Collective Investment Schemes Ordinance of 22 November 2006as amended on 1 March 2013 (the “CISO”) and is not for distribution to retail customers. The investment products referred to on the following pages have not been approved for distribution to non qualified investors in or from Switzerland by the Swiss Financial Market Supervisory Authority (FINMA). Accordingly, units of such investment products and information, documents or material pertaining to these investment products on the following pages may only be distributed in or from Switzerland to qualified investors. The agreement to this legal disclaimer doesn’t constitute an evidence according to art. 6 para.1 or 5 CISO nor a written declaration according to art. 6a CISO.

The information and material are provided for information purposes only and are not to be used or considered to be an offer or solicitation to buy, sell or subscribe to any investment products.

Any information contained on this website does not constitute the investment policy of Symbiotics SA or an investment recommendation, but merely the different assumptions, views and analytical methods of the analysts who prepared it. Furthermore, the information, opinions and estimates expressed herein reflect a judgment as of its original publication date and are subject to change without notice.

The information and opinions presented by Symbiotics SA analysts have been obtained from sources believed to be reliable. Although all reasonable care was taken in gathering the information and formulating the opinions contained herein, Symbiotics SA does not make any representation or warranty (including liability towards third parties) as to its accuracy or completeness. Accordingly, Symbiotics SA accepts no liability for any loss arising from the use of this website, which has been made available for information purposes only.

The information included on this website does not take into consideration the specific investment objectives, financial situation or particular needs of any person who may read it and invest in any investment product. Symbiotics SA has not taken any steps to ensure that any investments referred to are suitable for any particular investor. Any reports are not to be relied upon in substitution for the exercise of independent judgment. The value and income of any of the investment products mentioned in this document can vary upwards as well as downwards. The market value may be affected by changes in economic, financial or political factors, time to maturity, market conditions and volatility, or the credit quality of any issuer or reference issuer.

Furthermore, foreign currency rates may have a positive or adverse effect on the value, price or income of any security or related investment mentioned. Many factors may affect the value of a financial instrument, and accordingly, investors effectively assume all risks and may receive back less than they had originally invested. Any investors interested in subscribing inany investment product should conduct their own investigation and analysis of the instrument as to the risks involved in transactions on such investment product. Past performance should not be taken as an indication or guarantee of future performance and no representation or warranty, expressed or implied, is made by Symbiotics SA regarding future performance.

This web-site, including without limitation all documents that may be made available through it from time to time (including, inter alia, term-sheet, fact-sheet is intended for professional clients and eligible counterparties only; not for retail clients.

This web-site is made available by Symbiotics (UK) Limited (“SUKL”) unless otherwise stated. SUKL is authorised and regulated by the Financial Conduct Authority in the UK (“FCA”), firm reference number 616299.

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Neither this web-site, nor any document made available through it, is intended to constitute.

Thank you for your interest


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For more information please contact us at info@symbioticsgroup.com or give us a call at +41 22 338 15 40.

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