TriLinc Global Becomes Signatory to the IFC’s Impact Principles

MANHATTAN BEACH, Calif.–(BUSINESS WIRE)–TriLinc Global, LLC (“TriLinc”) joined leading impact asset owners and asset managers to become a signatory to the International Finance Corporation’s “Operating Principles for Impact Management”. The operating principles provide greater discipline, standardization, and transparency in impact management and measurement throughout the investment lifecycle. They are intended to foster increased mobilization of capital for impact and provide a high standard for the social and environmental impact within impact investing.

“We are honored to be a signatory to the operating principles launched by the World Bank Group’s International Finance Corporation,” commented Gloria Nelund, CEO and Founder of TriLinc Global, LLC.

“These principles support our mission to harness the power of capital markets in solving global challenges facing our society.”

 

About TriLinc Global

TriLinc Global (www.trilincglobal.com)

TriLinc Global is an impact investing fund sponsor with a mission to link market-rate returns, positive impact, and scalable solutions. Through its registered investment advisor subsidiaries, TriLinc Global has invested over $1 billion in private debt globally and seeks to demonstrate the power of the capital markets in helping solve some of the world’s pressing socioeconomic and environmental challenges. TriLinc Global funds provide growth-stage loans and trade finance to established and small and medium enterprises (“SMEs”) in select developing economies where access to affordable capital is limited. Borrower companies must demonstrate the ability to pay market rates, pass TriLinc Global’s environmental, social, and governance (ESG) screens, and commit to tracking and reporting on self-identified impact metrics.

TriLinc Global complements its global macroeconomic portfolio organization and management with investment services from experienced investment partners that have established track records in target asset-classes and geographies, and access to a high-quality investment pipeline.

 

About the International Finance Corporation

International Finance Corporation (www.ifc.org)

The IFC is a member of the World Bank Group and is headquartered in Washington D.C. It was established in 1956 as the private-sector arm of the World Bank Group to advance economic development by investing in for-profit and commercial projects for poverty reduction and promoting development. By giving loans and offering advice and training in both the private and public sectors, the IFC aims to eliminate poverty by helping people help themselves. The IFC serves two mandates: to end extreme poverty, by reducing the share of the global population that lives in extreme poverty to 3% by 2030, and to promote shared prosperity, by increasing the incomes of the poorest 40% of people in every country.


DISCLAIMER

This information is for general purposes only and does not represent a recommendation or offer of any particular security, strategy, or investment. Amount invested represents current amount financed in term loans, trade finance, and short-term notes since 2013. There is no guarantee that TriLinc’s investment strategy will be successful or will avoid losses. Investment in a pooled investment vehicle involves significant risk including but not limited to: units are restricted; no secondary markets; limitation on liquidity; transfer and redemption of units’ distribution made many not come from income, and if so will reduce the returns; are not guaranteed and are subject to board discretion. TriLinc Global is dependent upon its advisors and investment partners to select investments and conduct operations. TriLinc Global is not suitable for all investors. TriLinc Global, LLC (“TLG”) is a holding company and an impact fund sponsor founded in 2008. TriLinc Advisors, LLC (“TLA”) and TriLinc Global Advisors, LLC (“TLGA”) are wholly owned subsidiaries of TLG. TLA and TLGA are SEC registered investment advisors. Securities offered through CommonGood Capital, LLC, Member FINRA/SIPC. Registration and memberships do not indicate a certain level of skill, training, or endorsement by the SEC, FINRA, or SIPC.

Second in a Series: COVID-19 Webinar Replay


On April 16, 2020,  Gloria Nelund, Founder and CEO of TriLinc Global, and Paul Sanford, Chief Investment Officer, hosted our second webinar on COVID-19 and the financial markets.

The webinar offered commentary on the coronavirus’s current and potential impacts on TriLinc’s portfolios and the financial markets, followed by a Q&A. This series serves as a complement to TriLinc’s Coronavirus Update webpage.

Click here to download a copy of the webinar deck.

First in a Series: COVID-19 Webinar Replay


On March 26, 2020,  Gloria Nelund, Founder and CEO of TriLinc Global, and Paul Sanford, Chief Investment Officer, hosted a webinar on COVID-19 and the financial markets.

The webinar offered commentary on the coronavirus’s current and potential impacts on TriLinc’s portfolios and the financial markets, followed by a Q&A. This webinar serves as a complement to TriLinc’s Coronavirus Update webpage.

Click here to download a copy of the webinar deck.

Emerging Markets Private Credit: Why Now? Webinar Replay

On February 20, 2020,  Gloria Nelund, Founder and CEO of TriLinc Global, and Paul Sanford, Chief Investment Officer, hosted an educational webinar – Emerging Markets Private Credit: Why Now?

The webinar covered several topics, including:

  • The Case for Emerging Markets
  • Why Private Assets in Emerging Markets?
  • Diversification
  • Opportunities for Impact
  • Why Now?
Click here to download a copy of the webinar deck.

GIIN Releases New Report: The State of Impact Measurement and Management Practice

The Global Impact Investing Network has just published the Second Edition of The State of Impact Measurement and Management (IMM) Practice. Based on data from 278 impact investors, it provides the most comprehensive view of how impact investors measure their social and environmental impact. It also analyzes trends and changes in IMM practice over the past two years, looking at data from 109 two-year repeat respondents. The report indicates that impact investors universally agree on the importance of measuring and managing their impact as an industry imperative and are growing increasingly sophisticated at IMM, shifting their focus towards driving greater impact results.

Learn about the state of IMM practice here.

 

About the GIIN

The Global Impact Investing Network (GIIN) is the global champion of impact investing, dedicated to increasing its scale and effectiveness around the world. Impact investments are investments made into companies, organizations, and funds with the intention to generate positive, measurable social and environmental impact alongside a financial return. Impact investments can be made in both emerging and developed markets and target a range of returns from below market to market rate, depending upon the circumstances. The GIIN builds critical infrastructure and supports activities, education, and research that help accelerate the development of a coherent impact investing industry. For more information, please visit https://thegiin.org/.


DISCLAIMER

The information contained in this report is distributed for informational purposes only and should not be considered investment advice or a recommendation of any particular security, strategy or investment product. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. TriLinc cannot guarantee the accuracy or completeness of any statements or data. The information contained in this report is accurate as of the data submitted but is subject to change.

How To Invest In Companies That Pay Employees Well, Clean Up The Environment, And Care About The Future

The following article was originally published by Dustin Clendenen on the Business Insider website. Click here to view.


  • The impact investing market has grown to over $500 billion, making it a mainstream way to diversify your investment portfolio.
  • Many companies have sprouted up in the past decade focusing solely on impact investing, such as TriLinc Global, CleanFund, and SustainVC.
  • However, mainstream legacy brokers like E*TRADE, Charles Schwab, and even BlackRock have taken up the torch to offer their own impact investing solutions.
  • Wealthsimple and Ellevest are two robo-advisers that can help you get started in impact investing »

Money is speech. On some level you know this. It’s why the meme, “Shut up and take my money” resonates with so many people. The phrase is a way of saying you love something — and you eagerly relinquish your cash in reverence.

Wall Street makes a statement about its values every time it invests in companies that focus more on the bottom line than they do on human rights or sustainability.

But consumers are becoming more and more interested in socially conscious businesses — businesses that pay employees well, don’t pollute and even actively clean up the environment, and that operate with a sustainable future in mind. And more and more, the financial sector is starting to care as well.

 

What is impact investing?

Donating to charity isn’t the only way your money can make the world a better place. According to the Global Impact Investing Networkimpact investments are “investments made with the intention to generate positive, measurable social and environmental impact alongside a financial return.” By the end of 2018, the global market for impact investing had grown to over $500 billion.

When you invest for impact, it means you buy shares in a company that’s designed to have a positive effect on society.

These companies have a “double bottom line,” focused both on turning a financial profit and making a measurable, positive impact on a social need in the process. This could be through generating renewable energy, making only eco-friendly and sustainably produced products, or financially empowering workers in emerging economies.

Social impact companies are incredibly diverse. Thrive Market, an e-commerce site focused entirely on organic and sustainable groceries, falls into the social impact category, but so does Watsi, an app for crowdfunding healthcare, and The Ocean Cleanup, an enterprise dedicated to developing techniques and technology that can rid the ocean of plastic waste.

Impact investing is still an emerging field with kinks being worked out by the industry, but so far, the majority of returns (both financially and socially) on these investments meet or exceed investor expectations. In other words, it’s safe and profitable for you to invest in social impact.

 

How to get started with impact investing

If you’re even researching how to get involved in impact investing, you probably already know what causes you want to fight for and what social issues you want to see solved.

Whatever your cause is, there are companies out there doing amazing work, and many of them are publicly traded.

If you hear about a new social enterprise in the news that catches your attention, chances are the reason it’s making headlines is because it’s doing a round of funding. Do some digging and see if would be possible for you to contribute.

If you don’t have the time or confidence to vet companies that are both genuinely making a difference and worthy of your investment, there are also more managed and robo funds than ever to utilize, many with options to invest your dollars directly into the causes you cherish.

 

Where to put your money

A number of companies have been established in the last decade that focus solely on impact and socially conscious investing.

Based in California, CleanFund has become a leader in providing long-term financing for residential and commercial property improvements that increase energy efficiency, water conservation, and renewable energy compatibility.

TriLinc Global has provided a vehicle for investors to fund social enterprises in markets all around the world, in alignment with the UN’s Sustainable Development Goals.

Bamboo Capital Partners offers an incredibly diverse array of companies in its portfolio that span energy, healthcare, housing, financial inclusion, and education.

Sustain VC invests seed money in early-stage, high-impact companies and continues to actively engage with them throughout their growth and development, almost like an incubator.

The $500 billion impact-investing market has grown so influential that even the major legacy funds and financial institutions have gotten involved.

E*TRADE prominently features options for socially conscious investments in every one of its portfolio options.

Charles Schwab offers clients a list of socially conscious ESG funds available from third-party providers, which allow them to invest in companies based on causes such as environmental sustainability, social justice, and ethical governance (avoiding problematic lobbying and concerns of that nature).

Wealthsimple provides hands-on tools for conscious investors to build their own socially responsible indexes, focusing on issues like reducing carbon and supporting clean tech, plus areas like local initiatives and endeavors to provide affordable housing.

Ellevest offers an impact investing portfolio that focuses on companies that actually advance women: as business owners, as community leaders, and as social entrepreneurs on the frontline of the fight against climate change.

TD Ameritrade now offers a range of “socially aware portfolios” that allow users to custom-tailor their investments to their values.

Even BlackRock has joined in on the action, creating funds and investment vehicles that align with well-recognized social impact goals, such as advancing the UN’s Sustainable Development Goals and reducing carbon footprint.

Options for impact investing are now so prolific that you don’t even have to have a cause you support to justify social responsibility — it’s now a mainstream way to diversify your portfolio.


Disclosure from Business Insider: This post is brought to you by the Personal Finance Insider team. We occasionally highlight financial products and services that can help you make smarter decisions with your money. We do not give investment advice or encourage you to adopt a certain investment strategy. What you decide to do with your money is up to you. If you take action based on one of our recommendations, we get a small share of the revenue from our commerce partners. This does not influence whether we feature a financial product or service. We operate independently from our advertising sales team.

Disclosure from TriLinc Global: This article contains the current, good faith opinions of the author but not necessarily those of TriLinc Global, LLC and its subsidiaries (“TriLinc”). The information contained in this article is distributed for informational purposes only and should not be considered investment advice or a recommendation of any particular security, strategy or investment product. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed.

TriLinc is Now Compliant with GIPS®

TriLinc is Now Compliant with GIPS®

Effective October 21st, 2019 TriLinc Global, LLC claims compliance with the Global Investment Performance Standards (“GIPS®”). The GIPS are voluntary standards based on the fundamental principles of full disclosure and fair representation of investment performance results. The GIPS standards are administered globally by the CFA Institute. To learn more about GIPS®, click here. To receive GIPS compliant performance information for TriLinc’s offerings, please contact info@trilincglobal.com.

 


GIPS® is a registered trademark of the CFA Institute. The CFA Institute does not endorse or promote TriLinc, nor does it warrant the accuracy of quality of the content contained herein.

TriLinc Adds New Asia Investment Partner

MANHATTAN BEACH, Calif.–(BUSINESS WIRE)–TriLinc Global, LLC (“TriLinc”) announced today the approval of CLSA Capital Partners’ Lending Ark Strategy (“Lending Ark”) as a new term loan investment partner for business expansion and socioeconomic development in Southeast Asia. “We are very excited about our partnership with Lending Ark for broadening our existing term loan investment capabilities throughout Asia,” commented Gloria Nelund, CEO and founder of TriLinc Global, LLC. “International trade has the potential to deliver important short, medium, and long-term economic development benefits for small and medium enterprises (“SMEs”) and the communities in which they operate, and Lending Ark’s in-country networks, market knowledge, and institutional quality approach to portfolio management aligns with TriLinc’s goal to continue delivering risk-adjusted returns to our investors while creating positive, measurable impact in communities across the globe.”

“International trade has the potential to deliver important short, medium, and long-term economic development benefits for small and medium enterprises (“SMEs”).

Gregory Park, Managing Director, CLSA Capital Partners and Head of Lending Ark Strategy said: “Lending Ark is honored to collaborate with TriLinc to create impactful, capital access solutions to the highest quality issuers servicing the fast-growing ASEAN region of over 700 million consumers and small businesses. With the stable, secured current income strategy, as well as regional asset-backed lending & asset management expertise CLSA Capital Partners’ Lending Ark Strategy offers, we align perfectly with TriLinc’s developmental mission.”

 

About TriLinc Global, LLC

TriLinc Global (www.trilincglobal.com)

TriLinc Global is an impact investing fund sponsor with a mission to link market-rate returns, positive impact, and scalable solutions. Through its registered investment advisor subsidiaries, TriLinc has invested over $1 billion in private debt transactions globally and seeks to demonstrate the power of the capital markets in helping solve some of the world’s pressing socioeconomic and environmental challenges. TriLinc Global’s funds provide growth-stage loans and trade finance to established SMEs in select developing economies where access to affordable capital is limited. Borrower companies must demonstrate the ability to pay market rates, pass TriLinc Global’s environmental, social, and governance (“ESG”) screens, and commit to tracking and reporting on self-identified impact metrics.

TriLinc Global complements its global macroeconomic portfolio organization and management with investment services from experienced investment partners that have established track records in target asset classes and geographies, and access to a high-quality investment pipeline.

 

About CLSA Capital Partners

CLSA Capital Partners(www.clsacapital.com)

CLSA Capital Partners is the alternative asset management business of CLSA, one of Asia’s leading capital markets and investment groups. Established in 1995, CLSA Capital Partners manages a diversified range of strategies including private equity, real estate, credit and transportation-and-real asset. From eight offices across Asia-Pacific including Hong Kong, Singapore, and Tokyo, the firm’s experienced investment teams aim to generate attractive returns for clients while ensuring sustained value creation for portfolio companies.

 

About Lending Ark

CLSA Capital Partners’ Lending Ark Strategy invests in high quality, secured private debt opportunities across Asia, Australia, and New Zealand. Lending Ark invests in privately negotiated, three to five year maturity, secured private debt financing, senior/mezzanine tranches of asset-based securities and bank collateralized obligations.

Lending Ark’s strategy is to generate steady current income while capturing the opportunity that arises from the imbalance between the growing credit demand for credit issuers serving the Asian middle class and the shrinking supply of credit available from banks due to capital constraints. This market dislocation of capital creates a credit vacuum that allows the Lending Ark team to originate, structure and invest in privately negotiated secured debt instruments across select jurisdictions and asset classes.


DISCLAIMER

This information is for general purposes only and does not represent a recommendation or offer of any particular security, strategy, or investment. Amount invested represents current amount financed in term loans, trade finance, and short-term notes since 2013. There is no guarantee that TriLinc’s investment strategy will be successful or will avoid losses. Investment in a pooled investment vehicle involves significant risk including but not limited to: units are restricted; no secondary markets; limitation on liquidity; transfer and redemption of units’ distribution made may not come from income and if so will reduce the returns; are not guaranteed and are subject to board discretion. TriLinc Global is dependent upon its advisors and investment partners to select investments and conduct operations. TriLinc Global is not suitable for all investors. TriLinc Global, LLC (“TLG”) is a holding company and an impact fund sponsor founded in 2008. TriLinc Advisors, LLC (“TLA”) and TriLinc Global Advisors, LLC (“TLGA”) are wholly owned subsidiaries of TLG. TLA and TLGA are SEC registered investment advisors. Securities offered through CommonGood Securities LLC, Member FINRA/SIPC. Registration and memberships do not indicate a certain level of skill, training, or endorsement by the SEC, FINRA, or SIPC.

Contacts

Robert Kronman – Director of Marketing
rkronman@trilincglobal.com
(o) 424 200 6202
(c) 310 497 2116

TriLinc Approves New Trade Finance Investment Partner for Latin America and Africa

MANHATTAN BEACH, Calif.–(BUSINESS WIRE)–TriLinc Global, LLC (“TriLinc”) announced today the approval of Origin Funding Partners Ltd (“Origin”) as a new investment partner for business expansion and socioeconomic development in Latin America and Africa. “We are very excited about our partnership with Origin for broadening our existing term loan and trade finance investment capabilities throughout Latin America and Africa,” commented Gloria Nelund, CEO and founder of TriLinc.

“We are very excited about our partnership with Origin for broadening our existing term loan and trade finance investment capabilities throughout Latin America and Africa”

“International trade has the potential to deliver important, short, medium, and long-term economic development to SMEs and the communities in which they operate. Origin’s in-country networks, market knowledge, and institutional quality approach to portfolio management aligns with TriLinc’s goal to continue delivering risk-adjusted returns to our investors while creating positive, measurable impact in communities across the globe.”

Andre Tonkin, Partner and Origin Co-Founder, said “Origin Funding Partners is honored to collaborate with TriLinc to create impactful, capital access solutions servicing the Latin America and Africa regions. Our mutual passion for development in emerging markets is the key element that has bound our teams together.”

 

About TriLinc Global

TriLinc Global (www.trilincglobal.com)

TriLinc Global is an impact investing fund sponsor with a mission to link market-rate returns, positive impact, and scalable solutions. Through its registered investment advisor subsidiaries, TriLinc Global has invested over $1 billion in private debt globally and seeks to demonstrate the power of the capital markets in helping solve some of the world’s pressing socioeconomic and environmental challenges. TriLinc Global funds provide growth-stage loans and trade finance to established and small and medium enterprises (“SMEs”) in select developing economies where access to affordable capital is limited. Borrower companies must demonstrate the ability to pay market rates, pass TriLinc Global’s environmental, social, and governance (ESG) screens, and commit to tracking and reporting on self-identified impact metrics.

TriLinc Global complements its global macroeconomic portfolio organization and management with investment services from experienced investment partners that have established track records in target asset-classes and geographies, and access to a high-quality investment pipeline.

 

About Origin Funding Partners

Origin Funding Partners(www.originfp.com)

Origin Funding Partners originates, structures, and manages transactions in Latin America and Africa, and partners with larger funds, development banks, and institutional investors. Origin is differentiated by a combination of investment skills, local and international networks, and a thorough understanding of the Latin American and African environments. Origin’s founding partners have more than 50 years of combined experience in private debt, banking, and asset management in emerging markets.


DISCLAIMER

This information is for general purposes only and does not represent a recommendation or offer of any particular security, strategy, or investment. Amount invested represents current amount financed in term loans, trade finance, and short-term notes since 2013. There is no guarantee that TriLinc’s investment strategy will be successful or will avoid losses. Investment in a pooled investment vehicle involves significant risk including but not limited to: units are restricted; no secondary markets; limitation on liquidity; transfer and redemption of units’ distribution made may not come from income and if so will reduce the returns; are not guaranteed and are subject to board discretion. TriLinc Global is dependent upon its advisors and investment partners to select investments and conduct operations. TriLinc Global is not suitable for all investors. TriLinc Global, LLC (“TLG”) is a holding company and an impact fund sponsor founded in 2008. TriLinc Advisors, LLC (“TLA”) and TriLinc Global Advisors, LLC (“TLGA”) are wholly owned subsidiaries of TLG. TLA and TLGA are SEC registered investment advisors. Securities offered through Frontier Securities LLC, Member FINRA/SIPC. Registration and memberships do not indicate a certain level of skill, training, or endorsement by the SEC, FINRA or SIPC.

Contacts

Robert Kronman – Director of Marketing
rkronman@trilincglobal.com
(o) 424 200 6202
(c) 310 497 2116

ESG & Impact Pacesetter Peter Greenwood Returns to TriLinc Global

MANHATTAN BEACH, Calif.–(BUSINESS WIRE)–TriLinc Global, LLC (“TriLinc”) announced today that Peter Greenwood has re-joined the firm as Director of ESG and Impact to lead TriLinc’s strategy, thought leadership, and daily ESG and Impact operations. Mr. Greenwood returns to TriLinc after serving with the U.S. Trade and Development Agency (USTDA) where he was Country Manager for Mexico, Central America, and the Caribbean.

“We are very excited to have Peter back with TriLinc knowing his ESG and Impact experience will provide valuable insight and leadership to this crucial component of our business”

“We are very excited to have Peter back with TriLinc knowing his ESG and Impact experience will provide valuable insight and leadership to this crucial component of our business,” stated Gloria Nelund, CEO and founder of TriLinc. “Peter’s background and hands-on analyses in emerging markets works well with TriLinc’s goal of advancing systemic change in key areas of sustainability through our investment activity.”

“TriLinc’s values and passion for socially responsible investments and commitment to solving the global challenges facing our society mirror my beliefs and goals,” commented Mr. Greenwood. “I am delighted to return to the TriLinc family and work with a very talented team of associates.”

 

About TriLinc Global, LLC

TriLinc Global (www.trilincglobal.com)

TriLinc Global is an impact investing fund sponsor with a mission to link market-rate returns, positive impact, and scalable solutions. Through its registered investment advisor subsidiaries, TriLinc Global has invested over $1 billion in private debt globally and seeks to demonstrate the power of the capital markets in helping solve some of the world’s pressing socioeconomic and environmental challenges. TriLinc Global funds provide growth-stage loans and trade finance to established small and medium enterprises (“SMEs”) in select developing economies where access to affordable capital is limited. Borrower companies must demonstrate the ability to pay market rates, pass TriLinc Global’ s environmental, social, and governance (ESG) screens, and commit to tracking and reporting on self-identified metrics.

TriLinc Global complements its global macroeconomic portfolio organization and management with investment services from experienced investment partners that have established track records in target asset-classes and geographies, and access to a high-quality investment pipeline.


DISCLAIMER

This information is for general purposes only and does not represent a recommendation or offer of any particular security, strategy, or investment. Amount invested represents current amount financed in term loans, trade finance, and short-term notes since 2013. There is no guarantee that TriLinc’s investment strategy will be successful or will avoid losses. Investment in a pooled investment vehicle involves significant risk including but not limited to: units are restricted; no secondary markets; limitation on liquidity; transfer and redemption of units’ distribution made may not come from income and if so will reduce the returns; are not guaranteed and are subject to board discretion. TriLinc Global is dependent upon its advisors and investment partners to select investments and conduct operations. TriLinc Global is not suitable for all investors. TriLinc Global, LLC (“TLG”) is a holding company and an impact fund sponsor founded in 2008. TriLinc Advisors, LLC (“TLA”) and TriLinc Global Advisors, LLC (“TLGA”) are wholly owned subsidiaries of TLG and are SEC registered investment advisors. Securities offered through Frontier Securities LLC, Member FINRA/SIPC. Registration and memberships do not indicate a certain level of skill, training, or endorsement by the SEC, FINRA or SIPC.

Contacts

Robert Kronman – Director of Marketing
rkronman@trilincglobal.com
(o) 424 200 6202
(c) 310 497 2116