profinch

Prominent Investment Firm in Switzerland

Overview

A leading market access platform for impact investing, dedicated to private markets in emerging and frontier economies, specializes in investment, asset management, and capacity-building services. Since 2005, the institution has originated over 8,200 investments, representing more than USD 10.5 billion for 608 companies across 99 countries. It manages an aggregate portfolio of USD 2.8 billion, spread across 20 funds and mandates. Additionally, portfolio companies have benefited from over 170 technical assistance projects worth more than USD 19 million.

Challenge on hand

The institution is extensively engaged in loan origination and bond issuance operations:

  • Loan Origination: Originates senior and subordinated loans to financial institutions in emerging and frontier markets, in both local and hard currencies. Leveraging a large platform of impact investors—including asset managers and institutional investors—the institution ensures swift service and competitive conditions for its clients.
  • Bond Issuance: Facilitates bond issuance for financial institutions in emerging and frontier markets, enabling them to raise substantial funding from international investors. These bonds can be structured as impact bonds, green bonds, social bonds, or sustainability bonds, aligning with the social and environmental goals of both clients and investors.

To meet these business objectives, the institution required a robust and scalable solution to optimize onboarding processes, manage its corporate lending portfolio, and enhance overall operational efficiency.

Project Scope

The project aimed to implement:

These solutions were designed to support mid-office and back-office business requirements, seamlessly integrating with the institution’s existing Syminvest platform for processing loan and bond applications.

The above-mentioned Oracle suite of products was deployed on Oracle Cloud Infrastructure (OCI), chosen for its advanced capabilities in handling intricate financial transactions and data management.

Highlights

Conclusion

The successful implementation of Oracle’s suite of products marks a significant milestone in the institution’s digital transformationjourney. By refining loan and bond onboarding practices and enhancing back-office systems, the institution is now positioned for higher growth, improved efficiency, and a more resilient financial future.

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