Investment Structure Strategy
PJ and Company helps new funds set up by the private sector, government development institutions or international organisations to identify investment structure strategies that are consistent with their vision, commercials and deliverables. Browse through their case studies below.
Investment Structure Strategy
PJ and Company helps new funds set up by the private sector, government development institutions or international organisations to identify investment structure strategies that are consistent with their vision, commercials and deliverables. Browse through their case studies below.
Case Studies
Middle Eastern Sovereign Wealth Fund
Working alongside the Global Strategy Consultancy, Boston Consulting Group, PJ and Company has provided expert strategic advice on fund establishment, fund governance, asset allocation, institutional setup, investment policy and risk management procedures. These have been in service of a number of newly established vehicles by a Middle Eastern sovereign. PJ and Company continues to work closely as a subject matter expert with the BCG teams in the Middle Eastern market.
Blue Economy Investment Platform
The Blue Economy is already significant and comprises shipping, fisheries, aquaculture, marine renewables, bioeconomic and even coastal tourism. In 2012, the Commission estimated that it represented over 5 million jobs and a gross added value of around €500bn per year. It also affects a large number of the EU population, with an estimated 40% living within 50km from the sea. The European Commission's Directorate General for Maritime Affairs and Fisheries is developing an approach to promote innovation and mobilize investment in the blue economy. This is encouraged through establishing a project pipeline of potential initiatives. PJ and Company is part of a team that is currently consulting with the European Commission on the establishment of a dedicated investment platform for the Blue Economy.
Dolma
Dolma is the first international private equity and impact fund dedicated to Nepal. Dolma Fund provides capital and expertise to growth companies in Nepal. The fund is designed to generate sustainable private sector employment and stimulate further foreign direct investment into Nepal. Dolma invests as a strategic partner, sharing risk with entrepreneurs and promoters. As an impact fund, Dolma builds positive social and environmental impact into the core of investee company strategies. PJ and Company is assisting Dolma is innovative structures for new funds to accelerate project development and construction of solar, and hydro assets in the Nepalese and broader Himalayan geographic region.
World Bank
Most of Kenyan pension funds are far smaller in scale and lack the experience and expertise to move into new asset classes. One way to overcome these hurdles is for pension funds to come together and co-invest via collaborative investment platforms. This was the route taken by, for example, several pension funds in the UK – which established the Pension Infrastructure Investment Platform (PIP) in 2013. This Kenyan project has involved creating an investment strategy for a group of Kenyan pension Funds that will allow them to invest in Infrastructure as an asset class in Kenya and the East African community. It comprised legal and commercial structuring, consideration of the market potential, governance structures and alignment with regulation by the CMA, the Retirement Benefits Authority and the Kenyan Revenue Authority.
Vietnam Green Banking
Green energy is expected to be a new business category at the local bank. However, providing credit for green energy is a quite new thing to many local commercial banks. Therefore, it is very necessary to develop regulations and guidelines for the local banks on providing credit for the green energy projects. In addition, in the context of limited sovereign loans, finding new methods and approaches for the energy sector investment is of extremely necessary due to high capital requirement for development of the energy sector. This project is applying international best practice to green credit mechanisms and policies and developing guideline for credit institutions to extend credit to green energy projects. In addition, it is developing financing model for accessing foreign concessional loans of credit institutions I the form of a separate investment institution in Vietnam.
Get in touch
PJ & Company is a respected firm of independent consultants across a variety of fields that can benefit almost any enterprise, from SMEs to large corporates and even national governments or NGOs.
Sign-up for our newsletter
Follow us: