Investment Funds

At RBGLP, we are dedicated to bridging the gap between visionary ideas for societal and environmental change and the capital required to bring those ideas to life. Our mission is to help our clients navigate the complex world of investment funds, ensuring they are positioned to deliver both financial returns and measurable social and environmental impact.

The Issue

To address the world’s pressing environmental and social challenges, trillions of dollars must be mobilised over the coming decade. In Zambia, Africa, and beyond, closing the funding gap is critical to achieving sustainable development goals and fostering long-term resilience.

Impact Funds play a pivotal role in this transformation. These funds aim to generate financial returns while delivering positive social and environmental outcomes. They invest across asset classes, from microfinance and clean technologies to education and sustainable infrastructure.

However, the growing importance of impact funds brings new challenges:

• Verification of Impact Goals: Measuring and independently verifying the success of impact goals remains complex.
• Regulatory Compliance: Fund managers must navigate an evolving landscape of legislation and frameworks that demand transparency and accountability in impact reporting.
• Investor Understanding: Investors require clear, reliable information to assess the alignment of funds with their values and objectives.

In Africa, where the need for investment in areas such as renewable energy, infrastructure, and education is critical, impact funds are uniquely positioned to drive transformative change while delivering financial returns.

What We Do

RBGLP advises fund managers and investors alike, offering a balanced, nuanced perspective that ensures all parties achieve their objectives. Whether you are raising your first fund or managing an established portfolio, we provide tailored legal and strategic advice to help you navigate the complexities of the investment funds landscape.

How We Help Institutional and Other Investors

Impact funds often involve an extra layer of complexity, but our deep expertise in both traditional and impact funds equips us to deliver the nuanced advice you need.

Our services include:

• Risk Management: Addressing the interplay of financial and non-financial factors, including reputational risks associated with ESG failings.
• Impact Verification: Assisting investors in evaluating the performance of funds against their stated impact goals.
• Regulatory Compliance: Ensuring alignment with local, regional, and international frameworks governing impact funds and ESG disclosures.

How We Help First-Time Fund Managers

Launching your first fund can be as daunting as it is exciting. At RBGLP, we guide first-time managers through the complexities of fund formation and compliance, ensuring they are well-positioned for success.

Our support includes:

• Market Insights: Providing honest, pragmatic advice on fund terms, negotiation strategies, and industry standards.
• Regulatory Navigation: Helping managers stay compliant with the myriad regulatory requirements for fund formation and operation.
• Fund Structuring: Designing fund structures that balance impact goals with financial objectives while adhering to market norms.

How We Help Experienced Fund Managers

The expectations for ESG compliance are higher than ever, even for managers not directly offering impact products. At RBGLP, we help experienced managers stay ahead of evolving ESG standards and investor demands.

Our expertise includes:

• ESG Integration: Advising on the development and implementation of robust ESG policies and procedures.
• Impact Product Development: Guiding managers in launching their first impact funds, leveraging our extensive experience to design successful products that meet market expectations.
• Ongoing Compliance: Keeping managers informed and compliant with the latest regulatory changes and investor expectations.

Our Value Proposition

At RBGLP, we combine global insights with deep local knowledge to deliver solutions that are both practical and impactful. Our approach is tailored to the unique challenges and opportunities of Zambia and Africa, ensuring that our clients are equipped to achieve their financial, social, and environmental objectives.

Why Choose RBGLP?

• Expertise Across Fund Types: Whether you are managing traditional or impact funds, we offer the expertise needed to navigate the nuances of each.
• Commitment to Impact: We are passionate about helping our clients deliver meaningful change through innovative investment strategies.
• Holistic Support: From fund structuring to ESG compliance, we provide comprehensive support at every stage of the fund lifecycle.

Financing Positive Change

The investment funds landscape is evolving rapidly, and impact funds are at the forefront of this transformation. By combining financial returns with measurable social and environmental outcomes, these funds have the potential to drive meaningful change across Zambia, Africa, and the world.

At RBGLP, we are proud to partner with clients who are shaping the future of investment. Whether you are an investor, a first-time manager, or an experienced fund manager, we are here to provide the guidance and support you need to succeed.

Partner with RBGLP to unlock the potential of investment funds and finance positive change.