MICROCAPITAL BRIEF: Kestra Financial, TriLinc Global Collaborate to Expand Retail Access to Impact Investments

Two US-based firms, Kestra Financial and TriLinc Global, recently agreed to collaborate to give Kestra’s 1,800 registered representatives access to TriLinc’s impact funds, which have a total volume of USD 1.2 billion. TriLinc’s funds, which target low- and middle-income countries, seek “market-rate, risk-adjusted returns while changing the world for the better.” The intent of the new agreement is to give retail investors – via Kestra’s representatives – “access to alternative investment opportunities seeking low market correlation, competitive returns and stable income.” TriLinc’s impact metrics address issues such as resource conservation, waste reduction, and employee benefits, including compensation levels and family leave.

Established in 1997 and based in the state of Texas, Kestra offers a platform that helps investment advisors serve their clients. As of December 2020, the firm reports yearly revenue of USD 608 million on USD 41 billion in assets under management.

TriLinc Global, based in the state of California, sponsors investment funds seeking to impact developing economies through the “power of capital markets.” TriLinc has term loans and trade finance amounting to USD 544 million deployed in sub-Saharan Africa, USD 415 million in Latin America, USD 220 million in Southeast Asia and USD 59 million in Europe.

By Arin Atluri, Research Associate

Sources and Additional Resources

TriLinc Global news release
https://www.trilincglobal.com/kestra-trilinc-collaboration/

Kestra Financial homepage
https://www.kestrafinancial.com/

TriLinc Global homepage
https://www.trilincglobal.com/

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