IFC’s Banking on Women (BoW) Program: Investment and Advisory Services by Henriette Kolb.pdf
Transcript of IFC’s Banking on Women (BoW) Program: Investment and Advisory Services by Henriette Kolb.pdf
-
8/21/2019 IFC’s Banking on Women (BoW) Program: Investment and Advisory Services by Henriette Kolb.pdf
1/13
I@J’Z CKGFIGN LG ^LDHG (CL^) QSLNSKD?
IGPHZ]DHG] KGM KMPIZLSY ZHSPIJHZ
Dkrje, 31;8
]eh vihws hxprhsshm ig teis pkphr krh teh vihws l` teh kutelrs kgm ml glt ghjhsskriby rh`bhjt teh vihws lr plbijihs l` teh Ksikg Mhvhblpdhgt Ckgf(KMC), lr its Clkrm l` Nlvhrglrs, lr teh nlvhrgdhgts tehy rhprhshgt. KMC mlhs glt nukrkgthh teh kjjurkjy l` teh mktk igjbumhm ig teis pkphr kgm
kjjhpts gl rhsplgsicibity `lr kgy jlgshquhgjh l` tehir ush. ]eh jlugtrihs bisthm ig teis pkphr ml glt idpby kgy vihw lg KMC's pkrt ks tl slvhrhingty lrigmhphgmhgt stktus lr ghjhsskriby jlg`lrd tl KMC's thrdiglblny.
-
8/21/2019 IFC’s Banking on Women (BoW) Program: Investment and Advisory Services by Henriette Kolb.pdf
2/13
NBLCKB JLG]HU]
3
XZ$ 31,111,111dibbilgs …
ig jlgsudptilg cywldhg nblckbby (ECS);.
]ehrh`lrh it is k dkrfht cinnhrtekg Jeigk kgm Igmik
jldcighm kgm its hstidkthm tlrhkje XZ $35,111,111 dibbilgig 31;=.
:1% l` rhnisthrhmjldpkgihs nblckbby …
ekvh chhg jrhkthm cywldhg. .
wldhg hgtrhprhghurs krhjekgnign teh bkgmsjkph l` teh
nblckb hjlgldy , jrhktignsustkigkcbh olcs kgm hjlgldijnrlwte.
5>1 dibbilg wldhg…
wibb pkrtijipkth ig tehhjlgldy `lr teh `irst tidhig 3131.
]eh `hdkbh bkclr `lrjh nrlws.
^ldhg wel mim gltpkrtijipkth ig teh hjlgldy wibbnht k olc lr stkrt ylur lwgcusighss ig teis mhjkmh.
;/ ECS? Ekrvkrm Cusighss Shvihw3/ J]I? Jhgthr `lr ]kbhgt Igglvktilg
^ldhg krh mrivign teh nblckb hjlgldy
58%..
…. l` wldhg krh imhgti`ihm ks
teh dkig mhjisilg dkfhrs ig
teh elushelbm
03%..
…l` wldhg krh imhgti`ihm ks
teh dkig slurjhs l` ksshts 3
kgm chjldh dkolrckgfign jbihgts lr ekvhteh plthgtikb tl ml sl…
-
8/21/2019 IFC’s Banking on Women (BoW) Program: Investment and Advisory Services by Henriette Kolb.pdf
3/13
@HDKBH SLBHZ
?JLGZIZ]HG] MI@@HSHGJHZ CY SHNILG -- MSIPHG
BKSNHBY CY ZLJIKB GLSDZ
:
% l` @irds wite @hdkbh Lwghrs
8=.:
=1.=
:0.0
::.1
;>.3
;>.;
:8.:
1.1 ;1.1 31.1 :1.1 =1.1 81.1 01.1
HKQ
BKJ
HJK
ZZK
DHGK
ZK
Kbb Shnilgs
:9.;
:5.8
:>.9
3=.8
;=.8
;3.8
:;.1
1.1 ;1.1 31.1 :1.1 =1.1 81.1
HKQ
HJK
BKJ
ZZK
DHGK
ZK
Kbb Shnilgs
% l` @ubb-tidh @hdkbh ^lrfhrs
3>.;
31.5
;5.5
;8.=
;:.0
0.1
;5.:
1.1 8.1 ;1.1 ;8.1 31.1 38.1 :1.1
HKQ
BKJ
HJK
ZZK
DHGK
ZK
Kbb Shnilgs
% l` @hdkbh ]lp Dkgknhrs
• Zlurjh? Hgthrprish Zurvhy.
• Qbhksh glth tekt ig tehHgthrprish Zurvhy rhsubts `lrZK igjbumh Qkfistkg
-
8/21/2019 IFC’s Banking on Women (BoW) Program: Investment and Advisory Services by Henriette Kolb.pdf
4/13
=
KJJHZZ ]L @IGKGJH IZ K FHY CKSSIHS @LS ^LDHG-L^GHM
ZDHZ IG HKZ] KZIK KGM ]EH QKJI@IJ
• Nblckbby, Hkst KsikQkji`ij eks teh einehstgudchr l` hstidkthmwldhg-lwghm ZDHs
• I@J eks hstidkthm tektwlrbmwimh, tehrh is k
$:11 cibbilg nkp ig`igkgjign `lr `lrdkb,wldhg-lwghm sdkbbcusighsshs
• ]eh jrhmit nkp `lr vhrysdkbb kgm sdkbb
wldhg-lwghmhgthrprishs is teheinehst ig HKQ kt $0:C
Zlurjh? I@J Hgthrprish @igkgjh Mktkcksh, 31;;6 ̂ ldhg-Lwghm ZDHs? K Cusighss Lpplrtugity ̀ lr@igkgjikb Igstitutilgs, 31;=
-
8/21/2019 IFC’s Banking on Women (BoW) Program: Investment and Advisory Services by Henriette Kolb.pdf
5/13
I@J’Z NHGMHS C ZHBIGH ZXSPHY L@ QLS]@LBIL
JBIHG]Z ZEL^Z BL^ KJJHZZ ]L @IGKGJH @LS ^LDHG
8
Mktk `rld := I@J jbihgt ckgfs ig 38 jlugtrihs jlvhrign 0 rhnilgs selws tekt kclut
;0% l` lur jbihgt ckgf ZDH plrt`lbils krh blkgs tl wldhg-lwghm ZDHs (wite 8;%+wldhg lwghrseip)
% l` ^ldhg-LwghmZDHs ig
I@J Jbihgt Ckgf Qlrt`lbils
Shnilg
-
8/21/2019 IFC’s Banking on Women (BoW) Program: Investment and Advisory Services by Henriette Kolb.pdf
6/13
I@J JSHK]HZ LQQLS]XGI]Y
^ldhg krh trkgs`lrdignmhvhblpign jlugtrihs ‚ ksjlgsudhrs, hdpblyhrs,hdpblyhhs, kgm cusighss bhkmhrs
I@J’s nhgmhr `ljus tkfhs dkgy`lrds, igjbumign ehbpign eugmrhmsl` `igkgjikb igstitutilgs `igkgjhwldhg hgtrhprhghurs (@IN)
Ig Hkst Ksik kgm teh Qkji`ij, lurjbihgt HJLD Jl``hh prlvimhswlrbm-jbkss trkigign tl teluskgmsl` sdkbb-sjkbh wldhg `krdhrs igits suppby jekig ‚ rkisign igjldhskgm idprlvign bivhs
^LDHG?
K ]SKGZ@LSDK]IPH @LSJH QKS]GHSIGN @LS IDQKJ]
0
Kmm jlgthgt, jekgnh jkptilg
PIH]GKD
-
8/21/2019 IFC’s Banking on Women (BoW) Program: Investment and Advisory Services by Henriette Kolb.pdf
7/13
@IN KMMSHZZHZ ]EH NHGMHS H[XKBI]Y NKQ PIK HG]SHQSHGHXSZEI
;. I@J is pkrtghrign wite nblckb, rhnilgkb kgm bljkb `igkgjikb igstitutilgs cy prlvimignjkpitkb kgm risf sekrign `kjibitihs?
Zhhfign tl igjrhksh kjjhss tl `igkgjh `lr wldhg hgtrhprhghurs cybhvhrknign I@J’s hxthgsivh nblckb ghtwlrf l` `igkgjikb igstitutilgs (@Is). ]eiswky I@J ehbps teh @Is tl prl`itkcby hxpkgm tehir plrt`lbils kgm c) ehbps wldhghgtrhprhghurs tl kjjhss `igkgjh kgm strhgntehg tehir cusighsshs.
3. I@J kbsl l``hrs kmvislry shrvijhs tl `igkgjikb igstitutilgs tl mhhphg tehir kcibitytl rhkje wldhg-lwghm cusighsshs terlune? strkthnij pbkggign, dkrfht
plsitilgign/shndhgtktilg, prlmujt rhplsitilgign kgm stk`` trkigign.:. I@J rhkjehs lut tl wldhg hgtrhprhghurs wite justldizhm trkigign ig cusighss
pbkggign dkgknhdhgt, `igkgjikb bithrkjy kgm mh-dysti`yign ckgfs/jrhmitkppbijktilg prljhsshs. I@J kbsl `kjibitkths ghtwlrfign kgm dhgtlrign shssilgs `lrdkrfht hxpkgsilg kgm cusighss nrlwte.
=. I@J is kbsl tkrnhtign teh vkbuh jekigs l` bljkb, rhnilgkb kgm nblckb jlrplrkths(h.n. Jljk-Jlbk ‚ 8cy31 Qrlnrkd). ^lrfign wite jlrplrkths tekt sekrh lurmhvhblpdhgt lcohjtivh tl strhgntehg kgm crlkmhg kjjhss tl `igkgjh, trkigign kgmdkrfhts `lr wldhg cusighss lwghrs
8. I@J is jrhktign pkrtghrseips (Nlbmdkg Zkjes @lugmktilg ‚ ;1F wldhg) witepkrtghrs kgm igstitutilgs tekt ekvh lvhrbkppign igthrhsts
>
-
8/21/2019 IFC’s Banking on Women (BoW) Program: Investment and Advisory Services by Henriette Kolb.pdf
8/13
@HDKBH HG]SHQSHGHXSZEIQ? K CXZIGHZZ LQQLS]XGI]Y @LS
CKGFZ
• @hdkbh justldhrs ekvh k einehr prlphgsity tl skvh clte ks cusighss & phrslgkb justldhrs• Mhplsits ̀ rld ̀ hdkbh justldhrs typijkbby nrlw kt einehr rkth kgm stky wite teh Ckgf blgnhr• Ght `ugmign surpbus ks k shndhgt
• Qrlvimhs slurjh l` dkrfht mi``hrhgtiktilg ig jldphtitivh ZDH dkrfhts• Hstkcbisehs rhputktilg ks kg igglvktlr• Hgtry kgm mi``hrhgtiktilg ig sphji`ij shjtlrs wehrh jlgjhgtrktilg h.n. rhtkib, dlcibh, ylute• Jrhkths strlgn jlddugity-ckshm kmvljkjy kgm hgekgjhs jlrplrkth sljikb rhsplgsicibity
• Lgjh dkig ckgfhr stktus kjeihvhm, einehr jrlss-shbb rktil’s (chtwhhg ; kgm 3 tidhs) • Einehr ̀ lltigns lctkighm phr rhbktilgseip kgm einehr `hh nhghrktilg• Shsplgm whbb tl rhbktilgseip dkgknhdhgt-ckshm dlmhbs kgm wibbign tl pky `lr it
• Mhdlgstrkth strlgnhr rhthgtilg rkths ig dkgy jbihgts
• ]kfh teh cusighss rhbktilgseip, eine bifhbiellm tekt wibb tkfh dkolrity l` `kdiby wkbbht• Eine kmvljkjy jrhkths strlgn jlgvhrsilg rkths `lr eusckgm cusighss kgm phrslgkb @Z• Xp tl 58% l` ̀ kdiby ̀ igkgjikb mhjisilgs dkmh cy teh wldhg nblckbby
Dkrfht ZekrhNrlwte
• @hdkbh justldhrs ekvh blwhr risf tlbhrkgjh ks clte cusighss kgm phrslgkb justldhrs• ^ldhg-bhm cusighsshs lutphr`lrd telsh bhm cy dhg, igjbumign stkrt-ups
• Ztrlgnhr cusighss pbkgs jkg jrhkth einehr kjjhptkgjh rkths kgm rhmujhm prljhssign jlsts• Mh`kubt rkths krh hitehr teh skdh lr chtthr tekg dkbh jlugthrpkrts mhphgmign uplg dkrfht
Einehr Jrlss-Zhbb kgmBlykbty
Ztrlgn ZkvignsQrlphgsity
Qlsitivh SisfChekvilr
Bigfknh tl@kdiby ^kbbht
@kjtlr* Mhsjriptilg
* - Zlurjh? I@J Kgkbysis5
-
8/21/2019 IFC’s Banking on Women (BoW) Program: Investment and Advisory Services by Henriette Kolb.pdf
9/13
9
;. Igvhstdhgt Zhrvijhs
• Sisf Zekrign @kjibitihs
• Blkgs
• Qhr`lrdkgjhIgjhgtivhs * (b igfhm tlstrhtje tkrnhts )
• Ztrkthny & kgkbytijs? Nhgmhrmiknglstij & Ghhms ksshssdhgt,Nhgmhr dkrfht rhshkrje htj.
• Qrlmujt Dkgknhdhgt? prlmujtsupplrt pkjfknh thdpbkth, PkbuhQrlplsitilg mhvhblpdhgt, JkdpkingDkgknhdhgt htj.
• Crkgmign & Dkrfht Qlsitilgign /shndhgtktilg
• ]rkigign? Nhgmhr kwkrhghss trkigign`lr Dkgknhdhgt, I@J Nhgmhr sfibbstrkigign jlursh `lr SDs htj.
• Cusighss Qbkggign
• @igkgjikb Bithrkjy
• Jrhktilg kgm Zupplrt l` Ghtwlrfs
• Dhgtlrign Lpplrtugitihs
• Dkrfht Kjjhss
• ZDH cusighss ]llbfit ̀ lr wldhg
• Hvhgts & shdigkrs prlnrkd
• Lgbigh rhslurjhs & ghtwlrfign
I@J - @IN PKBXH QSLQLZI]ILG @LS ]EH @HDKBH HG]SHQSHGHXSZEIQ
3. Kmvislry Zhrvijhs tl @Is :. Jkpkjity Cuibmign tl wldhghgtrhprhghurs
Nivhg teh ugtkpphm cusighss lpplrtugity, I@J Ckgfign lg ^ldkg prlnrkd prlvimhs `ugmign kgm Kmvislry Zhrvijhs tl @Is ig lrmhr tl mhhphg tehir kcibity tl mhvhblp vkbuh prlplsitilgs tl dhht teh ghhms l`
wldhg-lwghm ZDHs ig k prl`itkcbh kgm sustkigkcbh dkgghr
-
8/21/2019 IFC’s Banking on Women (BoW) Program: Investment and Advisory Services by Henriette Kolb.pdf
10/13
I@J’Z ]SKJF SHJLSM
I@J eks nblckb prhshgjh wite igvhstdhgt kgm kmvislry prlohjts `lr wldhghgtrhprhghurs ...
https://www.google.com/url?sa=i&rct=j&q=&esrc=s&frm=1&source=images&cd=&cad=rja&docid=IPXU9IGoNbpBEM&tbnid=qES1_eCzV02rRM:&ved=0CAUQjRw&url=https://twitter.com/SekerbankTAS&ei=B5VpUpPlHIa_kQei1IFo&bvm=bv.55123115,d.eW0&psig=AFQjCNH92wUEOYP4Jm8YnVaj_N-AA_BLOw&ust=1382737540601721
-
8/21/2019 IFC’s Banking on Women (BoW) Program: Investment and Advisory Services by Henriette Kolb.pdf
11/13
^EK] MLHZ K CKGFIGN LG ^LDHG QSLNSKD BLLF BIFH< ]EH SJCJ
HUKDQBH
• Ztkrtign Kprib 31;:, I@J Kmvislry Zhrvijhs wlrfhm wite SizkbJlddhrjikb Ckgfign Jlrplrktilg (SJCJ) ugmhr I@J’s HKQ ^ldhg ig
Cusighss prlnrkd tl idprlvh kjjhss tl `igkgjh kgm supplrt tehnrlwte l` wldhg-lwghm cusighsshs ig teh Qeibippighs
• I@J’s supplrt igjbumhm? strkthnij pbkggign wlrfselps wite SJCJdkgknhdhgt, dkrfht rhshkrje lg wldhg’s phrslgkb kgm cusighss`igkgjikb ghhms, rhjlddhgmktilgs lg teh mhsing l` teh justldhrvkbuh prlplsitilg (JPQ) `lr wldhg-bhm cusighsshs ckshm lg tehdkrfht rhshkrje, kgm nhgmhr shgsitivity trkigigns tl SJCJ’sShbktilgseip Dkgknhrs
Shsubts?
• SJCJ hstkcbisehm k ^ldhg's Jekdpilg Ghtwlrf dkmh up
l` Shbktilgseip Dkgknhrs sphji`ijkbby trkighm tl kmvish
wldhg-lwghm ZDHs lg teh ckgf’s prlmujts kgm shrvijhs,
kgm tl kmvljkth lg issuhs idpkjtign wldhg ig tehir bljkb
jlddugitihs
• Ks l` Mhjhdchr :;, 31;=, miscurshm ;,:=5 blkgs tl wldhg-
lwghm sdkbb kgm dhmiud hgthrprishs tltkbign XZ$>1 dibbilg
• Qrlnrkd wlg teh 31;8 I@J JHL Nhgmhr Kwkrm
• Ghxt Zthps? l``hrign k rkgnh l` glg-`igkgjikb shrvijhs tl
wldhg-lwghm ZDHs, igjbumign ghtwlrfign lpplrtugitihs,
kgm cusighss hmujktilg kgm trkigign prlnrkds
-
8/21/2019 IFC’s Banking on Women (BoW) Program: Investment and Advisory Services by Henriette Kolb.pdf
12/13
^EK] MLHZ K CKGFIGN LG ^LDHG QSLNSKD BLLF BIFH< ]EH
IG]HSGKZILGKB IGMLGHZIK CII) HUKDQBH
• I@J’s Igvhstdhgt? XZ $>8 dibbilg tl supplrt CII’s nrlwte ig`igkgjign wldhg-lwghm ZDHs kgm its hxpkgsilg igtl `rlgtihr
rhnilgs.
• I@J kmvislry shrvijhs ig dkrfht rhshkrje, mhvhblpdhgt l` jrhmit
prlmujt `lr wldhg-lwghm ZDHs kgm dkrfhtign pbkg.
• CII bkugjehm its ghw jrhmit prlmujt `lr wldhg-lwghm ZDHs lg
Mhj 33, 31;; tekt ushs nlbm ks jlbbkthrkb.
• Blkgs tl wldhg hgtrhprhghurs l` up tl XZ$;11,111 ‚ miscurshm
lvhr $99.0d tl ;190 wldhg-lwghm ZDHs ig bkst 3= dlgtes.
• ‒^ldhg Lgh— skvigns prlmujt (`rhh igsurkgjh jlvhrknh `lr jhrtkig
ibbghsshs, igthrhst rkth igjhgtivh, jkse ckjf wehg usign mhcit jkrm
wite sldh dhrjekgts, gl dlgteby kmdig `hh). Dlcibizhm 7 $01d ig
mhplsits `rld wldhg justldhrs ig ;st yhkr l` prlmujt bkugje.
-
8/21/2019 IFC’s Banking on Women (BoW) Program: Investment and Advisory Services by Henriette Kolb.pdf
13/13
[XHZ]ILGZ<
;: