KNOW A MICROFINANCE FUND: Opportunity Transformation Investments (OTI)

Overview:
Opportunity Transformation Investments (OTI) is a microfinance investment vehicle, which mobilizes capital for microfinance institutions.

Description:
Opportunity Transformation Investments (OTI) is a below-market investment program managed by the Calvert Social Investment Foundation. The fund makes equity, loan and debt securities investments in microfinance institutions (MFIs) worldwide. OTI was created by Opportunity International, and invests in the MFIs that are a part of the Opportunity International Network.

Microfinance Information Exchange (MIX) Profile:
http://mixmarket.org/funders/oti

Organization’s Website:
http://www.opportunity.net/

Just the Facts:
Country of Incorporation: United States
Year Founded: 2000
Legal Status: Affiliate of Opportunity International
Fund Assets (as of day/month/year): USD 13.5 million (as of 31/December/04)
Number of MFI Investments (as of day/month/year): 13 (as of 31/December/04)
Area of Operation: Global
Participant(s)/Backer(s)/Investor(s): Opportunity International
Instruments: Loans and Debt Securities, Equity
Fund Currency: USD
Fund Manager: Calvert Social Investment Center

Contact Information:
CALVERT SOCIAL INVESTMENT CENTER
4550 Montgomery Avenue
Bethesda , MD 20814

Additional Resources:
Latest News from Opportunity Interntational
http://www.opportunity.net/PressRoom/

Microfinance Investor Institutions Signed on to the Client Protection Principles (October 2008)
https://www.microcapital.org/news-wire-microfinance-investor-institutions…

Link to Microcapital Universe wiki page
https://www.microcapital.org/microfinanceuniverse/tiki-index.php?page=Opportunity+Transformation+Investments+%28OTI%29

Authored by Kenny Kline, Research Associate

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