Financing Strategy

Financing prosperity and civic stability

With the world’s issues on climate, economic stability, conflict, and other challenges, there are always problems to solve, but also always solutions that need support. Our job is financing those solutions, using economic tools as ink-blots that spread economic growth and better human and environmental outcomes globally.

Overview

The tools we use as part of this problem solving are infrastructure, real estate, and sovereign programs. Infrastructure provides the fundamentals for a functioning and thriving economy, and real estate houses the people and industries that enrich and innovate that economy. Sovereign programs are specific use of proceeds that support projects and programs which have clear social and environmental benefits, including projects or companies with state-owned-enterprises which could provide better economic stability in a region. We aim to apply energy-transition methodologies and improvements to each financing objective, in varying degrees of directness.

The master-tools, subject-tools, and strategies we employ to successfully execute our global objectives can be broken-down into the following methods:

Broad Strategic Objectives ("BSOs")
Methods ("Tools")
Target Markets

Broad Strategic Objectives ("BSOs")

Based on each Master Tool, we wish to make an impact on this planet for people, society, and the environment. Below are the Broad Strategic Objective (“BSO”) we wish to successfully achieve through our financing activities, and which use our Master-Tools in achieving those outcomes:

BSO1: Energy Security (inc. Renewable/ cleaner energy)

The newest technologies that can provide stable and high-quality cleaner energy for countries which are either converting their existing energy mix or those creating their energy infrastructure from an earlier stage of urbanisation.

BSO2: Boost trade/ support national economic development (GDP growth)

Financing the improvement or creation of infrastructure and industrial output that supports trade and export for economies where this infrastructure and industry has a key impact on the national GDP.

BSO3: Sovereign debt sustainability (stabilisation and strengthening)

This includes coordinating with governments in developed and emerging markets on their sovereign debt profiles, in providing liquidity in managing liabilities, financing investments into critical infrastructure where there are clear economic cases for spawned economic growth as a result, and other incentives which achieve this end goal. Evidence will be required to prove this case, and should align with national economic growth objectives and IMF recommendations that support stability and more prudent growth outcomes.

BSO4: Better Health Outcomes

This includes private or sustainability health related infrastructure development, or state-backed health related funding programs.

Sometimes, a single financing will achieve BSO 1, 2 and 3 at the same time, where some financings can achieve just a single BSO, but we have to attribute each BSO to each financing. We use our Master Tools and Sub-Tools to achieve these BSOs.

Methods ("Tools")

Below are the Master Tools (or MTs) we will use to achieve our BSOs:

MT1: Infrastructure

Infrastructure underpins the societies we live and function in, and without it, we can’t grow economically. The degree to which infrastructure is developed, maintained, or innovated is directly proportional to the economic prospects of that environment, and also is directly proportional to the energy efficiency of that environment, hence this being the foremost mechanism and tool we use to make impact. Financing infrastructure means enabling the development, construction, acquisition and improvement, repositioning and rehabilitation of existing infrastructure, all which will have a measurable positive impact on society and the economy. Examples include energy, transport, and utilities, with sub-sector examples including renewable energy plants, data centres, 5G internet networks, water desalination, ports, airports, and roads.

MT2: Real Estate

Real estate assets are the living breathing hubs of living and industrial activity of humanity. We therefore must be constantly improving the standards of these assets, because these are the spaces we continually inhabit, and must not detract from our health, wellbeing, or productivity. The creation, improvement, or ownership of these assets therefore come with responsibility to those who inhabit them, as well as the impact of these assets and spaces on the environment both visually and chemically. Our role in financing the creation, improvement, or ownership of these assets comes with the above-mentioned responsibilities, where clear demonstrable factors must be exhibited in terms of environmental credentials, benefits to the societies who inhabit them, and therefore the wider contribution to the wellbeing and productivity of that space or region. Examples of real estate that we use to have impact are housing, industrial real estate (including warehousing), and logistics-related real estate (including air-cargo warehousing).

MT3: Sovereign Programs

Sovereign programs we support are where there are specific use of proceeds that aim to solve national economic, environmental, or social issues as part of an evolving economy that needs to keep adapting for the future. This applies to both developing and developed economies, where the nature of our input ranges from direct sovereign loan programs to strategic debt swaps dealing with climate resilience. Ultimately, our actions aim to strengthen a nations economy, provide liquidity during times of market distress, and help solve treasury management and health issues created from wider macro-economic forces in the international capital markets.

These MTs can be broken down into specific Asset Strategies or Subject-Tools (“STs”), which are the assets we look to finance directly as the granular assets we support to achieve the BSOs:

MT1 Infrastructure

Energy Infrastructure
Port/ Transport Infrastructure
Utilities/ Digital Infrastructure
Water Infrastructure
Healthcare Infrastructure/ Social Infrastructure

MT2 Real Estate

Affordable Housing
Logistics Warehousing & Cargo Facilities

MT3: Sovereign Programs

Bilateral Sovereign Loans
Credit Enhancement Programs
State-Owned-Enterprise Financing
Public-Private-Partnerships (PPPs)

Target Markets

The following markets are the target markets for Meridian, however no geography is off-limits so long as we are achieving the Broader Strategy Objectives and able to use our Master Tools:

Developed Markets:
1. United States
2. United Kingdom
3. Western Europe

Emerging Markets:
1. Eastern Europe: Romania, Poland
2. Eurasia/ CIS: Türkiye, Georgia, Azerbaijan
3. Central Asia: Mongolia
4. East-Asia: Vietnam, Malaysia
5. South Asia: Sri Lanka