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Old Mutual

PRI reporting framework 2017

You are in Organisational Overview » Basic Information

Basic Information

OO 01. Signatory category and services

01.1. Select the type that best describes your organisation or the services you provide.

          Old Mutual is an international investment, savings, insurance and banking Group.

01.2. Additional information. [Optional]

OO 02. Headquarters and operational countries

02.1. Select the location of your organisation’s headquarters.

United Kingdom

02.2. Indicate the number of countries in which you have offices (including your headquarters).

02.3. Indicate the approximate number of staff in your organisation in full-time equivalents (FTE).

68527 FTE

02.4. Additional information. [Optional]

OO 03. Subsidiaries that are separate PRI signatories

03.1. Indicate whether you have subsidiaries within your organisation that are also PRI signatories in their own right.

03.2. List your subsidiaries that are separate PRI signatories and indicate if you would like to report their RI activities in your organisation’s consolidated report.

Name of PRI signatory subsidiary

(Up to six subsidiaries may be reported)

RI implementation reported here
on a consolidated basis
          Acadian Asset Management
          UFF African Agri Investments
          Campbell Group
          Barrow Hanley

03.3. Additional information. [Optional]

OO 04. Reporting year and AUM

04.1. Indicate the year end date for your reporting year.


04.2. Indicate your total AUM at the end of your reporting year, excluding subsidiaries you have chosen not to report on.

Total AUM
trillions billions millions thousands hundreds
Assets in USD
trillions billions millions thousands hundreds

04.4. Additional information. [Optional]

We state our conversion at at year end 2016 as $487.5 billion

OO 06. How would you like to disclose your asset class mix

New selection options have been added to this indicator. Please review your prefilled responses carefully.

06.1. How you would like to disclose your asset class mix.

Internally managed (%)
Externally managed (%)


Listed equity >50% 55 <10% 5
Fixed income <10% 9 0 0
Private equity <10% 2 0 0
Property <10% 5 <10% 3
Infrastructure <10% 2 0 0
Commodities 0 0 0 0
Hedge funds <10% 1 <10% 1
Forestry <10% 1 0 0
Farmland <10% 1 0 0
Inclusive finance 0 0 0 0
Cash <10% 4 0 0
Other (1), specify <10% 6 <10% 5
Other (2), specify 0 0 0 0

'Other (1)' specified

          Multi Asset

06.2. Publish our asset class mix as per attached image [Optional].

06.3. Provide contextual information on your AUM asset class split. [Optional]

Given the diversified nature of our business the rolled up asset allocation across our business changes continually. 

Please note, as discussed with the PRI, this is on a best endeavours basis as the information, as required in the above asset class split, is not available in all cases. Additionally a proportion of assets are held in mixed asset funds.


OO 07. Fixed income AUM breakdown (Private)

OO 08. Segregated mandates or pooled funds (Private)

OO 09. Breakdown of AUM by market (Private)