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Zurich Insurance Group

PRI reporting framework 2017

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Basic Information

OO 01. Signatory category and services

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

01.2. Additional information. [Optional]

Zurich is a leading multi-line insurer that serves its customers in global and local markets. With about 54,000 employees, we provide a wide range of property and casualty and life insurance products and services. We serve individuals, small businesses, and mid-sized and large companies, including multinational corporations, in more than 210 countries and territories.


OO 02. Headquarters and operational countries

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

Switzerland

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).

490 FTE

02.4. Additional information. [Optional]

FTE figure comprises Zurich's Investment Management organization, i.e., all staff with line reporting into the Group Chief Investment Officer, and is estimated based on headcount figures.


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.

03.3. Additional information. [Optional]


OO 04. Reporting year and AUM

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

31/12/2016

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
Currency
Assets in USD
trillions billions millions thousands hundreds

04.4. Additional information. [Optional]


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 <10% 1 <10% 4
Fixed income 10-50% 22 >50% 53
Private equity 0 0 <10% 1
Property <10% 6 0 0
Infrastructure 0 0 0 0
Commodities 0 0 0 0
Hedge funds 0 0 <10% 1
Forestry 0 0 0 0
Farmland 0 0 0 0
Inclusive finance 0 0 0 0
Cash <10% 4 0 0
Other (1), specify <10% 3 <10% 1
Other (2), specify <10% 2 <10% 2

'Other (1)' specified

          Mortgages
        

'Other (2)' specified

          Loans
        

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

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

  • Private equity and hedge funds: Zurich invests in private equity predominantly through the selection of third-party private equity fund managers. Zurich manages only a relatively small amount of direct private equity investments made either through co-investments (in-scope for environmental, social and governance or 'ESG' integration - see OO 11.03 for further details) or as part of 'legacy' portfolios (out-of-scope for ESG integration). The same strategy applies for hedge funds.
  • Real estate: in a small number of instances, real estate portfolios are managed by external asset managers. In such cases, the same processes apply as described in SAM 05.1.

OO 07. Fixed income AUM breakdown

07.1. Provide to the nearest 5% the percentage breakdown of your Fixed Income AUM at the end of your reporting year, using the following categories.

Internally managed
80 SSA
10 Corporate (financial)
10 Corporate (non-financial)
0 Securitised
Total 100%
Externally managed
35 SSA
20 Corporate (financial)
25 Corporate (non-financial)
20 Securitised
Total 100%

OO 08. Segregated mandates or pooled funds

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

08.1. Provide a breakdown of your organisation’s externally managed assets between segregated mandates and pooled funds.

Asset class breakdown
Segregated mandate(s)
Pooled fund(s)
[a] Listed equity
[b] Fixed income - SSA
[c] Fixed income – Corporate (financial)
[d] Fixed income – Corporate (non-financial)
[e] Fixed income – Securitised
[f] Private equity
[j] Hedge funds
[o] Other (1), specify
[p] Other (2), specify
Total externally managed assets
Please ensure the entire table
(both columns combined)
totals to 100%

08.2. Additional information. [Optional]

Other 1: Mortgages

Other 2: Loans


OO 09. Breakdown of AUM by market

09.1. Indicate the breakdown of your organisation’s AUM by market.

 

 

Developed Markets

 

 

Emerging, Frontier and Other Markets

Total
100%

09.2. Additional information. [Optional]

The information provided above is based on assumptions and expert judgment. Data about the split between segregated mandates and pooled funds is not systematically collected for all asset classes listed above. Zurich invests in private equity and hedge funds predominantly through the selection of third-party fund managers, whereas segregated mandates dominate in all other asset classes.


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