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The Colonial Mutual Life Assurance Society Limited

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]

OO 02. Headquarters and operational countries

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

Australia

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).

1315 FTE

02.4. Additional information. [Optional]

Data as of 31/12/2016.

 

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]

CFSGAM is a related entity that is also a PRI signatory.

Most of CommInsure’s assets consist of investments in trusts established solely for CommInsure, where Colonial First State Investments Limited is the trustee. CommInsure has selected CFSGAM to manage most of the trusts.

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 0 0 10-50% 26.2
Fixed income 0 0 10-50% 28
Private equity 0 0 0 0
Property 0 0 <10% 1.1
Infrastructure 0 0 <10% 6
Commodities 0 0 0 0
Hedge funds 0 0 0 0
Forestry 0 0 0 0
Farmland 0 0 0 0
Inclusive finance 0 0 0 0
Cash 10-50% 13.2 10-50% 18
Other (1), specify 0 0 <10% 3.1
Other (2), specify 0 0 <10% 4.4

'Other (1)' specified 

          3.1% represents an allocation to Alternative Risk Premia (Smart Beta) exposure.

'Other (2)' specified 

          4.4% represents Diversified Options where the asset allocation is unknown.

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

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

Most of CommInsure's funds under management (AUM) are managed externally, as per the PRI definition. Security level investment decisions on a day to day basis are made by external investment managers. CommInsure's investment decisions are generally limited to asset allocation and manager selection.

OO 07. Fixed income AUM breakdown (Private)

OO 08. Segregated mandates or pooled funds (Private)

OO 09. Breakdown of AUM by market (Private)

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