Public HTML RI reports - PRI reporting framework 2017

Bayerische Versorgungskammer

PRI reporting framework 2017

Gateway asset class implementation indicators [OO 10 - 12]

Investment policy [SG 01 - 04] Objectives and strategies [SG 05 - 06] Governance and human resources [SG 07 - 08] Promoting responsible investment [SG 09 - 11] Implementation not in other modules [SG 12 - 16]

Direct - Listed Equity Active Ownership

Engagement [LEA 01 - 16] Overview [LEA 01 - 02] Process [LEA 03 - 10] Process for engagements run internally [LEA 03 - 04] Process for engagements conducted via collaborations [LEA 05 - 06] Process for engagements conducted with/on your behalf by service providers [LEA 07 - 08] General processes for all three groups of engagers [LEA 09 - 10] Outputs and outcomes [LEA 11 - 15] Communication [LEA 16]

Export Public Responses

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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.

Non-corporate pension or superannuation or retirement or provident fund or plan

Corporate pension or superannuation or retirement or provident fund or plan

Insurance company

Foundation

Endowment

Development finance institution

Reserve - sovereign or government controlled fund

Family office

Other, specify

01.2. Additional information. [Optional]

BVK as a company incorporated under public law and one of the largest institutional investors in Europe has a heavy responsibility to ensure a sustainable capital investment strategy with a focus on environmental, social and governance criteria (known as ESG criteria). BVK is a Munich- based pension funds for various free standing trades and an amalgamation of 12 Versorgungswerke.

OO 02. Headquarters and operational countries

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

Germany

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

2-5

6-10

>10

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

1238 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.

Yes

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

as percentage breakdown

as broad ranges

	Internally managed (%)	Externally managed (%)
Listed equity	<10% 0.4	<10% 7.5
Fixed income	10-50% 46.5	<10% 9.7
Private equity	0 0	<10% 3.5
Property	<10% 6	10-50% 12.4
Infrastructure	0 0	<10% 2.6
Commodities	0 0	<10% 0.7
Hedge funds	0 0	<10% 3.4
Forestry	0 0	<10% 1.4
Farmland	0 0	0 0
Inclusive finance	0 0	0 0
Cash	<10% 0.2	0 0
Other (1), specify	0 0	<10% 2.5
Other (2), specify	0 0	<10% 2.4

'Other (1)' specified

          Tactical Asset Allocation

'Other (2)' specified

          Absolute Return