This report shows public data only. Is this your organisation? If so, login here to view your full report.

Threadneedle Asset Management Ltd

PRI reporting framework 2017

Export Public Responses
Pdf-img

You are in Organisational Overview » Basic Information

Basic Information

OO 01. Signatory category and services

01.1. Select the services you offer.

% of assets under management (AUM) in ranges

% of assets under management (AUM) in ranges

01.2. Additional information. [Optional]

Unless stated otherwise, this document will apply to Columbia Threadneedle Investments in the EMEA and APAC regions only. Data provided reflects our holdings as at 31 December 2016.

All AuM breakdowns, organisational information and other quantitative information relating to our responsible investment activities throughout this document are subject to uncertainty. This is due to: definitional discrepancies, differences in our internal data and management systems and UN PRI categorisations, and the range of dates covered in the reporting period versus those best captured in our system.

This applies to, for instance: asset class mixes and distinctions within asset classes, emerging and developed market classifications, distinctions between external and internal management, types of ESG integration approaches, the definition of fund of funds, manager of managers, sub-advised products.

Efforts have been made to capture the best available data, which has been tailored and approximated to meet PRI guidelines as far as possible.

Due to the small percentage of our externally managed assets (2%) we have not distinguished between different types of asset class to which this applies. We also have a negligible proportion of passive investments, and are otherwise a dedicated active house: hence, these have not been included.


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).

740 FTE

02.4. Additional information. [Optional]

The FTE figure above is as at 31 December 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]

Our US counterpart "Columbia Threadneedle Investments, US" submits its own report.


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]

AUM refers to Threadneedle Asset Management Limited assets i.e. Columbia Threadneedle Investments, EMEA.


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% 53.7 0 0
Fixed income 10-50% 29.1 0 0
Private equity 0 0 0 0
Property <10% 7.9 0 0
Infrastructure 0 0 0 0
Commodities <10% 1 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 0 0 0 0
Other (1), specify <10% 4.6 0 0
Other (2), specify <10% 3.7 0 0

'Other (1)' specified

          Managed
        

'Other (2)' specified

          Non-Threadneedle managed
        

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

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


OO 07. Fixed income AUM breakdown (Private)


OO 08. Segregated mandates or pooled funds (Not Applicable)


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]


Top