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Permira Holdings Limited

PRI reporting framework 2017

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

01.2. Additional information. [Optional]


OO 02. Headquarters and operational countries

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

Guernsey

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).

222 FTE

02.4. Additional information. [Optional]

02.2. As at 31 December 2016, Permira operated offices in Frankfurt, Guernsey, Hong Kong, London, Luxembourg, Madrid, Menlo Park, Milan, New York, Paris, Seoul, Shanghai, Stockholm and Tokyo. Permira's Dubai (DIFC) office was closed during 2016. 

02.3. Total FTEs includes c.167 investment and organisational professionals and c.55 support staff (as at December 2016).  This also includes 24 FTEs for Permira Debt Managers Limited (PDML).


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]

Total AUM includes: a) private equity AUM c.€16.403bn at 31 Dec 2016 including current committed capital plus uncalled commitments across all Permira funds b) Permira Debt Managers (“PDM”) AUM c.€2.269bn at 31 Dec 2016 including current investments plus commitments. 

PDM’s main strategy is direct lending, which accounts for over €1.6bn AUM, but also has a smaller but complementary structured credit business, both as the manager of a CLO and as an investor across CLO assets. 


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 0 0
Fixed income 10-50% 12 0 0
Private equity >50% 88 0 0
Property 0 0 0 0
Infrastructure 0 0 0 0
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 0 0 0 0
Other (1), specify 0 0 0 0
Other (2), specify 0 0 0 0

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

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

Total AUM includes: a) private equity AUM c.€16.403bn at 31 Dec 2016 including current committed capital plus uncalled commitments across all Permira funds b) Permira Debt Managers (“PDM”) AUM c.€2.269bn at 31 Dec 2016 including current investments plus commitments. 

PDM’s main strategy is direct lending, which accounts for over €1.6bn AUM, but also has a smaller but complementary structured credit business, both as the manager of a CLO and as an investor across CLO assets. 

 


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]

The breakdown shown above is based on the location of the headquarters of each portfolio company within the current portfolio of the Permira Private Equity funds and PDM's private credit funds.  In 2016 only one portfolio company was headquartered in Emerging Markets, as defined by the MSCI. In 2016, no portfolio companies from PDM's private credit funds were headquartered in Emerging Markets, as defined by the MSCI.

Several current portfolio companies have operations and activities within Emerging Markets, and as such, ESG considerations which are more prominent in these markets are routinely incorporated into our investment processes.


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