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PRI reporting framework 2017

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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

          Investment and financing services for institutional, HNW and retail investors.

% of assets under management (AUM) in ranges

01.2. Additional information. [Optional]

Taaleri is a full service wealth management and financing company. Having e.g. created funds investing in wind power, bioenergy and property, we’re always on the lookout for new investment opportunities for our clients – ones that combine capital with great ideas.

Driving Finnish ownership is our passion. As a Taaleri customer you can own with us, with our help, or even own a part of us. In this way you’ll be able to enrich your own life, while creating growth, jobs and prosperity.

Taaleri provides wealth management and financial services to institutional investors, companies and private individuals. Taaleri Plc is listed on Nasdaq Helsinki's main market. The Taaleri Group consists of three business areas: Wealth Management, Financing and Energy. The Group’s subsidiaries engaging in business are Taaleri Wealth Management Ltd and its subsidiaries, Taaleri Private Equity Funds Ltd Group, Taaleri Investments Ltd Group, Taaleri Energia Ltd and Garantia Insurance Company Ltd. In addition, Taaleri has associated companies Fellow Finance Plc, which offers peer-to-peer lending services, and Inderes Oy, which produces analyses for investors.

At the end of December 2016, Taaleri had EUR 4.8 billion assets under management and 3,900 wealth management customers. Taaleri Plc has approximately 2,700 shareholders. The operations of Taaleri are supervised by the Finnish Financial Supervisory Authority.

Our entire group has over 180 employees, based in offices in Helsinki, Tampere, Turku, Pori, Oulu, Istanbul and Nairobi. Taaleri’s operations are supervised by the Finnish Financial Supervisory Authority.

OO 02. Headquarters and operational countries

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


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).

180 FTE

02.4. Additional information. [Optional]

Offices in Helsinki, Turku, Tampere, Pori, Oulu and Istanbul, Turkey and Nairob, Kenya.

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.


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
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 10-50% 10 10-50% 33
Fixed income <10% 7 10-50% 29
Private equity <10% 3 0 0
Property <10% 3 0 0
Infrastructure <10% 8 0 0
Commodities 0 0 0 0
Hedge funds 0 0 0 0
Forestry <10% 1 0 0
Farmland 0 0 0 0
Inclusive finance 0 0 0 0
Cash <10% 6 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]

OO 07. Fixed income AUM breakdown (Private)

OO 08. Segregated mandates or pooled funds (Private)

OO 09. Breakdown of AUM by market (Private)