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

Wells Fargo Asset Management

PRI reporting framework 2018

Export Public Responses

You are in Organisational Overview » Basic information


OO 01. Signatory category and services

01.1. 組織が提供しているサービスおよびファンドを選択してください。



01.3. 追加情報 [任意]

Wells Capital Management (WellsCap) is a leading global investment management firm focused on institutional clients. Our independent and specialized teams provide a broad range of investment solutions across multiple asset classes and investment styles within three main categories: equity, fixed income, multi-asset class solutions. Our business model offers our clients independent and specialized investment teams that have the centralized resources of a leading investment management firm with scale and expertise including independent investment risk management oversight, compliance, operations, technology, client service and distribution. We benefit from both the resources and backing and support of a strong parent company, Wells Fargo & Company. Consequently, we are able to offer our clients an extensive product lineup featuring well over 100 different equity and fixed income solutions managed by investment professionals. We continually strive to maintain well-staffed and dedicated investment management teams with global capabilities to ensure that WellsCap is strategically equipped to provide the right portfolio management and client service solutions to our valued clients.

At WellsCap we understand that ESG issues are important considerations among many that should be incorporated by our investment teams within their evaluation and decision-making processes. We believe that ESG issues can have an impact on investment performance and have financial consequences; likewise, we believe that a better understanding of ESG risk factors can help protect against downside risk and contribute to long term risk-adjusted returns. As such, WellsCap integrates material ESG considerations into our fundamental research, which is foundational to all of our actively managed investment strategies.

OO 02. Headquarters and operational countries

02.1. 組織の拠点がある場所を選択してください。

United States

02.2. オフィスが所在している国数を記載してください(本部を含む)。

02.3. 組織が正規雇用しているスタッフのおおよその人数を記載してください。

898 正規職員

02.4. 補足情報 [任意]

OO 03. Subsidiaries that are separate PRI signatories

03.1. 組織内に単独でPRI署名者となっている子会社があるかどうかを記載してください。

03.2. 単独でPRIの署名者となっている子会社をリストし、その子会社のRI活動を組織の連結報告書で報告することを希望するかどうかを記載してください。



          Analytic Investors

03.3. 補足情報 [任意]

OO 04. Reporting year and AUM

04.1. 報告年度の最終日を記載してください。


04.2. 報告しないことを選択した子会社を除き、報告年度末のAUM合計を記載してください。

Total AUM
10億 100万
Assets in USD
10億 100万

04.5. 補足情報 [任意]

OO 06. How would you like to disclose your asset class mix


06.1. どのように資産クラス構成を開示したいかについて記載してください。



上場株式 10-50% 24 0 0
債券 10-50% 46 0 0
プライベートエクイティ 0 0 0 0
不動産 0 0 0 0
インフラ 0 0 0 0
コモディティ 0 0 0 0
ヘッジファンド 0 0 0 0
森林 0 0 0 0
農地 0 0 0 0
包括的な金融 0 0 0 0
現金 10-50% 28 0 0
その他(1)(以下に具体的に記入してください) <10% 2 0 0
その他(2)(以下に具体的に記入してください) 0 0 0 0


          Balanced Assets & Alternatives

06.2. 添付の画像に従って組織の資産クラス構成を公表する

06.3. AUM資産クラス分割について説明する情報を記載してください。 [任意]

OO 07. Fixed income AUM breakdown (Private)

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

OO 09. Breakdown of AUM by market (Private)