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VidaCaixa

PRI reporting framework 2018

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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.

01.3. Additional information. [Optional]

VidaCaixa is the leading insurance Company in Spain and integrated into CaixaBank holds 49.9% of SegurCaixa Adeslas.

VidaCaixa is an insurance company that designs, manages and markets life insurance as well as offering pension plan management to both individual customers and corporate clients.

We are proud to belong to one of the main financial groups in the Spanish market, whose fundamental values - quality, trust and dynamism - guide us in everything we do.  


OO 02. Headquarters and operational countries

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

Spain

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).

521 FTE

02.4. Additional information. [Optional]

  • It is emphasized that 55,4% of the workforce of VidaCaixa are women.
  • In December 2017, the purchase of a 100% BPI Vida e Pensoes  was formalized by VidaCaixa. That is why for the answers of this questionnaire we keep out of the scope BPI Vida e Pensoes.

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.

31/12/2017

04.2. Indicate your total AUM at the end of your reporting year, Exclude subsidiaries you have chosen not to report on and any advisory/execution only assets.

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

04.5. 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. Select how you would like to disclose your asset class mix.

Internally managed (%)
Externally managed (%)

 

Listed equity <10% 6.5 <10% 8.8
Fixed income >50% 77.8 <10% 3.8
Private equity 0 0 <10% 0.4
Property 0 0 <10% 0.3
Infrastructure 0 0 <10% 0.1
Commodities 0 0 <10% 0.3
Hedge funds 0 0 <10% 0.6
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% 1.4 0 0
Other (2), specify 0 0 0 0

'Other (1)' specified

          It is the % in non-listed equity where VidaCaixa has a minority stakeholder
        

06.2. Publish 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)


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