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123 Investment Managers (123 IM)

PRI reporting framework 2018

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Basic information

OO 01. Signatory category and services

01.1. Select the services and funds you offer

% of assets under management (AUM) in ranges

% of assets under management (AUM) in ranges

Further options for investment managers (may be selected in addition to the above)

01.3. Additional information. [Optional]

Created 16 years ago with the goal of financing entrepreneurs and democratising the access to private equity, 123 Investment Managers (123 IM) has enjoyed a steady growth to reach nearly 1billion € AuM as of end 2017 and to become one of the leading providers of savings products for individual private investors in unlisted French SMEs.

A multi-specialist, 123 IM has, over the past 16 years, invested 1.8billion € in more than 250 companies spanning the following sectors: tourism, healthcare and aged-care, real estate, renewable energy and private higher education. Close to the entrepreneurs it finances and well-known for its leadership on the SME segment, 123 IM enjoys a very high repeat business as nearly 70% of deals comes from sources - deal brokers, entrepreneurs and funds - with whom 123 IM's teams have already worked. 

Since its creation, 123 IM has enabled French individual savers to invest in the real economy through a diversified range of solutions tailored to their needs that includes AMF-approved funds, fund of funds and club deals. With nearly 70 000 clients, 123 IM ambitions to bring yet more individual investors to private equity and has, as a next step, recently set up an office in Lyon to address the needs of both entrepreneurs and private investors in this very dynamic region of France.

 

 


OO 02. Headquarters and operational countries

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

France

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).

55 FTE

02.4. Additional information. [Optional]


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 0 0 0 0
Fixed income 0 0 0 0
Private equity >50% 80.5 0 0
Property 10-50% 11.5 0 0
Infrastructure <10% 8 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 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 (Not Applicable)


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


OO 09. Breakdown of AUM by market (Private)


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