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Bâtirente

PRI reporting framework 2018

You are in Organisational Overview » Basic information

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]

Bâtirente, créé à l’initiative de la Confédération des syndicats nationaux (CSN) en 1987, est un système de retraite intégrant des régimes de capitalisation et des régimes de prestations de revenu-retraite qui s’adresse aux syndicats affiliés et à leurs membres et qui accueille les cotisations patronales et salariales négociées.

Created at the initiative of the Confédération des syndicats nationaux (CSN) in 1987, Bâtirente is a retirement system integrating accumulation plans and retirement benefit plans for affiliated labour unions and their members and receiving the negotiated employer and employee contributions.


OO 02. Headquarters and operational countries

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

Canada

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).

14 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.

03.2. List your subsidiaries that are separate PRI signatories and indicate if you would like to report their RI activities in your organisation’s consolidated report.

Name of PRI signatory subsidiary(Up to six subsidiaries may be reported) RI implementation reported hereon a consolidated basis

03.3. Additional information. [Optional]

Æquo Shareholder Engagement Services is an organisation co-founded by Bâtirente and the RRSE (Regroupement pour la responsabilité sociale des entreprises). RRSE is a PRI signatory.


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

04.3. Indicate the total AUM at the end of your reporting year for subsidiaries you have excluded from your report

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

04.5. Additional information. [Optional]

Æquo Shareholder Engagement Services does not manage assets. It provides shareholder engagement services and other consultancy services in responsible investment to asset owners and investment managers.


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 10-50% 48
Fixed income 0 0 10-50% 43
Private equity 0 0 0 0
Property 0 0 <10% 4
Infrastructure 0 0 0 0
Commodities 0 0 <10% 4
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 <10% 1
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]

As a DC pension system, Bâtirente offers a number of investment options. Five of them are diversified funds with a graduated risk return profile that are also used as the investment basis of our lifecyle options. Other funds are stand alone options concentrated on one asset category (fixed income, listed equities, etc.).

Thus, the asset class split is a result of our membership choices of investment options. Of course, the make up of asset allocation in our diversified funds results from our board decision which concludes our triennal asset allocation review.


OO 07. Fixed income AUM breakdown

07.1. Provide to the nearest 5% the percentage breakdown of your Fixed Income AUM at the end of your reporting year, using the following categories.

Externally managed
50 SSA
30 Corporate (financial)
20 Corporate (non-financial)
0 Securitised

OO 08. Segregated mandates or pooled funds

New selection options have been added to this indicator. Please review your prefilled responses carefully.
Provide a breakdown of your organisation’s externally managed assets between segregated mandates and pooled funds.
[a] Listed equity
100%
[b] Fixed income - SSA
100%
[c] Fixed income – Corporate (financial)
100%
[d] Fixed income – Corporate (non-financial)
100%
[g] Property
100%
[i] Commodities
100%
[n] Cash
100%
Asset class breakdown Segregated mandate(s) Pooled fund(s) Total of the asset class(each row adds up to 100%)

08.2. Additional information. [Optional]


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
Total100%

09.2. Additional information. [Optional]


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