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Davy Asset Management

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]


OO 02. Headquarters and operational countries

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

Ireland

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).

40 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]

Davy Asset Management Limited is part of the Davy Group. The Davy Group is Ireland's leading provider of wealth management, asset management, capital markets and financial advisory services with assets under management of ~ €14.0 billion, as at end December 2017. Davy Asset Management Limited was formed in 2014 following the acquisition of Bloxham Fund Management and Prescient Investment Management (formerly AIB Investment Managers).  In 2012 Bloxham’s Fund Management business was acquired and merged with Focus Investments and subsequently renamed Davy Asset Management in Q3 2012.  Following the acquisition of Prescient Investment Managers (formerly AIB Investment Managers) in Q1 2014 the firm was renamed Advance Investment Managers.  Davy Asset Management and Advance Investment Managers were subsequently merged to create Davy Asset Management Limited in Q4 2014.


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 10-50% 31 0 0
Fixed income 10-50% 39 0 0
Private equity 0 0 0 0
Property 0 0 0 0
Infrastructure 0 0 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 0 0 0 0
Other (1), specify <10% 7 0 0
Other (2), specify 10-50% 22 0 0

'Other (1)' specified

          Multi-Asset
        

'Other (2)' specified

          Multi-Manager and other
        

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 (Not Applicable)


OO 09. Breakdown of AUM by market (Private)


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