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Swen Capital Partners

PRI reporting framework 2018

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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]

On Friday, 16 January 2015, OFI Asset Management and Federal Finance Gestion combined their expertise in private equity multi-management. The combination of the two companies' specialist teams has produced SWEN CAPITAL PARTNERS, a European leader in private equity multi-management (private equity, private debt, infrastructure) for both institutional clients and individuals. The company is 60% owned by OFI Asset Management (a subsidiary of the Macif and Matmut groups and mutual assurance companies affiliated with GEMA and FNMF) and 40% owned by Federal Finance Gestion (a subsidiary of Crédit Mutuel Arkéa).
SWEN CP main activities consist of:

  • selecting funds and experienced investment managers with complementary skills and solid long-term performance (Primary subscriptions);
  • acquiring units and interests in closed-end funds or investment portfolios (Secondary transactions);
  • making direct investment (direct co-investment activity);
  • ensuring a monitoring that meets institutional constraints (greater transparency, information quality, ESG analysis); and
  • providing administration and tailored services to its clients through dedicated private equity portfolio reports, cash-flow management and a multi-service client platform.

Year after year, SWEN CP enhanced its database up to more than 250 funds in France and Europe and has built strong professional relationships with their managers. The company is primarily positioned on small and mid-cap companies.
SWEN CP commits to act as a responsible investor. The company formalised its approach in a Responsible Investment (RI) charter and RI policy.  In 2017, SWEN CP defined its Climate Strategy. The integration of ESG criteria is taken into account into the whole investment process (pre-investment, investment, holding period). We also act as an active promoter of responsible investment practices within sector-specific initiatives and throughout the publication of ESG studies.
SWEN CP' shareholder structure, composed of a majority of mutual insurance groups, reflects its longstanding human-centred, responsible and community values. The team consists of 30 people with over 15 years of private equity and infrastructure experience backed by the support functions of its shareholders. The professional background of this stable and experienced team is a valuable asset to understand the needs and restrictions of its clients which are mainly insurance companies, mutual companies, banks, pension funds, state-owned banks, etc.

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。


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。

30 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。

03.3. 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]

The displayed total AUM excludes assets subject to an advisory and/or execution approach.

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 0 0 0 0
債券 <10% 3.2 <10% 7.3
プライベートエクイティ <10% 3.2 10-50% 49
不動産 0 0 0 0
インフラ <10% 3.1 10-50% 34.2
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 0 0 0 0
その他(1)(以下に具体的に記入してください) 0 0 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

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

07.1. 以下のカテゴリを使用して、報告年度末時点の組織の債券AUMを5%単位での概算内訳を記載してください。


0 社債(金融)
100 社債(非金融)
0 証券化商品
債券AUM合計 100%


0 社債(金融)
100 社債(非金融)
0 証券化商品
債券AUM合計 100%

OO 08. Segregated mandates or pooled funds

[d] 債券 – 社債 (非金融)
[f] プライベートエクイティ
[h] インフラ

08.2. 補足情報 [任意]

OO 09. Breakdown of AUM by market

09.1. 組織のAUMの内訳を市場別に示してください。



  Emerging, Frontier and Other Markets

09.2. 補足情報 [任意]