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Obligo Holding

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]

Obligo is an international investment management company located in Oslo and Stockholm with direct and indirect investments in real estate, shipping, infrastructure and private equity with a combined AUM of EUR 1,5bn. The Company was established in June 2012 by acquiring the investment management platforms of Nordic investment banks ABG Sundal Collier and Swedbank First Securities. The company was until fall 2017 owned by a fund managed by the Blackstone Group and is now 100 % owned by employees.  

Obligo received the 29 September 2015 authorisation from the Norwegian Financial Supervisory Authority of Norway to act as an manager of alternative investment funds and discretionary management of financial instruments portfolios owned by investors

Obligo has 25 employees and the infrastructure team consists of 6 investment professionals with accumulated 40 years of infrastructure experience. Obligo is a regulated AIF manager under supervision of the Norwegian FSA . The investment team has managed Global Infrastructure I since 2007 with high risk adjusted returns. 

OO 02. Headquarters and operational countries

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


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).

25 FTE

02.4. Additional information. [Optional]

20 full time investment professionals herby 3 devotet to ESG related issues plus 5 support staff .

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 here
on a consolidated basis
          Obligo Investment Management AS

03.3. Additional information. [Optional]

​Obligo Investment Management AS manages infrastructure and PE fund of funds and one shipping fund. All funds being established in period 2016-13. It is only within the infrastructurte sector that Obligo has an active mandate and will establish new funds going forward.Within PE and shipping, the existing funds are passive in nature and will approach their life-end period in 2018. Therefore, RI reporting will only include infrastructure.

OO 04. Reporting year and AUM

04.1. Indicate the year end date for your reporting year.


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
Assets in USD
trillions billions millions thousands hundreds

04.5. Additional information. [Optional]

Report only on infrastructure investments.

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 0 0 0 0
Property 0 0 0 0
Infrastructure 0 0 >50% 100
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 (Private)

OO 09. Breakdown of AUM by market (Private)