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Investa Property Group

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

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

01.3. Additional information. [Optional]

Investa Office Management Pty Ltd (Investa) is the entity that controls the Investa Office Management Platform. The Investa Office Management Platform is one of Australia’s largest owners and managers of institutional grade, CBD office buildings with total assets under management of approximately AU$11 billion, as at 30 June 2017. With offices in Sydney, Melbourne and Brisbane, Investa is an Australian office sector specialist, managing funds on behalf of 12,998 retail and institutional investors (as of June 30 2017) via its flagship listed and wholesale office funds, Investa Office Fund (ASX:IOF) and Investa Commercial Property Fund. Investa also manages a number of investment mandates for private clients. Investa’s integrated management platform allows Investa to lead the market, and to consistently deliver outperformance for its investors, while exceeding the expectations of its tenants and staff.

 


OO 02. Headquarters and operational countries

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

Australia

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).

200 FTE

02.4. Additional information. [Optional]

During FY17 Investa reaffirmed its commitment to gender diversity amongst staff via the establishment of a 40:40:20 (i.e. minimum of 40% female, minimum 40% male, 20% balance variable) gender balance target for all managerial and professional role categories.

This target was linked to the short-term incentive (STI) compensation outcomes of all executives and employees across the Group, reinforcing the importance of this target to Investa’s strategy. Targeting gender balance at all levels of leadership helps Investa to ensure a steady inflow and retention of female talent, who are ready to take on senior leadership roles. Pleasingly, in FY17 Investa achieved this target in four out of five categories, representing a substantial improvement from 2016. This target remains in place for FY18 and is once again a key focus area for Management.

The Australian Workplace Gender Equality Agency reports that Australia’s full time gender pay gap at 15.3%. In support of our comprehensive focus on gender diversity, Investa has strengthened its practices in relation to gender pay equity analysis, integrating this into annual remuneration review and performance review processes. In addition, in late 2016 Investa commissioned an external gender pay equity study facilitated by Aon Hewitt. Leveraging the insights from this analysis, any areas of concern in relation to pay parity were addressed promptly as part of the annual remuneration review process in June 2017. Pay equity analysis will be conducted on an annual basis to ensure our people continue to be remunerated fairly for their contribution and performance.

Investa is extraordinarily proud of this commitment to gender diversity and pay equality and looks forward to reporting on this in future reports. 


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.

30/06/2017

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]

Investa Office is an office sector specialist which provides a comprehensive range of services including funds management, asset management, development and corporate services to key funds; Investa Office Fund (ASX:IOF), Investa Commercial Property Fund (wholesale unlisted) and other mandates in-line with the UN PRI Principles and Investa's own Sustainable Responsible Investment (SRI) Guidelines.

In 2017, both Investa Funds were ranked in the top 2% of all global respondents to the Global Real Estate Sustainability Benchmark (GRESB), with IOF and ICPF the 15th and 10th globally ranked funds respectively (of 823 respondents). Additionally ICPF has been recognised as Australia’s second largest asset manager of core responsible investment by the Responsible Investment Association of Australia (RIAA)


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 >50% 86.32 10-50% 13.68
Infrastructure 0 0 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 (Private)


OO 09. Breakdown of AUM by market (Private)


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