Public HTML RI reports - PRI reporting framework 2018

UK Green Investment Bank Limited (trading as Green Investment Group)

PRI reporting framework 2018

Asset class implementation gateway indicators [OO 10 - 12] Peering questions [OO LE 01 - INF 03]

Investment policy [SG 01 - 04] Objectives and strategies [SG 05 - 06] Governance and human resources [SG 07 - 08] Promoting responsible investment [SG 09 - 11] Outsourcing to fiduciary managers and investment consultants [SG 12] ESG issues in asset allocation [SG 13 - 15] Innovation [SG 18] Communication [SG 19]

Indirect – Manager Selection, Appointment and Monitoring

Selection [SAM 02 - 03] Appointment [SAM 04] Monitoring [SAM 05 - 07] Outputs and outcomes [SAM 08 - 09]

Direct - Infrastructure

Overview [INF 01 - 02] Pre-investment (selection) [INF 05 - 09] Selection, appointment and monitoring of third-party operators [INF 10] Post-investment (monitoring and active ownership) [INF 11 - 16] Overview [INF 11] Infrastructure monitoring and operations [INF 12 - 14] Infrastructure maintenance [INF 15] Stakeholder engagement [INF 16] Outputs and outcomes [INF 17 - 18]

Assurance

Assurance [CM1 01.1 - 01.7]

Export Public Responses

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Basic information

OO 01. Signatory category and services

01.1. Select the type that best describes your organisation or the services you provide.

Non-corporate pension or superannuation or retirement or provident fund or plan

Corporate pension or superannuation or retirement or provident fund or plan

Insurance company

Foundation

Endowment

Development finance institution

Reserve - sovereign or government controlled fund

Family office

Other, specify

          Private infrastructure investor

01.3. Additional information. [Optional]

In August 2017, a consortium led by Macquarie Group Limited (Macquarie), the world’s largest infrastructure investor, acquired the Green Investment Bank (GIB), the first institution of its type in the world.

The acquisition brought together the GIB team with Macquarie capital’s renewables team, creating one of Europe’s largest teams of specialist green investors.

Renamed the Green Investment Group (GIG) in anticipation of its international expansion, the business focuses on principal investment in green infrastructure, project development, delivery and the management of portfolio assets, and related services.

Its track record, expertise and capability makes GIG a global leader in green investment, dedicated to supporting the growth of the global green economy.

Macquarie Group is a diversified financial group, providing clients with asset management and finance, banking, advisory and risk and capital solutions across debt, equity and commodities. Macquarie Capital is one of Macquarie Group's five operating businesses.

OO 02. Headquarters and operational countries

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

United Kingdom

02.2. Indicate the number of countries in which you have offices (including your headquarters).

2-5

6-10

>10

02.3. Indicate the approximate number of staff in your organisation in full-time equivalents (FTE).

155 FTE

02.4. Additional information. [Optional]

As at 31/12/2017, GIG only had offices in one country: the United Kingdom.

GIG is part of the Macquarie Group, which is headquartered in Australia with offices in over 25 countries.

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.

Yes

03.3. Additional information. [Optional]

Macquarie Asset Management (MAM) is one of Macquarie Group’s five operating businesses and is also a signatory to the PRI, but is not a subsidiary of GIG. MAM became a signatory to the PRI in 2015 and reports separately to PRI as an asset manager.

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

04.5. Additional information. [Optional]

The year end date above is for the purposes of annual PRI reporting only, and is not the financial year end date of GIG or of Macquarie Group.

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.

as percentage breakdown

	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	>50% 85	10-50% 15
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