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Swiss Re Ltd

PRI reporting framework 2018

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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.

01.3. Additional information. [Optional]

Swiss Re Ltd is the holding company of the Swiss Re Group of companies (the "Swiss Re Group" or the "Group"). The Swiss Re Group is a leading wholesale provider of reinsurance, insurance and other insurance-based forms of risk transfer. Dealing directly and working through brokers, its global client base consists of insurance companies, mid-to-large-sized corporations and public sector clients.


OO 02. Headquarters and operational countries

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

Switzerland

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).

14485 FTE

02.4. Additional information. [Optional]

This number refers to regular employees per 31 December, 2017 only. Temporary employees, as an example, are not included in this figure.


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.

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]

Swiss Re Group's financial year runs from 1 January to 31 December.


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% 1.9 <10% 1.1
Fixed income 10-50% 39.4 10-50% 38.5
Private equity <10% 1.5 <10% 1.1
Property <10% 0.8 <10% 0.9
Infrastructure 0 0 0 0
Commodities 0 0 0 0
Hedge funds 0 0 <10% 0.3
Forestry 0 0 0 0
Farmland 0 0 0 0
Inclusive finance 0 0 0 0
Cash <10% 3.7 0 0
Other (1), specify <10% 3.7 0 0
Other (2), specify <10% 6 <10% 1.1

'Other (1)' specified

          Short-term investments
        

'Other (2)' specified

          Mortgage, policy and other loans, derivatives, collateral, repurchase and securities lending balances
        

06.2. Publish asset class mix as per attached image [Optional].

06.3. Provide contextual information on your AUM asset class split. [Optional]

Our investment managers (other than Treasury) are typically incentivised to keep limited cash and short-term holdings.

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The internally managed private equity includes strategic investments. Indirect Private equity includes fund investments or fund of fund investments.

For the internally managed property, investment management, portfolio management, asset and construction (refurbishment and new construction) management are done internally whereas property and facility management are outsourced. Mandates outside of Switzerland and Germany are externally managed.


OO 07. Fixed income AUM breakdown

07.1. Provide to the nearest 5% the percentage breakdown of your Fixed Income AUM at the end of your reporting year, using the following categories.

Internally managed
100 SSA
0 Corporate (financial)
0 Corporate (non-financial)
0 Securitised
Externally managed
5 SSA
30 Corporate (financial)
55 Corporate (non-financial)
10 Securitised

OO 08. Segregated mandates or pooled funds (Private)


OO 09. Breakdown of AUM by market (Private)


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