This report shows public data only. Is this your organisation? If so, login here to view your full report.

Permira Holdings Limited

PRI reporting framework 2018

You are in Organisational Overview » Basic information

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]


OO 02. Headquarters and operational countries

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

Guernsey

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).

257 FTE

02.4. Additional information. [Optional]

At 31 December 2017, Permira operated offices in Frankfurt, Guernsey, Hong Kong, London, Luxembourg, Madrid, Menlo Park, Milan, New York, Paris, Seoul, Shanghai, Stockholm and Tokyo.

At 31 December 2017, total FTEs included c.192 investment and organisational professionals and c.65 support staff. This also included 35 FTEs for Permira Debt Managers Limited (PDM).


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]

Total AUM at 31 Dec 2017 includes: a) private equity AUM c.€16.95bn, including current committed capital plus uncalled commitments across all Permira funds, and b) Permira Debt Managers (“PDM”) AUM c.€3.85bn, including current investments plus uncalled commitments. Direct lending is the largest of PDM’s three core strategies, and represented AUM of more than €3.3bn. PDM’s CLO management and structured credit businesses represented the balance of the AUM. 


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 10-50% 20 0 0
Private equity >50% 80 0 0
Property 0 0 0 0
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]

Total AUM at 31 Dec 2017 includes: a) private equity AUM c.€16.95bn, including current committed capital plus uncalled commitments across all Permira funds, and b) Permira Debt Managers (“PDM”) AUM c.€3.85bn, including current investments plus uncalled commitments. Direct lending is the largest of PDM’s three core strategies, and represented AUM of more than €3.3bn. PDM’s CLO management and structured credit businesses represented the balance of the AUM. 


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
0 SSA
0 Corporate (financial)
85 Corporate (non-financial)
15 Securitised

OO 08. Segregated mandates or pooled funds (Not Applicable)


OO 09. Breakdown of AUM by market

09.1. Indicate the breakdown of your organisation’s AUM by market.

  Developed Markets
  Emerging, Frontier and Other Markets
Total100%

09.2. Additional information. [Optional]

The breakdown shown above is based on the location of the headquarters of each portfolio company within the current portfolio of the Permira Private Equity funds and PDM's private credit funds.  In 2017, only two portfolio companies were headquartered in Emerging Markets, as defined by the MSCI. In 2017, no portfolio companies from PDM's private credit funds were headquartered in Emerging Markets, as defined by the MSCI.

Several current portfolio companies which are not headquartered in Emerging Markets have operations and activities within Emerging Markets.  As such, ESG considerations which may be more prominent in these markets are also routinely incorporated into our investment processes.


Top