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Sanso Investment Solutions

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

% 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]

Sanso Investment Solutions is the result of the merger of 3 companies which took place at end June 2017. The company manages approximately EUR 700 M at end 2017 and employs 18 people. It is headquartered in Paris, France. 

The company manages equity, fixed income and balanced funds as well as funds of funds and wealth management mandates. 

Its ability to design investment solutions tailored to the needs of its clients is one of the key differentiators of the firm. Half of the assets are managed through dedicated funds or mandates.

The second key differentiator is the decision to implement a SRI policy to the vast majority of the assets the firm manages. Hence the decision was taken to sign up to the PRI right after the completion of the merger.

This decision was taken before the merger by the firm top management. It was also decided that the integration of SRI aspects would be progressive with step by step improvements because two thirds of the asset did not integrate any ESG or SRI consideration before the merger. 

Consequently Sanso IS is keen to improve and report on progress in the coming years.   

 

 

 


OO 02. Headquarters and operational countries

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

France

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).

18 FTE

02.4. Additional information. [Optional]


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]


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 10-50% 13 10-50% 32
Fixed income 10-50% 23 10-50% 21
Private equity 0 0 0 0
Property 0 0 0 0
Infrastructure 0 0 0 0
Commodities 0 0 0 0
Hedge funds 0 0 <10% 7
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 <10% 4
Other (2), specify 0 0 0 0

'Other (1)' specified

          Balanced / flexible funds
        

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 (Private)


OO 08. Segregated mandates or pooled funds (Private)


OO 09. Breakdown of AUM by market (Private)


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