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AMP Capital Investors

PRI reporting framework 2019

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Basic information

OO 01. Signatory category and services

01.1. Select the services and funds you offer

Select the services and funds you offer
% of asset under management (AUM) in ranges
Fund management
Fund of funds, manager of managers, sub-advised products
Other
Total 100%

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

01.2. Additional information. [Optional]

AMP Capital is a leading diversified investment manager, managing investments across major asset classes including equities, fixed interest, infrastructure, real estate, diversified funds, multi-manager and multi-asset funds.

Our home strength in Australia and New Zealand has enabled us to grow internationally, and today we have operations established in Dubai, China, Hong Kong, India, Ireland, Japan, Luxembourg, the United Kingdom and the United States. We collaborate with a network of global investment partners, leveraging our shared capabilities to provide greater access to new investment opportunities.  We benefit from the resources and financial strength of our parent (AMP Limited or AMP), while operating autonomously with a pure investment focus.

Parent: AMP was founded in 1849 on a simple yet bold idea – that every individual should have the power and ability to control his or her life. For more than 170 years, AMP has been dedicated to making this possible. AMP serves over 3.5 million customers on pension funds for individuals and businesses, income protection and life insurance, financial advice and investment, and selected banking products. AMP is Australia's largest retail pension fund provider and was listed on the Australian and New Zealand stock exchanges in 1998, now having around 740,000 shareholders. In March 2011, AMP and AXA Asia Pacific Holdings' Australia and New Zealand businesses merged to form one business under the AMP group.

Alliances: In March 2012, AMP Capital entered into a strategic business and capital alliance with leading Japanese trust bank, Mitsubishi UFJ Trust and Banking Corporation (MUTB). As part of the alliance, MUTB acquired a 15% minority interest in AMP Capital Holdings Limited (AMPCHL). AMP Capital holds a 15% stake in the China Life AMP Asset Management Company (CLAMP), a funds management company which offers retail and institutional investors in China access to leading investment solutions. AMP Capital is also actively involved in supporting the China Life Pension Company as part of the broader AMP group.

 


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).

1087 FTE

02.4. Additional information. [Optional]

AMP Capital's headquarters are in Sydney, Australia, with international offices in Dubai, China (including Hong Kong), India, Ireland, Japan, Luxembourg, New Zealand, the United Kingdom and the United States.


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]

The major subsidiaries of AMP Capital Holdings Limited are AMP Capital Investors Limited; AMP Capital Funds Management Limited; AMP Investment Services Pty Limited; AMP Capital Finance Ltd; AMP Capital Investors (New Zealand) Limited; and AMP Capital Investors International Holdings Ltd. These entities undertake investment management services.


OO 04. Reporting year and AUM

04.1. Indicate the year end date for your reporting year.

31/12/2018

04.2. Indicate your total AUM at the end of your reporting year.

Include the AUM of subsidiaries, but exclude advisory/execution only assets, and exclude the assets of your PRI signatory subsidiaries that you have chosen not to report on in OO 03.2
Total AUM
trillions billions millions thousands hundreds
Currency
Assets in USD
trillions billions millions thousands hundreds

04.4. Indicate the total assets at the end of your reporting year subject to an execution and/or advisory approach.

04.5. Additional information. [Optional]

AUM reported above is as at 31 December 2018 in Australian dollars ($AUD). 


OO 06. How would you like to disclose your asset class mix

06.1. Select how you would like to disclose your asset class mix.

Internally managed (%)
Externally managed (%)

 

Listed equity 10-50% 10 10-50% 25
Fixed income 10-50% 17 <10% 6
Private equity 0 0 0 0
Property 10-50% 15 0 0
Infrastructure 10-50% 11 0 0
Commodities 0 0 0 0
Hedge funds 0 0 0 0
Fund of hedge funds 0 0 0 0
Forestry 0 0 0 0
Farmland 0 0 0 0
Inclusive finance 0 0 0 0
Cash 10-50% 10 <10% 2
Money market instruments 0 0 0 0
Other (1), specify 0 0 <10% 4
Other (2), specify 0 0 0 0

'Other (1)' specified

          includes alternative assets and other diversified funds
        

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

06.3. Indicate whether your organisation has any off-balance sheet assets [Optional].

06.5. Indicate whether your organisation uses fiduciary managers.

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

The above is an approximate AUM breakdown reported as at 31 December 2018 and is produced by AMP Capital's FUM Reporting team. Externally managed assets include investments managed on behalf of AMP Capital by external fund managers (EFMs) through AMP Capital's multi-manager platform.

 


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
40 SSA
50 Corporate (financial)
10 Corporate (non-financial)
0 Securitised
Total 100%
Externally managed
55 SSA
35 Corporate (financial)
0 Corporate (non-financial)
10 Securitised
Total 100%

OO 08. Segregated mandates or pooled funds

New selection options have been added to this indicator. Please review your prefilled responses carefully.
Provide a breakdown of your organisation’s externally managed assets between segregated mandates and pooled funds or investments.
Asset class breakdown
Segregated mandate(s)
Pooled fund(s) or pooled investment(s)

Total of the asset class

(each row adds up to 100%)

[a] Listed equity
100%
[b] Fixed income - SSA
100%
[c] Fixed income – Corporate (financial)
100%
[e] Fixed income – Securitised
100%
[n] Cash
100%
[p] Other (1), specify
100%

08.2. Additional information. [Optional]

Externally managed assets include those managed by other investment managers on AMP Capital's behalf via a multi-manager platform (Fund of Funds). This includes AMP Capital's Future Directions and Responsible Investment Leaders (RIL) range of funds, and ipac funds (refer SAM module for more information).


OO 09. Breakdown of AUM by market

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

96 Developed Markets
4 Emerging Markets
0 Frontier Markets
0 Other Markets
Total 100% 100%

09.2. Additional information. [Optional]


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