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UniSuper Management Pty Limited

PRI reporting framework 2019

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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]

UniSuper is the dedicated superannuation fund for Australia's higher education system, managing the superannuation for the staff at all of Australia's universities.

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).

800 FTE

02.4. Additional information. [Optional]

UniSuper operates its member services, financial advice, investment managment and fund administration activities internally (including its own internal call centre). This contrasts with many Australian super funds which outsource these functions.

UniSuper's in-house Investment Team, is responsible for managing assets and for appointing external managers (noting that UniSuper does not use an asset consultant). UniSuper's financial advice team operates with no commissions and is solely focused on delivering the best advice (in an unconflicted manner) to UniSuper's members.

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]

We do not have any subsidiaries within our organisation

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

04.5. Additional information. [Optional]

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% 45 10-50% 17
Fixed income <10% 8 <10% 5
Private equity 0 0 0 0
Property <10% 2 <10% 3
Infrastructure <10% 4 0 0
Commodities 0 0 0 0
Hedge funds 0 0 0 0
Fund of hedge funds 0 0 0 0
Forestry <10% 1 0 0
Farmland 0 0 0 0
Inclusive finance 0 0 0 0
Cash 10-50% 11 <10% 3
Money market instruments <10% 1 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. 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]

We have a small allocation to private equity (>0.5%)

OO 07. Fixed income AUM breakdown (Private)

OO 08. Segregated mandates or pooled funds (Private)

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]

UniSuper is a prudent fiduciary investing retirement savings on behalf of its members. As such, it is cognisant at all times of the responsibility that this entails.  Consequently, UniSuper adopts a disciplined approach to looking at risk and return and avoids investments of a speculative nature. As a consequence:

> We invest in markets that we understand and where we are comfortable with the levels of risk associated with those markets.  UniSuper therefore has over 95% of its funds invested in developed markets.

> UniSuper applies a quality overlay to its investment process - and part of this means that we have a preference (regarding both internally and externally managed funds) for quality companies at sensible valuations. We focus on stability of earnings, dividends, cashflows, strong balance sheets and strong ESG practices.
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