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INARCASSA

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]

“INARCASSA - Cassa Nazionale di Previdenza ed Assistenza per gli Ingegneri ed Architetti Liberi Professionisti”, (National Social Security and Welfare Fund for Freelance Engineers and Architects), in short, INARCASSA, in accordance with the provisions of Italian Legislative Decree 30 June 1994 no. 509, is a non-profit organisation which performs activities in the public interest, with legal personality under private law in accordance with Articles 14 et seq of the Italian Civil Code and Italian Presidential Decree dated 10 February 2000 no. 361. 

OO 02. Headquarters and operational countries

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

Italy

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).

210 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.

29/12/2018

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]

Inarcassa investment approach combines the ESG parameters through the selection of asset manager/financial instruments that apply environmental, social and governance criteria, favoring the best within a universe, a category or a class of assets. At the end of 2018, 16% of Inarcassa total assets are allocated in instruments with a responsible view. To support implementation of sustainable investment criteria to the portfolio, Inarcassa selected during the 2018 Vigeo Eiris as a ESG advisor for investment evaluation.

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% 6.2 10-50% 14.1
Fixed income 10-50% 17.5 10-50% 21.1
Private equity <10% 2.2 <10% 2.1
Property <10% 0.5 10-50% 16.2
Infrastructure <10% 0.4 <10% 2.6
Commodities 0 0 <10% 2.6
Hedge funds 0 0 <10% 6.8
Fund of hedge funds 0 0 0 0
Forestry 0 0 <10% 0.1
Farmland 0 0 <10% 0.1
Inclusive finance 0 0 0 0
Cash <10% 1 0 0
Money market instruments <10% 6.5 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]

Annualy, the Inarcassa "Comitato Nazionale Delegati" with the Board of Directors and with the support of Investment Department and the Risk Advisor is expected to review the strategic asset allocation to establish the percentage on the different asset classes.

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.

93 Developed Markets
7 Emerging Markets
0 Frontier Markets
0 Other Markets
Total 100% 100%

09.2. Additional information. [Optional]

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