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

Catella Fondförvaltning AB

PRI reporting framework 2019

serch-btn

You are in Organisational Overview » Basic information

Basic information

OO 01. Signatory category and services (Not Completed)

OO 02. Headquarters and operational countries

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

Sweden

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).

30 FTE

02.4. Additional information. [Optional]

Catella group is a listed company with offices in 13 European countries. Total number of staff aproximately 600.

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 fundcompany has no subsidiaries but Catella is a group of more than 30 companies.

OO 04. Reporting year and AUM

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

31/12/2019

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.

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% 34 0 0
Fixed income 10-50% 24 0 0
Private equity 0 0 0 0
Property 0 0 0 0
Infrastructure 0 0 0 0
Commodities 0 0 0 0
Hedge funds 10-50% 37 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 0 0 0 0
Money market instruments 0 0 0 0
Other (1), specify <10% 5 0 0
Other (2), specify 0 0 0 0

'Other (1)' specified 

          Mixed funds and fund of 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]

Fundera på eventuell text kring fördelningen, tex perception av att vi är ett alternativhus som har alla tillgångsklasser eller liknande.

OO 07. Fixed income AUM breakdown (Private)

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

OO 09. Breakdown of AUM by market (Not Completed)

Next Section
Top