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AG2R La Mondiale

PRI reporting framework 2020

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Organisational Overview
Basic information [OO 01 - 09] Asset class implementation gateway indicators [OO 10 - 12] Peering questions [OO LE 01 - HF 01]
Strategy and Governance
Investment policy [SG 01 - 04] Objectives and strategies [SG 05 - 06] Governance and human resources [SG 07 - 08] Promoting responsible investment [SG 09 - 11] Outsourcing to fiduciary managers and investment consultants [SG 12] ESG issues in asset allocation [SG 13 - 15] Asset class implementation not reported in other modules [SG 16 - 17] Innovation [SG 18] Communication [SG 19]
Indirect – Manager Selection, Appointment and Monitoring
Listed Equity and Fixed Income Strategies [SAM 01] Selection [SAM 02 - 03] Appointment [SAM 04] Monitoring [SAM 05 - 07] Outputs and outcomes [SAM 08 - 09]
Direct - Listed Equity Incorporation
ESG incorporation in actively managed listed equities [LEI 01 - 10] Implementation processes [LEI 01 - 10] (A) Implementation: Screening [LEI 04 - 06] (B) Implementation: Thematic [LEI 07] (C) Implementation: Integration of ESG factors [LEI 08 - 10] Outputs and outcomes [LEI 12 - 13]
Direct - Listed Equity Active Ownership
Overview [LEA 01] Engagement [LEA 02 - 08] Outputs and outcomes [LEA 09 - 11] (Proxy) voting and shareholder resolutions [LEA 12 - 21]
Direct - Fixed Income
ESG incorporation in actively managed fixed income [FI 01 - 12] Implementation processes [FI 01 - 03] (A) Implementation: Screening [FI 04 - 06] (B) Implementation: Thematic [FI 07 - 09] (C) Implementation: Integration [FI 10 - 12] Fixed income - Engagement [FI 14 - 16] Outputs and outcomes [FI 17 - 18]
Direct - Property
Overview [PR 01] Pre-investment (selection) [PR 04 - 06] Post-investment (monitoring and active ownership) [PR 08 - 14] Overview [PR 08] Property monitoring and management [PR 09 - 10] Property developments and major renovations [PR 11] Occupier engagement [PR 12 - 13]
Confidence building measures
Confidence building measures [CM1 01 - 07]
Export Public Responses
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You are in Organisational Overview » Basic information

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]


AG2R LA MONDIALE is France's leading provider of social protection and patrimonial protection.The Group protects 15 million of people (insurance + mandatory pension) and supports more than 500 000 companies. AG2R LA MONDIALE combines solidity and adaptability to support its clients in relation to their basic needs for protection and well-being. Since the Group's inception 110 years ago, despite economic crises the group has remained focus on its clients.  website : https://www.ag2rlamondiale.fr/  


AG2R LA MONDIALE’s had 103 €bn under management on the 31st December 2019. Asset management is organised via three sub-entities: 

  1. Our Internal Investment managers AG2R LA MONDIALE Gestion d’actifs is a french asset management firm based in Paris, France. It has 24.6 €bn in assets under management. (Equity mandates and funds. ALM Gestions d’Actifs is in particular managing a significant part of the AGIRC ARRCO reserves (French pension system) ;  AG2R LA MONDIALE Gestion d’actifs: https://www.ag2rlamondiale.fr/gestion-d-actifs/conseil-notre-gamme-de-fonds-opc-organismes-de-placements-collectifs
  2. Direction des investissements immobiliers de placement Real Estate Investment activities covering 6.6 €bn AUM
  3. GIE La Mondiale Groupe direct holding of the life-insurance bond portfolios covevring 71.7 €bn AUM

All three entities are under the same operational management. We completed this questionnaire on the ground of the total AUM. 
AG2R sees Socially Responsible Investment (SRI) as an intrinsic part of sustainable development. For this reason, it has made SRI the cornerstone of its investment decisions and asset management policy. AG2R La Mondiale has been  a pioneer and leader in sustainable investments for over 15 years. AG2R La Mondiale applies a responsible investment policy to all its asset classes. The group created its first SRI funds in 2000 and gradually built up a solid experience by developing its Best-in-class methodology, creating over time the funds making up its current range and developing its outstandings. Some funds obtained the Novethic labels in 2012 and others the SRI Label supported by the public authorities in 2017.
 

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).

9000 FTE

02.4. Additional information. [Optional]

As of December 2019, AG2R La Mondiale has over 9000 employees who are all based in various locations in France.

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 have signed the PRI principles for the whole of AG2R La Mondiale's group.

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

04.5. 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% 8.09 <10% 4.09
Fixed income >50% 74.95 <10% 1.52
Private equity <10% 0.05 <10% 0.41
Property <10% 6.86 0 0
Infrastructure 0 0 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% 1.32 0 0
Money market instruments 0 0 <10% 2.71
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]

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.

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

09.2. Additional information. [Optional]

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