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Permira Holdings Limited

PRI reporting framework 2020

You are in Organisational Overview » Basic information

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]


OO 02. Headquarters and operational countries

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

Guernsey

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).

316 FTE

02.4. Additional information. [Optional]

As at 31 December 2019, Permira operated offices in Frankfurt, Guernsey, Hong Kong, London, Luxembourg, Madrid, Menlo Park, Milan, New York, Paris, Seoul, Stockholm and Tokyo.

As at 31 December 2019, total FTEs included 244 investment and organisational professionals and 72 support staff. This includes 48 FTEs for Permira Debt Managers Limited (PDM).


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.

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 assets which are subject to an execution and/or advisory approach. Provide this figure based on the end of your reporting year

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 0 0 0 0
Fixed income 10-50% 20 0 0
Private equity >50% 80 0 0
Property 0 0 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 0 0 0 0
Money market instruments 0 0 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]

Total AUM at 31 December 2019 included:

  • Private equity AUM c.€36.253, including current committed capital plus uncalled commitments across all Permira funds, including the large buy-out funds (P4, P5, P6, and P7) as well as Permira Growth Opportunities (PGO). 
  • Permira Debt Managers ("PDM") AUM c.€8.86bn, including current investments plus uncalled commitments. Direct lending is the largest of PDM's three core strategies, and represented AUM of more than €7.19bn. PDM's CLO management and structured credit businesses represented the balance of the AUM.

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
0 SSA
0 Corporate (financial)
80 Corporate (non-financial)
20 Securitised
Total 100%

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


OO 09. Breakdown of AUM by market

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

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

09.2. Additional information. [Optional]

The breakdown above is based on the location of the headquarters of portfolio companies in the Permira private equity funds and PDM's private credit funds at 31 December 2019.  The number of portfolio companies headquartered in emerging markets, as defined by the MSCI, was as follows:

  • Four portfolio companies in the private equity funds
  • One portfolio company within PDM's private credit funds

A number of current portfolio companies which are not headquartered in emerging markets have operations and activities within these markets. Permira recognises that ESG considerations may be more prominent in these markets and considers this in the approach to ESG integration.


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