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

Sanlam Investment Management (SIM)

PRI reporting framework 2020

serch-btn

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]

Sanlam Investment Group (SIG) incorporates the Sanlam Group’s investment-related businesses, ensuring business practices and performances are aligned with the Group. The business is diversified across a broad range of specialist investment businesses. Its areas of expertise include conventional asset management, index and smart beta investments, alternative investment solutions, collective investment schemes, property asset management, private client investment management and stock broking, multi-management, structured products (including guaranteed products), private equity and offshore investment management.

Sanlam Investments (SI), part of the Sanlam Investment Group (SIG),  houses all of Sanlam’s domestic 3rd party investment capabilities as well as the distribution and business enablement functions. It's areas of expertise include conventional asset management, index and smart beta investments, alternative investments and multi-management.

OO 02. Headquarters and operational countries

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

South Africa

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).

380 FTE

02.4. Additional information. [Optional]

Within the Sanlam Investment Group there are currently approximately 880 employees. Applicable to this report, there are approximately 380 employees within Sanlam Investments, the third party investment business within the Sanlam Investment Group.

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]

Sanlam Investments, part of the Sanlam Investment Group, is an operational cluster of Sanlam Limited.

Sanlam Limited is an Asset Owner signatory.

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]

The AUM is provided for the Sanlam Investments business, excluding the Multi-Manager division.

 

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% 40 0 0
Fixed income 10-50% 25 0 0
Private equity 0 0 0 0
Property <10% 5 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 10-50% 30 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]

OO 07. Fixed income AUM breakdown (Private)

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.

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

09.2. Additional information. [Optional]

The majority of assets managed are domiciled in South Africa which we consider an emerging market.
Next Section
Top