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Folksam

PRI reporting framework 2020

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Peering questions

OO LE 01. Breakdown of listed equity investments by passive and active strategies

LE 01.1. Provide a breakdown of your internally managed listed equities by passive, active - quantitative (quant), active - fundamental and active - other strategies.

Percentage of internally managed listed equities
100 Passive
0 Active - quantitative (quant)
0 Active - fundamental and active - other
Total 100%

LE 01.2. Additional information. [Optional]


OO LE 02. Reporting on strategies that are <10% of actively managed listed equities (Not Applicable)


OO FI 01. Breakdown of fixed income investments by passive and active strategies

FI 01.1. Provide a breakdown of your internally managed fixed income securities by active and passive strategies

SSA
98 Passive
0 Active - quantitative (quant)
2 Active - fundamental and active - other
Total 100%

FI 01.2. Additional information. [Optional]


OO FI 02. Reporting on strategies that are <10% of actively managed fixed income

FI 02.1. Indicate if you wish to report on your active strategies that represent less than 10% of your fixed income holdings.

Fixed Income Category
Report? 
SSA

FI 02.2. Additional information. [Optional]


OO FI 03. Fixed income breakdown by market and credit quality (Not Applicable)


OO SAM 01. Breakdown of externally managed investments by passive and active strategies (Private)


OO PE 01. Breakdown of private equity investments by strategy

PE 01.1. Provide a breakdown of your organisation’s internally managed private equity investments by investment strategy.

Investment strategy 

Percentage of your internally managed
private equity holdings (in terms of AUM)
Venture capital
Growth capital
(Leveraged) buy-out
Distressed/Turnaround/Special Situations
Secondaries
Other investment strategy, specify (1)
Other investment strategy, specify (2)
Total 100%

PE 01.2. Additional information. [Optional]


OO PE 02. Typical level of ownership in private equity investments (Private)


OO PR 01. Breakdown of property investments

PR 01.1. Indicate the level of ownership you typically hold in your property investments.

PR 01.2. Provide a breakdown of your organisations allocation to Real Estate Investment Trusts (REITs) or similar

PR 01.3. Additional information. [Optional]


OO PR 02. Breakdown of property assets by management

PR 02.1. Provide a breakdown of your organisation’s property assets based on who manages the assets.

Property assets managed by

Breakdown of your property assets (by number)
Managed directly by your organisation
Managed via third-party property managers appointed by you
Managed by other investors or their property managers
Managed by tenant(s) with operational control
Total 100%

PR 02.2. Additional information. [Optional]

Our property assets are managed by Newsec under supervision by our internal Property Asset Managers.


OO PR 03. Largest property types

PR 03.1. Indicate up to three of your largest property types by AUM.

Types

Main property types (by AUM)

Largest property type
Second largest property type
Third largest property type

PR 03.2. Additional information.


OO INF 01. Breakdown of infrastructure investments

INF 01.1. Indicate the level of ownership you typically hold in your infrastructure investments.

INF 01.2. Additional information. [Optional]


OO INF 02. Breakdown of infrastructure assets by management

INF 02.1. Provide a breakdown of your organisation’s infrastructure assets based on who manages the assets.

Infrastructure assets managed by

Breakdown of your infrastructure assets (by number)
Managed directly by your organisation/companies owned by you
Managed via third-party operators appointed by your organisation/companies owned by you
Managed by other investors/their third-party operators
Total100%

INF 02.2. Additional information. [Optional]


OO INF 03. Largest infrastructure sectors

INF 03.1. Indicate up to three of your largest infrastructure sectors by AUM.

Sector

Main infrastructure sectors (by AUM)

Largest infrastructure sector
Second largest infrastructure sector
Third largest infrastructure sector

INF 03.2. Additional information.


OO HF 01. Breakdown of hedge funds investments by strategies (Not Applicable)


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