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Momentum Metropolitan Life Ltd

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
9.17 Passive
10.72 Active - quantitative (quant)
80.11 Active - fundamental and active - other
Total 100%

LE 01.2. Additional information. [Optional]

Based on best efforts basis.


OO LE 02. Reporting on strategies that are <10% of actively managed listed equities (Private)


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
1.02 Passive
3.72 Active - quantitative (quant)
95.26 Active - fundamental and active - other
Total 100%
Corporate (financial)
9.46 Passive
1.37 Active - quantitative (quant)
89.18 Active - fundamental and active - other
Total 100.01%
Corporate (non-financial)
7.00 Passive
0.15 Active - quantitative (quant)
92.85 Active - fundamental and active - other
Total 100%
Securitised
0 Passive
0 Active - quantitative (quant)
100 Active - fundamental and active - other
Total 100%

FI 01.2. Additional information. [Optional]

Based on best effort basis.


OO FI 02. Reporting on strategies that are <10% of actively managed fixed income (Not Applicable)


OO FI 03. Fixed income breakdown by market and credit quality

Update: this indicator has changed from "Mandatory to report, voluntary to disclose" to "Mandatory". Your response to this indicator will be published in the Public Transparency Report. This change is to enable improved analysis and peering.

FI 03.1. Indicate the approximate (+/- 5%) breakdown of your SSA investments, by developed markets and emerging markets.

SSA
0.2 Developed markets
99.8 Emerging markets
Total 100%
Indicate the approximate (+/- 5%) breakdown of your corporate and securitised investments by investment grade or high-yield securities.
Type
Investment grade (+/- 5%)
High-yield (+/- 5%)
Total internally managed
Corporate (financial)
100%

FI 03.3. Additional information. [Optional]

Based on best effort basis.

If you are invested in private debt and reporting on ratings is not relevant for you, please indicate below


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%

Other investment strategy, specify (1)

          The Other investment strategy refers to our Fund investments, where we are the Limited Partner.
        

PE 01.2. Additional information. [Optional]

We completed the above response on the premise where we may have any direct influence.  Therefore we only deal with our direct investments and excluded the fund investments, as we are typically a Limited Partner. The Fund investments exposure is indicated under a separate strategy “Other”.


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


OO PR 01. Breakdown of property investments (Private)


OO PR 02. Breakdown of property assets by management (Private)


OO PR 03. Largest property types (Private)


OO INF 01. Breakdown of infrastructure investments (Private)


OO INF 02. Breakdown of infrastructure assets by management (Private)


OO INF 03. Largest infrastructure sectors (Private)


OO HF 01. Breakdown of hedge funds investments by strategies (Private)


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