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FONDO DE PENSIONES EMPLEADOS DE TELEFÓNICA

PRI reporting framework 2020

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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]

"Empleados de Telefónica de España (ETE), Fondo de Pensiones" is the employment plan of Telefónica.

It is a Defined Contribution scheme and has 26.540 members and 11.559 beneficiaries at the reporting date.
The Control Committee is responsible for supervising the operations of the pension fund.
The Control Committee delegates the fund's investments to Fonditel Pensiones, an asset manager owned by Telefonica, and BBVA as the depository entity.
 

OO 02. Headquarters and operational countries

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

Spain

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).

11 FTE

02.4. Additional information. [Optional]

The pension fund does not have any employees, the board supervise the appropriate running of the pension fund to safeguard the interests of the fund's participants and beneficiaries.

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]

Our advisor Consultora de Pensiones y Prevision Social (CPPS) is PRI signatories.

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]

There are also 2.732.660€ in provisions linked to insurance policies.

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 10-50% 28
Fixed income 0 0 10-50% 49
Private equity 0 0 <10% 5
Property 0 0 <10% 3
Infrastructure 0 0 <10% 1
Commodities 0 0 0 0
Hedge funds 0 0 <10% 3
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 <10% 9
Money market instruments 0 0 0 0
Other (1), specify 0 0 <10% 2
Other (2), specify 0 0 0 0

`Other (1)` specified

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.

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

09.2. Additional information. [Optional]

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